Update 22A

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 22A.

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.

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Configure, Price, Quote

Administration

The following Administration feature is available in Oracle CPQ 22A.

Support for Invoking Commerce Actions Directly from a Reconfigured Favorite

Oracle CPQ 22A adds the ability to invoke a Commerce Transaction when reconfiguring an item from the Favorites List.  The Commerce invocation action will now be visible on the Configuration page when a Favorite is reconfigured. Prior to this feature implementation, users would need to save the reconfigured Favorite and exit Configuration, and then go into Commerce to add the Favorite to a quote.

Configuration

The following Configuration BOM Mapping feature is available in Oracle CPQ 22A.

Support Delimiters for Single Select Menus and Pick Lists BOM Item Mapping

Oracle CPQ 22A extends the support of delimiters for Single Select Menu (SSM) and Single Select Pick List (SSPL) attributes to allow administrators to specify multiple values for SSM and SSPL attributes in a single BOM Item Mapping table record. Prior to this feature, only the Multi-Select Menu attributes had delimiter support.

Integration

The following CX Sales Integration features are available in Oracle CPQ 22A.

Import Revenue Lines from CX Sales

Oracle CPQ 22A expands the REST – Import Commerce integration type to import transaction line level data into CPQ (i.e. Import CX Sales Revenue Lines into a CPQ transaction). Upon creation of a quote, CPQ will import the revenue lines from CX Sales and create corresponding transaction lines in CPQ. This feature completes the 'round trip' integration of transaction and revenue lines for integrations with CX Sales. End users no longer need to re-enter CX Sales revenue lines into the CPQ transaction.

CX Sales revenue lines can reference product groups or products. CX Sales product group revenue lines are imported as CPQ models and product revenue lines can be imported as CPQ models or parts. When a CX Sales revenue line is imported as a CPQ model, the transaction line will display the unconfigured model icon indicating that the line requires configuration.

The enhanced REST – Import Commerce integration also allows administrators to define query parameters for imports. This enables CPQ to filter out revenue lines that are not exposed in the CX Sales UI and to exclude those that instantiate sales splits and revenue schedule entries.

Conditional Mapping for Commerce REST Integrations

Beginning in Oracle CPQ 22A administrators can define conditional logic for the import of sub-document Commerce REST integration mappings.  This feature supports the import of revenue lines from Oracle Sales to create CPQ quote lines for both configured and unconfigured products by referencing model attributes from revenue line products or product groups.

Default Configuration Attributes for Import Revenue Lines Integration

Oracle CPQ 22A allows CX Sales to provide configuration defaults during import for revenue lines that reference CPQ models. The default values are applied in the Configuration UI when a sales user initially configures an imported model-type transaction line.

Derive Revenue Category for All Asset-Based Ordering Modifications

Oracle CPQ 22A provides the out-of-the-box logic to derive the revenue category for all asset modification and subscription amendment use cases. This functionality supports main and sub-document revenue categories as well as additional customer-defined revenue categories.

Extensibility for Revenue Category

Oracle CPQ 21C introduced a Revenue Category system attribute for Commerce main documents. A new Revenue Category attribute was also introduced for Commerce sub-documents in the Revenue Attribute Set. Both of these attributes were non-editable and contained three menu options. Oracle CPQ 22A allows administrators to rename the default options and add, edit, and delete custom revenue category options.

Standard CX Sales Revenue Line Import REST Integration

Oracle CPQ 22A also expands the reference application to provide predefined sub-document attribute mappings for REST-based integrations. The CPQ 22A Sales RefApp is available in a migration package for existing customers or with the out-of-the-box application for new customers.

Logs and Utilities

The following Logs and Utilities features are available in Oracle CPQ 22A.

Automatic Purge of User Session Records

Upon upgrade to Oracle CPQ 22A, user session log in and log out records are deleted automatically after 180 days from the User Metrics Report. If you would like to modify the time the user log in records persist prior to deleting for your site, submit a Service Request (SR) on My Oracle Support. Automatically purging the user log in records reduces the storage required for data that you are not actively using.

Truncated Display of Administration Log Records

Oracle CPQ 22A introduces a maximum number of Administration Log records available to display within the Oracle CPQ User Interface. The default value is 1000 records with the records displayed in the order of latest date/timestamp to earliest date/timestamp based on the specified filtering criteria. If after applying date range filters the Administration Log results exceed 1000 records, a message displays indicating that a complete list of the records can be downloaded in a .CSV file. Limiting the number of administrative log records to view in the User Interface assists in ensuring the system is able to respond in a timely manner.

Parts

The following Parts enhancements are available in Oracle 22A.

Increased Number of Part Custom Fields

Oracle CPQ 22A increases the available count of Part Custom Fields from thirty to six hundred. The expanded field count includes: 350 text or menu fields, 200 numeric fields, and 50 fields for the new date/time data type. This feature also updates the Parts Custom Field administration page to display the count of available fields instead of listing all available fields at the bottom of the page.

New Standard Part Fields

Oracle CPQ 22A provides additional standard part fields that are compatible with Oracle CX Sales parts management.

Manage Attributes for the Part Attribute Set

Beginning in Oracle CPQ 22A, administrators can use the new Manage Part Attributes page to select which standard and custom parts attributes are included in the part attribute set. The part attributes include standard part fields, including the new standard part fields, and deployed Part Custom Fields.

Migration of Part Custom Field Definitions

Oracle CPQ 22A adds a new "Part Custom Field" migration category to enable migration of deployed part custom fields. The Migration Center also supports cross dependency for Part Custom Field definitions when migrating a Commerce process with mapped Part Custom Fields.