Update 21B

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 21B.

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.

Security & New Features

We would like to remind you if your system has modified security structures you may need to advise your security administrator of new features you would like to implement.

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We welcome your comments and suggestions to improve the content. Please send us your feedback at cpqcloud_documentation_us_grp@oracle.com.

Data Cube Exports

The following Data Cube export enhancements are available in Oracle CPQ 21B.

Expanded Filter Operations for Data Cube Exports

Currently some customers run multiple Data Cube exports to compare an attribute against specific values because of the limitations of filters. Oracle CPQ 21B expands filter operations for Data Cube Export customers to provide more robust filtering capabilities. In addition to existing functionality, filters for Data Cube exports now allow IN and BETWEEN filter operators and they also support the OR conjunction operator between filters.

Stop a Running Data Cube Export

While running periodic Data Cube exports, customers may experience scheduled exports being put on hold when an export with a large amount of data is running. Oracle CPQ 21B provides the ability to stop a currently running Data Cube export, which allows the system to proceed to the next scheduled export.

JET User Interface

The following JET User Interface features are available in Oracle CPQ 21B.

Display Indicator Icons in Configuration Arrays

Beginning in Oracle CPQ 21B, administrators can choose to display indicator icons for easier recognition of editable configuration array fields. Previously, display indicator icons only displayed when a field was selected for editing. The indicator icons for editable JET configuration arrays allow sales users to quickly recognize and access editable fields.

Enable AJAX for Recommendation Rules with Array Attribute Inputs

Beginning in Oracle CPQ 21B, administrators can enable AJAX for Configuration Recommendation rules that have array attributes for rule conditions or actions. Previously, Recommendation rules with array attribute inputs were only evaluated if the attributes were set to auto update or if a user clicked the update action. With AJAX enabled, the rules are evaluated and the action is performed instantly when a user changes any rule input.

Enhanced CPQJS Wrapper for Attribute States

Oracle CPQ 21B introduces new methods for administrators to set attribute states as visible and/or editable. Custom JavaScript can be used to set these states, offering administrators greater flexibility in their custom implementations.

Filter JET Transaction UI Lines When Exporting to .XLSX File Format

Oracle CPQ 20A provided the ability to export Line Item Grid data to a Microsoft Excel (.XLSX) file on an end user's local computer. The export included all columns and line items that the end user had access to for a given Transaction.

Beginning with Oracle CPQ 21B, Export Line Item action contains an additional option to allow the export of only the Line Item Grid data that is visible to the end user on the current step, taking into account Commerce hiding rules and Line Item filter rules. Administrators can choose to continue using the current functionality of exporting all the Line Item Grid data or use the new option.

Increased Pagination Limit for JET Configuration and Transaction Arrays

In Oracle CPQ 21A and earlier, a maximum of 50 array records could be displayed per page for JET configuration and transaction arrays. Beginning in Oracle CPQ 21B, the number of viewable records is increased for configuration and transaction arrays.

• The pagination size limit is increased to 200 records for vertical and horizontal configuration arrays.
• The pagination size limit is increased to 100 records for transaction arrays.

JET UI Enhancements for Configuration Arrays

Introduced in Oracle CPQ 18C, the JET UI provides a modernized and fully responsive user experience for viewing and editing content with dynamic updating of page content on any device and in any language. Oracle CPQ 21B implements the following JET CPQ table functionality for Configuration arrays:

• Sticky headers in arrays so headers are visible while scrolling through the array table.
• Multi-column show, hide, and re-order with Manage Columns for vertical arrays.
• Show, hide, and re-order rows with Manage Rows option in horizontal arrays.
• Enhanced Context Menu Actions for Array Columns
• Easier resizing of columns.
• Quicker and smoother interactions.
• Freeze and unfreeze columns in vertical arrays.
• Wrap Cell Content option for vertical arrays. Rows will expand as needed to display full text.

Modify Default Configuration User Interface to JET User Interface

Since introducing the JET User Interface in Oracle CPQ 19B, customers have seen several benefits of the visually pleasing and easy-to-use JET UI. Adoption of the JET User Interface has grown substantially with new and legacy customers. Beginning in Oracle CPQ 21B, JET UI is set as the default UI for new Configuration Layouts and Layout Access Control. Additionally, by default the Mobile Override is set to "Yes" and access to the JET UI is granted to all users types. As Configuration flows are defined, the Layout Properties will default to the recommended JET UI settings.

Selection Checkboxes for Transaction Arrays

Oracle CPQ 21B introduces selection checkboxes for the JET Transaction Arrays  to make selecting and deselecting lines is easier for all users. The transaction array selection checkboxes are displayed at the start of each  row and the table footer indicates the number of currently selected rows.

