Overview
The Standard Process standardizes the quote object with seeded and systemized functional logic making it much easier for customers to adopt new commerce features and provides a unified solution for Oracle CX Sales, Subscription, and Order Management.
The Standard Process is delivered for new Oracle CX Sales integrated site installations and is the default process when creating a new Commerce process. There is no change to existing Commerce process definitions. 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.
Standard Process Upgrade Support - Beginning in 23C, all new functionality for controlled entities added to the Standard Commerce Process will be automatically available to existing customers as part of the product release upgrades.
-
When a Standard Process is upgraded, the layout changes are not applied to existing Commerce Layouts. To implement updates to the Commerce Layout, administrators should manually apply the desired updates. However new Standard Process created, it will have the latest layout changes.
- When a new Standard Process is created it automatically includes features provided in latest release.
- Override settings for default Standard Process controlled entities will not be affected by Standard Process upgrades.
View Standard Process Upgrade Summary
| Release | Type | Description | Details |
|---|---|---|---|
| 24A | Commerce Library Function |
Update |
For usage products and usage charges, made changes to set net amount, list amount, cost amount, and discount amount to "0" to exclude usage charges and usage products from line and header rollup calculations. |
| 24A | Commerce Library Functions |
Update |
Made changes to consider charge's price type and price period only for
For other calculations, line's price type and line's price period should be considered |
| 24A | FOM Integrations |
Include line item type attribute in XML for FOM integrations |
Deselect
|
| 24A | Main Document and Sub-Document Attributes |
Default values for Contract start date & End date |
|
| 24A | Main Document Attributes and Workflow Steps |
Support subscription renewals |
|
| 24A | Salesforce Integrations |
New Salesforce related Commerce integrations
|
Added the following Commerce SOAP integrations:
|
| 24A | Sub-Document Rule |
New Coverage support Validation rule |
Add a new sub-document Validation
rule to validate that |
| 24A | Sub-Document Attributes |
New attributes to support Rate Plan selection |
|
| 24A | Sub-Document Attributes |
New Coverage attribute and default sub-document mapping |
Added the flag = false; if((isnull(_part_sales_product_type)<>true) and (find(upper(_part_sales_product_type),"COVERAGE") >= 0)) { flag = true; } return flag; When the sub-document " Enable Coverage Service Quoting" option is set to Yes, the following default mapping fields are set:
|
| 24A | Sub-Document System Attributes |
New Transaction Line attribute |
Added the _transactionLine_id sub-document system attribute uniquely identify a line item across transactions for a given Commerce Process. Deleted _s_transactionLineId_l sub-document attribute since it was no longer being used. |
| 24A | Transaction UI |
Label update |
"Update Opportunity" action label changed to "Update SFA" on the Commerce Transaction UI. |
| 23D | FOM Integrations | Allow override of sub-document UOM |
|
| 23D | FOM Integrations | Populate price type for Price Models with Product Price |
|
| 23D | FOM Integrations | Support Rate Plans |
|
| 23D | FOM Integrations | Added 'Sold To" attributes to support Rate Plans |
Added the following main document Text attributes:
|
| 23D | FOM Integrations | Display an error in CPQ when an order with unassociated subscriptions is canceled. |
Added CLOSED status to "cancelOrder" Commerce Library Function. |
| 23D | Main Document and Sub-Document Attributes |
Populate attributes when creating a quote from an opportunity with an account. |
Replaced the following integer type attributes with text attributes: Main document attributes:
Sub-document attribute:
|
| 23D | Main Document Attribute | Added price type menu options. | Added "One Time", "Recurring", and "Usage" menu options to main document "priceType_t" attribute. |
| 23D | Sub-Document Action | Maintain BOM structures in the Line Item Grid when navigating back from a sub-document. |
Replaced the sub-document " |
| 23D | Sub-Document Attributes |
Enable population of " |
Updated the following sub-document attributes:
|
| 23D | Sub-Document Attributes | Support coverage products |
Added the following sub-document Text type attributes:
|
| 23D | Sub-document Charge Array Set | Support Rate Plans in Document Designer |
|
| 23C | Commerce Library Functions | Remove BML print statements |
Removed print statements from " |
| 23C | FOM and Oracle CX Sales Integrations | Updated "system_calculations_process" Commerce Library Function |
Default value of "Ea" should only be added to " |
| 23C | FOM Integrations | Sub-document Charge Set Attributes and Populate Charges Commerce Library Function |
|
| 23C | FOM Integrations | Updates to support charges in FOM integrations |
|
| 23C | Main Document Rules | New constraint rule for line status |
Added new " |
| 23C | Sub-Document Attributes | Charge Set Attributes |
Added Synchronize Charge Array Set action the Sub-Document Attribute List page synchronize the sub-document Charge Array Set with the pricing charge schema. If the sub-document Charge Array Set doesn’t exist, it will be created when the Synchronize Charge Array Set action is invoked. |
| 23C | Sub-Document Attributes | Replace Transaction Line ID integer attribute with text attribute |
|
| 23C | Sub-Document Rules | New hiding rule for Contracted Periods (Rollup) |
Added " |
| 23C | Sub-Document Rules | Validate Contract End Date is not empty for subscription items. |
Added " |
Standard Process Items
The following table lists Standard Process items and describes controlled behavior, uncontrolled properties, and controlled properties.
- Controlled behavior list behaviors that are not allowed.
- Uncontrolled properties list properties that can be modified without an override.
- Controlled properties lists properties that can be modified with an override. Customers can quickly return to default properties by unselecting the override.
|
Controlled Entity |
Controlled Behavior |
Uncontrolled Properties |
Controlled Properties |
Comments |
|---|---|---|---|---|
|
Commerce Process |
Deletion allowed |
All properties |
None |
|
|
Main & Sub-Documents |
No deletions, No type change |
Translations |
All other properties |
|
|
Main & Sub-Document Attributes |
No deletions, No type change |
Translations, Document Views, Mapping |
All other properties |
Charge Attribute Array is Read-only |
|
Process Actions Main & Sub-Document Actions |
No deletions, No type change |
Translations, Document Views, Integrations |
All other properties |
|
|
Main & Sub-Document Rules |
No deletions, No type change |
Translations, Status, Name, Description |
All other properties |
|
|
Commerce Libraries (BML) |
No deletions |
Name, Description |
All other properties |
|
|
Main & Sub-Document JET Responsive Layouts |
No deletions |
All properties |
No controlled properties |
Legacy and Mobile layouts are not supported |
|
Steps |
Deletion allowed |
All properties |
No controlled properties |
|
|
Data Columns |
Deletion allowed |
All properties |
No controlled properties |
|
|
Commerce Integrations |
Deletion allowed |
All properties |
No controlled properties |
|
|
Shopping Cart |
Not Applicable |
All properties |
No controlled properties |
The Shopping Cart is delivered disabled, but can be enabled. |
|
Formulas |
Not Applicable |
All properties |
No controlled properties |
No Formulas are provided in the Standard Process. Previous formulas were moved to BML |
The Standard Process documents come with predefined functional logic that is ready for customers' use. If required, seeded logic can be overridden by administrators to incorporate their customization logic. The standard main and sub-documents are Transaction and Transaction Line, respectively.
