Update 22D

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 22D.

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.

GIVE US FEEDBACK

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 Administrative feature is available in Oracle CPQ 22D.

External Email Server Support

Beginning in Oracle 22D, an external email server that meets our supported TLS protocol standards can be set up for outgoing email. The following emails are supported by external email services within Oracle CPQ:

• New User Creation Email
• Partner Organization Creation Email
• Forgot Password Email
• Update Favorites List
• Bulk Upload Email
• Scheduled Data Table Export Email
• Commerce Process Reporting Scheduled Email
• Broadcast Email
• Commerce Step Transition Email

Asset-Based Ordering

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

Adopt Oracle CX Sales Custom Attribute Variable Name Conventions

Beginning in Oracle CPQ 22D, CPQ will adopt Oracle CX Sales naming conventions for asset custom attribute variable names. When administrators create new asset custom attributes, a "_c" suffix will be appended to the variable name. This update only effects new custom attributes for assets. There is no change to existing asset custom attributes.

Data Tables

The following Data Table feature is available in Oracle CPQ 22D.

Define Data Table User Access Rights Based on Groups

Oracle CPQ 22D expands administrator group functionality to provide user access rights for individual data tables. Administrators can now employ administrator groups to assign access and administration permissions for data tables. Administrators can also use the new data table Access Rights tab to set the access level for groups.

Integration

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

Improved Configuration of Oracle Identity and Access Management

Oracle CPQ 22D includes enhancements to the Integration Center for easier configuration of Oracle Identity and Access Management (IAM), formerly called Identity Cloud, as an OAuth Provider. This feature allows administrators to directly upload the IAM certificate to the Setup page.

Preview REST Import and Export Data and Mapping for Commerce Integrations

Administrators are able to view request and response payloads for Commerce REST integrations via the Edit Integration page, as follows:

• The REST – Import integration will include a response preview link.
• The REST – Export integration will provide a link to preview the request and separate links to preview response payloads.
• The REST – Export Lines integrations will provide a link to preview all request and response payloads.

This feature aids setting up and troubleshooting integrations by easily accessing attribute mapping information.

Salesforce: Configure New Oracle CPQ User Login Format

Oracle CPQ Connector for Salesforce Managed Package v8.5 allows administrators to define a configurable Oracle CPQ User Account login format when provisioning new users in Oracle CPQ.

Salesforce: Edit Oracle CPQ User Login

Beginning in Oracle CPQ Connector for Salesforce Managed Package v8.5, administrators can manually override the default Oracle CPQ User Login.

Salesforce: Mark as Active Bypasses Opportunity Access Control

Beginning in Oracle CPQ Connector for Salesforce Managed Package v8.5, any user who has permissions to the Oracle Quote will also be able to sync an Oracle Quote to the Opportunity & Opportunity Products, regardless if the user has write access to the Opportunity or Opportunity Products.

Support for Oracle Integration 3

Oracle Integration Cloud (OIC) provides a standard Oracle solution for general integration needs. By using the power of OIC, system integrators can manage Oracle CPQ integrations using a robust toolset. OIC enables Oracle CPQ to connect to back office systems, on premise environments, and other products in a consistent, enhanced manner.

OIC is releasing a new Adapter framework referred to as Oracle Integration 3. To accommodate the OIC Generation 3 release, Oracle CPQ and the Oracle CPQ Adapter for OIC are being updated to support both the existing Generation 2 and the new Generation 3 platforms.

User Management

The following User Management feature is available in Oracle CPQ 22D.

Allow Partner Organization Users to Authenticate with OAuth Provider for CPQ REST APIs

When an external OAuth Provider is configured in Oracle CPQ's Integration Center, the OAuth Provider can be used to authenticate Partner Organization users for inbound CPQ REST API calls. Beginning in Oracle CPQ 22D, external logins for Partner Organization and Host Company users can be registered in Oracle CPQ. This feature allows partner organization users to use OAuth to access information in Oracle CPQ from external systems such as customer portals.

Web Services

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

BOM Mapping REST APIs

Oracle CPQ 22D introduces new REST APIs to enable creation of BOM Item Definition and BOM Item Mapping Data Table entries via REST services.

BOM Item Definitions

• Get All BOM Item Definitions
• Get a BOM Item Definition
• Get All BOM Item Child Definitions for a Parent BOM Item
• Get a BOM Item Child Definition for a Parent BOM Item
• Create a BOM Item Definition
• Delete a BOM Item Definition
• Update a BOM Item Definition

BOM Item Mappings

• Get All BOM Item Mappings for a Parent BOM Item
• Get a BOM Item Mapping for a Parent BOM Item
• Create a BOM Item Mapping for a Parent BOM Item
• Delete a BOM Item Mapping for a Parent BOM Item
• Update a BOM Item Mapping for a Parent BOM Item

BOM Item Tree

• Get a BOM Item Tree and BOM Item Mappings
• Create a BOM Item Tree and BOM Item Mappings
• Update a BOM Item Tree and BOM Item Mappings

Certificate REST APIs

Oracle CPQ 22D introduces new Certificates REST APIs to get certificate details using REST API services. The following web services are now available:

• Get List of All Certificates
• Get a Certificate

Integration Vendors REST APIs for OAuth Integration

Oracle CPQ 22D introduces Integration Vendors REST APIs to get OAuth integration information, create a new OAuth integration, and delete or update an existing OAuth integration in the Integration Center. The following web services are now available:

• Get List of Integrations
• Create an Integration
• Delete an Integration
• Update an Integration