Standard Process Updates

Oracle CPQ 25A provides the following standard process component updates to support Freeze Price and eSignature flows for Oracle Commerce Cloud Self-Service Portal integrations:

Standard Process Attributes 

• 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.

• Is E-signature enabled – This new transaction Boolean type attribute indicates if E-signature flow (or Docusign integration) is opted for a quote.

• Checkout Access Enabled – This new transaction menu type attribute lists the entities who have access to create an order in Commerce. Menu options: Sales Rep Checkout, Self Service Checkout

• Customer Status - New menu entries for attribute: Awaiting Signatures, Signed, Signature Request Cancelled

• Requested Rate Plan – This new transaction line 'dynamic' menu type attribute is mapped to the list of available rate plans from the CPQ Pricing Portal.

Note: Beginning in Oracle CPQ 25A, the Requested Rate Plan attribute will replace the Available Rate Plans attribute for newly created standard processes. Pre-existing Available Rate Plans attributes are changed to non-standard attributes, but they are not removed from existing standard processes upon upgrade to Oracle CPQ 25A.

• Prorated Order Level Discount – This new transaction currency type attribute is for promotional discount (amount) provided on the total order value of the current transaction. For example, Self Service Cart level promotion of 10% on cart value of 1000$ or more.

• Unit Prorated Order Discount  - This new transaction line currency type attribute is for the Prorated Order Level Discount Per Unit for the current line.

• Added the following attributes to the Prices (oRCL_charges) array set:

  • Unit Prorated Order Discount
  • Total Prorated Order Discount
  • Tax Price
  • Tax Amount
  • Total Price Including Tax
  • Total Amount Including Tax
  • Total Price Excluding Tax
  • Total Price Excluding Tax
  • Contract Tax Amount
  • Contract Total Amount
  • Contract Total Amount Excluding Tax

Standard Process Actions

• Add Coverage new transaction and transaction line actions to add Coverage to a Coverage type product.

Standard Process Rules

The following standard process transaction rules are available in Oracle CPQ 25A.

• Hide Actions if Esign Enabled (inactive) – Hides Request Signature when eSignature is not enabled and the current step is Customer Accepted.

• Hide Actions if Esign Disabled (inactive) – Hides the Create Order when eSignature is enabled, the current step is Customer Accepted, and the current user is "Sales User".

• Validate Checkout Access (active) - Self Service Checkout cannot be enabled when E-signature is enabled.

Standard Process Commerce Integrations

• Added a new attribute mapping in the Commerce Import Revenue Lines integration from the Opportunity Revenue 'inventoryOrgId' attribute to the CPQ transaction line 'model_parner_organization_id' attribute.

Note: The Commerce Import Revenue Lines default predefined integration is automatically created when an Oracle Fusion CRM Integration is created.

The new Standard Process components enable out-of-the box functionality for Order Management and Oracle Commerce Cloud Self-Service Portal integrations.

Steps to Enable

The new attributes, actions, rules, and integration updates are automatically available for existing and newly created Standard Processes upon upgrade to Oracle CPQ 25A.

The Actions if Esign Enabled and Hide Actions if Esign Disabled rules should be enabled for automated eSignature Flows in Oracle Commerce Cloud Self-Service Integrations.

For more information, refer to Oracle CPQ Administration Online Help > Integrations > Oracle Integrations > Oracle Commerce Cloud Self-Service Portal Integration: Enable eSignature Flows for OCC Self-Service Portal Integrations.