Understand Oracle CPQ configuration set up

Specific set up procedures must be completed for the Commerce/Oracle CPQ Configuration integration to run successfully.

Configure Client-Side Integration, Add To Cart Button, and JSON Payload Response

This topic contains the configuration set up procedures that you must complete in Oracle CPQ.

You must configure a client-side integration to add the Add to Cart button on a Commerce site. The client-side integration enables the sharing of data between Oracle CPQ and Commerce.

Note: Ensure the appropriate Commerce Product Families and Product Lines are created in Oracle CPQ prior to starting the Client-Side Integration. Refer to the Configuration > Product Families articles within the Oracle CPQ Online Help for instructions.

To configure a client-side integration:

  1. Open the Admin Home page.
  2. Under Products, click Catalog Definition. The Supported Products page opens. Product Families displays by default in the Navigation drop-down menu.
  3. Click List. The Supported Product Families page opens.
  4. Click Integrations from the Navigation drop-down menu for the product of the Commerce product family.
  5. Click List. The Edit Integration page opens.
  6. Use the Edit Integration page to create a “Client-side” integration using the following settings:
    • Name: Add To Cart
    • Integration Type: Client-side
    • Hide in Reconfiguration: No
    • Action: Define Advanced Function
  7. Click Define Function for the Action and use the sample BML from one of the following to add the Add to Cart button to the Commerce site: Appendix E: Understand the Add to Cart BML – Customized Integrations and Multi-Site Set Up (19D and Later) – this sample BML is for new integrations and in cases where the setup needs to be duplicated on multiple sites. This sample does not reference site-specific file locations.
  8. Select Simple for the End-Point URL.

    Enter the URL of the Commerce site to integrate with Oracle CPQ. The value entered should include the basic URL or Commerce’s storefront and administration pages. You can add multiple Commerce sites for a single integration by listing each site delimited by the pipe delimiter (|) character.

    For example:

    http://cc-store.oracle.com|http://cc-admin.oracle.com|http://second-store.oracle.com|http://second-admin.oracle.com

  9. Click Apply.

Note: Ensure that all partner site lists of allowed URLs are properly addressed within Oracle CPQ. These include domains that are allowed to load the Oracle CPQ in an iFrame and domains that Oracle CPQ is allowed to connect to in the Integration Center. You may need to file a Service Request (SR) on My Oracle Support to include these domains on the site list of allowed URLs.

Configure Oracle CPQ Models Corresponding to Products in Commerce

You must create Oracle CPQ models corresponding to SKUs in Commerce.

To configure models corresponding to products in Commerce:

  1. Open the Admin Home page.
  2. Under Products, select Catalog Definition. The Supported Products page opens with Product Families displaying by default in the Navigation drop-down menu.
  3. Click List. The Supported Product Families page opens with Product Lines displaying by default in the Navigation drop-down menu.
  4. Click List. The Product Line Administration List page opens with Models displaying by default in the Navigation drop-down menu.
  5. Click List. The Model Administration List page opens.
  6. Click Add.
  7. Use the Model Administration page to create a new model with both the variable name and label matching the configurable root SKU in Commerce.
  8. Create a pricing rule on the model with a price matching the root SKU in Commerce.

Configure Child Line Items Corresponding to SKUs in Commerce

For information about setting up BOM Mapping items for a model, refer to the Oracle CPQ Administrator Online Help.

Note: Quantity for the root BOM should use a configurable integer attribute in BOM Attribute Mapping. Otherwise, incorrect quantities may be populated during reconfigure.

Create Configurable Attributes

Configurable attributes define the characteristics of product families. Oracle CPQ uses configurable attributes in search flows, Configuration flows, and every type of Configuration rule.

To create configurable attributes:

  1. While you can create the following configurable attributes at any level, Oracle recommends creating the attributes at the Product Family level.
    Label Variable Name Attribute Type Additional Settings
    Currency Code currencyCode Text Field none
    CC Site ID cC_SiteId_t Text Field none
    Quantity quantity Integer Required, Default = 1, Positive Number Validation
  2. Create a recommendation rule configured as follows:
    Condition Apply Rule To Action Type Action Attribute Values to Set Set Type
    Always True Configuration Standard currencyCode

    Edit Function:

    return _BM_USER_CURRENCY;
    Forced Set
  3. Create any additional attributes that suit your organization’s needs and place them on the Configuration flow layout.
    • You must place “currencyCode”, “cC_SiteId_t”, and “quantity” on the layout, but they do not need to display them.
    • For information about configurable attributes and the steps to create them, refer to the Oracle CPQ Administration Help.
  4. Create a hiding rule configured as follows:
    Condition Action Attribute
    Advanced:
    if (_transaction_id == "-1") {    return  true;}
            return false;
    quantity