This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:
| Date | Feature | Notes |
|---|---|---|
| 26 JUN 2020 | General Site Password Options | Updated document. Delivered feature in update 20B. |
| 08 APR 2020 | Created initial document. |
Oracle Configure, Price, and Quote (CPQ) enables companies to streamline the entire opportunity-to-quote to-order process, including product selection, configuration, pricing, quoting, ordering, and approval workflows. Oracle CPQ 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.
This guide outlines the information you need to know about new or improved functionality in Oracle CPQ 20B.
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The following Administration feature is available in Oracle CPQ 20B.
Oracle 20B supports a new user account lockout feature. This feature allows administrators to specify an amount of time an account login is automatically locked after the number of invalid login attempts is exceeded. Once the lockout time has passed, the user account login is automatically unlocked and available for user login. This feature provides enhanced site-level user account login security.
The following Commerce features and enhancements are available in Oracle CPQ 20B.
Select HTML Attribute Generation Options for Commerce Actions
In prior releases, administrators could not exclude HTML attribute generation for Commerce modify actions. Beginning in Oracle CPQ 20B, administrators can opt to "Leave Value Unchanged" for HTML attributes that do not require rendering for a specific Commerce action. When HTML attribute rendering is required for an action, administrators can select the "Revert to default" option.
Show Run-Time Breakdown of Commerce Action Performance Analysis
Commerce action performance analysis was introduced in Oracle CPQ 19A to help customers identify potential performance hindrances. Beginning in Oracle CPQ 20B, the performance analysis will include the time in specific functions and in each dependency library for the selected transaction.
Support New Commerce Process System Attributes
Oracle CPQ 20B introduces two new Commerce system attributes:
- _system_process_name to indicate the current process name.
- _system_subscription_order_enabled to indicate if Subscription Ordering, also known as Asset Based Ordering, is enabled.
These attributes are supported for Commerce BML functions, including:
- Attribute defaults
- Actions
- Library functions
- Rules
- Advanced Default
- Auto-Update
Additionally, _subscription_order_enabled is available in the Utility BML library.
The following data table feature is available in Oracle CPQ 20B.
Oracle CPQ introduces the Data Table Export Scheduler to automate the export of data tables to an SFTP server. Exported data tables, when saved to the customer's SFTP server on an established periodic schedule, can be used for audit and compliance purposes. Administrators can identify data tables to export and schedule the periodicity, start time, and an optional termination date for services.
The following Deal Comparison Scatter Plot Analytic feature is available in Oracle CPQ 20B.
Display Transaction from Deal Comparison Scatter Plot
The Deal Comparison Scatter Plot Analytic is a graph that displays data points as a comparison set in a scatter plot chart. Beginning with Oracle CPQ 20B, JET UI users can view Transaction and Transaction Line information when they select a Transaction data point within a scatter plot chart.
FTP Automation and Bulk Upload Services
The following FTP Automation and Bulk Upload features are available in Oracle CPQ 20B.
Allow Multiple XML Controller Files for Upload Using FTP Automation
Oracle CPQ 20B provides for the upload of multiple XML controller files using FTP Automation. The controller XML files can reference multiple ZIP files. Each controller filename must include the prefix "upload_list" (e.g. upload_list1.xml, upload_list2.xml, upload_listA.xml). The XML controller files are processed one at a time in sequential order with the latest date/time controller XML file processed first. Once uploaded the file is deleted from the FTP folder. Bulk upload status is provided on an individual XML file basis as well as for completion of all the files in the FTP folder.
Import Migration Package Using FTP Automation
Migration packages are administrator-defined packages of components that can easily be moved from site to site without the administrator having to reselect components before each migration. Currently, migration packages and individual components of a migration package are imported into Oracle CPQ using the Import Package functionality of the Migration Center. In Oracle CPQ 20B this same functionality is supported using FTP Automation data transfer.