To override a default value, check the applicable override option, click Apply, and then define the new function. To quickly return to the standard function, simply uncheck the applicable override option, and then click Apply.
To view a pre-defined function in read-only mode, click View Function.
Commerce attributes are the foundation for input fields to collect data such as billing, shipping, parts, pricing, and revenue information. The Standard Process attributes have been rationalized to remove redundant attributes and to streamline and simplify Commerce integrations.
The following attributes have been removed from the Standard Process sub-document Price Attribute Set:
_price_subtotal_price_discount_percent_price_total_discount_price_net_price_price_override_price_price_override_discount_price_discount_comment_price_override_quantity
Note: This change only impacts new sites and newly created Standard Processes. These attributes will not be removed from existing Commerce processes.
Standard Process attributes cannot be deleted or reordered, but default values and modify actions can be overridden. To quickly return to the standard default values, simply uncheck the applicable override option, and then click Apply.
Default modify actions, functions, and settings can also be overridden and reverted.
Standard Process Transaction Attributes
| Name | Variable Name | Type | Description | Standard Component |
|---|---|---|---|---|
| Account Address Element Attribute 1 |
accountAddressElementAttribute1_t |
Text | Account AddressElementAttribute1 | Yes |
| Account Address Element Attribute 2 |
accountAddressElementAttribute2_t |
Text | Account AddressElementAttribute2 | Yes |
| Account Address Element Attribute 3 |
accountAddressElementAttribute3_t |
Text | Account AddressElementAttribute3 | Yes |
| Account Address Element Attribute 4 |
accountAddressElementAttribute4_t |
Text | Account AddressElementAttribute4 | Yes |
| Account Address Element Attribute 5 |
accountAddressElementAttribute5_t |
Text | Account AddressElementAttribute5 | Yes |
| Account Address Line 1 |
accountAddressLine1_t |
Text | First line of the account address | Yes |
| Account Address Line 2 |
accountAddressLine2_t |
Text | Second line of the account address | Yes |
| Account Address Line 3 |
accountAddressLine3_t |
Text | Third line of the account address | Yes |
| Account Address Line 4 |
accountAddressLine4_t |
Text | Fourth line of the account address | Yes |
| Account Address Type |
addressType_t |
Menu | Address type of the account address | Yes |
| Account City |
accountCity_t |
Text | City of the account | Yes |
| Account Contact Number |
_s_accountContactNumber_t |
Text | Contact number of the account. | Yes |
| Account Country |
accountCountry_t |
Text | Country of the account | Yes |
| Account Email Address |
accountEmailAddress_t |
Text | Email address of the account | Yes |
| Account First Name |
accountFirstName_t |
Text | First Name of the Account Contact | Yes |
| Account Last Name |
accountLastName_t |
Text | Last Name of the Account Contact | Yes |
| Account Middle Name |
accountMiddleName_t |
Text | Middle Name of the Account Contact | Yes |
| Account Name |
accountName_t |
Text | The attribute which captures the name of the Account | Yes |
| Account Name Suffix |
accountNameSuffix_t |
Text | Name suffix of the Account contact | Yes |
| Account Party Number |
_s_accountPartyNumber_t |
Text | Identifier for the type of the account under the party. | Yes |
| Account Party Id |
_s_accountPartyId_t |
Text | The CDM integration provides the value for this field based on the Customer Company Name | Yes |
| Account Postal Code |
accountPostalCode_t |
Integer | Postal Code of the account | Yes |
| Account Province |
accountProvince_t |
Text | Province of the account | Yes |
| Account State |
accountState_t |
Text | State of the account | Yes |
| Account Type |
accountType_t |
Menu | Type of the customer account (Billing, Sales, etc.) | Yes |
| Account Unique Name |
accountUniqueName_t |
Text | Unique identifier for the Account contact | Yes |
| Annual Contract Discount |
totalAnnualDiscount_t |
Currency | The total value each year of the discounts on recurring charges for the transaction. | Yes |
| Annual Contract Value (List) |
annualContractListValue_t |
Currency | The total of contract extended values at list price within the first year, including only recurring pricing. | Yes |
| Annual Contract Value (Net) |
totalAnnualValue_t |
Currency | The total value of recurring charges each year. | Yes |
| Annual Cost |
totalAnnualCostAmount_t |
Currency | The total of recurring extended costs each year for the transaction. | Yes |
| Annual Margin |
totalAnnualMarginAmount_t |
Currency | The total of recurring extended margins each year for the transaction. | Yes |
| Bill To Site Use Id |
billToSiteUseId_t |
Text | CDM integration will provide value to this field based on Customer company name | Yes |
| Billing Frequency |
oRCL_billingFrequency_t |
Menu | Determines the billing frequency for a subscription. | Yes |
| Business Unit ID |
businessUnitId_t |
Text | Customer business unit identifier. | Yes |
| Business Unit Name |
businessUnitName_t |
Text | Customer business unit name. | Yes |
| Cancel Explanation |
cancelExplanation_t |
Text Area | A detailed, free-form explanation of why the customer canceled the sales order. This supplements the Cancel Reason selected by the sales user. | Yes |
| Cancel Reason |
cancelReason_t |
Menu | The reason expressed by the customer for canceling this order. The reason is selected by the sales user from a list of standard values for the site. | Yes |
| Contact Address Element Attribute 1 |
contactAddressElementAttribute1_t |
Text | Contact AddressElementAttribute1 | Yes |
| Contact Address Element Attribute 2 |
contactAddressElementAttribute2_t |
Text | Contact AddressElementAttribute2 | Yes |
| Contact Address Element Attribute 3 |
contactAddressElementAttribute3_t |
Text | Contact AddressElementAttribute3 | Yes |
| Contact Address Element Attribute 4 |
contactAddressElementAttribute4_t |
Text | Contact AddressElementAttribute4 | Yes |
| Contact Address Element Attribute 5 |
contactAddressElementAttribute5_t |
Text | Contact AddressElementAttribute5 | Yes |
| Contact Address Line 1 |
contactAddressLine1_t |
Text | First line of the contact address | Yes |
| Contact Address Line 2 |
contactAddressLine2_t |
Text | Second line of the contact address | Yes |
| Contact Address Line 3 |
contactAddressLine3_t |
Text | Third line of the contact address | Yes |
| Contact Address Line 4 |
contactAddressLine4_t |
Text | Fourth line of the contact address | Yes |
| Contact City |
contactCity_t |
Text | City of the contact | Yes |
| Contact Country |
contactCountry_t |
Text | Country of the contact | Yes |
| Contact Email Address |
contactEmailAddress_t |
Text | Email address of the contact | Yes |
| Contact First Name |
contactFirstName_t |
