Oracle Commerce Cloud Self-Service Checkout for Buyer Accepted Quotes

Beginning in Oracle CPQ 24D, Oracle Commerce Cloud (OCC) buyers initiate the checkout process to create an order for a buyer accepted quote directly from the Self-Service Portal. After an OCC buyer accepts a quote, they can select the Checkout option. When checkout is initiated, the OCC buyer can view the list of products with the appropriate pricing and discounting from the CPQ source quote.

During checkout, the OCC buyer can apply additional promotions and gift cards, if applicable. In CPQ, the source quote is updated to indicate that self-service checkout has been initiated from OCC. On checkout, the OCC buyer provides all the necessary shipping, billing, and payment information required to complete the ordering process.

On successful order completion, all required fields for the source quote are updated in CPQ.

The new Self Service Checkout (_s_selfServiceCheckout_t) action is invoked when the order is placed from an external system to update the CPQ transaction.

  • The step is transitioned from Awaiting Customer Acceptance to Cancelled.

  • The Assigned To attribute is set to Buyer.

  • The Customer Status attribute is updated to External order.

  • The Status attribute is set to External Order.

The new OCC self-service checkout streamlines checkout process for buyer accepted quotes.

Steps to Enable

Refer to Enable Order Stage Workflow for an Existing Standard Process to add Order Workflow Steps.

Refer to Enable Agreement Stage Workflow for an Existing Standard Process to add Agreement Workflow Steps.

Integration-Action Association

Complete the following steps to verify Selected Integrations for the Publish Quote action. Navigate to Admin > Process Definition > Documents > Transaction > Actions.

  1. Select the Publish Quote action.

  2. Click on the Integrations tab.

  3. Verify the following Selected Integrations are listed in the specified order:

    1. Apply Modify Functions

    2. Update Customer Status and Visibility (BML)

  4. If applicable, click Apply or Update.