JET Transaction User Interface
Oracle CPQ created a new, advanced table component to replace the standard JET table previously used for transaction line items. The new table provides enhanced rendering performance and responsiveness, instant response to cell selection, faster refresh of the table while editing, smoother scrolling and sticky-header, easier row selection, and significantly improved column resize and freeze.
The following JET UI enhancements are available in Oracle CPQ 20B.
Checkbox Selection for Line Items
Oracle CPQ 20B delivers the highly requested Checkbox row selection for the JET Transaction UI Line Item Grid. In prior releases, selecting multiple line items was limited to the current page for desktop users, and was not possible for users on touch-screen devices. Now with the selection checkboxes, displayed at the start of each line item row, selecting and deselecting lines is easier for all users. Users can also click the checkbox in the first column header to select or deselect all lines across all pages. In addition, the Line Item Grid table footer indicates the number of currently selected rows.
Enhanced Context Menu Actions for Line Item Grid Columns
Oracle CPQ 20B introduces new actions available from the context menu on the Line Item Grid column headers. From the context menu, users can freeze or unfreeze columns. Users can also quickly Hide a column or Unhide All columns from the context menu.
Expand and Collapse All Models in the Line Item Grid
In prior releases, each model or sub-model had to be individually expanded or collapsed. Oracle CPQ 20B adds two new actions available from the Line Item Grid's View menu to instantly Expand All or Collapse All models on the transaction. This functions across all pages of the Line Item Grid. The expanded/collapsed state is also persistent for the user across sessions.
Import Transaction Line Item Data from XLSX File
Oracle CPQ 20A provided the ability to export Line Item data to a Microsoft Excel (XLSX) file on the user's local computer. With this file users can run formulas and calculations on the Transaction data quickly and easily.
Oracle CPQ 20B provides the additional ability to import Line Item Grid data from a modified CPQ-exported Microsoft Excel (XLSX) file. This feature leverages Microsoft Excel with CPQ Commerce to add new or modify existing transaction line data. End users can add independent line items or unconfigured model line items to the CPQ export XLSX file. The export file provides necessary identification data to determine modifications to the specific CPQ Line Item Grid.
Progress Indicator During Queue Processing
Similar to the JET Configuration UI, the JET Transaction UI now displays a Progress Indicator in the page header. This provides an immediate visual indication that the user's action has had an effect. When the user performs an action, an animated icon displays beside the page title notifying the user that the action is in process. A tooltip note is available on this icon to provide more details.
The following Performance Log enhancements are available in Oracle CPQ 20B.
Changes made in Oracle CPQ 20B significantly improve performance for large performance log data volumes. To improve the usability, the default sort order is now date descending (i.e. the latest entry is shown first).
Show Commerce Action Related Items in Performance Log
In addition to performance enhancements, the following items related to an invoked action are now logged: Hiding rules, Validation, Constraints, Filters, Auto-update Rule - Before Formulas, Formulas, and Auto-update Rule - After Formulas.
The following Migration Center feature is available in Oracle CPQ 20B.
Version Oracle CPQ Migration Packages
Beginning in Oracle CPQ 20B, administrators have more control to regulate package versions by using the new version icon to create incremental versions for selected migration packages.
The following User Administration feature is available in Oracle CPQ 20B.
Search User Administration List
To make it easier to locate user information from the User Administration List page, Oracle CPQ 20B introduces the ability to search for a user. You can search on user Login, First Name, and/or Last Name for both Active and Inactive users.
The following Web Service features are available in Oracle CPQ 20B.
Oracle CPQ 20B provides Migration REST APIs to streamline the distribution and deployment of migration packages to different environments. Customers can use these REST API services to:
- Initiate and cancel migrations
- Export and import migration packages
- Monitor migration status
Oracle CPQ 20B adds new categories to the Task REST APIs to support migration tasks. In addition to new categories, there is a new endpoint and method for canceling tasks such as deploying, exporting, and importing data tables. This endpoint also supports cancelling migration package imports.