Transaction Actions

The following table listsTransaction actions for the Standard Commerce process.

Refer to Commerce Document Actions for information about action types and administration of actions.
For other actions refer to Commerce Process Actions and Transaction Line Actions.

Action Name	Action Variable Name	Type	Description
Accept Quote	_s_accept_quote	Modify	Customer can accept the quote using this action.
Add From Favorites	_s_addFromFavorites_t	Add From Catalog	Select parts/model from the list of favorites.
Add Line Item	addLineItem_t	Add From Catalog	Displays the Parts Search UI to enable users to add parts to the transaction.
Back To Transaction Manager	back_to_transactionmanager_t	Back	Navigates back to the Transaction Manager.
Browse	_browse_action	Browse	Action to browse for customer id Note: Read/Write access for the `_customer_id` attribute must be enabled in the workflow participant profiles on the transaction step from where the Browse action is triggered. Commerce process > Steps > Workflow Step > Participant Profile > Document Views > Transaction > Attributes.
Calculate Win Probability	_s_calculateWinProbability_t	Modify	This action is responsible for triggering Win Probability value.
Calculate WP OP Revenue	_s_calculateWPOPRevenue_t	Modify	Calculates WP OP Revenue Value.
Cancel Order	cancelOrder	Modify	Cancels order or lines in external system.
Cancel Transaction	order_cancel	Modify	Sets the transaction status and the Commerce Step for this transaction to Canceled.
Change Currency	_change_currency	Change Currency	Change the currency of an existing quote. This feature is not currently supported in the BASE Reference Application but can be enabled via customization.
Copy Line Items	copyLineItems_t	Copy Line Items	Copies the selected transaction lines on the current transaction. Prompts the user to select how many copies of each selected line they wish to create.
Create Agreement	_s_createAgreement	Create Price Agreement	Creates a sales agreement
Create Order	order_start	Modify	Creates a sales order for submission to an ERP system.
Customer Assets	oRCL_ABO_DisplayAssets	Add From Catalog	This action is performed when Customer Assets button is clicked.
Generate Proposal	generateProposal	Print	Generates a file of the proposal document by merging the associated printer-friendly XSL document with the current transaction details.
Get Account Details	getAccountDetails	Modify
Get SO Status from FOM	getSOStatusFromFOM	Modify	Gets Order and Line status from external system.
Last Price Paid Trigger Action	_s_lastPricePaidTriggerAction_t	Modify	Action to invoke Last Price Paid.
Open Transaction Line	_open_transactionLine	Open Document	Displays the Line Details for a specified transaction line.
Order Update	order_update	Modify	Dedicated action used by external system
Publish Quote	_s_publish_quote	Modify	Notifies the self service channel that the quote is ready for review for customer/buyer.
Reconfigure	_reconfigure_action	Reconfigure	Allows the user to edit a configuration after its been added to the transaction. The functionality attached to this action will fire before moving to Configuration.
Reconfigure Inbound	_reconfigure_inbound_action	Reconfigure Inbound	This action is called when the user returns to the quote after editing a configuration. The functionality attached to this action won't fire until the user has returned to the transaction.
Refresh Address	_auto_fill_action	Auto Fill	Action to autofill address information from customer id
Reject Quote	order_reject	Modify	Transitions the transaction to the Commerce Step 'Rejected by Customer'.
Remove Transaction Line	_remove_transactionLine	Remove	Default Remove Item Action
Return to SFA	oRCL_SFA_Return	Modify	Navigates the user back to the SFA opportunity (if one is associated), to the SFA Account (if no opportunity is associated but an account is), or to the SFA Sales homepage (if neither an opportunity or an account are associated to the transaction).
Revise Quote	_s_request_quote_revision	Modify	Customer can request revision of the quote using this action.
Save	cleanSave_t	Modify	Saves the current state of the transaction (which may have been edited in the UI) to the database.
Select An Alternate Address	_select_alternate_address_action	Select Address	Brings up a popup window with alternate account address records.
Self Service Checkout	_s_selfServiceCheckout_t	Modify	This action is used to update the quote to a closed phase when an order corresponding to this quote is placed using an external system. By default, this action will put the Quote in Canceled step and External Order status.
Submit	submit_t	Submit	Submits the transaction for approval. If no approvals are defined or triggered for the transaction, the status will move directly to the approved step.
Submit > Approve	approve_submit_t	Approve	This action is performed when a reason is approved by the approver.
Submit > Cancel Approvals	revise_submit_t	Revise	This action is performed when Revise button is clicked.
Submit > Reject	reject_submit_t	Reject	This action is performed when a reason is rejected by the approver.
Submit > Request Approval	request_approval_submit_t	Request For Approval	This action is performed when submit action is clicked and there is at least one reason to approve.
Update Asset	updateAsset	Modify	Performs asset creation in CPQ Cloud local repository and updates Fulfillment Status.
Update Line Items	_update_line_items	Update Line Item	Default action to update Line Items
Update Price Guidance	_s_updatePriceGuidance_t	Modify	Action to update price guidance.
Update SFA	oRCL_SFA_UpdateOpportunity	Modify	Synchronizes the lines on the CPQ transaction to the associated SFA object.
Version Save	versionSave_t	Modify	Special Save action for purposes of Version Transaction action.
Version Transaction	versionTransaction_t	Version	Creates a new version of the subject transaction and displays this new version for editing.
View Next Step	nextStep	Modify	This action displays the Next Step for a transaction. This action aids in debugging of modifications to Commerce Process Steps and is exposed only to administrators.
View Previous Step	previousStep	Modify	This action displays the Previous Step for a transaction. This action aids in debugging of modifications to Commerce Process Steps and is exposed only to administrators.
View...	_view_crm_action	View Account Profile	Action to view accounts information in a new window

Transaction Actions

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