This document will continue to evolve as existing sections change due to the addition of new information. The following table shows all document updates with the most recent updates at the top.
| Date |
What's Changed |
Notes |
|---|---|---|
| 04 AUG 2017 |
Initial Document Creation |
This guide outlines the information you need to know about new or improved functionality in this release.
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Oracle Configure, Price, and Quote (CPQ) Cloud enables companies to streamline the entire opportunity-to-quote-to-order process, including product selection, configuration, pricing, quoting, ordering, and approval workflows. CPQ Cloud provides a flexible, scalable, enterprise-ready solution ideal for companies of all sizes that sell products and services across direct, indirect, and
e-commerce sales channels.
Leverage the rich interface and interactive capabilities available in CPQ Cloud 2017 R2 to provide a smarter selling experience using the following functionality.
- Oracle Alta UI Enhancements
- Win Probability
CPQ Cloud 2017 R2 provides an option that allows customers to view and edit Transactions in CPQ Cloud using the Oracle Alta user interface (UI). Alta UI is a design system that delivers modern, simple, and more engaging UIs across Oracle’s web-based and mobile applications and is the new standard for Oracle applications and Oracle Cloud-based services. The 2017 R2 Oracle Alta Transaction UI provides customers with an improved user experience by focusing on fewer elements and a cleaner design aimed at accelerating performance and information delivery.
The Oracle Alta UI complies with Oracle Accessibility standards using the same layout administration tools familiar to CPQ Cloud customers, who can enable the Alta UI while maintaining their existing legacy UI. Administrators can assign user access to the layouts based on user type and user group. Enabling the usage of the Alta UI to certain users while maintaining the legacy UI for other users allows existing customers to make the transition to the new Alta UI at their own pace.
Understanding the Win Probability of a Transaction’s current pricing is key to maximizing the profit realizable for that Transaction. While negotiating pricing with customers, sales users need to understand how sensitive their customer will be to changing discounts and pricing, and how likely they are to buy at a particular price point or discount. CPQ Cloud 2017 R2 provides an out-of-box feature that allows sales users to predict the “Win Probability” of a quote based on historical data. Using the Analytics Definition Editor, administrators can select “Win Probability” as the type of analytic, configure the analytic, and then display “Win Probability” to sales users in Commerce Transactions to guide their negotiation of discounts.
Upgrade the functionality of CPQ Cloud's open and flexible platform to create value and drive results using the following CPQ Cloud 2017 R2 enhancements.
- System Configuration
- Migration Enhancements
System Configuration refers to the manner in which customers use CPQ Cloud to configure and bundle the product or series of products they wish to sell. As in CPQ Cloud 2017 R1, the BOM hierarchy supports both parts and models as child items and administrators can view BOM Mapping Rule items, including child sales items, in Configuration. In CPQ Cloud 2017 R2, sales users can view the items that will be included in a Transaction while configuring products at any level of the BOM hierarchy. This functionality extends the BOM Mapping enhancements included in CPQ Cloud 2017 R1 and further supports customers’ ability to bundle configurations across product families, product lines, and models.
The following functionality is available in CPQ Cloud 2017 R2:
- Reconfigure child models at any level of the BOM hierarchy from the line item grid. Previous releases only supported the ability to configure the top-level root model.
- Display BOM data in hierarchical format on the main document (i.e. Transaction) using a Commerce HTML attribute option.
- Capture the BOM hierarchy by calling the “getbom” BML function using the document number of any BOM element. Prior releases only supported calling the “getbom” BML function using the document number of the root element.
CPQ Cloud 2017 R2 extends the functionality available in the Migration Center by supporting the migration of individual product lines and product models in Configuration, which allows greater flexibility, productivity, and responsiveness in product Configuration. Administrators can now migrate smaller sets of data, complete their Configuration development work in stages, and administer product configuration updates with multiple teams working in parallel.
By expanding the Configuration section of the Migration Center, administrators can select the checkboxes associated with the product lines and models they wish to migrate. Administrators can also save the selected product lines and models as a package, which they can then migrate between sites. When migrating a product line or model in Configuration, the relevant Catalog data is also included in the migration.
Leverage the power of CPQ Cloud by integrating with other software applications. CPQ Cloud administrators can use the pre-defined integrations out-of-the-box or enhance the provided integration patterns to build a strong Oracle Cloud suite.
- Identity Cloud Service Integration
- Subscription Ordering Integration Enhancements
- Salesforce Integration Enhancements
- Transaction REST APIs
Identity Cloud Service Integration
In CPQ Cloud 2017 R2, new customers can leverage Oracle Identity Cloud Service (IDCS) as an integrated identity management solution. The integration simplifies the identity services requirements common to Enterprise customers. With the integration, administrators delegate user management activities such as user creation, activation, and password management to IDCS. The integration minimizes the risk of profile duplication and the number of interfaces administrators and users must visit to complete their tasks.