Support Auto Update of Commerce Boolean, Date, Menu, and Text Area Attributes

Beginning with Oracle CPQ 21B, auto update of more types of Commerce attributes are supported. Administrators can specify if they would like to trigger auto update of Commerce Boolean, Date, Menu, and Text Area attributes. The auto update function provides users with an automatically-generated, real-time calculation of their Commerce attribute values. When the auto update parameter is enabled for an attribute, recalculation of logic and values associated with that attribute are initiated after the user alters the attribute's value.

Oracle CPQ Asset-Based Ordering

The following Asset-based Ordering (ABO) features are available in Oracle 21B.

Support Copy Transaction and Transaction Lines for an Asset

Asset-based Ordering is used for selling assets/subscriptions for services delivered over a period of time. In Oracle CPQ 21A and earlier, customers had to rely on customization in order to be able to re-use an order configuration for simple and nested models. Beginning in 21B, once enabled by an administrator, end users can easily copy ABO order lines and Transactions. When creating similar Transactions, this new feature can reduce configuration errors and make the ordering process more efficient for customers.

Support for Asset-Based Ordering Delta Pricing

Currently in Oracle CPQ Asset Based Ordering, users are not able to easily view pricing differences between the current state of an asset configuration and pending asset modifications of that same configuration. Beginning in Oracle CPQ 21B, a view of this delta configuration pricing information is supported inside the Configuration User Interface when implemented with ABO. The delta pricing feature is supported with Oracle CX Commerce integrations. This feature allows for delta pricing information to be easily available to end users.

Oracle CX Sales Integration

Oracle CPQ 21B introduces new features that support Oracle’s goal to provide superior cross-application solutions to customers. The new features allow synchronization of Oracle CPQ transactions with Oracle CX Sales to enable the following valuable operations.

• Support different types of pricing and revenue (e.g. recurring, usage, one time) in a unified sales and quoting flow.
• View the aggregated revenues for an entire model.
• Search and find quotes and quote lines (i.e. products) and drill down into the quote from within CX Sales Workbench.
• Seamlessly make any version of a quote active from within the CX Sales Opportunity.
• Retain opportunity sales splits on the revenue line throughout the quote lifecycle.
• Unified reporting and analysis of opportunities, quotes, and products.

Enhanced Attributes and Attribute Mappings for CX Sales

Oracle CPQ 21B expands predefined attributes and attribute mappings in CPQ Reference Application (RefApp). The CPQ 21B Sales RefApp is available in a migration package for existing customers or with the out-of-the-box application for new customers. The expanded reference application provides common price types and price periods, rollup attributes, and predefined attribute mappings for REST-based integrations. Additionally, CPQ 21B expands the attribute types available for mapping and provides access to system attributes.

REST - Import Commerce Integration Type for CX Sales

Oracle CPQ 21B introduces the REST – Import Commerce integration type to import transaction level data into CPQ (e.g. Import a CX Sales opportunity to a CPQ transaction). The REST-based integration replaces the existing SOAP integration to significantly improve the administrative experience.

REST - Export Commerce Integration Type for CX Sales

The REST – Export Commerce integration type, delivered in Oracle CPQ 21B, is used to export transaction level data from CPQ (e.g. Export the CPQ transaction to CX Sales). The REST-based integration replaces the existing SOAP integration to significantly improve the administrative experience.

Oracle Order Management Cloud Integration

Oracle CPQ 21B provides the following Oracle Order Management Cloud integration enhancements to provide an end to end integrated Quote to Cash solution to customers.

REST API Order Management Integrations

Oracle CPQ 21B allows customers to leverage Order Management Cloud REST APIs with orchestration and error handling capabilities through an integration platform, such as Oracle Integration Cloud (OIC). This solution enables sales users to:

• Create a quote in Oracle CPQ and invoke OIC to create an order in Oracle Order Management Cloud.
• Create orders for physical goods and related services (e.g. warranties)
• Sales users can also cancel or terminate orders for single or multiple products within the same order or an entire order.

Web Services

The following Web Service features are available in Oracle CPQ 21B.

Consistent Array Set Prefixes for Configuration REST APIs

Oracle CPQ 21B appends the "_set" prefix to configuration array set variable names in the v12 Configuration Layout and Metadata REST APIs. The v12 Configuration Layout and Metadata REST APIs configuration array set variable names are now consistent with the Configuration Run-Time Data REST APIs.

Remove Key Support for Configuration Array Delete Requests

Oracle CPQ 21B provides “removeKey” support to the Configuration Run-Time delete action for configuration arrays in the JET Configuration UI. The v12 Configuration Run-Time delete action allows customers can specify which Key to remove from a JET UI configuration array set, previously users were only able to specify the index.