Text | First Name of the Contact | Yes |
| Contact Last Name |
contactLastName_t |
Text | Last Name of the Contact | Yes |
| Contact Middle Name |
contactMiddleName_t |
Text | Middle Name of the Contact | Yes |
| Contact Name Suffix |
contactNameSuffix_t |
Text | Name suffix of the contact | Yes |
| Contact Number |
_s_contactNumber_t |
Text | Contact number of the contact. | Yes |
| Contact Party Number |
_s_contactPartyNumber_t |
Text | Identifier for the type of the contact under the party. | Yes |
| Contact Postal Code |
contactPostalCode_t |
Text | Postal Code of the contact | Yes |
| Contact Province |
contactProvince_t |
Text | Province of the contact | Yes |
| Contact State |
contactState_t |
Text | State of the contact | Yes |
| Contact Type |
contactType_t |
Menu | Type of the customer contact (Billing, Sales, etc.) | Yes |
| Contact Unique Name |
contactUniqueName_t |
Text | Unique identifier for the Account contact | Yes |
| Contact Name |
contactName_t |
Text | The attribute which captures the Contact Name of the Account | Yes |
| Contract End Date |
contractEndDate_t |
Date | Date that the customer stops receiving all of the products and services on the quote. Used when all services are co-terminated at the quote level. | Yes |
| Contract ID |
_s_contractID_t |
Text | The identifier of the CLM contract | Yes |
| Contract Name |
contractName_t |
Text | The attribute which captures the name of the CLM contract | Yes |
| Contract Start Date |
contractStartDate_t |
Date | Date that the customer starts to receive all of the products and services on the quote. Used when all services are co-terminated at the quote level. | Yes |
| Contract Type ID |
_s_contractTypeID_t |
Text | The identifier for the CLM contract Type. | Yes |
| Contract Type Name |
contractTypeName_t |
Text | The attribute which captures the contract type name of the CLM contract | Yes |
| Contracted Periods |
contractedPeriods_t |
Integer | Number of periods the customer has contracted to receive the transaction. | Yes |
| Cover Letter |
coverLetter_t |
Rich Text | The cover letter to be attached to the proposal document for this transaction. | Yes |
| Create Order Rest Response |
createOrderRestResponse |
Text Area | This attribute holds the rest response of create order | Yes |
| Created By |
createdBy_t |
Text | The person that created the transaction. | Yes |
| Created Date |
createdDate_t |
Date | The date when the transaction was created. | Yes |
| Currency |
currency_t |
Menu | The currency used to price and invoice this transaction. | Yes |
| Current Step |
currentStepForTesting_tempDisplay_t |
Text | This attribute is exposed only to the Administrator to assist in debugging modifications to the Commerce Process Steps and Transition Rules. | Yes |
| Customer Id |
_customer_id |
Customer Id | This is the special Customer ID (with attribute type = Customer ID) used in CPQ-platform-supplied CRM integrations. This attribute is associated with the automatically-created Autofill, Browse, Select Alternate Address, and View Actions. | Yes |
| Customer Party Site ID |
_s_customerPartySiteID_t |
Text | The ID for the Party Site or Address of the CRM Customer. | Yes |
| Default Request Date |
defaultRequestDate_t |
Date | The date on which the user requests that fulfillment occur for this transaction. | Yes |
| File Attachment |
fileAttachment_t |
File Attachment | The file attachment containing the Proposal Document. | Yes |
| Freeze Price Flag |
freezePriceFlag_t |
Boolean | Determines whether the external system should use CPQ Pricing or not. If set to true, the external system will use CPQ Pricing. | Yes |
| Fulfillment Status |
fulfillmentStatus_t |
Menu | This is the most advanced fulfillment status for any line on the transaction. The value for this attribute is derived from that supplied for each line by the fulfillment system after the transaction is submitted as a sales order. | Yes |
| Has Recurring Pricing |
hasRecurringPricing_t |
Boolean | Indicates whether this transaction uses recurring pricing. This is used to hide the recurrence period column in the line item grid. | Yes |
| Invoice To Party ID |
invoiceToPartyID_t |
Text | The Party ID for the Invoice To Customer. This attribute is used when a generalized Party object is used to identify customer parties. The Invoice To Party may differ from the CRM Customer and Sold To Parties. | Yes |
| Invoice To Party Site ID |
_s_invoiceToPartySiteID_t |
Text | The ID for the Party Site or Address of the Invoice To party. | Yes |
| Last Opportunity Sync |
oRCL_SFA_SyncTime_t |
Text | The date and time on which the transaction was last synced to SFA. | Yes |
| Last Priced |
lastPricedDate_t |
Date | The date and time that this transaction was last re-priced. | Yes |
| Last Updated |
lastUpdatedDate_t |
Date | The date and time the transaction was last updated. | Yes |
| Last Updated By |
lastUpdatedBy_t |
Text | The person that last updated this transaction. | Yes |
| Opportunity ID |
opportunityID_t |
Text | The identifier of the parent opportunity. | Yes |
| Opportunity Name |
opportunityName_t |
Text | The name of the parent opportunity. | Yes |
| Opportunity Number |
opportunityNumber_t |
Text | The user or public identifier for the opportunity associated to this transaction. | Yes |
| Opportunity Win/Loss Status |
oRCL_SFA_Status_t |
Text | The current status of this transaction as it relates to SFA. This will differ from the other statuses of the transaction. The mapping of SFA status values to the statuses used in CPQ Cloud is administered in the Status data table. | Yes |
| Order Date |
orderDate_t |
Date | The date and time the order was placed for fulfillment. | Yes |
| Order ID |
oRCL_ERP_OrderID_t |
Text | The Order ID assigned by the external ERP system to this transaction. | Yes |
| Order Key |
orderKey_t |
Text | Value that uniquely identifies the sales order. | Yes |
| Order Number |
oRCL_ERP_OrderNumber_t |
Text | The order number assigned by the external Order Management and ERP system. | Yes |
| Ordered By |
orderPlacedBy_t |
Text | Records the Current User when the Create Order Action is triggered | Yes |
| Owner |
owner_t |
Text | The person that owns this transaction. | Yes |
| Owner Resource Party ID |
oRCL_SFA_OwnerResourcePartyID_t |
Text | The SFA Party ID for the person owning this transaction. | Yes |
| Partial Ship Allowed |
oRCL_ERP_PartialShipAllowed_t |
Boolean | Indicates whether partial shipment of the requested quantity is acceptable to the customer. | Yes |
| Partial Ship Allowed Flag |
partialShipAllowedFlag_t |
Boolean | Indicates whether partial shipment of the requested quantity is acceptable to the customer. | Yes |
| Partner Transaction ID |
oRCL_SFA_TransactionID_t |
Text | The ID generated by SFA to identify this transaction. | Yes |
| Payment Terms |
paymentTerms_t |
Menu | The payment terms the customer will receive on their invoice. | Yes |
| PO Number |
purchaseOrderNumber_t |
