Set Up Validation of Product Configurable Models

Validate That Configurable Models Are Entered Correctly

In the sales Products UI, you can set up the UI so that it validates that configurable product model information is entered correctly. Model information in products and product groups includes the collection of model, model line model family, and model attribute values. These values are required to identify Oracle Configure, Price, and Quote (Oracle CPQ) configuration models. This validation enforces consistent entry of model information when managing products and product groups.

This feature lets you validate and enforce consistent entry of model information required to identify Oracle CPQ configuration models for the Oracle CPQ integration purposes.

Keep these points in mind as you set up and use this feature:

• This feature is primarily useful for customers using the Oracle CPQ integration.
• The validation is enforced to ensure entry of Model, Model Line, and Model Family field values when the Configurable field is set to Yes as a user creates or edits a product.
• The validation is enforced to ensure entry of Model Line and Model Family field values when the Model field value is specified as a user edits a product group.
• The entry of model attributes is optional.
• You can also use this feature in REST APIs and in Import Management.

Here are some additional steps to consider to enable this validation feature for Product and Product Groups.

• Users must set the Configurable indicator to Yes to enforce model information entry validation in the Products UI.
• As an additional configuration, you can set the Default Operator to Is blank for the Configurable field in the Search Region configuration page under Search and Select Dialog Layouts (Application Composer > Product > Pages). This configuration lets users search pre-existing product records that have a blank Configurable field value without having to specify the Configurable condition explicitly.
• Users must specify the Model value to enforce model information entry validation in the Product Group edit UI.

For procedures, see:

• UI Setup for Validating Product Configurable Models
• UI Setup for Validating Product Group Configurable Models

Note: This feature is primarily useful for customers using the Oracle CPQ integration. For more information about how to enable the integration, see the Integrating Oracle CX Sales with Oracle CPQ guide.

UI Setup for Validating Product Configurable Models

To enable validation of model information entry for Product, adjust the page layout and expose fields for the Product object using Application Composer:

The validation is enforced to ensure entry of Model, Model Line, Model Family, and Model Attributes field values when the Configurable field is set to Yes as a user creates or edits a product.

1. Sign in as a user with the Sales Administrator job role.
2. Ensure you're working in an active sandbox.
3. Navigate to Configuration > Application Composer.
4. Navigate to the Product object and click Pages.
5. Navigate to the Details Page Layouts region and duplicate the standard layout to create a new, custom layout.
   Note: To expose model information fields in the Create Product page, use the Creation Page Layouts region in Application Composer.
6. Edit the new layout.
7. In the Details Layout region, click the edit icon in the Edit Subtab: Summary region.
8. In the Configure Detail Form page, move the Configurable, Model, Model Line, Model Family, and Model Attributes fields to the Selected Fields area in the given order.
   Note: You must expose all five fields in the given order, for example: Configurable, Model, Model Line, Model Family, and Model Attributes.
9. Save your work.
10. Navigate to the Edit Product page in Sales > Products. Verify that the Configurable, Model, Model Line, Model Family, and Model Attributes fields appear in the Edit Product page.
11. Publish the sandbox according to your company's business practices.

UI Setup for Validating Product Group Configurable Models

To enable validation of model information entry for Product Group, adjust the Desktop page layout and expose fields for the Product Group object using Application Composer:

The validation is enforced to ensure entry of Model Line and Model Family field values when the Model field value is specified as a user edits a product group.

1. Sign in as a user with the Sales Administrator job role.
2. Ensure you're working in an active sandbox.
3. Navigate to Configuration > Application Composer.
4. Navigate to the Product Group object and click Pages > Desktop Pages.
5. Click Edit Summary Form in the Details Page region.
6. In the Edit Details Page Summary Form page, in the Configure Default Summary region, move the Model, Model Line, Model Family, and Model Attributes fields to the Selected Fields area in the given order and save.
   Note: You must expose all four fields in the given order, for example: Model, Model Line, Model Family, and Model Attributes.
7. Navigate to Setup and Maintenance and Search for the task, Manage Product Groups.
8. Select a product group and click Lock to edit the product group. Verify that the Model, Model Line, Model Family, and Model Attributes fields appear in the Product Group page.
9. Unlock the product group.