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 |
|---|---|---|---|
| 04 MAR 2022 | 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 22B.
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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The following User Profile and Favorites features are available in Oracle CPQ 22B.
Opt In for JavaScript/Advanced HTML
While Oracle CPQ does not endorse or guarantee the use of JavaScript customizations, we recognize that some customers have extended the Oracle CPQ. Customizations may present a security risk, conflict with new Oracle CPQ platform features, data may be corrupted or lost, maintenance and support may be difficult, cross-browser support must be verified, performance may be impaired, and testing is required for each upgrade. Customers should consider carefully the relative benefits of JavaScript customizations in light of the associated risks.
Beginning in Oracle CPQ 22B, administrators must opt in to add customized advanced HTML/JavaScript to the site. A new User Profile preference checkbox setting, JavaScript/Advanced HTML Opt-In, must be selected in order for customized JavaScript or Advanced HTML scripts to be added or modified. If a user attempts to add custom advanced HTML without this setting selected, an error message displays indicating the opt-in setting is required.
Favorites User Interface Enhancements
Oracle CPQ 22B updates the Favorites User Interface to provide a better user experience. Users can easily search, organize, and view their favorites. The following functionality is available:
- New user experience for viewing and managing favorites
- Add a Description to any favorite
- Sort option for favorites using a predefined set of attributes (i.e. List by Date, List by Price, etc.)
- Tab toggles to quickly navigate to pre-defined views of each type of favorite (i.e. My Favorites, Company Favorites, or Shared With Me)
- Favorites search
User-Driven Sharing of Favorites
Beginning in Oracle CPQ 22B sales users can share favorites with other sales users as well as easily access the favorites others have shared with them. Users can share a favorite with a single sales user or with a defined group of sales users.
The following Asset-Based Ordering (ABO) feature is available in Oracle CPQ 22B.
Calculate Delta Price from Projected Assets
Oracle CPQ 21D delivered delta pricing to Oracle CPQ Commerce transactions for ABO sites. Oracle CPQ 22B extends the delta pricing functionality to include projected assets. The prior price is populated for open orders to establish delta price, roll-up delta, and delta price based on request date when there are multiple orders for the same asset. Oracle CPQ 22B also introduces a new Commerce setting to specify which sub-document attribute is used to retrieve the net amount from open orders to derive prior price.
The following Commerce feature is available in Oracle CPQ 22B.
The shopping cart allows users to view the number of items with the associated price of the item and the total cost for all items for a quote. Oracle CPQ 22B introduces the new JET User Interface shopping cart that seamlessly transitions between JET Configuration and JET Transaction UI. The new shopping cart increases user productivity and faster quote generation with the following features:
- View the shopping cart to preview the number of items and the total amount added to the quote while staying in Configuration
- Checkout button adds the selected item from the shopping cart to a new quote and seamlessly transitions to the Commerce quote
- Add to Quote button adds the selected configuration from the shopping cart to an existing quote and transitions to the Commerce quote
If your current implementation uses a shopping cart with Legacy Configuration UI, we recommend you to transition to the JET Configuration UI. Upon upgrade to Oracle CPQ 22B, customers will no longer have access to the shopping cart feature in their Legacy Configuration UI. If prior to Oracle CPQ 22B upgrade you have implemented a JET UI shopping cart, your implementation is automatically upgraded to use the new shopping cart.
The following Data Table features are available in Oracle CPQ 22B.
Export and Delete Options for Filtered Records
Oracle CPQ 22B provides the ability to export or delete filtered data table records. This allows customers to export or delete specific sets of records from data tables that contain a large number of records.
Multiple Data Table Selection Limit
Performing advanced filter or REST API services on multiple large data tables can cause performance issues. Beginning in Oracle CPQ 22B, the number of data tables that can be selected in the Global Menu Advanced Filter is limited to five data tables to minimize potential performance issues. Customers are still encouraged to use the table-level filters to search for specific values.
The following Document Designer feature is available in Oracle CPQ 22B.
Support Document Designer Page Break Section-Level Loop Iteration
A new Document Designer section-level setting, Page break each loop iteration, is introduced in Oracle CPQ 22B. This new loop editor setting controls if looped section elements include page breaks between each loop iteration. The setting affects both simple and advanced loops. When this setting is enabled, page breaks will occur for each loop iteration (same behavior as 22A and earlier).
