Cloud Readiness / Configure, Price, Quote
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  1. Update 21D
  1. Revision History
  2. Overview
  3. Configure, Price, Quote
    1. Administration
        1. Export Commerce Reports in .XLSX Format
    2. Asset-Based Ordering
        1. Reconfigure Line Item Grid Pricing Behavior for Child Models
        2. Support for Commerce Delta Pricing
        3. Support for Delta Pricing in Formulas and BML Functions
    3. Commerce
        1. Commerce Layout Editor
    4. Deal Management
        1. Support for Deal Comparison Scatter Plot Data Point Cache Configuration
    5. Integration
        1. Automatic Purge of Real-Time Integration Failure Logs
    6. JET User Interface
        1. User-Specific Rich Text Editor (RTE) Templates for JET Transaction UI
    7. Logs and Utilities
        1. Print Server Log Enhancements
    8. Pricing
        1. Simple Condition Pricing Rules
        2. Support Granular Pricing for Subscription Products
    9. Usage Metrics
        1. Support for Oracle CPQ Usage Metrics in Oracle Cloud Dashboard
    10. Web Services
        1. Consolidated Asset View REST API
        2. RTE Templates REST APIs
        3. Usage Metrics REST API

Update 21D

Revision History

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

Date Product Feature Notes
03 SEP 2021     Created initial document.

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 21D.

Security & New Features

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

HAVE AN IDEA?

We’re here and we’re listening. If you have a suggestion on how to make our cloud services even better then go ahead and tell us. There are several ways to submit your ideas, for example, through the Ideas Lab on Oracle Customer Connect. Wherever you see this icon after the feature name it means we delivered one of your ideas.

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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.

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.

Configure, Price, Quote

Administration

The following Administration feature is available in Oracle CPQ 21D.

Export Commerce Reports in .XLSX Format

Oracle CPQ 21D introduces the ability to export Commerce reports in .XLSX format. Reports exported in .XLSX format can populate up to 1,048,575 results. This is a significant increase in results as opposed to exporting in .XLS format, which has a limit of 65,535 results. A new General Options setting allows administrators to determine which export format is preferred. For new site installation, the default setting is Yes. Upon upgrade, the default setting is set to No and exporting reports remains in .XLS format.

Asset-Based Ordering

The following Asset-Based Ordering (ABO) features are available in Oracle CPQ 21D.

Reconfigure Line Item Grid Pricing Behavior for Child Models

Beginning in Oracle CPQ 21D, users who have ABO enabled can directly reconfigure child system models from the Line Item Grid in the Transaction UI. Prior to this feature addition, users could only reconfigure the child models of a system by first reconfiguring the root model, then navigating to the child to make changes.

Support for Commerce Delta Pricing

Oracle CPQ 21B provided configuration delta pricing information inside the Configuration User Interface when implemented with Asset-Based Ordering (ABO). Oracle CPQ 21D introduces a new sub-document Delta Pricing Attribute Set to extend the delta pricing to Oracle CPQ Commerce transactions for ABO sites. This feature allows for delta pricing information to be easily available to end users by enabling the following valuable operations:

  • View delta pricing information on the Line Item Grid and the sub-document page for both legacy and JET Transaction UIs.
  • Support delta pricing on the Transaction UI for Add, Update, Delete, Renew, and Terminate ABO flows.
  • Provide rollup delta pricing for new, updated, and modified models.

Support for Delta Pricing in Formulas and BML Functions

In addition to Commerce delta pricing support, Oracle CPQ 21D will also support delta pricing in Commerce Formulas and BML functions. This feature will allow administrators to use delta pricing attributes in BML editors to define main and sub-document default values using:

  • Functions
  • Modify Actions
  • Before and After Formulas
  • Advanced Conditions and Actions for Commerce Rules

Administrators can also use delta pricing attributes for:

  • Commerce Library Functions
  • Price Scores
  • Advanced Defaults, Auto Update, and BML scripts

Commerce

The following Commerce feature is available in Oracle CPQ 21D.

Commerce Layout Editor

Oracle CPQ 21D replaces the current Commerce Layout Editor for both JET and Legacy Commerce UIs with a new Commerce Layout Editor. This new Layout Editor uses the JET UI framework to provide administrators with a simple and intuitive way to create and edit JET and legacy Transaction UI pages within Oracle CPQ. This provides the groundwork for a common user experience across all Oracle CPQ administration pages. The Commerce Layout Editor provides the same functionality as the previous editors combined with improved usability.

Deal Management

The following Deal Comparison Scatter Plot Analytic feature is available in Oracle CPQ 21D.

