Cloud Readiness / Oracle Configure, Price, Quote Cloud
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  1. Update 22C
  1. Revision History
  2. Overview
  3. Configure, Price, Quote
    1. Asset-Based Ordering
        1. Custom Field Enhancements
    2. Bulk Upload and Bulk Download Services
        1. Download Error Logs
        2. Download User Login History
    3. Commerce
        1. Expose Create Quote Version Action Id
        2. Line Item Details Page Navigation
    4. Deal Management
        1. Time Series Analytic
    5. Integration
        1. Disable User Sync Between Salesforce and Oracle CPQ
        2. Edit Oracle CPQ User Preferences from Salesforce Personal Settings
        3. Support for Compressed Rest Headers when Integrated with Oracle CX Sales
        4. Support Integration SFTP Test File Upload
    6. Pricing
        1. Pricing Engine Volume and Tier Pricing
        2. Add Pricing Engine Pricing Rules to the Pipeline Viewer
    7. Web Services
        1. Line Item Details Page Navigation Support
        2. New Product Administration REST APIs

Update 22C

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 Module Feature Notes
20 JUL 2022 Commerce Expose Create Quote Version Action Id Updated Document. Revised section.
20 JUL 2022 Commerce Line Item Details Page Navigation Updated Document. Revised section.
20 JUL 2022 Web Services New Product Administration REST APIs Updated Document. Delivered feature in Update 22C.
03 JUN 2022     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 22C.

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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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

Asset-Based Ordering

The following Asset-Based Ordering (ABO) feature is available in Oracle CPQ 22C.

Custom Field Enhancements

Oracle CPQ 22C adds several enhancements for Custom Asset Fields:

  • A new Date type attribute is now available for Custom Asset Fields.
  • The number of Custom Asset Fields is increased from 50 to 600 (50 date attributes, 200 number attributes, and 350 string attributes).
  • The String type field length is increased from 255 characters to 1500 characters.

Bulk Upload and Bulk Download Services

The following Bulk Download features are available in Oracle CPQ 22C.

Download Error Logs

Beginning in Oracle CPQ 22C, administrators are able to easily download error logs to a text file. This provides administrators with easily accessible logs for reporting and troubleshooting.

Download User Login History

Beginning in Oracle CPQ 22C, administrators can generate and download the User Login History in .CSV format. The User Login History data can be filtered by User Login, Company Name, User Group, Login Date, and Logout Date. Prior to this feature availability, administrators logged a Service Request (SR) to get the User Login History data in .CSV format. Administrators now have easier access to the User Login History to aid in reporting and troubleshooting.

Commerce

The following Commerce features are available in Oracle CPQ 22C.

Expose Create Quote Version Action Id

Oracle CPQ 22C exposes the Create Quote Version action id and other required parameters for Commerce integrations, such as Oracle CX Sales and Salesforce. Integrated customers can view these Ids and parameters from the Commerce Process Integrations page.

Line Item Details Page Navigation

Oracle CPQ 22C provides navigation functionality for the JET UI Commerce Line Item Details page. Customers can now navigate between different line items (next, previous, last, etc.) without navigating back to the Transaction UI. The line item order will reflect user filters and sorting applied to the Line Item Grid. 

Note: The line item details page navigation references the users cache for filters and sorting applied to the Line Item Grid. When using collaborative quoting, additional line items that are added by other users are not visible until the current user refreshes their cache. Therefore, to support navigation to additional line items added by other collaborative users, the navigation arrows are not grayed out when a user is on the first or last line item.

Deal Management

The following Deal Management feature is available in Oracle CPQ 22C.

Time Series Analytic

While negotiating pricing on a deal, it is very helpful to know the price trend for a customer, market, or product.  With these trends in mind, sales users can craft their quote prices and discounts to be both more competitive and more profitable. One specific use case occurs when negotiating with a repeat customer. Knowing the discounts and prices paid by this customer in the past allows the negotiator to anticipate the customer’s expectations and better counter demands for additional discounts.

Oracle CPQ 22C introduces the new Time Series Analytic to display Transaction and Transaction Line pricing trends to sales representatives during the quoting process.  This is a type of data visualization that displays data points as a comparison set in a chart. The Time Series Analytic is also useful for pricing managers and approvers in deciding to approve or reject special pricing requests.

Integration

The following Integration features are available in Oracle CPQ 22C.

Disable User Sync Between Salesforce and Oracle CPQ

Oracle CPQ Connector for Salesforce allows administrators to globally disable and re-enable user sync between Salesforce and Oracle CPQ. When disabled, changes to Users or Oracle Users in Salesforce will not trigger an update to Users in Oracle CPQ. This disable/enable toggle can be controlled manually or via automation. Administrators may find this feature helpful when performing a bulk update of User or Oracle CPQ User records in Salesforce.

