Standard Process Stage Support

Beginning in Oracle CPQ 24D, newly created Standard Processes will include predefined stage-specific workflow steps and rules to manage user access and transitions for transactions in the Order and Agreement Commerce process stages.

Standard Process Workflow Steps for Stages

The Order stage is automatically enabled when a new Standard Process is created. The following workflow step updates are applied to the workflow for newly created Standard Processes, changes are not applied to existing Standard Processes upon upgrade to Oracle CPQ 24D.

• The new Draft Order step is added, and the stage is set to Order.

• The Create Order transition rule is added to the Admin and Self Service User profiles. This rule will transition the transaction to the Ordered step.

• The Ordered step stage is set to Order.

• The View Previous Step transition rule is removed from the Admin profile.

• The Cancel Transaction and Reject Quote transition rules are removed from the Sales User profile.

• The Cancel Order transition rule is added to the Sales User profile. This rule will transition the transaction to the new Order Cancelled step.

• The Being Changed / Cancelled step is removed for newly created Standard Processes.

• The Fulfilled step stage is set to Order.

• The new Order Cancelled step is added, and the stage is set to Order.

When the Agreement stage is enabled for a newly created Standard Process, Agreement stage workflows are activated. The following workflow step updates are applied for newly created Standard Processes, changes are not applied to existing Standard Processes upon upgrade to Oracle CPQ 24D.

• The new Agreement Finalized step is enabled. When a transaction is transitioned to this step the stage is set to Agreement.

• A Create Agreement transition rule is added to the Start step for Admin and Sales User profiles to transition the transaction to the Agreement Finalized step.

• A Create Agreement transition rule is added to the Approved step for Admin and Sales User profiles to transition the transaction to the Agreement Finalized step.

• A Create Agreement transition rule is added to the Signed step for Default User profiles to transition the transaction to the Agreement Finalized step.

Standard Process Data Columns

Beginning in Oracle CPQ 24D, newly created Standard Processes will include the following Data Columns. The new data columns are not added to existing Standard Processes upon upgrade to Oracle CPQ 24D.

• New Contract End Date data column mapped to Transaction : Contract End Date (contractEndDate_t)

• New Contract Start Date data column mapped to Transaction : Contract Start Date (contractStartDate_t)

• New Sales Agreement ID data column mapped to Transaction : Contract ID (_s_contractID_t)

• New Sales Agreement Name data column mapped to Transaction : Contract Name (contractName_t)

• New Stage data column mapped to Transaction : Stage (_stage)

Standard Process Main Document Actions

Beginning in Oracle CPQ 24D, newly created Standard Processes will include the following main document actions. The new actions are added to existing Standard Processes upon upgrade to Oracle CPQ 24D.

• Create Agreement (_s_createAgreement) - This new Create Price Agreement type action creates a sales agreement.

• Self Service Checkout (_s_selfServiceCheckout_t) - This new Modify type action is used to update the quote to a closed phase when an order corresponding to this quote is placed using an external system. This action is only valid in the Agreement stage. By default, this action will put the Quote in Canceled step and External Order status.

Standard Process Main Document Attributes

Beginning in Oracle CPQ 24D, newly created Standard Processes will include the following main document attributes. The new attributes are not added to existing Standard Processes upon upgrade to Oracle CPQ 24D.

• Is Latest Proposal (_s_isLatestProposal_t) - This new Boolean type attribute identifies if the proposal generated is based on the latest Quote data. Generate Proposal action sets this flag to true and Revise Quote action resets this flag to false.

• Quote for Agreement (_s_quoteForAgreement_t) - This new Boolean type attribute Indicates whether the transaction is used as a Sales Agreement. The default value for this attribute is false.

• Skip Seller Review (_s_skipSellerReview_t) - This new Boolean type attribute identifies if seller or sales representative should be involved in the Quote flows. This flag can be set to true if seller's involvement is not desired.

• Customer Status (_s_customerStatus_t) – added new menu entry: External Order (externalOrder)

• Status (status_t) – added new menu entry: Agreement Created (AGREEMENT_CREATED)

Standard Process Main Document Rules

Beginning in Oracle CPQ 24D, newly created Standard Processes will include the following main document rules. The new rules are not added to existing Standard Processes upon upgrade to Oracle CPQ 24D.

• Constrain 'Agreement Created' value for Status attribute (_s_constrainAgreementCreatedValueForStatusAttribute) - This new Constraint type rule constrains the Agreement Created value for the Status attribute when the Quote For Agreement is not true.

• Hide Agreement Components (_s_hideAgreementComponents) - This new Access type rule hides the Create Agreement action, Contract Name attribute, and Contract ID attribute when the Commerce process Agreement stage parameter is disabled or the Quote For Agreement attribute is false.

• Hide Update Opportunity (s_hideUpdateOpportunity) - This new Access type rule hides the Update Opportunity (oRCL_SFA_UpdateOpportunity) action when the Commerce process Agreement stage parameter is enabled and the Quote For Agreement attribute is true.

• Mark Quote For Agreement as Readonly (_s_markQuoteForAgreementAsReadonly)  This new Access type rule sets the Quote for Agreement attribute to read-only when the Commerce process Agreement stage parameter is disabled or the transaction is not in the Quote stage.

• Validate Contract Dates (_s_validateContractDates) - This new Validation type rule validates that line level contract start and end dates are sub-ranges of header level start and end dates.

• Validate QuoteForAgreement value for Agreement Creation (_s_validateQuoteForAgreement) - This new Validation type rule validates that the Quote For Agreement attribute value is Yes.

• Validate Status Attribute (_s_validateStatusAttribute) - This new Validation type rule validates if the status attribute value is set to Agreement Created in a non-Agreement stage.

