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.

Quoting for Sales Agreement Functional Flow

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 enabled, a CPQ sales user can select Quote for Agreement to identify a transaction as a sales agreement.

After the sales agreement is approved, the sales user can invoke the new Create Agreement action to publish the pricing for a CPQ sales agreement to the CPQ Pricing Portal as a Price Agreement for application to future transactions.

CPQ Transaction - Create Agreement

When the sales agreement is published, the Status is updated to "Agreement Created", the Stage is transitioned to "Agreement", and Quote for Agreement is set to read-only.

CPQ Transaction - Agreement Created

The sales agreement terms are saved to the associated Price Agreement in the Pricing Portal.

Pricing Portals - Sales Agreement

The agreed upon charges are saved to the pricing data.

Sales Agreement Charges

Refer to Agreement Pricing and Attribute Mapping for Commerce Sales Agreements for information on CPQ Pricing Portal Agreement Attributes and related mapping to Commerce.

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 Enable a Commerce Process Stage to enable the Agreement stage for a Commerce Process.

Beginning in Oracle CPQ 24D, Sales Agreement actions and attributes are automatically added to the Transaction UI for newly created Standard Processes.

Perform the following tasks to enable Sales Agreements for existing Standard Processes:

  • Refer to Oracle CPQ Administration Online Help > Commerce > Transactions > Layout Editor to add the following items to the Transaction UI.

  • Create Agreement main document action
  • Quote for Agreement main document attribute
  • Contract Start Date main document attribute
  • Contract End Date main document attribute
  • Contract Name main document attribute
  • Contract ID main document attribute