Edit Oracle CPQ User Preferences from Salesforce Personal Settings

In previous versions of the Oracle CPQ Connector for Salesforce, only users with admin permissions could modify the Oracle CPQ user preferences from within Salesforce. Oracle CPQ Connector for Salesforce Managed Package v8.4 allows sales users to view and edit their own Oracle CPQ preferences from the Personal Setting page in Salesforce.

Support for Compressed Rest Headers when Integrated with Oracle CX Sales

Beginning in Oracle CPQ 22C, processing of GZIP compression headers is supported for Oracle CPQ REST Integrations with Oracle CX Sales.

Support Integration SFTP Test File Upload

Integrations requiring SFTP support, such as DataCube and Data Table Export Scheduler, now have the ability to test file upload. Previously, only testing of the SFTP connection was supported. This feature aids administrators in troubleshooting SFTP issues.

Pricing

The following Pricing enhancements are available in Oracle CPQ 22C.

Pricing Engine Volume and Tier Pricing

The CPQ Pricing Engine provides a single entry point for setting up pricing criteria, rules, and values to deliver consistent prices across Oracle CPQ and to external consumers via a Calculate Price REST API. Oracle CPQ 22C expands the Pricing Profiles to include dynamic volume and tier pricing. Customers can use this feature to provide differing discounts or prices based in the line quantity.

Add Pricing Engine Pricing Rules to the Pipeline Viewer

The Oracle CPQ Pipeline Viewer provides real-time processing information for administrators by displaying the last executed Pricing Engine Rules for both Configuration and Commerce. Beginning in Oracle CPQ 22C, Pricing Engine Pricing Rules are included in the Pipeline Viewer to allow pricing implementers and administrators to verify the setup of pricing and identify if rules are applied correctly. The Pipeline Viewer displays the Pricing Engine Rules executed in the last Update or Modify action of the current configuration or quote session.

Web Services

The following Web Services features are available in Oracle CPQ 22C.

Line Item Details Page Navigation Support

Beginning in Oracle CPQ 22C, the Open Transaction Line REST API will support navigation parameters for Commerce Sub-Document items.

New Product Administration REST APIs

Oracle CPQ 22C introduces Product Administration REST APIs to retrieve product catalog definitions using the following web services:

Catalog Definition

  • Get List of All Product Families Catalog Definitions
  • Get an All Product Families Catalog Definition 
  • Get List of Product Family Catalog Definitions
  • Get a Product Family Catalog Definition
  • Get List of Product Line Catalog Definitions
  • Get a Product Line Catalog Definition
  • Get List of Model Catalog Definitions
  • Get a Model Catalog Definition

Attribute Definitions

  • Get List of All Product Families Attribute Definitions
  • Get an All Product Families Attribute Definition
  • Get List of Product Family Attribute Definitions
  • Get a Product Family Attribute Definition
  • Get List of Product Line Attribute Definitions
  • Get a Product Line Attribute Definition
  • Get List of Model Attribute Definitions
  • Get a Model Attribute Definition

Menu Item Definitions

  • Get List of All Product Families Menu Item Definitions
  • Get an All Product Families Menu Item Definition
  • Get List of Product Family Menu Item Definitions
  • Get a Product Family Menu Item Definition
  • Get List of Product Line Menu Item Definitions
  • Get a Product Line Menu Item Definition
  • Get List of Model Menu Item Definitions
  • Get a Model Menu Item Definition

Menu Item Image Definitions

  • Get List of All Product Families Menu Item Image Definitions
  • Get an All Product Families Menu Item Image Definition
  • Get List of Product Family Menu Item Image Definitions
  • Get a Product Family Menu Item Image Definition
  • Get List of Product Line Menu Item Image Definitions
  • Get a Product Line Menu Item Image Definition
  • Get List of Model Menu Item Image Definitions
  • Get a Model Menu Item Image Definition

Menu Item Price Definitions

  • Get List of All Product Families Menu Item Price Definitions
  • Get an All Product Families Menu Item Price Definition
  • Get List of Product Family Menu Item Price Definitions
  • Get a Product Family Menu Item Price Definition
  • Get List of Product Line Menu Item Price Definitions
  • Get a Product Line Menu Item Price Definition
  • Get List of Model Menu Item Price Definitions
  • Get a Model Menu Item Price Definition

BOM Mapping Rule Definitions

  • Get List of BOM Mapping Rules
  • Get a BOM Mapping Rule
  • Create a BOM Mapping Rule
  • Update a BOM Mapping Rule
  • Delete a BOM Mapping Rule
  • Get a List of BOM Mapping Rule Conditions
  • Get a BOM Mapping Rule Condition