Update 23A

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 23A.

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 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.

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Configure, Price, Quote

Commerce

The following Commerce features are available in Oracle CPQ 23A.

Alternate Input Mode for Commerce Formula Management

Beginning in Oracle CPQ 23A, CPQ provides an alternate input method to create formulas using plain text entry. The new formula entry method vastly increases ease of use and supports the following functionality:

• View all formula attributes and operators in one place.
• Easily navigate to any position in the formula.
• Allow quick copy-paste between formulas.

Expose New BOM Attributes for Line Item Grid

Oracle CPQ 23A exposes the following new BOM-related line item attributes:

• _line_bom_name  (Line BOM Name)
• _line_bom_variable_name  (Line BOM Variable Name)
• _line_item_type  (Line Item Type)
• _line_display_name  (Line Display Name)

The new attributes will be added to existing Commerce processes and will be present when a new sub-document is created. These attributes are treated as system attributes and can be referenced in the same applicable areas as similar attributes.

Configuration

The following Configuration feature is available in Oracle CPQ 23A.

System Navigation Panel Enhancements for the Configuration UI

The System Navigation Panel displays the hierarchical arrangements of configurable models within a system root item. Oracle CPQ 23A improves usability of the System Navigation Panel by expanding display options for the JET Configuration UI. Administrators can now set the following System Navigation Panel display options in the configuration layout editor:

• Display a small, medium, or large panel size.
• Display the System Navigation Panel on the left side or in the right-side panel.
• Provide a 'sticky' System Navigation Panel.

Integration

The following Integration features are available in Oracle CPQ 23A.

Provide Additional Integration Event Data in Performance Log

Performance details for all Web Service calls invoked from integrations, external applications, BML scripts, etc. are logged in Oracle CPQ performance logs. Following upgrade to Oracle CPQ 23A, additional Commerce integration event data is included in the performance logs, as follows:

• The URL of the Commerce integration is included for all SOAP and REST integrations and for BML integrations when available.
• The Execution Context ID (ECID) is included when available from the response header for SOAP/REST/BML integrations. The ECID is a unique identifier that helps in identifying and debugging processes and analyzing logs for various components on the Fusion server.

Salesforce: Automatically Mark New Quotes as Active

Oracle CPQ Connector for Salesforce Managed Package v8.6 allows administrators to define a site-level default setting for marking a quote within an Opportunity as active. This includes quotes that are newly created as well as those that are copied/cloned and moved from one Opportunity to another. The new Auto Activate Quote setting provides three options, as follows:

• None (default) requires users to mark a quote as active.
• First Quote automatically marks the first quote created for an Opportunity as active.
• New Quote automatically marks the latest quote created for an Opportunity as active.

Migration Center

The following Migration feature is available in Oracle CPQ 23A.

Support Granular Migration of Commerce User Interface Layouts

Oracle CPQ 23A supports the individual selection and migration of Commerce User Interface Layouts in the Migration Center. Administrators can now select the Commerce JET Responsive Layouts and migrate using one of two migration modes: import by source or import package. In addition, if necessary, administrators can roll back the migrated Commerce UI layout. This feature saves administrators significant time, reduces the possibility of errors when performing migrations, and improves Commerce UI layout uniformity.

Pricing

The following Pricing enhancements are available in Oracle CPQ 23A.

New Pricing Portal

Oracle CPQ 23A introduces the new Pricing Portal and all-new Pricing Engine UIs to dramatically improve the administrator experience. The new Pricing Portal and Pricing Engine UIs use Redwood design standards to align with other Oracle products and provide a foundation for consolidation of CPQ pricing functionality. In this release, CPQ's Pricing Engine modules are the first items to be updated and accessible from the new Pricing Portal. Users will experience a completely redesigned Redwood UX for the Pricing Engine with the following enhancements:

• More intuitive, flexible, and consistent setup options in the Pricing Engine
• Enhanced search and navigation
• A guided UX for mapping Pricing Engine attributes
• The ability to view and navigate to the Pricing Engine Rules directly from the linked Pricing Engine Model

We are also renaming the Pricing Profiles module to Price Models to more accurately reflect the module's functionality using industry standard terminology.

Pricing Engine Pricing Rule Enhancements

In addition to the Redwood design update, Oracle CPQ 23A delivers multiple enhancements to simplify usability and expand functionality. The following Pricing Engine Pricing Rule enhancements are now available:

• CPQ introduces a new "Always True" condition for Pricing Engine Pricing Rules. The "Always True" condition provides a simplified method for creating Pricing Rules that are always true.
• Beginning in Oracle CPQ 23A, administrators can change the Pricing Rule type without creating a new Pricing Rule.
• To provide a more intuitive indication of customer account-related Pricing Rule conditions, we are renaming the "Basic" condition to "Customer Specific".

Web Services

The following Web Services features are available in Oracle CPQ 23A.

Get BOM Tree REST API Enhancements

Beginning in Oracle CPQ 23A, the Get BOM Tree REST API will include the following parameters:

• "treeHasModel" – This parameter will be included for root BOM items only and will indicate if the root item has any child models.
• "isModel" – This parameter will be included for all BOM items to indicate if the current item is a model.

Part Validation Service for BOM Mapping REST API

Oracle CPQ 23A introduces a new BOM Mapping REST API endpoint to validate parts for BOM mapping implementations.

Parts REST API Enhancements

Oracle CPQ 23A expands the current Parts REST API to allow customers to view a specific part or an unfiltered list of all parts. All new and existing endpoints for Parts REST API are read-only; parts cannot be added, modified, or deleted using these web services.

Pricing Administration REST APIs

Oracle CPQ 23A introduces new Pricing Administration REST APIs to enable administration of CPQ Pricing Engine functions using REST API services. The following web services are now available:

Pricing Attributes

• Get All Pricing Attributes
• Get a Pricing Attribute
• Get Mapping Data for a Pricing Attribute
• Add a Pricing Attribute
• Add Mapping Data for a Pricing Attribute
• Delete a Pricing Attribute
• Update Pricing Attributes
• Update a Pricing Attribute
• Update Mapping Data for a Pricing Attribute

Price Models

• Get All Price Models
• Get a Price Model
• Get Pricing Data for a Price Model
• Add a Price Model
• Add Pricing Data for a Price Model
• Delete a Price Model
• Delete Pricing Data for a Price Model
• Update Price Models
• Update a Price Model
• Update Pricing Data for a Price Model

Pricing Rules

• Get All Pricing Rules
• Get a Pricing Rule
• Get Customer-Specific Conditions for a Pricing Rule
• Get a Customer-Specific Condition for a Pricing Rule
• Get All Price Models Linked to a Pricing Rule
• Add a Pricing Rule
• Add a Customer-Specific Condition for a Pricing Rule
• Delete a Pricing Rule
• Delete a Customer-Specific Condition for a Pricing Rule
• Update Pricing Rules
• Update a Pricing Rule
• Update Customer-Specific Conditions for a Pricing Rule
• Update a Customer-Specific Condition for a Pricing Rule
• Update Price Models Linked to a Pricing Rule
• Update a Price Model Linked to a Pricing Rule
• Link a Price Model to Pricing Rule
• Unlink a Price Model from a Pricing Rule

Lookups for Pricing Engine

• Get Lookups for All Accounts
• Get Lookups for an Account
• Get Lookups for All Supported Currencies
• Get Lookups for a Currency
• Get Lookups for All Supported Data Sources
• Get Lookups for a Data Source's Attributes
• Get Lookups for All Parts
• Get Lookups for a Part
• Get Lookups for All Simple Condition Attributes