Text | The purchase order number provided by the customer. | Yes |
| Price Expiration Date |
priceExpirationDate_t |
Date | The date the price quote will expire. | Yes |
| Price Score |
priceScore_t |
Integer | The total calculated price score for this transaction, based on an average weighted price score on each line based upon total Contract Value at List price. | Yes |
| Price Type |
priceType_t |
Menu | Indicates whether the amount on this transaction is charged once or periodically. | Yes |
| Price Within Policy |
priceWithinPolicy_t |
Boolean | Indicates whether the prices in this transaction are all within their discount authority. | Yes |
| Primary Flag |
primaryFlag_t |
Boolean | Indicates that this quote is used as the basis for updating revenues on an associated opportunity. | Yes |
| Primary Org ID |
oRCL_SFA_PrimaryOrgID_t |
Text | The primary organization in SFA associated with this transaction or owner. | Yes |
| Proposal Exists |
proposalExists_t |
Boolean | Indicates whether the transaction has Proposal Document that can be viewed within the CRM or other integrated system. | Yes |
| Reject Explanation |
rejectExplanation_t |
Text Area | A detailed, free-form explanation of why the customer rejected the deal. | Yes |
| Reject Reason |
rejectReason_t |
Menu | The reason expressed by customer for rejecting this deal. The reason is selected by the sales user from a list of standard values for the site. | Yes |
| Renew Draft Subscription Number |
renewDraftSubscriptionNumber_t
|
Text |
Subscription Management contract ID for the draft subscription used in the renewal process. |
Yes |
| Renewal Error Email Address |
renewalErrorEmailAddress_t |
Text | The email address to be used to report an error in the automated renewal process. A distribution list email should be used if a department or group is to be notified. | Yes |
| Renewal Process |
renewalProcess_t |
Menu | The renewal process to be followed for a subscription billing-related transaction (i.e. automatic, manual, etc.). For non-subscription billing-related transactions, this value will be null. | Yes |
| Renewal Process Used |
renewalProcessUsed_t |
Menu | The renewal process used in creating this subscription billing-related transaction. | Yes |
| Require Approval If Checked |
requireApprovalIfChecked_temporary_t |
Boolean | This attribute is exposed only to the Administrator to assist in debugging of approval flows. Checking and unchecking the attribute allows the Administrator to more easily test flows requiring or not requiring approvals. | Yes |
| Revenue Category |
_revenueCategory_t |
Revenue Category | Identifies the category of revenue for this sales transaction (E.g. renewal vs new business). | Yes |
| Sales Channel |
salesChannel_t |
Menu | The channel that originated the transaction. | Yes |
| Ship To Party ID |
_s_shipToPartyID_t |
Text | The Party ID for the Ship To Customer. This attribute is used when a generalized Party object is used to identify customer parties. The Invoice To Party may differ from the CRM Customer, Sold To, and Invoice To Parties. | Yes |
| Ship To Party Site ID |
_s_shipToPartySiteID_t |
Text | The ID for the Party Site or Address of the Ship To party. | Yes |
| Sold To Customer Account ID |
_s_soldToCustomerAccountID_t |
Text | The unique internal identifier for the Sold To Customer Account used for credit checking and collections. The Sold To Customer Account is typically mastered in an external ERP or Financials system and referenced when CPQ integrates sales orders to these systems. A Sold To Customer Account is typically associated to a Bill To address but may be associated with more than one. | Yes |
| Sold To Party ID |
_s_soldToPartyID_t |
Text | The Party ID for the Sold To Party / ERP Customer. This attribute is used when a generalized Party object is used to identify customer parties. The Sold To Party / ERP Customer may differ from the CRM Customer Party. | Yes |
| Sold To Party Site ID |
_s_soldToPartySiteID_t |
Text | The ID for the Party Site or Address of the Sold To party. | Yes |
| Status |
status_t |
Menu | The most advanced milestone reached by lines of this transaction. | Yes |
| Subscription ID |
_s_subscriptionId_t |
Text | The identifier of the subscription contract. | Yes |
| Subscription Status |
subscription_Status_t |
Text | The status of the subscription order | Yes |
| Subscription Profile Id |
subscriptionProfileId_t |
Text | Customer subscription profile identifier to be used in subscription management to specify subscription contract preferences. | Yes |
| Total (List) |
totalOneTimeListAmount_t |
Currency | The total of all one-time charges on the lines. | Yes |
| Total (List) Per Month |
totalMonthlyListAmount_t |
Currency | The total of all monthly recurring list amounts on the lines. | Yes |
| Total (Net) |
totalOneTimeNetAmount_t |
Currency | The total one time net charge. | Yes |
| Total (Net) Per Month |
totalMonthlyNetAmount_t |
Currency | The total of all monthly recurring net amounts on the lines. | Yes |
| Total Contract Cost |
totalContractCostAmount_t |
Currency | The total of all contract extended costs for this transaction over the duration of the contract, including all one-time and recurring costs. | Yes |
| Total Contract Discount |
totalContractDiscount_t |
Currency | The total discount on this transaction including discounts on all one-time, recurring and shipping charges for the duration of the contract. | Yes |
| Total Contract Margin |
totalContractMarginAmount_t |
Currency | The total of all contract extended margins for this transaction over the duration of the contract, including all one-time and recurring values. | Yes |
| Total Contract Value (List) |
totalContractListValue_t |
Currency | The total of all contract extended values at list price for this transaction over the duration of the contract, including all one-time and recurring pricing. Equal to the Transaction Total (List). | Yes |
| Total Contract Value (Net) |
totalContractValue_t |
Currency | The total value of this transaction including all one-time, recurring and shipping charges over the duration of the contract. | Yes |
| Total Discount |
totalOneTimeDiscount_t |
Currency | The total of all extended discount amounts for one time pricing/charges. | Yes |
| Total Discount % |
transactionTotalDiscountPercent_t |
Float | The percentage of the Total Transaction (List) that is discounted off of the transaction. One-time and recurring pricing for the specified contract duration are included. | Yes |
| Total Discount Per Month |
totalMonthlyDiscount_t |
Currency | The total of discounts off monthly recurring charges. | Yes |
| Total Monthly Cost |
totalMonthlyCostAmount_t |
Currency | The total of extended costs for all monthly recurring charges for the transaction. This is the total cost incurred each month. | Yes |
| Total Monthly Margin |
totalMonthlyMarginAmount_t |
Currency | The total of extended margins for all monthly recurring charges for the transaction. | Yes |
