Commerce Process Updates

Oracle CPQ 25A introduces the following attribute set types to support tax information and external quote and order attributes for both legacy and standard processes.

Tax Attribute Sets

The Tax Attribute Set and Tax Line Attribute Set provide tax information for transactions and line items. The tax values can be provided by sales users or REST API services. These values are used to calculate total amount for a line and indicate the total with tax and without tax for Order Management integrations.

Both the Tax Attribute Set and Tax Line Attribute Set are created when you add a transaction level Tax Attribute Set. Tax attribute sets and their child attributes are created together and removed together. The Tax Attribute Sets can be created only once in a Commerce process.

The transaction Tax Attribute Set contains the following attributes:

  • Is Tax Present (_tax_isTaxPresent_t) - This Boolean type attribute identifies if the tax information is present.        

  • Is Tax Inclusive (_tax_isTaxInclusive_t) - This Boolean type attribute identifies whether taxes are included in prices.

    • false - Indicates taxes are not included in item prices and need to be added separately. (default value)
    • true - Indicates taxes are included in item prices.

  • Tax Amount (_tax_taxAmount_t)- This currency type attribute contains the total tax amount for the quote.       

  • Total Transaction Value Including Tax (_tax_totalTransactionValueIncTax_t)- This currency type attribute contains the total value of the transaction including all item prices, one-time charges, recurring charges, and taxes.

    • When Is Tax Inclusive is false, this value = Total Contract Value + Tax Amount
    • When Is Tax Inclusive is true, this value = Total Contract Value

The Tax Line Attribute Set contains the following attributes:

  • Tax Price (_tax_taxPrice_l) - This currency type attribute contains the tax amount for one unit of this line.                           

  • Total Price (_tax_totalPrice_l) - This currency type attribute contains the total price per unit of the item including taxes. If 'Is Tax Inclusive' is false, it is summation of Net Price per unit and tax per unit, otherwise it is same as Net Price per unit.                        

  • Total Amount (_tax_totalAmount_l) - This currency type attribute contains the Total Price for this line including taxes.                   

  • Total Price Excluding Tax (_tax_totalPriceMinusTax_l) - This currency type attribute contains the Total Price for this line excluding taxes.                            

  • Total Amount Excluding Tax (_tax_totalAmountMinusTax_l) - This currency type attribute contains the Total Price for this line including taxes.                     

  • Tax Calculation Info (_tax_calculation_info) – This text area type attribute contains a JSON formatted string with values required for tax calculation. For example, "_tax_calculation_info": "{\"_tax_taxAmount_l\":4}

  • Tax Price Rollup (_tax_taxRollup_l) - This currency type attribute contains the tax price of the item or for the root model rolled up to include all child values.                       

  • Total Price Rollup (_tax_totalPriceRollup_l) - This currency type attribute contains the total price of each item or for the root model rolled up to include all child values.                        

  • Total Amount Rollup (_tax_totalAmountRollup_l) - This currency type attribute contains the total amount of the item or for the root model rolled up to include all child values.                        

  • Total Contract Price Rollup (_tax_totalContractPriceRollup_l) - This currency type attribute contains the total amount for the contract duration for the root model rolled up to include all child values.

Transaction Reference Attribute Sets

The Transaction Reference Attribute Set and Transaction Line Reference Attribute Set provide external reference attributes for Quotes and Orders for transactions and line items. Both the Transaction Reference Attribute Set and Transaction Line Reference Attribute Set are created when you add a transaction level Transaction Reference Attribute Set. Transaction reference attribute sets and their child attributes are created together and removed together. The Transaction Reference Attribute Sets can be created only once in a Commerce process.

The Transaction Reference Attribute Set contains the following attributes:

  • Booked Order Transaction Id (_txnRef_bookedOrderId_t) - This text type attribute contains the BS Id of the CPQ Order Transaction generated from the current quote,  when order is placed from a different channel. For example, a quote is requested/shared between buyer and seller through self-service channel, and the order submission happened from the self-service Cart by the buyer.                         

  • Source Quote Id (_txnRef_sourceQuoteId_t) - This text type attribute contains the BS Id of the CPQ source quote linked to the CPQ order transaction.               

  • Reference Source Order Id (_txnRef_externalSourceOrderId_t) - This text type attribute contains the Reference Order Id from the external system which was used to book the order.                        

  • Primary Source System (_txnRef_primarySourceSystem_t) - This menu type attribute contains the Primary Source System for the current transaction (Quote/Order).

The Transaction Line Reference Attribute Set contains the following attribute:

  • Reference External Item Id (_txnRef_externalLineId_l) - This text type attribute contains the Reference Identifier for the current line from the external system. (e.g. Commerce Cart or Self Service Cart)

Shipping Line Attribute Set

This transaction line attribute set provides shipping related information for each line. These attributes are used for pre-priced orders from Oracle Commerce Cloud Self-Service Portal integrations. The shipping values can also be provided by sales users or REST API services.

 Shipping line attributes are created together and removed together. The Shipping Line Attribute Set can be created only once in a document.

  • Shipping Service Level (_shipping_shippingServiceLevel_l) - This text type attribute contains the shipping level of service to use to deliver the shipment.                        

  • Shipping Carrier Name (_shipping_shipCarrierName_l) - This text type attribute contains the name of the carrier who ships and delivers the items.                

  • Shipping Mode of Transport (_shipping_shipModeOfTransport_l) - This text type attribute contains the mode of transport to ship and deliver the item.                   

  • Shipping Instructions (_shipping_shippingInstructions_l) - This text type attribute contains instructions for the system on how to ship this item.                   

  • Shipping Group (_shipping_shippingGroupId_l) - This text type attribute contains the identifier for the group of order lines in the order that ship together from one location to one destination, and that use the same scheduled ship date.                      

  • Ship To party Id (_shipping_shipToPartyId_l) - This text type attribute contains the Party ID for the Ship To Customer for this line. This attribute is used when a generalized Party object is used to identify customer parties.                         

  • Ship To Party Site Id (_shipping_shipToPartySiteId_l) - This text type attribute contains the Id for the Party Site or Address of the Ship To party for this line.

The new attribute set types allow administrators quickly add groups of attributes for revenue transformation process flows.

Steps to Enable

The Tax Attribute Sets, Reference Attribute Sets, and Shipping Line Attribute Set are automatically added to existing and newly created Standard Processes upon upgrade to Oracle CPQ 25A.

Refer to the following procedures to add the applicable attribute set(s) to a non-standard Commerce Process.

Add Tax Attribute Sets

Complete the following steps to create both the Tax and Tax Line Attribute Sets with their associated attributes.

  1. Navigate to Admin > Process Definition > Transaction > Attributes.

  2. Select Tax Attribute Set from the Attribute Type drop-down.

  3. Click Add.

Add Transaction Reference Attribute Sets

Complete the following steps to create both the Transaction and Transaction Line Reference Attribute Sets with their associated attributes.

  1. Navigate to Admin > Process Definition > Transaction > Attributes.

  2. Select Transaction Reference Attribute Set from the Attribute Type drop-down.

  3. Click Add.

Add a Shipping Line Attribute Set

Complete the following steps to create a Shipping Line Attribute Set with the associated attributes.

  1. Navigate to Admin > Process Definition > Transaction Line > Attributes.

  2. Select Shipping Line Attribute Set from the Attribute Type drop-down.

  3. Click Add.