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 |
|---|---|---|---|
| 31 MAR 2023 | Commerce | Standard Process Workflow Steps | Updated document. Removed feature. |
| 31 MAR 2023 | Commerce | Standard Process Rules | Updated document. Removed feature. |
| 31 MAR 2023 | Web Services | Parts Setup REST APIs | Updated document. Revised feature information. |
| 02 MAR 2023 | 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 23B.
Security & New Features
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The following Administration feature is available in Oracle CPQ 23B.
Restrict IP Range Access to Oracle CPQ
Oracle CPQ 23B gives host company administrators control of which IP ranges can access their Oracle CPQ environments. This allows administrators to specify, for example, that a CPQ environment can only be accessible from customer office networks or virtual private networks (VPNs).
The following Asset-Based Ordering (ABO) feature is available in Oracle CPQ 23B.
Asset-Based Ordering Support for Commerce Standard Process
In Oracle CPQ 23B, CPQ delivers a new ABO implementation package to support the new Commerce Standard Process. The Standard Process simplifies administrator setup for new ABO implementations by providing ABO-related Commerce attributes, actions, functions, and data columns.
The following Commerce features are available in Oracle CPQ 23B.
Oracle CPQ 23B introduces the Commerce Standard Process with pre-defined quoting, ordering, integration, and other workflow entities. When you create a new Standard Process, it is automatically populated with documents, attributes, actions, rules, library functions, layouts, data columns, Commerce integrations, and workflow steps. The new Standard Process simplifies administrator setup for ABO implementation and Commerce integrations. Beginning in Oracle CPQ 23B, the Standard Process is delivered for new Oracle Sales integrated site installations and is the default process when creating a new Commerce process. Customers can add their own Commerce items to meet their particular needs.
The standard main and sub-documents are Transaction and Transaction Line, respectively. The documents contain standard functions, which can be overridden if desired. You can quickly return to the standard functions by removing the override.
Commerce attributes include input fields to collect data such as billing, shipping, parts, pricing, and revenue information. The Standard Process attributes have been rationalized to remove redundant attributes and to streamline and simplify Commerce integrations. The attributes contain standard default values and modify actions, which can be overridden if desired. You can quickly return to the standard values by removing the override. Standard Process attributes cannot be deleted or reordered.
Commerce actions trigger events within documents to occur. The standard Transaction and Transaction Line actions contain standard functions, modify actions, and destination values which can be overridden if desired. You can quickly return to the standard values by removing the override. Standard Process actions cannot be deleted.
Standard Process Commerce Integrations
Beginning in Oracle CPQ 23B, the Standard Process provides predefined REST integrations to simplify setup for Oracle Sales and Oracle CPQ integrations. Additionally, it provides several predefined BML integrations for order and subscription management.
The following Integration features are available in Oracle CPQ 23B.
Custom Filter for REST - Export Lines
Oracle CPQ 23B introduces a Custom line-level filter for the REST – Export Lines Commerce integration. Administrators can now enable a custom line type filter on each integration. When this type is selected, the administrator must additionally specify a line-level attribute which indicates whether that line should be included or not included in the export. This attribute can be of type Boolean or text and if the value is "true" then the line is included in the export. If the attribute value is anything other than "true", the line-level attribute is not included in the export. By using the Custom filter, administrators can reduce the number of lines to synchronize to Oracle CX Sales.
OpenID Connect for Single Sign-On
Oracle CPQ 23B adds support for OpenID Connect (OIDC) as a Single Sign-On (SSO) option. OIDC is an extension of the existing OAuth Provider configuration available for use with Oracle Identity and Access Management (IAM)'s Identity Domains (formerly IDCS). OIDC adds an identity layer to OAuth 2.0 that enables a federated SSO solution between Oracle and Custom Applications configured in IAM.
Oracle Fusion CRM Integration Added to Integration Center
A new Fusion Customer Relationship Management (CRM) integration type is added to the Oracle CPQ Integration Center. This feature streamlines the set up and management of the connection between Oracle CPQ and Oracle Fusion Sales. This new interface allows administrators to directly configure the details of their Fusion environment without the assistance of customer support or cloud operations. New and existing Oracle Fusion Sales (CX Sales) Commerce Integrations will use these properties when making Web Service calls to the Fusion site.
The following Pricing enhancements are available in Oracle CPQ 23B.
Support Hierarchical Product Pricing in Pricing Engine
Oracle CPQ 23B enables the CPQ Pricing Engine to setup and execute different prices for a product based upon the presence and location of the product within a product hierarchy, bundle, or BOM. The Price Model UX and Pricing Engine runtime pricing calculations now support pricing of both part products and hierarchical BOM-type products.
Optimize Pricing Engine Performance
Oracle CPQ 23B eliminates redundant invocations of CPQ Pricing Engine during sales user interactions to improve performance. Additionally, this release improves the administrator experience by consolidating pricing-related settings within Pricing Options in the Pricing Portal.
The following Web Services features are available in Oracle CPQ 23B.
Oracle CPQ 23B introduces the Company REST API to retrieve host company information, such as Full Company Name, Company Login, Email, Phone, Fax, Address, City, State/Province, Zip, Country, Subscription Plan, Base Language, Supported Languages, Number Format, Units, Date/Time Format, Time Zone, Base Currency, and Supported Currencies.
Oracle CPQ 23B introduces new Part Setup REST APIs to enable administration of CPQ parts using REST API services. The following web services are now available:
- Get All Parts
- Create a Part
- Get a Part
- Update a Part
- Delete a Part
- Get Part Extended Descriptions
- Get Part Extended Descriptions Using Extended Descriptions Id
- Create Part Extended Descriptions
- Update Part Extended Descriptions
- Get All Prices for a Part
- Create Part Prices
- Get a Part Price
- Update a Part Price
- Delete a Part Price
- Get All Translations for a Part
- Create Translations for a Part
- Get a Part Translation
- Delete a Part Translation
- Get All Part Extended Description Translations
- Create Part Extended Description Translations
- Get a Part Extended Description Translation
- Delete a Part Extended Description Translation
- Get Part Metadata Action
Pricing Setup REST API Enhancements
Oracle CPQ 23B adds new functions for the Pricing Setup REST API to manage price options in CPQ Pricing Engine. The following web services are now available:
- Get All Pricing Options
- Update Pricing Options
SCIM-Compliant User Management REST API
Oracle CPQ 23B introduces a User Management REST API that is compliant with the System for Cross-domain Identity Management (SCIM) specification. The SCIM specification is an open standard that facilitates managing user identities across cloud-based applications and services. The following SCIM-compliant REST services are supported in Oracle CPQ 23B:
- Get All Users
- Get a User
- Create a User
- Update a User
- Inactivate a User