Commerce Sales Agreement Support

Oracle CPQ 24B introduced a productized integration to synchronize sales agreement pricing from Oracle Sales Contracts and CPQ Price Agreements in order to honor agreement pricing authored in Oracle Sales Contracts. Beginning in Oracle CPQ 24D, CPQ sales users can author and negotiate  a new sales agreement within CPQ using a productized  CPQ quote for agreement, without a dependency or integration with Oracle Sales Contracts. This allows sales users to define and negotiate the timing, products, pricing, payment terms, and commitments for sales agreements that will be applied to future quotes and sales orders.

Oracle CPQ 24D introduces new "stage" functionality to provide productized support for sales agreements and sales orders using the current transaction infrastructure. The supported stages are Quote, Agreement, and Order. The default stage for a transaction is Quote. When a transaction is transitioned to a sales agreement, the stage is updated to Agreement. Similarly, when a transaction is transitioned to an order, the stage is updated to Order.  Corresponding Step administration enhancements combine stages with workflow management and ensure valid step transitions. When finalized, the pricing for a CPQ sales agreement is published to CPQ Pricing Engine as a Price Agreement for application to future transactions.

This feature allows CPQ sales users to propose sales agreements to their customers to establish a common understanding of the pricing and terms that will apply to future quotes and sales orders for the agreement's duration.

Steps to Enable

Refer to the Oracle CPQ Administration Online Help once this feature is generally available in Oracle CPQ Update 24D.