| Total MUR (Net) |
totalMonthlyUsageRev_t |
Currency | The total of all monthly usage revenues net of all discounts for this transaction. | Yes |
| Total One-Time Cost |
totalOneTimeCostAmount_t |
Currency | The total of extended costs for all one-time charges for the transaction. | Yes |
| Total One-Time Margin |
totalOneTimeMarginAmount_t |
Currency | The total of extended margins for all one-time charges for the transaction. | Yes |
| Total Recurring Revenue (Net) |
totalRecurRevenue_t |
Currency | The total recurring revenues net of all discounts for this transaction. | Yes |
| Total Transaction Margin % |
transactionMarginPercent_t |
Float | The percentage of the total list price for which this transaction's margin accounts. | Yes |
| Total Usage Revenue (Net) |
totalUsageRevenue_t |
Currency | The total usage revenues net of all discounts for this transaction. | Yes |
| Transaction Description |
transactionDescription_t |
Text | Description of the CPQ Transaction. | Yes |
| Transaction Internal ID |
bs_id |
Text | Current Unique Buy-side ID. This is the internal identifier for a transaction within a CPQ site. | Yes |
| Transaction Name |
transactionName_t |
Text | Attribute which captures the user entered Transaction Name | Yes |
| Transaction Number |
transactionID_t |
Text | The number or public unique identifier of the transaction. | Yes |
| Transaction Source System |
transactionSourceSystem_t |
Text | The code used to identify CPQ as the source for this transaction. | Yes |
| Transaction Total (Net) |
_transaction_total |
Currency | The Transaction Total. The total value of this transaction including all one-time, recurring and shipping charges over the duration of the contract. Synonymous with the Total Contract Value. | Yes |
| Transaction Version User Key |
userKey_t |
Text | The transaction ID and version number concatenated together to make a single user key value or Number that uniquely identifies this transaction version. | Yes |
| Trigger Update Asset for Line Status |
triggerUpdateAssetForLineStatus_t |
Text | List of line.status_l values which indicate that line has finished processing on FOM and is ready to move to asset in CPQ(pending other line’s status within same root). | Yes |
| Version |
version_t |
Integer | The transaction ID combined with the version number are the unique key for the document. When a transaction is versioned this number is incremented. This is the Commerce Process-defined Version that defaults to the CPQ-Platform-created Version Number (version_number_versionTransaction). | Yes |
| Win/Loss Status |
winLossStatus_t |
Menu | The determining status of whether the transaction represents a won or a lost sale. This can be used in Deal Management analysis. | Yes |
Standard Process Transaction Attribute Sets
Customer Attributes (Additional Address Set)
|
Name |
Variable Name |
Type |
Description |
|---|---|---|---|
|
Customer First Name |
_customer_t_first_name |
Text |
First Name of the contact person for the buying organization linked from the CRM System. This is functionally equivalent to the Sold To contact information linked from the ERP System. |
|
Customer Last Name |
_customer_t_last_name |
Text |
Last Name of the contact person for the buying organization linked from the CRM System. This is functionally equivalent to the Sold To contact information linked from the ERP System. |
|
Customer Company Name |
_customer_t_company_name |
Text |
Company Name of the buying organization for this transaction linked from the CRM System. This is functionally equivalent to the Sold To company. |
|
Customer Company Name 2 |
_customer_t_company_name_2 |
Text |
Secondary Company Name of the buying organization for this transaction linked from the CRM System. This is functionally equivalent to the Sold To company. |
|
Customer Address |
_customer_t_address |
Text |
First Line for the Address of the buying organization for this transaction linked from the CRM System. This is functionally equivalent to the Sold To company. |
|
Customer Address 2 |
_customer_t_address_2 |
Text |
Second Line for the Address of the buying organization for this transaction linked from the CRM System. This is functionally equivalent to the Sold To company. |
|
Customer City |
_customer_t_city |
Text |
City of the buying organization for this transaction linked from the CRM System. This is functionally equivalent to the Sold To company. |
|
Customer State |
_customer_t_state |
State |
State or Province of the buying organization for this transaction linked from the CRM System. This is functionally equivalent to the Sold To company. |
|
Customer Zip |
_customer_t_zip |
Zip |
Zip Code of the buying organization for this transaction linked from the CRM System. This is functionally equivalent to the Sold To company. |
|
Customer Country |
_customer_t_country |
Country |
Country of the buying organization for this transaction linked from the CRM System. This is functionally equivalent to the Sold To company. |
|
Customer Phone |
_customer_t_phone |
Phone |
Phone Number for the contact person for the buying organization linked from the CRM System. This is functionally equivalent to the Sold To contact information linked from the ERP System. |
|
Customer Fax |
_customer_t_fax |
Phone |
Fax Number for the contact person for the buying organization linked from the CRM System. This is functionally equivalent to the Sold To contact information linked from the ERP System. |
|
Customer Email |
_customer_t_email |
Text |
Email Address of the contact person for the buying organization linked from the CRM System. This is functionally equivalent to the Sold To contact information linked from the ERP System. |
Invoice To Attributes (Additional Address Set)
|
Name |
Variable Name |
Type |
Description |
|---|---|---|---|
|
Invoice To First Name |
_invoiceTo_t_first_name |
Text |
First Name of the contact person for the organization being billed for this transaction. |
|
Invoice To Last Name |
_invoiceTo_t_last_name |
Text |
Last Name of the contact person for the organization being billed for this transaction. |
|
Invoice To Company Name |
_invoiceTo_t_company_name |
Text |
Company Name of the organization being billed for this transaction. |
|
Invoice To Company Name 2 |
_invoiceTo_t_company_name_2 |
Text |
Secondary Company Name of the organization being billed for this transaction. |
|
Invoice To Address |
_invoiceTo_t_address |
Text |
First Line for the Address of the organization being billed for this transaction. |
|
Invoice To Address 2 |
_invoiceTo_t_address_2 |
Text |
Second Line for the Address of the organization being billed for this transaction. |
|
Invoice To City |
_invoiceTo_t_city |
Text |
City of the organization being billed for this transaction. |
|
Invoice To State |
_invoiceTo_t_state |
State |
State or Province of the organization being billed for this transaction. |
|
Invoice To Zip |
_invoiceTo_t_zip |
Zip |
