Oracle Commerce Cloud Self-Service Portal – CPQ Integration

Oracle CPQ 24C provides the ability to publish a quote from Oracle CPQ to the Oracle Commerce Cloud self-service portal to enable buyers and sellers to collaborate on a common open platform. Oracle Commerce Cloud buyer contacts can add their comments on specific parts of the proposal, that can be reviewed and commented back by CPQ sales users, and then incorporated appropriately on the CPQ quote transaction.

Quotes can be initiated from Oracle CPQ or the Oracle Commerce Cloud Self-Service portal.

  • When an Oracle Commerce Cloud buyer publishes a quote, a quote publication request is sent to Oracle CPQ. Upon receiving the request, the Oracle CPQ sales user can perform the Publish Quote action.

Buyer Initiated Flow for CPQ-OCC Self-Service Portal Integration

  • Alternatively, an Oracle CPQ sales user can initiate the Publish Quote action without a request from an Oracle Commerce Cloud buyer.

Seller Initiated Flow for CPQ-OCC Self-Service Portal Integration

When a quote is published in Oracle CPQ, the quote is sent to Oracle Commerce Cloud, and the buyer is expected to perform one of the following actions:

  • Accept Quote – This action marks the quote as accepted by buyer by transitioning the quote into 'Accepted By Customer' step, changing the Customer Status to Acceptance and assigning the quote to the seller.
  • Reject Quote – This action will terminate the quote. Comments for the rejection reason can added to the quote or individual line items. The buyer comments are saved to the CPQ quote and/or the applicable transaction line items.
  • Request Revision - This action will send the quote back to Oracle CPQ for updates. Comments for revision requests can added to the quote or individual line items. The buyer comments are saved to the CPQ quote and/or the applicable transaction line items. After an Oracle CPQ sales user updates the quote and  performs the Publish Quote action, the quote is sent back to Oracle Commerce Cloud for buyer acceptance, rejection, or revision request.

Standard Process Updates for Oracle Commerce Cloud Self-Service Portal Integration

Oracle CPQ 24C introduces the following standard process entities to support the Oracle CPQ - Oracle Commerce Cloud Self-Service Portal integration:

Transaction Attributes

  • Assigned To (_s_assignedTo_t)  The business entity this transaction is assigned to for review.  Menu Options: Buyer, Seller
  • Customer Status (_s_customerStatus_t)  The status of transaction for customer/buyer persona. Menu Options: Solution Discovery, Negotiation, Acceptance, Ordered, Rejected
  • Customer Visibility Identifier (_s_customerVisibilityIdentifier_t)  The identifier to determine fields that should be visible for customer/buyer persona.  Menu Options: NOTHING, HEADER, HEADER_PRODUCTS, HEADER_PRODUCTS_PRICES
  • Is Published (_s_isPublished_t)  Indicates whether this quote was published to customer. This flag is set to true when the quote is published for the first time.
  • Source Of Transaction (_s_transactionSource_t) The business entity that initiated this transaction. Menu Options: Buyer Initiated, Seller Initiated
  • Comments Array Set (_s_transactionComments_t) Comments from Buyer and Seller.
  • Commentor (_s_commentor) Name of the person who created this comment.
  • Customer Comment (_s_customerComment)  The comment text
  • Comment Date (_s_commentDate)  The date of comment.
  • Is Internal Comment (_s_isInternalComment)  Determines if this comment should be visible to customer/buyer persona.

Transaction Actions

  • Accept Quote (_s_accept_quote)  Customer can accept the quote using this action.
  • Publish Quote (_s_publish_quote) Notifies the self-service channel that the quote is ready for review for customer/buyer.
  • Request Revision (_s_request_quote_revision) Customer can request revision of the quote using this action.

Commerce Library Functions

  • Generate Payload For Notify Quote (_s_generatePayloadForNotifyQuote) Generates payload for invoking Notify Quote Rest API on Oracle Commerce Cloud.
  • Populate Contact Full Name (_s_populateContactFullName) Generates Contact full name with Contact First Name and Contact Last Name fields.Step To Customer Status and Visibility Lookup (_s_stepToCustomerStatusAndVisibility) Provides a lookup for Current Step to Customer Status mapping and Customer Status to Customer Visibility Identifier.
  • Publish And Notify Quote (_s_publishAndNotifyQuote) Publishes current quote on Oracle Commerce Cloud for the buyer to review and marks the quote as 'Published' in CPQ system.
  • Update Customer Status And Visibility (_s_updateCustomerStatusAndVisibility) Updates Customer Status and Customer Visibility identifier attributes for buyer/customer.

Commerce Integrations

  • Update Customer Status And Visibility (updateCustomerStatusAndVisibility) This BML-type integration updates Customer Status and Customer Visibility Identifier based on current step for buyer/customer's view.
  • Publish And Notify Quote (publishAndNotifyQuote) This BML-type integration publishes the quote and notifies the buyer that the quote is ready for review.

Commerce Data Columns

  • Transaction: Assigned To (_s_assignedTo_t) Label: Assigned to
  • Transaction: Contact Name (contactName_t) Label: Contact Name
  • Transaction: Contact Party Number (_s_contactPartyNumber_t) Label: Customer Party Number
  • Transaction: Customer Status (_s_customerStatus_t) Label: Customer Quote Status
  • Transaction: Host Company Full Name (_s_hostCompanyFullName_t) Label: Host Company Full Name
  • Transaction: Is Published (_s_isPublished_t) Label: Is Quote Published
  • Transaction: Price Expiration Date (priceExpirationDate_t)  Label: Due Date
  • Transaction: Price Within Policy (priceWithinPolicy_t) Label: Price Within Policy
  • Transaction: Source Of Transaction (_s_transactionSource_t) Label: Source Of Transaction
  • Updated Transaction: Owner (owner_t) Label to Sales Owner

Commerce Rules

  • Transaction Access Rule: Hide Internal Comments from Self Service User (_s_hideInternalCommentsFromSelfServiceUser) Hides Internal Comments from Self Service User.
  • Transaction Validation Rule: Validate Contact Fields (_s_validateContactFields) Validates Contact Email Address is valid and Contact First Name and Last Name are populated when the new Publish Quote action is invoked.

Commerce Workflow Steps

  • Added the following steps:
  • Awaiting Customer Acceptance (awaitingCustomerAcceptance) The transaction is awaiting acceptance/rejection from customer.
  • Customer Accepted (customerAccepted) The customer has accepted the proposed transaction after review.
  • Added the "Self Service User" profile to all workflow steps.

Oracle CPQ – Oracle Commerce Cloud Self-Service Portal integration provides authoritative and consistent self-service experiences that reflect the state of the relationship of the self-service user with the business.

Steps to Enable

Refer to the Oracle CPQ Administration Online Help > Integrations > Oracle Integrations > Oracle Commerce Cloud Self-Service Integration once this feature is generally available in Oracle CPQ Update 24C.