Administration Home Page
Overview
The Oracle CPQ Administration Home Page, referred to as the Admin Home Page, is a frequently used destination for Oracle CPQ admins. Each link on the Admin Home Page is the gateway to a different administration module. Either directly, or through a navigation path that originates on the Admin Home Page, every admin page in Oracle CPQ can be accessed from the Admin Home Page.
In the screenshot below, click on any of the eight sections to go directly to information about that section.
Administration
Accessing the Home Page
To access the Admin Home Page, click the Admin button. Your site implementation may have customized the look of this button (typically near the top-right corner of the page), but it usually looks like one of the following images:
or
After clicking the button, the Administration Platform page opens; this is the Admin Home Page.
Commerce and Documents Section Overview
- Process Definition: For a Commerce Process, define things like documents, attributes, actions, and Steps. For more information, see the topic Commerce Process Overview.
- Process Invocation: Define rules that enable the user to invoke a Commerce Process from pages in the application, such as Configuration and Parts pages. For more information, see the topic Commerce Process Overview.
- Commerce Settings: Define options for Commerce, including settings that allow Commerce Processes to be cloned and migrated. For more information, see the topic Commerce Process Settings.
- Documents: Create and manage document templates with the Document Engine. For more information, see the topic Document Engine Overview.
- Document Designer: Create and manage document templates with the Document Designer's drag and drop interface. For more information, see the topic Document Designer Overview.
- Email Designer: Create and manage Email Templates for approval notifications or Transition Rule notifications using a drag and drop editor. For more information, see the topic Email Templates Overview.
Integration Platform Section Overview
- Accounts: Create, edit, and delete Accounts information (for customers using CPQ's Accounts functionality in place of a CRM system). For more information, see the topic Accounts.
- XML Integration: Define communication parameters for XML Integration though middleware to a backend ERP system. For more information, see the topic XML Integration.
- Single Sign-On: Manage authentication to allow users to automatically log into Oracle CPQ without the need for multiple logins and re-authentication. For more information, see the topic Single Sign-On (SSO).
- Web Services: Test SOAP APIs by generating and modifying inputs and endpoints and sending test SOAP calls in order to integrate with on-demand web applications. For more information, see the topics Web Services 1.0 or Web Services 2.0.
- Interface Catalogs: Discover and use the SOAP and REST Web Services available for all services supported by CPQ. For more information, see the topic Interface Catalog.
- Integration Center: Use the Integration Center to for managing integrations with CPQ, such as DocuSign eSignature, OAuth Provider, and Customer Relationship Management (CRM). For more information, see the topic Integration Guide.
- Product Definition: Create Product Families for Configuration and define products; for example, define meta data definitions for your catalog items. For more information, see the topic Setting Up Product Families.
- Catalog Definition: Create the product hierarchy of Product Families by creating Product Lines and Models. Create attributes, rules, Configuration Flows, and more to build Configurators to assist sales users in configuring products. For more information, see the topic Setting Up Product Families.
- Configuration Settings: Define Configuration settings, including recommended items and configurable pricing options. For more information, see the topic Configuration Overview.
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Parts: Define parts data, including part numbers, serial numbers, and part custom fields. For more information, see the topic Parts - An Overview.
- Eligibility Rules: Eligibility Rules allow administrators to define the parts available to specific customers. For more information, see the topic Eligibility Rules
- Pricing Engine: Define customer-specific pricing on a part-by-part basis. For more information, see the topic Price Books Overview.
- BOM: Access BOM functions and objects to set up and maintain BOM Mapping Implementations. For more information, see topic BOM Mapping Overview.
- Assets: Access the Customer Assets page to view purchased, modified, and terminated assets; and to search, filter, and sort assets. For more information, see the topic Asset-Based Ordering.
- Internal Users: Create, modify, activate, or inactive internal users. For more information, see the topic Setting Up Users.
- Groups: Create and manage groups of users. For more information, see the topic Setting Up Groups.
- Partner Organizations: Create Partner Organizations that can use Oracle CPQ to configure and purchase your company's products. Manage a Partner Organizations' access rights and users from within each Partner Organization. For more information, see the topic Partner Organizations.
Developer Tools Section Overview
- Administration Logs: Displays log messages for admin changes done to Configuration and Commerce. Each log includes the username, Product Family, and date/time of the change. For more information, see the topic Administration Logs.
- BML Library: Create BML Util library functions to be used in BML functions in Configuration and Commerce. For more information, see the topic Library Functions.
- Data Tables: Create, upload, and modify Data Tables that can be queried by rules and functions throughout the system. For more information, see the topic Data Table Overview.
- Error Logs: View error logs generated by Oracle CPQ for use in debugging.
- Global Search on BML: Locate BML functions using a global search of all functions on the site.
- Performance Logs: Monitor and analyze the performance experienced by Oracle CPQ sales users, see the topic Performance Logs.
- UI Designer: Edit Oracle Application Development Framework (ADF) pages within Oracle CPQ using a drag−and−drop editor, see topic UI Designer.
- Countries and States: Define states and countries options for the site, including users and Accounts. For more information, see the topic Country & State Details.
- Email Signature: Define an email signature for any email being sent from within the application. For more information, see the topic Email Signatures.
- Favorites List: Manage the updating of users' Favorites to keep them in sync with current product and pricing data. For more information, see the topic Favorites List.
- General Site Options: Define general application settings, including password options, login options, and settings for exchange rates and unit conversions. For more information, see the topic Managing General Options.
- Host Company: Manage your company information, including supported currencies and languages. For more information, see the topic Host Company.
Styles and Templates Section Overview
- Header & Footer: Define a custom header and footer for the site. For example, add your company logo to the header. For more information, see the topic Header & Footer.
- Navigation Menus: Define the links available in the navigation bars of all user types on the site. For more information, see the topic Navigation Menus
- Global Header Branding: After enabling Alta Navigation, administrators can customize the Global Header, enter a site title, and applying stylistic changes. Define the links available in the navigation bars of all user types on the site. For more information, see the topic Global Header Branding
- Home Page: Define and deploy your application's Home Page. For more information, see the topic Home Page.
- Home Page Flows: Define Home Page Flows to guide sales users to other user-side pages from the Home Page (for customers that are not using the standard Home Page). For more information, see the topic Home Page Flows.
- Page Templates: Define templates for different pages on the site. For example, modify the Recommended Parts section of the Model Configuration page. For more information, see the topic Page Templates.
- Stylesheet: Brand the site through the main application CSS stylesheet, or upload a custom stylesheet. For more information, see the topics Stylesheet Manager and Partner, User, and Admin CSS Files.
- Broadcast Email: Create and send an email blast to active Host Company and/or Partner users. For more information, see the topic Broadcast Email.
- Migration: Manage migrations of admin components between Oracle CPQ sites. For more information, see the topic Migration Management Overview.
- (Logs): Review the status of migrations and create Snapshots that the site can revert to, if needed. For more information, see the topic Rollbacks & Snapshots.
- Bulk Data Services: Upload and/or Download system data such as parts, models, Configuration rules, Data Tables, and more. For more information, see the topics Bulk Uploads and Bulk Downloads.
- Download: Perform a bulk download of system data.
- (Status): View the status of bulk downloads and retrieve bulk downloaded files.
- Upload: Perform a bulk upload of system data.
- (Status): View the status and upload logs of bulk uploads.
- Download: Perform a bulk download of system data.
- File Manager: Upload and store files and images for use throughout the application. For more information, see the topic File Manager.
- Text Administration: Define custom terms/wording for strings throughout the site. For example, you might want to change the "#" symbol to say "No." for "number". For more information, see the topic Text Administration.