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 |
|---|---|---|---|
| 27 JUN 2023 | Commerce | Multiple Charge Administration | Updated document. Removed feature. |
| 27 JUN 2023 | Integration | Oracle CX Sales Product Information Master (SPIM) Integration | Updated document. Revised feature information. |
| 27 JUN 2023 | Integration | Standard Process - Order Management Integration Charge Entity Support | Updated document. Revised feature information. |
| 27 JUN 2023 | Web Services | Extract Bulk Transaction Data REST API | Updated document. Revised feature information. |
| 02 JUN 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 23C.
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Oracle CPQ 23C introduces several new Pricing features to support the pricing of products with multiple charges. This capability dramatically reduces SKU proliferation and product complexity by allowing administrators to define a set of multiple prices or charges that will be applied when selling a single product in CPQ quoting and configuration. For example, a product could be sold as a subscription with both a monthly recurring subscription fee and a one-time activation fee without adding any SKUs.
Multiple Charges for a Product
The subscription economy requires the ability to price a single product with multiple charges. Oracle CPQ 23C provides a productized, easy to implement and maintain means of defining and administering pricing for simple and complex products using one time, recurring, and usage/consumption-based pricing. The new Pricing Portal Charge object in association with the Pricing Engine delivers multiple product prices and charges during price execution for products including simple parts and complex BOMs. In Commerce, the multiple charges will be stored as a child entity of a line item in addition to the line price. Line item prices provide backward compatibility and can be setup with or without charges.
Oracle CPQ 23C introduces the ability to define custom pricing Charge Attributes in CPQ Pricing Engine, with the ability to deploy this charge schema in Product Launch, Quoting, and the Calculate Price REST API. Charge Attributes support Boolean, Currency, Date, Decimal, Integer, String, and Text Area data types and allow default values. Administrators can specify if the attribute is required, if the item is negotiable (i.e. the attribute value can be modified by sales users), along with attribute visibility in Administration and/or Runtime. Customers can add their own custom charge attributes or use standard attributes that are provided in Oracle CPQ 23C to allow administrators to quickly define their own charges for their products.
Oracle CPQ 23C introduces a new Pricing Lookups module that allows administrators to view, add, and manage the list of values that are available for use in product and charge pricing. Standard pricing lookups are provided for Price Types, Price Periods, Discount Types, Charge Types, Usage Units of Measure. Pricing lookups allow customers to define defaults and domains of values for product and charge prices.
The new Product Launch feature, available for Oracle Sales integrated customers, provides an alternative UX for product managers to define prices and multiple charges for simple parts and complex BOMs that are applied at runtime in quoting and configuration. Prices defined in Product Launch are visible in the CPQ Pricing Engine, and base prices defined in Pricing Engine are visible in Product Launch. Pricing and product managers use the new Product Launch feature to:
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Discover and easily view multiple prices or charges that are currently defined for a product.
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Understand and view prices that are defined for a product when it is sold standalone versus when it is part of a specific bundle or BOM.
The following Commerce features are available in Oracle CPQ 23C.
Add Products with Fixed Structure to a Commerce Transaction
Commerce Quick Add functionality allows sales users to add a product to a transaction with a few clicks within the transaction UI. Beginning in Oracle CPQ 23C, products with fixed structures (BOM hierarchies) are accessible via the Quick Add functionality. If the selected product is a root item, the associated BOM hierarchy is added to the Line Item Grid.
Transaction Support for Multiple Charges
Customers need the ability to identify and characterize multiple charges for a single product. For example, a product could have a monthly recurring price and a one-time installation fee. Beginning in Oracle CPQ 23C, Commerce will support multiple charges for Add From Catalog, Quick Add, Opportunity Import, and corresponding REST APIs. An indicator is displayed in the Line Item Grid for line items with multiple charges. Sales users can select a line item with multiple charges and click on Charge Details to view the charge breakdown. Sales users can also navigate to a charge’s detailed view page to view additional charge attributes and modify editable charges.
The following Configuration features are available in Oracle CPQ 23C.
Multi-Charge Price in Configuration
Beginning in Oracle CPQ 23C, the Bill of Materials panel will display multiple charges where applicable. When there is more than one charge associated with a line item, the price value will be replaced with a link with the phrase "Details...". Clicking on or hovering over the “Details...” link will show a popup with specific price information.
Beginning in Oracle CPQ 23C, the Prices panel will display subtotals for the One-Time and Recurring charges. Tooltips are also provided to help users understand the significance of each new total.
The following Integration features are available in Oracle CPQ 23C.
Product Hub Integration Added to Oracle Fusion CRM Integration
Product Hub integration is added to the Fusion Customer Relationship Management (CRM) integration type in the Oracle CPQ Integration Center. This new section stores the credentials required to access the Oracle Fusion Supply Chain Management (SCM) Product Information Management (PIM) application where the primary parts database is maintained. This feature allows a parts administrator to run or schedule part import or export directly from the Parts Integration page.