Upon Oracle CPQ 22B upgrade, the Page break each loop iteration setting is enabled for existing section-level loops. All new section-level loops, defined after the Oracle CPQ 22B upgrade, default to the Page break each loop iteration set to disabled. This new setting allows administrators more flexibility in the pagination of documents.
The following Oracle CX Sales Integration features are available in Oracle CPQ 22B.
Detect Deleted CX Attributes in Imported Revenue Line Conditional Mappings
Beginning in Oracle CPQ 22B, the Attribute Mapping page and the Edit Conditions dialog provide error messages when a CX Sales attribute used in a condition has been deleted. Informing CPQ administrators of missing CX Sales attributes enables administrators to prevent errors when an integration is run.
Enhanced Error Messages for Imported Config Attribute Values
Beginning in Oracle CPQ 22B, CPQ provides detailed error messages when the default configuration attribute values from a CX Sales Revenue Line Import integration cannot be processed. The enhanced error messages help administrators identify the Product or Product Group with invalid values in the Config Attribute Values JSON data. Oracle CPQ 22B also expands the CX Sales reference application to provide predefined conditional mapping for the CPQ Model Name attribute in the CX Sales Revenue Line Import REST Integration to enable the enhanced error messages.
Sort and Reorder Mapped Rows on the Commerce Integration Attribute Mapping Page
Oracle CPQ 22B provides the ability to sort and reorder mapped rows on the Commerce Integration Attribute Mapping page. The mapped rows can be sorted by the CPQ Attribute or the Mapped Attribute column in ascending or descending order. Sorting rows by the CPQ Attribute allows administrators to easily identify all attributes that are conditionally mapped to the same target attribute. Administrators can also drag and drop attributes to reorder the mapped rows.
The following Parts enhancement is available in Oracle CPQ 22B.
Part Custom Field Variable Name Selection
Oracle CPQ 22B allows administrators to select which available variable name to use when adding a new Part Custom Field.
The following Web Services features are available in Oracle CPQ 22B.
Data Table REST API Enhancements
Oracle CPQ 22B updates existing REST APIs to delete and export filtered data table records. The following web services are now available:
- Delete Data Table Filtered Records
- Export Data Table Filtered Records
Oracle CPQ 22B introduces new v14 REST APIs to support Oracle CPQ Favorites, Favorites Lists, Favorites Folder, Sales Users, and Sales Groups features.
Favorites and Favorites Lists
- Get User's List of Favorites
- Get List of the Selected Options from a Favorite
- Get Details of a Favorite's Selected Option
- Update the Favorites Label or Description
- Delete a Favorite or List of Favorites
- Copy a Favorite or a List of Favorites to a Folder
- Move a Favorite or a List of Favorites to a Folder
- Reconfigure a Favorite
- Get Sharing Settings for a Favorite
- Update Sharing Settings for a Favorite
- Remove Myself from a Shared Favorite
Favorite Folders
- Get a Favorite Folder or List of Favorite Folders
- Create a Favorite Folder
- Update a Favorite Folder
- Delete a Favorite Folder
- Get Permissions for a Favorite Folder
- Update or Remove Permissions for a Favorite Folder
Favorite Process Invocations
- Get Favorite Process Invocations
- Invoke Favorite
Sales Users and Sales Groups
The following endpoints are available to administrators as well as buy-side/sales users. They are used to identify Sales Users and Sales Groups for sharing favorites.
- Get List of Sales Users
- Get Sales User
- Get List of Sales Groups
- Get Sales Group
Single Sign-On Integration REST APIs
Oracle CPQ 22B introduces new Single Sign-On (SSO) REST APIs to update Oracle CPQ Single Sign-On (SSO) settings using REST API services. The following web services are now available:
- Get SSO Configuration
- Update SSO Configuration
Oracle CPQ 22B introduces new v14 stateless REST APIs to support the Oracle CPQ Shopping Cart features. The Shopping Cart feature is based on user session, therefore, the Shopping Cart REST APIs cannot be used in headless mode.
- Get List of All Shopping Carts
- Get Most Recent Shopping Cart
- Get Shopping Cart (GET)
- Get Shopping Cart (POST)
- Get All Shopping Cart Items
- Get Shopping Cart Item
- Add Selected Items to Quote
- Check Out the Selected Items
- Clear All Items from a Shopping Cart
- Clear Shopping Cart Item
- Return to Quote
- Get All Shopping Cart Layouts
- Get Shopping Cart Layout