The following functionality is available in CPQ Cloud 2017 R2:
- Use IDCS to assign or revoke CPQ Cloud access to host company users.
- Continue to edit user attributes (excluding the Login, First Name, Last Name, and Email fields) from the CPQ Cloud User Administration page.
- Provide a Single Sign-On (SSO) solution for all Oracle and non-Oracle applications integrated with IDCS.
- Use IDCS for password management for the users provisioned from IDCS.
Subscription Ordering Integration Enhancements
The Subscription Ordering integration enhancements introduced in CPQ Cloud 2017 R1 allow customers to create and store orders outside of CPQ Cloud in an external client application. Using REST services for assets, external client applications can then modify, terminate, suspend, resume, or renew assets. CPQ Cloud 2017 R2 extends the functionality available in CPQ Cloud 2017 R1 by providing several enhancements to the Customer Assets page.
The following enhancements are available in CPQ Cloud 2017 R2:
- Enable the Suspend, Resume, and Renew actions on the Customer Assets page. The Modify and Terminate actions available in prior releases continue to appear on the page.
- Display the customer name on the Customer Assets page.
- View a Part Description column on the Customer Assets page.
- Add new attributes for assets to the Customer Assets page using the UI Designer Customer Assets List.
- Include the new attributes for assets in the existing Import Action and Export Action REST APIs.
- Enrich the asset schema with additional information such as Serial Number, Billing Account, Service Account, and Contract Reference.
Salesforce Integration Enhancements
CPQ Cloud 2017 R2 includes enhancements to the CPQ Cloud integration platform to support the integration of multiple Salesforce instances to a single CPQ Cloud site. Different departments within a company may run on separate Salesforce organizations. With this enhancement, these organizations can all integrate to the same CPQ Cloud site. This situation can be common for companies that grow through mergers and acquisitions or have discrete business operating units for each product category or global territory.
CPQ Cloud 2017 R2 supports the exposure of data, metadata, and actions by authorized user interfaces such as the Oracle Application Development Framework (ADF) and Salesforce Lightning through web services. The following enhancements are available in CPQ Cloud 2017 R2:
- Provide line item grid state parameters in the REST response to identify column visibility.
- Maintain the product hierarchy of the line item grid during search and sort functions.
- Support for Country and State attributes in the REST response.
- Support approval related attributes for Submit actions in the REST response.
- Return language attributes as composite parameters to support UI language menus.
- Provide new partner information parameter for Create Transaction REST service
- Provide new Alternate Address endpoints for the Transaction REST API.
- Introduce a new REST API service to retrieve CPQ resource string translations.
- Provide modify actions for Data Table and Parts SOAP APIs.
Provide a simple way for administrators and end users to leverage CPQ Cloud by using the following new 2017 R2 features:
- Oracle Alta UI Navigation and Global Header
- Additional CPQ Cloud Enhancements
Oracle Alta UI Navigation and Global Header
In CPQ Cloud 2017 R2, administrators can modernize the appearance and usability of CPQ Cloud navigation with the Oracle Alta UI system. Once activated, a new Global Header replaces the previous header and navigation links with a customizable branding area, Global Links, User Navigation Menu, and the Admin Navigation Drawer.
- Global Header Branding: Located on the left side of the Global Header, the branding area provides a location for placement of corporate identity information in the form of a custom logo or image and site name.
- Global Links: Displayed to the right of the Branding Area, Global Links are icon only buttons that provide easy navigation to key functions while remaining compact to minimize visual clutter.
- User Menu: Located in the far right corner of the Global Header, users access the menu by clicking on the User Stamp (a menu button with an icon as the visual representation of the user).
- Admin Navigation Drawer: Presents an interface where navigation items appear as a list containing all of the links currently available on the Admin Home page.
Additional CPQ Cloud Enhancements
In 2017 R2, CPQ Cloud introduces several enhancements to improve performance and simplify CPQ Cloud integrations.
- A BML function to add parts to a quote automatically from within a transaction.
- The BML string builder object to assemble large strings more efficiently.
- Disabled BML print statements for user-initiated actions when BML print logging is disabled.
- Define indices for Commerce data columns to improve response time for web service queries.
- Live Data Tables that immediately reflect saved changes without deployment.
- Run validation rules before advanced modify to discontinue integrations if validation fails.
- Limit Single Select Pick List attribute response results to prevent browser issues.
- Upload and download macro-enabled Excel files from the CPQ Cloud.
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