Zip Code of the organization being billed for this transaction. |
|
Invoice To Country |
_invoiceTo_t_country |
Country |
Country of the organization being billed for this transaction. |
|
Invoice To Phone |
_invoiceTo_t_phone |
Phone |
Phone Number for the contact person for the organization being billed for this transaction. |
|
Invoice To Fax |
_invoiceTo_t_fax |
Phone |
Fax Number for the contact person for the organization being billed for this transaction. |
|
Invoice To Email |
_invoiceTo_t_email |
Text |
Email Address of the contact person for the organization being billed for this transaction. |
Invoice To Attributes (Additional Address Set)
|
Name |
Variable Name |
Type |
Description |
|---|---|---|---|
|
Ship To First Name |
_shipTo_t_first_name |
Text |
First Name of the contact person for the organization to which this order will be shipped. |
|
Ship To Last Name |
_shipTo_t_last_name |
Text |
Last Name of the contact person for the organization to which this order will be shipped. |
|
Ship To Company Name |
_shipTo_t_company_name |
Text |
Company Name of the organization where this transaction will be shipped. |
|
Ship To Company Name 2 |
_shipTo_t_company_name_2 |
Text |
Secondary Company Name of the organization where this transaction will be shipped. |
|
Ship To Address |
_shipTo_t_address |
Text |
First Line of the Address of the organization where this transaction will be shipped. |
|
Ship To Address 2 |
_shipTo_t_address_2 |
Text |
Second Line of the Address of the organization where this transaction will be shipped. |
|
Ship To City |
_shipTo_t_city |
Text |
City of the organization where this transaction will be shipped. |
|
Ship To State |
_shipTo_t_state |
State |
State or Province of the organization where this transaction will be shipped. |
|
Ship To Zip |
_shipTo_t_zip |
Zip |
Zip Code of the organization where this transaction will be shipped. |
|
Ship To Country |
_shipTo_t_country |
Country |
Country of the organization where this transaction will be shipped. |
|
Ship To Phone |
_shipTo_t_phone |
Phone |
Phone Number for the contact person for the organization to which this order will be shipped. |
|
Ship To Fax |
_shipTo_t_fax |
Phone |
Fax Number for the contact person for the organization to which this order will be shipped. |
|
Ship To Email |
_shipTo_t_email |
Text |
Email Address for the contact person for the organization to which this order will be shipped. |
Ship To Attributes (Additional Address Set)
|
Name |
Variable Name |
Type |
Description |
|---|---|---|---|
|
Ship To First Name |
_shipTo_t_first_name |
Text |
First Name of the contact person for the organization to which this order will be shipped. |
|
Ship To Last Name |
_shipTo_t_last_name |
Text |
Last Name of the contact person for the organization to which this order will be shipped. |
|
Ship To Company Name |
_shipTo_t_company_name |
Text |
Company Name of the organization where this transaction will be shipped. |
|
Ship To Company Name 2 |
_shipTo_t_company_name_2 |
Text |
Secondary Company Name of the organization where this transaction will be shipped. |
|
Ship To Address |
_shipTo_t_address |
Text |
First Line of the Address of the organization where this transaction will be shipped. |
|
Ship To Address 2 |
_shipTo_t_address_2 |
Text |
Second Line of the Address of the organization where this transaction will be shipped. |
|
Ship To City |
_shipTo_t_city |
Text |
City of the organization where this transaction will be shipped. |
|
Ship To State |
_shipTo_t_state |
State |
State or Province of the organization where this transaction will be shipped. |
|
Ship To Zip |
_shipTo_t_zip |
Zip |
Zip Code of the organization where this transaction will be shipped. |
|
Ship To Country |
_shipTo_t_country |
Country |
Country of the organization where this transaction will be shipped. |
|
Ship To Phone |
_shipTo_t_phone |
Phone |
Phone Number for the contact person for the organization to which this order will be shipped. |
|
Ship To Fax |
_shipTo_t_fax |
Phone |
Fax Number for the contact person for the organization to which this order will be shipped. |
|
Ship To Email |
_shipTo_t_email |
Text |
Email Address for the contact person for the organization to which this order will be shipped. |
Sold To Attributes (Additional Address Set)
|
Name |
Variable Name |
Type |
Description |
|---|---|---|---|
|
Sold To First Name |
_soldTo_t_first_name |
Text |
First Name of the contact person for the buying organization linked from the ERP System. This is functionally equivalent to the Customer contact information linked from the CRM System. |
|
Sold To Last Name |
_soldTo_t_last_name |
Text |
Last Name of the contact person for the buying organization linked from the ERP System. This is functionally equivalent to the Customer contact information linked from the CRM System. |
|
Sold To Company Name |
_soldTo_t_company_name |
Text |
Company Name of the buying organization for this transaction linked from the ERP System. This is functionally equivalent to the Customer contact information. |
|
Sold To Company Name 2 |
_soldTo_t_company_name_2 |
Text |
Secondary Company Name of the buying organization for this transaction linked from the ERP System. This is functionally equivalent to the Customer contact information. |
|
Sold To Address |
_soldTo_t_address |
Text |
First Line of the Address of the buying organization for this transaction linked from the ERP System. This is functionally equivalent to the Customer contact information. |
|
Sold To Address 2 |
_soldTo_t_address_2 |
Text |
Second Line of the Address of the buying organization for this transaction linked from the ERP System. This is functionally equivalent to the Customer contact information. |
|
Sold To City |
_soldTo_t_city |
Text |
City of the buying organization for this transaction linked from the ERP System. This is functionally equivalent to the Customer contact information. |
|
Sold To State |
_soldTo_t_state |
State |
State or Province of the buying organization for this transaction linked from the ERP System. This is functionally equivalent to the Customer contact information. |
|
Sold To Zip |
_soldTo_t_zip |
Zip |
Zip Code of the buying organization for this transaction linked from the ERP System. This is functionally equivalent to the Customer contact information. |
|
Sold To Country |
_soldTo_t_country |
Country |
Country of the buying organization for this transaction linked from the ERP System. This is functionally equivalent to the Customer contact information. |
|
Sold To Phone |
_soldTo_t_phone |
Phone |
Phone Number for the contact person for the buying organization linked from the ERP System. This is functionally equivalent to the Customer contact information linked from the CRM System. |
|
Sold To Fax |
_soldTo_t_fax |
Phone |
Fax Number for the contact person for the buying organization linked from the ERP System. This is functionally equivalent to the Customer contact information linked from the CRM System. |
|