• Update Hide Create SO Action, Hide Cancel Order Button, and Hide SO Status Action rules - Updated the rule conditions to also hide the related components when the Commerce process Agreement stage parameter is enabled and the Quote For Agreement attribute is true.

Standard Process BML Library Function Updates

Beginning in Oracle CPQ 24D, the following updates are applied to BML Library Functions for newly created Standard Processes. The following updates are not applied to BML Library Functions for existing Standard Processes upon upgrade to Oracle CPQ 24D.

• Update Current Step (currentStep) library function - added agreementFinalized and removed beingChangedCanceled in the list of steps.

• Update Transaction Status (transactionStatus) library function - added Agreement Created ("AGREEMENT_CREATED", 25) for the transaction status dictionary values.

The new Standard Process components enable out-of-the box functionality for Order Management and Sales Agreement integrations.

Steps to Enable

Enable Stages for a New Standard Process

Complete the following tasks to enable stage functionality for a new Standard Process:

• The Order stage is automatically enabled and the new workflow step updates are applied when a new Standard Process is created.

• Refer to Enable a Commerce Process Stage to enable the Agreement stage.

Enable Order Stage Workflow for an Existing Standard Process

Complete the following tasks to enable stage functionality for an existing Standard Process:

1. Refer to Enable a Commerce Process Stage to enable the Order stage.

NOTE: Once the Order stage is enabled for a Standard Process it can't be disabled.

2. Update Workflow Steps for Order stages. Refer to Oracle CPQ Administration Online Help > Commerce > Workflow for detailed procedures.

1. Add the following Workflow Steps:

• Draft Order, set the Stage to Order

• Order Cancelled, set the Stage to Order

2. Update the Stage to Order for the Ordered and Fulfilled steps.

3. Add or update the following Participant Profiles and Transition Rules. Refer to Oracle CPQ Administration Online Help > Commerce > Workflow > Transition Rules and Participant Profiles for detailed procedures.

Step	Profile	Initial Step	Action	Transaction Rule	Transactioon Step	Condition
Approved	Sales User	No	Revise Quote	Revise Quote -> In Progress	In Progress	Always True
Awaiting Customer Acceptance	Sales User	No	Revise Quote	Revise Quote -> In Progress	In Progress	Always True
Awaiting Customer Acceptance	Self Service User	No	Self Service Checkout	Self Service checkout -> Cancelled	Cancelled	Always True
Customer Accepted	Sales User	No	Revise Quote	Revise Quote -> In Progress	In Progress	Always True
Draft Order	Admin	Yes	Create Order	Create Order: Draft Order -> Ordered	Ordered	Always True
Draft Order	Sales User	No	None
Draft Order	Self Service User	Yes	Create Order	Create Order: Draft Order -> Ordered	Ordered	Always True
Ordered	Admin	No	View Next Step	Next	Fulfilled	Always True
Ordered	Sales User	No	Cancel Order	Cancel Order: Ordered -> Order Cancelled	Order Cancelled	Always True
Ordered	Self Service User	No	None
Fulfilled	Admin	No	None
Fulfilled	Sales User	No	None
Fulfilled	Self Service User	No	None
Order Cancelled	Admin	No	None
Order Cancelled	Sales User	No	None
Order Cancelled	Self Service User	No	None

Enable Agreement Stage Workflow for an Existing Standard Process

Complete the following tasks to enable stage functionality for an existing Standard Process:

1. Refer to Enable a Commerce Process Stage to enable the Agreement stage.

2. Add the Agreement Finalized Action Workflow Step and set the Stage to Agreement. Refer to Oracle CPQ Administration Online Help > Commerce > Workflow for detailed procedures.

3. Add or update the following Participant Profiles and Transition Rules. Refer to Oracle CPQ Administration Online Help > Commerce > Workflow > Transition Rules and Participant Profiles for detailed procedures.

Step	Profile	Initial Step	Action	Transition Rule	Transition to Step
Start	Admin	Not Applicable	Create Agreement	Create Agreement: Start -> Agreement Finalized	Agreement Finalized
Start	Admin	Not Applicable	Save	Save -> Awaiting Customer Acceptance	Awaiting Customer Acceptance
Start	Admin	Not Applicable	Save	Save -> In Progress	In Progress
Start	Sales User	Not Applicable	Create Agreement	Create Agreement: Start -> Agreement Finalized	Agreement Finalized
Start	Self Service User	Not Applicable	Save	Save -> Awaiting Customer Acceptance	Awaiting Customer Acceptance
Start	Self Service User	Not Applicable	Save	Save -> In Progress	In Progress
Approved	Admin	No	Create Agreement	Create Agreement: Approved -> Agreement Finalized	Agreement Finalized
Approved	Sales User	No	Create Agreement	Create Agreement: Approved -> Agreement Finalized	Agreement Finalized
Signed	Default	No	Create Agreement	Create Agreement: Signed -> Agreement Finalized	Agreement Finalized
Agreement Finialized	Admin	No	None
Agreement Finialized	Sales User	No	None
Agreement Finialized	Self Service User	No	None

4. Add Advanced Conditions to the following Workflow Steps. Refer to Oracle CPQ Administration Online Help > Commerce > Workflow > Transition Rules for detailed procedures.

   1. Add the following Advanced Condition to the Admin and Self Service User profiles in the Start  >  Save -> Awaiting Customer Acceptance transition rule:

      • Selected Variables: Transaction > Skip Seller Review

      • Script: return (_transaction_s_skipSellerReview_t == true);

   2. Add the following Advanced Condition to the Admin and Self Service User profiles in the Start  > Save -> In Progress transition rule:

      • Selected Variables: Transaction > Skip Seller Review

      • Script: return (_transaction_s_skipSellerReview_t == false);