Support Multiple CPQ Processes

Support for multiple CPQ processes for customer using the integration between Oracle Sales and Oracle CPQ. With this feature, customers who use multiple Oracle CPQ processes to price and quote their products are able to use a single Oracle Sales instance to create and add quotes to an opportunity. CPQ processes can differ based upon the characteristics of an opportunity as defined by opportunity attributes. Examples opportunity attributes include Business Unit associated with the opportunity, the revenue amount, close date or custom attributes. The connection to a specific process is defined by the condition rules on opportunity attributes as part of the integration definition between Sales and CPQ.

• Enables multiple quoting processes with a single Oracle Sales instance. No need to set up one Oracle Sales instance per quoting process.

• Allows set up of rules using opportunity attributes to control access to multiple CPQ processes.

• Intelligent validation of rules across multiple CPQ processes.

Steps to Enable

Oracle SALES-CPQ Integration Setup

Refer to Integrating Oracle Sales with Oracle CPQ for more details

  1. Define CPQ processes by specifying the End Point URL, Process Name, Document Name and set Authorization.
  2. Set the multiple CPQ processes to be Active at the same time with a Priority value while mark one process to be the "Default".
  3. Specify Condition Rules for each CPQ process. Rules can be written only on Opportunity attributes that are queryable and no support available for other objects. In other words the multi process is used ONLY for opportunity quotes. Examples opportunity attributes include Business Unit associated with the opportunity, the revenue amount, close date, win probability or custom attributes.
  4. Make sure opportunity standard / custom attributes are set to searchable in Application Composer to be able to participate in Condition Rules.

Notes:

  1. There is always one CPQ process that is set as the “Default”. If rules are not setup or rules that are set up are incorrect and system cannot resolve to a specific process, then it will use the process specified as the default for quoting.
  2. There is a priority mechanism in case of CPQ processes where conflicting rules have been setup and the lower numbered process is considered of higher priority.
  3.  The system will evaluate "Conditions" for each CPQ  process based on priority order, to compare against current opportunity for which the Quote is being processed.

Tips And Considerations

  • Use multiple CPQ processes for managing quotes based on opportunity attributes
  • Setup rules to connect to multiple CPQ processes
  • Prioritize rules that provide access to the right CPQ process
  • Specify a default CPQ process when rules have not been setup
  • Allow multiple CPQ processes to be Active at the same time

Key Resources

Integrating Oracle Sales with Oracle CPQ