Sold To Email |
_soldTo_t_email |
Text |
Email Address for the contact person for the buying organization linked from the ERP System. This is functionally equivalent to the Customer contact information linked from the CRM System. |
Submit Attributes (Submit Attribute Set)
|
Name |
Variable Name |
Type |
Description |
|---|---|---|---|
|
My Approval [Submit] |
approve_reject_icon_submit_t |
Text |
This attribute lists all approval currently pending for current logged in user. This is not available as rule input. |
|
Approval Status [Submit] |
approval_status_submit_t |
Text Area |
This attribute lists all currently pending active approvals for a transaction. |
|
Approval History [Submit] |
approval_history_submit_t |
Text Area |
This attribute records approval history of a transaction. If a reason is reset, it is erased from the approval history. |
|
Approval Revision [Submit] |
approval_revision_submit_t |
Integer |
This attribute tracks the number of times a quote has been revised |
|
Remote Approval Process Id [Submit] |
_remote_approval_id_submit_t |
Text |
This attribute stores the corresponding process id in the remote approval system |
Version Transaction Version Attributes (Version Attribute Set)
|
Name |
Variable Name |
Type |
Description |
|---|---|---|---|
|
Version Number |
version_number_versionTransaction_t |
Text |
This Attribute Lists the Version Number for a document. |
|
Parent Transaction Id [Version Transaction] |
parent_transaction_id_versionTransaction_t |
Text |
This Attribute contains the parent transaction id. |
eSignature Attribute Set eSignature (Attributes eSignature Set)
|
Name |
Variable Name |
Type |
Description |
|---|---|---|---|
|
eSignature File Attachment [eSignature Attribute Set] |
_eSignatureAttributeSet_esig_file_attachment |
File Attachment |
The File Attachment attribute holds the documents to be sent to the eSignature Vendor |
|
eSignature Recipients [eSignature Attribute Set] |
_eSignatureAttributeSet_esig_recipients |
Text Area |
The Recipients holds the emails and names of the intended recipients |
|
eSignature Date Modified [eSignature Attribute Set] |
_eSignatureAttributeSet_esig_date_modified |
Date |
The Date Modified field contains the date of the most recently performed action on this document |
|
eSignature Envelope ID [eSignature Attribute Set] |
_eSignatureAttributeSet_esig_envelope_id |
Text |
The Envelope ID is a hidden field that is sent along with the document to the eSignature Vendor |
|
eSignature Status [eSignature Attribute Set] |
_eSignatureAttributeSet_esig_status |
Menu |
The Status field contains the current status of this document |
| Name | Variable Name | Type | Description | Standard Component |
|---|---|---|---|---|
| Action Code |
oRCL_ABO_ActionCode_l |
Menu | Indicates the changes required by the transaction line. | Yes |
| Amount (Discount) |
discountAmount_l |
Currency | The discount amount for this line. | Yes |
| Amount (List) |
listAmount_l |
Currency | The extended list amount for this line. | Yes |
| Amount (Net) |
netAmount_l |
Currency | The extended list amount minus any discounts for this line. | Yes |
| Annual Cost |
annualCost_l |
Currency | The extended cost for recurring pricing on this transaction line. | Yes |
| Annual Discount |
annualDiscount_l |
Currency | The annual discount on the recurring charges on this line. | Yes |
| Annual Margin |
annualMargin_l |
Currency | The extended margin for recurring pricing on this transaction line. | Yes |
| Annual Value (List) |
annualListValue_l |
Currency | The extended value at list price for recurring pricing on this transaction line over the duration of the contracted periods. | Yes |
| Annual Value (Net) |
annualValue_l |
Currency | The annual contract value of the recurring charges on this line. | Yes |
| Associated Line Id |
associatedLineId_l |
Text | Document number to be associated with the subscription line. | Yes |
| Associated Order Id |
associatedOrderId_l |
Text | Source order Id associated with the subscription line | Yes |
|
Available Rate Plans |
_availableRatePlans |
Menu | This menu attribute is populated with the list of available rate plans. | Yes |
| Cancel Reason |
cancelReason_l |
Menu | The reason why the customer canceled this line. | Yes |
| Change Code |
changeCode_l |
Menu | A single select menu to handle all the possible codes to close a subscription. | Yes |
| Change Reason |
changeReason_l |
Menu | A single select menu to handle all the possible reasons for closing a subscription. | Yes |
| Charge Set Control |
_chargeSetControl |
Integer | Yes | |
| Component Attributes |
oRCL_ABO_ComponentAttributes_l |
Text Area | A comma separated collection of key / value pair attributes that define the configuration of this asset / component plus an action code indicating whether the attribute has changed. | Yes |
| Config Extra Info |
_config_extra_info |
Text Area | Configuration Extra Information. | Yes |
| Configuration ID |
_configuration_id |
Text | Configuration id for integrations. | Yes |
| Contract Cost |
contractCost_l |
Currency | The total of all contract extended costs for this line, including one-time and recurring costs. | Yes |
| Contract Discount |
contractDiscount_l |
Currency | The total discount of this line including all one-time and recurring charges. | Yes |
| Contract End Date |
contractEndDate_l |
Date | Date that the customer stops to receive the service. | Yes |
| Contract Margin |
contractMargin_l |
Currency | The total of all contract extended margins for this line, including one-time and recurring values. | Yes |
| Contract Start Date |
contractStartDate_l |
Date | Date that the customer starts to receive the service. | Yes |
| Contract Value (List Rollup) |
contractListValueRollup_l |
Currency | Contract list value on this line or for the root model lines, the sum of all contract list values for all the child lines. | Yes |
| Contract Value (List) |
contractListValue_l |
Currency | The total of all contract list value of this line, including all one-time and recurring charges. | Yes |
| Contract Value (Net Rollup) |
contractValueRollup_l |
Currency | Contract value on this line or for the root model lines, the sum of all contract revenues for all the child lines. | Yes |
| Contract Value (Net Summable) |
contractValue_l |
Currency | The total contract value of this line including all one-time and recurring charges. | Yes |
| Contracted Periods |
contractedPeriods_l |
Integer | Number of periods the customer has contracted to receive the item. | Yes |
| Contracted Periods (Rollup) |
contractedPeriodsRollup_l |
Integer | Number of periods the customer has contracted to receive the item or for the root model rolled up to include all child values. | Yes |
| Cost Amount |
costAmount_l |
Currency | The total cost of this line. | Yes |
| Coverage Line Number |
_s_coverageLineNumber |
Text | Source line number of the coverage line for OM Integration. | Yes |
| Coverage Line Number |
