Update 20C

Revision History

This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:

Overview

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 20C.

DISCLAIMER

The information contained in this document may include statements about Oracle’s product development plans. Many factors can materially affect Oracle’s product development plans and the nature and timing of future product releases. Accordingly, this Information is provided to you solely for information only, is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described remains at the sole discretion of Oracle.

This information may not be incorporated into any contractual agreement with Oracle or its subsidiaries or affiliates. Oracle specifically disclaims any liability with respect to this information. Refer to the Legal Notices and Terms of Use for further information.

Approvals

The following Approval feature is available in Oracle CPQ 20C.

Capture Multiple Comment Lines in Approval Emails

Prior to Oracle CPQ 20C, only the first line of an email approval comment was copied in the email approval reply. Oracle CPQ 20C allows for the email approval reply to include multiple comment lines.

BML

The following BML feature is available in Oracle CPQ 20C.

Add Months BML Function

A new BML function, addMonths, is available. This function adds or subtracts a number of months from a specified date using the syntax Date addmonths(Date date, Integer num_of_months).

Bulk Upload and Bulk Download Services

The following Bulk Upload and Bulk Download feature is available in Oracle CPQ 20C.

Add Email Addresses for Bulk Upload Summary Notifications

Prior to Oracle CPQ 20C, bulk upload summary notifications were sent only to the SuperUser's email address. Oracle CPQ 20C provides a new General Site Options setting to designate additional email addresses to send bulk upload summary notifications. Notifications regarding scheduled data table exports are also sent to this new email address, if specified.

Commerce

The following Commerce features and enhancements are available in Oracle CPQ 20C.

Optimize Commerce Rule Execution

Oracle CPQ 20C optimizes Commerce rules by eliminating the execution of unnecessary rules, such as hiding rules on attributes if they are hidden by a workflow step.

Optimize Data Storage for Commerce Display History

Oracle CPQ 20C improves performance when saving Commerce Attribute history by optimizing the save batch size to accommodate for the number of records being saved. Additional enhancements improve Commerce Action responsiveness by performing an asynchronous save of Commerce Attribute history. This allows the actions to complete before the history save is complete.

Optimize Interact Calls for JET Transaction UI Tables

Oracle CPQ 20C improves performance when loading the JET Transaction UI by eliminating the execution of redundant Line Item Grid and Transaction Array interact calls.

Deal Management

The following Deal Management enhancement is available in Oracle CPQ 20C.

Auto-Update Price Score Values

Beginning in Oracle CPQ 20C, price score values automatically update during JET UI auto updates. Additionally, a single save or modify action will update the price score value. Previously, users had to invoke a save or modify action, sometimes twice, to update price score values.

JET Transaction UI

The following JET Transaction UI features and enhancements are available in Oracle CPQ 20C.

JET UI Inline Rich Text Editor

Oracle CPQ 20C introduces a new inline editor for rich-text editable attributes (RTE).

• Users can now edit and format rich text on the quote in an intuitive editor that maintains all of the formatting functions from the legacy editor while improving the copy and paste capabilities.
• Templates selected to display as the default value are supported, however, the end user will not be able to access other templates with this initial release of the new editor.
• The editor Toolbar displays above the text editing area, which sizes responsively based on the content.
• The new JET editor includes more text formatting options than the legacy editor, undo/redo, images, links, table tools, and functions with the browser's native spell check.

Display Error Panel Messages for JET Transaction UI Tables

In addition to the existing inline display, JET Transaction UI Line Item Grid and Transaction Array error messages will now display at the top of the page in the collapsible sticky header bar Error Panel. Error notifications describe the error, list error occurrences, and provide links to the location of the attribute triggering the message.

Display Indicator Icons for Editable Line Item Grid Fields

Beginning in Oracle CPQ 20C, administrators can choose to display indicator icons for easier recognition of editable Line Item Grid fields. Previously, display indicator icons only displayed when a field was selected for editing. Read-only fields will not display these indicators.

Left Align Display Labels for JET Transaction UI Layout

The JET Transaction UI layout now provides a left align option for display labels. Previously, labels for the JET Transaction UI could only be displayed above the field or right-aligned at the side of the field.

Reorder and Reset Default for JET Transaction UI Table Columns

Oracle CPQ 20C allows end users to reorder JET Transaction UI Line Item Grid and Transaction Array columns. In addition to the reorder options, the Manage Columns window provides a reset function to return the table column display options to their default settings.

Wrap Text Option for Line Item Grid

Previously, JET UI Line Item Grids truncated overflowing content and users could hover over the cell to view the full content. To improve usability, Oracle CPQ 20C provides a new View menu option to wrap cell content for the JET Line Item Grid. Rows will expand as needed to fit additional lines of content.

Oracle CPQ Integration

The following Oracle CPQ Integration feature is available in Oracle CPQ 20C.

Support for Microsoft Dynamics 365 Unified User Interface

Microsoft Dynamics 365 for Sales (CRM) customers can integrate with Oracle CPQ, allowing their users to access Oracle CPQ from an opportunity, to create new quotes, and to edit existing quotes with a seamless Single Sign-On experience. Quote data and line items are synced back to Dynamics to enable more reliable forecasts and reports.

Microsoft Dynamics 365 has introduced a new Unified UI. Beginning with Oracle CPQ 20C, we have added integration support for our JET UI, Legacy UI, and CPQ iFrame integrations with the MS Dynamics Unified UI. In addition, Oracle CPQ continues to support the Microsoft Dynamics Legacy UI.

Web Services

The following Web Service features are available in Oracle CPQ 20C.

Default Headless Mode to False for Configuration REST APIs

The v10 Configuration REST APIs will honor the legacy behavior by default, so customers do not need to explicitly disable headless mode for Configuration REST calls.

Display Swagger Schema for Interface Catalog REST APIs

Beginning in Oracle CPQ 20C, the Interface Catalog will display swagger definitions instead of JSON schema for the following v10 REST APIs: Accounts, Assets, Commerce Documents, configBomInstance, Configuration Layout and Metadata, DocxCompare and DocxMerge, ecommerceInteractionMetrics, eligibilityRule, and Parts.