Support for Deal Comparison Scatter Plot Data Point Cache Configuration

Beginning in Oracle CPQ 21D, administrators can define data point cache settings for HTML attributes for Deal Comparison Scatter Plot Analytics. The Deal Comparison Scatter Plot Analytic is a graph that displays data points as a comparison set in a scatter plot chart. The scatter plot is exposed to a user by adding an HTML attribute to the Transaction UI. Prior to Oracle CPQ 21D, every time a user viewed a scatter plot analytic it required a separate database call to generate the HTML attribute from the defined list of data points. With this feature, the list of data points for the HTML attribute are cached and can be retrieved more efficiently.

Integration

The following Integration features is available in Oracle CPQ 21D.

Automatic Purge of Real-Time Integration Failure Logs

Upon upgrade to Oracle CPQ 21D, failed logs are deleted automatically after 30 days. If you would like to modify the time the failures persist prior to deleting for your site, submit a Service Request (SR) on My Oracle Support.

JET User Interface

The following JET Transaction UI feature is available in Oracle CPQ 21D.

User-Specific Rich Text Editor (RTE) Templates for JET Transaction UI

Oracle CPQ 21D provides user-specific RTE Templates for the JET Transaction UI inline editor.  With this new functionality, users will be able to:

  • Create new RTE templates
  • Save RTE templates
  • Insert previously saved RTE templates
  • Rename existing RTE templates
  • Delete multiple RTE templates

Logs and Utilities

The following Print Server Log Enhancements are available in Oracle CPQ 21D.

Print Server Log Enhancements

Beginning in Oracle CPQ 21D, CPQ logs contain several new details about print server requests, connections, and status if a print request fails or times out. When enabled, administrators can access the new print logs if print server issues occur. When applicable, the print server logs provide error messages, start and elapsed times, the originating user, transaction, and action.

Oracle CPQ 21D also establishes a print server slow thread detection time limit. When the print request exceeds the pre-defined limit, a log entry is recorded in the print logs.

In addition to the new logs and the print server logging threshold, print request failures and timeouts are now recorded in the Performance Log.

Pricing

The following Pricing enhancements are available in Oracle CPQ 21D.

Simple Condition Pricing Rules

Oracle CPQ 21D introduces a Simple condition pricing rule type that allows administrators to select the necessary condition attributes and comparison operators, and then specify the values of the attributes for which the pricing rule is invoked. Administrators can also search and specify available account names for a condition input. The Simple condition pricing rule type allows administrators to easily create Simple conditions for pricing rules without creating BML scripts in an Advanced type pricing rule.

Support Granular Pricing for Subscription Products

Oracle CPQ 21D introduces a new subscription pricing structure that provides a consistent pricing structure for subscription and non-subscription products by allowing single price type for each line item. With the new pricing structure, a price change can be made at a more granular level since every charge is represented with a distinct part. Every line item/part charge is able to roll up to the Model price. In Oracle CPQ 21C and earlier, line items under the Model part were rolled up into one Model-level price and part number.

Usage Metrics

The following Usage Metrics feature is available in Oracle CPQ 21D.

Support for Oracle CPQ Usage Metrics in Oracle Cloud Dashboard

Beginning in Oracle CPQ 21D, the following new CPQ Usage Metrics data is available to view from the Oracle Cloud dashboard:

  • Total number of API licenses consumed per day
  • Total amount of disk space consumed in Gigabytes (GB)

Having one central location for accurate and real-time licenses information helps administrators in decision making, usage tracking, and troubleshooting.

Web Services

The following Web Services features are available in Oracle CPQ 21D.

Consolidated Asset View REST API

Oracle CPQ 21D expands Web Service support for users with Asset-Based Ordering enabled by introducing a v13 Consolidated Asset View REST API. This REST API call provides a consolidated list of fulfilled and pending order asset lines in a hierarchical list for a specific customer. In addition, users can perform search and sort operations on the consolidated list of projected assets.

RTE Templates REST APIs

Oracle CPQ 21D introduces new v13 REST APIs to support a user's JET RTE templates. The following web services are now available to support a user's RTE templates:

  • Retrieve a list of RTE templates
  • Retrieve an RTE template
  • Create an RTE template
  • Modify an RTE template name
  • Update multiple RTE template names
  • Delete an RTE template
  • Delete multiple RTE templates

Usage Metrics REST API

Oracle CPQ 21D expands the Usage Metrics REST API web service to provide administrators with easier access to disk space usage information. Usage Metrics REST API v13 provides the current disk space consumption in Gigabytes (GB). Disk space consumption is calculated as the sum of the following:

  • The cumulative size of all the files attached through file attachment attributes
  • The cumulative size of all the files uploaded through file manager