Commerce Process

Overview

Commerce Processes are used to create templates for the selling processes used by your company. With Commerce Processes, you set up your quoting, ordering, approval, and other workflow processes. By creating ordered sets of Commerce document templates, along with associated attributes and actions, you enable buyers and supplier agents to conduct transactions on your customized Oracle CPQ application. Each Commerce Process can be customized according to how you want to structure data flows for different users during the Transaction life cycle. You can create one Process for all Commerce Transactions or multiple Processes based on different purchase types.

Commerce Process tasks are administrated in an inactive, pending state. For a new Process (or a change to an existing Process) to be visible on the production side of CPQ, the Process must be deployed.

Standard Process

Beginning in Oracle CPQ 23B, the Standard Process is delivered for new Oracle Sales integrated site installations and is the default process when creating a new Commerce process. The new Standard Process simplifies administrator setup for ABO implementation and Commerce integrations, standardizes the quote object with seeded and systemized functional logic, and provides a unified solution for Sales, Subscription, and Order Management. New and existing customers will have the ability to create a new Standard Process that is automatically populated with documents, attributes, actions, rules, library functions, layouts, data columns, Commerce integrations, and workflow steps. There is no change to existing Commerce process definitions. Refer to Standard Process for more information.

ClosedMajor Components of a Commerce Process

Major components of a Commerce Process


ClosedCommerce Process Functions

The Processes page displays a list of available Commerce Processes, along with various navigation options, Quick Links for the other available options, descriptions for the available Processes, and the date and time the Processes were last deployed.

To access Commerce processes, navigate to:  Admin > Commerce and Documents > Process Definition

The following actions are available from the Processes page:

Navigation Menu Options:


Administration

ClosedSetting up and Using a Commerce Process

  1. Create a Process and save it.
  2. Add main and sub-documents to the Commerce Process.
  3. For each document, create attributes, actions, and views.
  4. Develop XSL views for Print, Email, and Change History actions.
  5. Customize Process actions for the Transaction Manager.
  6. Create the Transaction Manager Column layout using Data Columns.
  7. Design the Process workflow steps.

    In each workflow step, create participant profiles to control user access. Participant profiles must be further defined using:

    • User access rights
    • Transition rules
    • Document views

  8. Set up forwarding rules within workflow steps to automatically forward Transactions to groups upon creating or saving a Transaction.
  9. Create timers to automatically perform Commerce actions and auto-forwarding rules to support collaborative workflows.
  10. Deploy the Commerce Process.

ClosedAdd a Commerce Process

  1. Navigate to the Admin Home Page.

  2. Click Process Definition in the Commerce and Documents section.

  3. Click Add.

    Create Commerce Process

  4. Enter a name in the Process Name field.

    The Process name you choose is used as the navigation link to the Commerce Manager.

  5. Enter a unique Variable Name.

    The Variable Name field populates automatically. Variable names can only contain alpha-numeric characters and underscores. The entry can be changed before saving, but after saving the value is read-only.

  6. Enter a Description for the Process being added.

  7. Select a Process Type.

    Notes:

    • The Process Type is not available for releases prior to Oracle CPQ 23B.
    • Standard Process is typically the only available option,
  8. Use the Page Length drop-down to select the number of Commerce Transactions you want to display on the Commerce Manager page .
  9. Select the Auto Fill Options for new transactions.

    • None: New transactions are NOT auto-populated with user or accounts information.
    • User Information: New transactions are auto-populated with user information.
    • Accounts Information: New transactions are auto-populated with Accounts information.
  10. Select dates in the Fiscal Year Start Date fields.

    The first field represents the month and the second field represents the day of the month.

  11. Next to Secure Attribute Encryption Key, click Choose File to select a public key for secure attributes.
  12. Select the Transaction Editing Mode:
    • Collaborative Editing - Multiple users can edit a Transaction at the same time.
    • Enable Transaction Locking - Single user can edit a Transaction at a time and it is locked when opened. Additional users can view the locked Transaction but cannot edit.
    • Single User - Single user can edit a Transaction at a time. Additional users are not blocked from starting a new editing session which supersedes existing sessions.
  13. Click Add to save the Process and return to the Processes page or click Cancel to return to the Processes page without saving your changes.

  14. After document sets are created, return to the Process Administration page to set the Tab Document and Tab Name.

ClosedEdit Commerce Process

  1. Navigate to the Admin Home Page.

  2. Click Process Definition in the Commerce and Documents section.

  3. Click the Process link in the Name column.

  4. Modify the content in the Process Name field.

    The Process name you choose is used as the navigation link to the Commerce Manager.

  5. Modify the Description for the Process being edited.

    Process Administration page

  6. Select the Execute Action If Associated Integrations Timeout option to allow an action to execute when an integration XSL or a middleware integration times out. By default, this checkbox is unselected.

    When selected, the action continues regardless of any associated integration timeout. A warning message displays to the end user, and Oracle CPQ logs information about the integration that timed out.

  7. Select an attribute from the Tab Label drop-down.
  8. Use the Page Length drop-down to select the number of Commerce Transactions you want to display on the Commerce Manager page .
  9. Select the Auto Fill Options for new transactions.

    • None: New transactions are NOT auto-populated with user or accounts information.
    • User Information: New transactions are auto-populated with user information.
    • Accounts Information: New transactions are auto-populated with Accounts information.
  10. Select dates in the Fiscal Year Start Date fields.

    The first field represents the month and the second field represents the day of the month.

  11. Next to Secure Attribute Encryption Key, click Choose File to select a public key for secure attributes.
  12. Select the Transaction Editing Mode:
    • Collaborative Editing - Multiple users can edit a Transaction at the same time.
    • Enable Transaction Locking - Single user can edit a Transaction at a time and it is locked when opened Additional users can view the locked Transaction but cannot edit.
    • Single User - Single user can edit a Transaction at a time. Additional users are not blocked from starting a new editing session which supersedes existing sessions.
  13. Select Let Other Users Perform Unlock Actions to allow users who did not lock a Transaction to unlock the Transaction using Document-level Unlock Actions.

  14. Select actions from the Actions to Automatically Unlock Transaction drop-down to define actions that automatically unlock a Transaction when performed by the user who locked the Transaction.
  15. Click one of the following actions:

    • Apply to save the Process and refresh the page
    • Update to save changes and return to the Processes page
    • Cancel to return to the Processes page without saving your changes.

ClosedDelete a Commerce Process

  1. Navigate to the Admin Home Page.

  2. Click Process Definition in the Commerce and Documents section.

  3. Click the Process link in the Name column.

    Select Deployment Center for a Commerce Process

  4. Select Delete Process from the Deployment Center page for the Commerce process.

    Delete Process option

  5. A confirmation of delete message displays indicating that the process and all related data and transactions will be deleted. Click OK to proceed with the deletion or Cancel to not perform the delete action.

    Delete Process warning dialog

    Recovery of the Commerce process and its associated data is not possible. Make sure you want to move forward with the delete option before you click OK.
  6. Enter the date and time to schedule the delete event and click Add Event. The Commerce Process delete action is scheduled to delete.

    Delete Process event


Notes

Warnings:

Notes:

Related Topics

Related Topics Link IconSee Also