Site Specific Controls for Self Service

Merchants can now enable certain Self Service capabilities at the site level. Previously, Self Service features were only configurable globally, requiring enablement across all sites. Merchants can configure the below features at site level:

  1. Self Service Portal
  2. Native Pricing with CPQ
  3. Native Quoting and Ordering
  4. Native Configuration (IDCS based)
  5. Bill-To Ship-To Validation during checkout

Incremental Adoption: Enables customers to adopt Self Service features selectively for new business units or regions, supporting phased deployment and minimizing disruption to existing operations.

Flexibility: Existing sites remain unchanged, reducing risk and simplifying transition planning.

Customizable Experience: Tailor Self Service capabilities per site, supporting diverse business requirements across multiple brands or geographies.

Steps to Enable

Below are the steps to enable site-specific controls for the following features:

  1. Self Service Portal:
    URI: PUT /ccadmin/v1/merchant/cloudConfiguration
    Payload:
    {
      "selfServicePortalEnabled": true,
      "SelfServicePortalSites": "<site1Id>,<site2Id>"
    }
  2. Native Pricing with CPQ:
    URI: PUT /ccadmin/v1/priceSettings
    Header: "x-ccsite": "<siteId>"
    Payload:
    {
      "enabled": true
    }
  3. Native Quoting and Ordering:
    URI: PUT  /ccadmin/v1/merchant/selfServiceConfiguration
    Header: "x-ccsite": "<siteId>"
    Payload:
    {
      "requestQuoteToCPQ": true,
      "orderSubmitToCPQ ": true
    }
  4. Native Configuration (IDCS based):
    URI: PUT /ccadmin/v1/merchant/cloudConfiguration
    Payload:
    {
      "CPQConfigIDCSEnabled": true,
      "CPQConfigIDCSEnabledSites": "<site1Id>,<site2Id>"
    }
  5. Self Service Settings:
    URI: PUT /ccadmin/v1/merchant/selfServiceSettings
    Header: "x-ccsite": "<siteId>"
    Payload:
    {
      "copyOrderTimeout": 10,
      "quotes": {
        "maxNumberOfApprovers": "5",
        "thresholdSizeForGenerateProposalAsync": "10"
      }
    }
  6. Bill-To Ship-To Validation during checkout:
    Please raise an SR with Oracle Support to get this feature enabled.

Please refer to REST API documentation for more information.

Tips And Considerations

  1. When site-level properties are not set, the feature will be enabled globally.
  2. Ensure site-specific configuration aligns with your overall rollout plan, especially when transitioning business units incrementally.
  3. Validate feature enablement in a test environment before applying to production to ensure compatibility with existing integrations and workflows.
  4. Native Quoting and Ordering features work only when Self Service Portal configuration is enabled. When Self Service Portal configuration is made site specific and native Quoting and Ordering is enabled, native Quoting and Ordering works only for the sites where Self Service Portal is configured. e.g. Merchant has 2 sites: Site 1 and Site 2 and Self Service Portal is configured only for Site 1. Native Quoting and Ordering works only on Site 1.
  5. When selfServicePortalEnabled is made site specific, the Publish Quote(_s_publish_quote) action in CPQ has to be customised to pass the x-ccsite header to the OCC notifyQuote API. The Commerce process on CPQ can hold the site information in a transaction attribute say: cc_site_id. The Sales representative should enter the site id of the buyer before initiating the Publish Quote action. Merchants can also use getSites API to list OCC sites on CPQ to make it easier for the sales representative to select a site.
  6. This feature is only applicable for Commerce on CPQ customers.