_s_coverageLineNumber |
Text | Source line number of the coverage line for OM Integration. | Yes |
| Coverage Order Number |
_s_coverageOrderNumber |
Text | Source order number of the coverage line for OM Integration. | Yes |
| Coverage Order Number |
_s_coverageOrderNumber |
Text | Source order number of the coverage line for OM Integration. | Yes |
| Created By |
createdBy_l |
Text | The person that created the transaction line. | Yes |
| Created Date |
createdDate_l |
Date | The date when the transaction line was created. | Yes |
| Custom Discount Amount |
customDiscountAmount_l |
Currency | The amount by which to adjust the list price because of a custom discount. | Yes |
| Discount |
customDiscountValue_l |
Float | Used to capture the numeric value associated with the discount type. This might be an override price, amount off or percentage. | Yes |
| Discount % |
discountPercent_l |
Float | The percentage of the Contract Value (List) that is discounted off of the transaction line. | Yes |
| Discount Percent (Rollup) |
discountPercentRollup_l |
Float | The percentage of the Contract Value (List) that is discounted off of the transaction line or for the root model rolled up to include all child values. | Yes |
| Discount Type |
customDiscountType_l |
Menu | The type of custom discount to apply to this line. | Yes |
| Document Number |
documentNumber_l |
Text | Document number of the line. | Yes |
| Fulfillment Line Id |
fulfillmentLineId_l |
Text | Value that uniquely identifies the fulfillment line. | Yes |
| Fulfillment Organization Code |
fulfillmentOrganizationCode_l |
Text | Abbreviation that identifies the organization that ships the shipment. | Yes |
| Fulfillment Status |
fulfillmentStatus_l |
Menu | The status for this line supplied by the fulfillment system after the transaction is submitted as a sales order. | Yes |
| Group Sequence Number |
_group_sequence_number |
Group Sequence Number Attribute | Group sequence number for the sub-document. | Yes |
| Instance ID |
itemInstanceId_l |
Text | The unique, invariant, internal identifier of this instance of a product. It is used to link sales order lines to the assets they change in an asset based order and as the key stored in a sales order line association. This ID is assigned when the product instance is created in either an external federated asset repository or in CPQ when a sales order line is created. | Yes |
| Instance Name |
itemInstanceName_l |
Text | The public identifier of the instance of a product. For goods this is typically the serial #. For services it might be another identifier such as the telephone #. This does not have to be unique across all product instances (e.g. a cell phone # may be reallocated over time). It is one of the primary attributes for searching for a product instance. | Yes |
| Inventory Item ID |
oRCL_SFA_InventoryItemID_l |
Text | The inventory item id of the sales product in SFA. | Yes |
|
Is Coverage Product |
_is_coverage |
Boolean | Indicates whether the product is of coverage type | Yes |
| Last Updated |
lastUpdatedDate_l |
Date | The date and time the transaction line was last updated. | Yes |
| Last Updated By |
lastUpdatedBy_l |
Text | The person that last updated this transaction line. | Yes |
| Line BOM Effective Date |
_line_bom_effective_date |
Date | System attribute to be stored in model line effective date to drive date effectivity in all BOM mappings. | Yes |
| Line BOM Item Quantity |
_line_bom_item_quantity |
Integer | The BOM item line quantity. This is the unexploded line quantity, whereas _price_quantity stores the exploded quantity. | Yes |
| Line BOM Level |
_line_bom_level |
Integer | The BOM item depth (level) in the quote. | Yes |
| Line BOM Name |
_line_bom_name |
Text | The name of the BOM item | Yes |
| Line BOM Part Number |
_line_bom_part_number |
Text | The part number of the BOM item. Only applicable to the model line. | Yes |
| Line BOM Variable Name |
_line_bom_variable_name |
Text | The variable name of the BOM item | Yes |
| Line Display Name |
_line_display_name |
Text | Display name attribute for line items. | Yes |
| Line Item BOM Attributes |
_line_bom_attributes |
Text Area | BOM attributes, stored as a JSON string. | Yes |
| Line Item BOM ID |
_line_bom_id |
Text | The BOM item instance id. | Yes |
| Line Item Type |
_line_item_type |
Text | Type attribute for line items. | Yes |
| Line Number |
lineNumber_l |
Integer | Line number in a line item grid is a sequential number assigned to each row or line of the grid. This is used to sort lines on the screen and in documents. | Yes |
| Line Type |
lineType_l |
Menu | The type of a transaction line whether it represents a model or a part. | Yes |
| List Price (Rollup) |
listPriceRollup_l |
Currency | The list price of the item or for the root model rolled up to include all child values. | Yes |
| Margin |
unitMargin_l |
Currency | The margin for a single unit of this transaction line. | Yes |
| Margin % |
marginPercent_l |
Float | The percentage of the List price for which this transaction line's margin accounts. | Yes |
| Margin Amount |
marginAmount_l |
Currency | The margin for all quoted units of this transaction line. | Yes |
| MRR (Rollup) |
monthlyRecurRevRollup_l |
Currency | Monthly recurring revenue on this line or for the root model lines, the sum of monthly recurring revenues for all the child lines. | Yes |
| MRR (Summable) |
monthlyRecurRevSummable_l |
Currency | Monthly recurring revenues net of all discounts for this line. | Yes |
| MUR (Rollup) |
monthlyUsageRevRollup_l |
Currency | Monthly usage revenue on this line or for the root model lines, the sum of monthly usage revenues for all the child lines. | Yes |
| MUR (Summable) |
monthlyUsageRevSummable_l |
Currency | Monthly usage revenues net of all discounts for this line. | Yes |
| Net Amount (Rollup) |
netAmountRollup_l |
Currency | The extended list amount minus any discounts for this line or for the root model rolled up to include all child values. | Yes |
| Net Price (Rollup) |
netPriceRollup_l |
Currency | The price paid by the customer for the individual item or for the root model rolled up to include all child values. | Yes |
| Non-Recurring Revenue (Rollup) |
nonRecurRevRollup_l |
Currency | One-time revenue on this line or for the root model lines, the sum of one-time revenues for all the child lines. | Yes |
| Non-Recurring Revenue (Summable) |
nonRecurRevSummable_l |
Currency | One-time revenue net of all discounts for this line. | Yes |
| Opportunity Win/Loss Status (Line) |
oRCL_SFA_Status_l |
Text | The SFA status of the transaction line. This value may differ from the transaction status for CPQ. Initially, there is no internal logic setting this value. | Yes |
| Order Date |
orderDate_l |
Date | The date and time the order was placed for fulfillment. | Yes |
| Order Number |
oRCL_ERP_OrderNumber_l |
Text | The order number assigned by the external Order Management and ERP system. | Yes |
| