Agreement Pricing and Attribute Mapping for Commerce Sales Agreements
Oracle CPQ 24D introduces Agreement Attributes in the CPQ Pricing Portal to support the attributes that are used to create a Price Agreement from a sales agreement-type CPQ transaction. Agreement Attributes provide the necessary mapping for Commerce attributes to the corresponding pricing attributes for Price Agreements. Oracle CPQ 24D provides standard attributes and attribute mapping for Header, Line, and Charge entities in Agreement Attributes.
The Agreement Attributes page lists standard Agreement Attributes that are provided in Oracle CPQ 24D.
| Item | Description |
|---|---|
| 1 |
Navigate to Pricing Portal. |
| 2 |
Click Actions to Manage Columns for the Agreement Attributes list. Select Custom Charge Attributes can be used to add you custom Charge attributes to Agreement Attributes. |
| 3 |
Enter search criteria to filter agreement attribute results, which remain persistent while navigating within agreement attributes |
| 4 |
Sort agreement attributes using Price Entity, Name, Data Type, or Type column headers. |
| 5 |
The Price Entity column indicates if the agreement attribute is a Header, Line, or Charge attribute. |
| 6 |
Click the appropriate Name link to edit an existing agreement attribute. |
| 7 |
Click the agreement attribute line ellipsis and select Edit to edit an existing agreement attribute. Note: Standard agreement attributes can’t be deleted. |
Administrators can navigate to the Attribute Agreement page to add and manage mappings for Agreement Attributes.
| Item | Description |
|---|---|
| 1 |
Navigate to the Agreement Attributes list page. |
| 2 |
Navigate to Next or Previous charge attribute in the agreement attribute list or filtered agreement attribute search results list. |
| 3 |
Data Type: Currency, Date, or String |
| 4 |
Pricing Entity: Header, Line, or Charge |
| 5 |
Type: Standard or Custom |
| 6 |
Click Edit to add, reorder, and delete attribute mappings. Click Manage Columns to manage the displayed columns. |
| 7 |
Mapped Data Sources |
Standard Agreement Attributes
Oracle CPQ 24D provides the following standard agreement attributes to enable customers to author and negotiate a new sales agreement within CPQ using a productized CPQ quote for agreement. Standard agreement attributes and mappings cannot be deleted or inactivated.
|
Pricing Entity |
Attribute Name (Variable Name) |
Data Type |
Description |
|---|---|---|---|
| Header | Account (_account) |
String | Default to the Customer Name of the current. |
| Header | Account ID (_accountId) |
String | Default to the Customer Id of the current transaction. |
| Header | Agreement Description (_agreementDescription) |
String | Default to the Transaction Description of the current transaction. |
| Header | Agreement End Date (_agreementEndDate) |
Date | Default to the Contract End Date of the current transaction. |
| Header | Agreement Name (_agreementName) |
String | Default to the Contract Name of the current transaction. |
| Header | Agreement Number (_agreementNumber) |
String | A new sales agreement created will use this mapping to write back the created agreement number to the mapped quote attribute. Default to the Contract ID (_s_contractID_t). |
| Header | Agreement Start Date (_agreementStartDate) |
Date | Default to the Contract Start Date of the current transaction. |
| Header | Agreement Status (_agreementStatus) |
String | Current status of the Agreement. |
| Header | Source Transaction ID (_sourceTransactionId) |
String | Default to the Transaction Number of the current transaction. |
| Line | Item Contract End Date (_itemContractEndDate) |
Date | Default to the Contract End Date of the current transaction line. |
| Line | Item Contract Start Date (_itemContractStartDate) |
Date | Default to the Contract Start Date of the current transaction line. |
| Line | Part Number (_partNumber) |
String | Default to the Part Number of the current transaction line. |
| Line | Product List Price (_productListPrice) |
Currency | Default to the Price (List) of the current transaction line. This refers to the List price of the Product price. |
| Line | Product Net Price (_productNetPrice) |
Currency | Default to the Price (Net) of the current transaction line. This refers to the Net price of the Product price. |
| Line | Product Price Period (_productPricePeriod) |
String | Default to the Pricing Engine Price Period of the current transaction line. This refers to the Price period of the Product price. |
| Line | Product Price Type (_productPriceType) |
String | Default to the Price Type of the current transaction line. This refers to the Price type of the Product price. |
| Line | Rate Plan Number (_ratePlanNumber) |
String | Default to the Applied Rate Plan Number of the current transaction line. |
| Line | Service Duration (_serviceDuration) |
Integer | Service Duration of the agreement. |
| Line | Service Duration Period (_serviceDurationPeriod) |
String | Service Duration Period of the agreement. |
| Charge | Charge Definition Code (_chargeDefinitionCode) |
String Array | Default to the Charge Definition Code (_chargeSet_chargeDefinitionCode in Charge Set array set) of the current transaction line. |
| Charge | Charge Dynamic Pricing Type (_chargeDynamicPricingType) |
String Array | Default to the Dynamic Pricing Type (_chargeSet_dynamicPricingType in Charge Set array set) of the current transaction line. |
| Charge | Charge Net Price (_chargeNetPrice) |
Currency Array | Default to the Net Price (_chargeSet_netPrice in Charge Set array set) of the current transaction line. |
| Charge | Charge Price Period (_chargePricePeriod) |
String Array | Default to the Price Period (_chargeSet_pricePeriod in Charge Set array set) of the current transaction line. |
| Charge | Charge Price Type (_chargePriceType) |
String Array | Default to the Price Type (_chargeSet_priceType in Charge Set array set) of the current transaction line. |
| Charge | Charge Type (_chargeType) |
String Array | Default to the Charge Type (_chargeSet_chargeType in Charge Set array set) of the current transaction line. |
| Charge | Charge Usage UOM (_chargeUsageUom) |
String Array | Default to the Usage UOM (_chargeSet_usageUOM in Charge Set array set) of the current transaction line. |
| Charge | Rate Card Structure (_rateCardStructure) |
String Array | Default to the Rate Card Structure (_chargeSet_rateCardStructure in Charge Set array set) of the current transaction line. |
Beginning in Oracle CPQ 24D, CPQ Pricing will create Price Agreements for sales agreements initiated from CPQ transactions. Refer to Commerce Sales Agreement Support for more information about creating a sales agreement in Commerce.
Synchronizing sales agreements from Commerce transactions to CPQ Price Agreements will ensure the agreed upon pricing is applied from the CPQ Pricing Engine.
Steps to Enable
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