Product Launch for Oracle Sales Integration
Oracle CPQ 23C introduces the Product Launch UI for Oracle CPQ sites integrated with Oracle Sales. Product Launch is a new solution designed for product managers, with the goal of making the definition and management of their products and services more intuitive and seamless. Product Launch provides the ability to set and edit pricing from the product-centric point of view (i.e. the user is presented with all the pricing defined for a particular product). If the product should be priced differently under different condition sets, Product Launch will display all records on a single page, grouped by those condition sets, making it easier to read.
Product Launch also makes it easy to define "contextual pricing", which can be thought of as the ability to define differentiated pricing when the product or service is to be sold together with other products and/or services.
Another major innovation introduced by Product Launch is the ability to define multiple charges of different types for each product or service under the different circumstances mentioned above (conditional and contextual pricing) in a very intuitive way.
Oracle CX Sales Product Information Master (SPIM) Integration
Previously, XSL web service calls were used to integrate parts between Oracle CX Sales and Oracle CPQ. Although this approach allowed two-way communication, synchronization was labor intensive because part fields did not match and parts could be maintained in both Oracle CX Sales and Oracle CPQ applications. Oracle CPQ 23C delivers SPIM integration for parts to enable parts synchronization. This feature will provide:
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Pre-defined scheduled synchronization of parts from Oracle CX Sales to Oracle CPQ.
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Single source control of parts management (i.e. When Oracle CPQ is integrated with Oracle CX Sales Product Master, CX Sales becomes the part master. Parts synchronized from the Product Master are non-editable on the Oracle CPQ side).
Batch Integration with SPIM for Structures and Components
In Oracle CPQ 23C, structures created in Oracle Sales can be automatically synchronized into CPQ via a scheduled process. This option is available in Configuration Options, where administrators can select "Yes" to "Enable Unified BOM Sync”.
Standard Process - Order Management Integration Charge Entity Support
Oracle CPQ 23C will support multiple charges for Oracle Order Management – CPQ Standard Process integrations. The Oracle Order Management sales orders will include transaction line Charge Array Set attributes that are synchronized with CPQ Pricing Charge Attributes.
The following Web Services features are available in Oracle CPQ 23C.
Oracle CPQ 23C updates the Calculate Price REST API to support charges and charge attributes in the pricing data.
Configuration Run-Time Data REST API Enhancements
Oracle CPQ 23C adds price type, price period, and pricing charges to the following endpoints to support multiple charges in Configuration.
- Get BOM Items (Configuration)
- Configure Model
- Configure Model in System
- Next Configuration Node
- Reconfigure from Favorites
- Reconfigure Model
- Resume Configuration
- Update Configuration
Extract Bulk Transaction Data REST API
The Extract Bulk Transaction Data REST API sends bulk transaction and transaction line data to the Oracle Cloud Infrastructure Object Storage service, which can be picked up by the Fusion Analytics Warehouse (FAW) to produce advanced reports and dashboards. This feature is released for customers on controlled availability in Oracle CPQ 23C. The release introduces the following endpoints to manage CPQ data extraction into the Object Storage:
- Request Data Extract
- Get Site Status for Data Extract
- Get Data Extract Task Status
- Cancel Data Extract Task
Oracle CPQ 23C introduces Migration Package REST API endpoints to aid administrators in the creation, distribution, and deployment of migration packages to different environments. The following migration package web services are available:
- Get All Migration Resources
- Create a Migration Package
- Update a Migration Package
- Delete a Migration Package
- Get Migration Package Contents
- Update Migration Package Contents
- Version a Migration Package
- Migrate Package
- Upload Zip File for a Migration Package
Oracle CPQ 23C updates the Parts Search to include the variable name of the root BOM item and product status.
Parts Setup REST API Enhancements
Oracle CPQ 23C introduces the Update/Insert action for the Parts Setup REST API. This action will enable customers to update or create CPQ Parts using REST API web services.
Pricing Administration REST API Enhancements
Oracle CPQ 23C introduces the following endpoints to support pricing lookups for charges:
- Add a Pricing Lookup Type
- Add a Pricing Lookup Value
- Delete a Pricing Lookup Type
- Delete a Pricing Lookup Value
- Get a Pricing Lookup Type
- Get a Pricing Lookup Value
- Get All Pricing Lookup Types
- Get All Pricing Lookup Values
- Update a Pricing Lookup Type
- Update a Pricing Lookup Value
- Update Pricing Lookup Types
- Update Pricing Lookup Values
SCIM-Compliant User Management REST API
The System for Cross-domain Identity Management (SCIM) specification is an open standard that facilitates managing user identities across cloud-based applications and services. Oracle CPQ 23C adds a PATCH method to the SCIM-Compliant User Management REST API which allows administrators to update a user record instead of fully replacing the record.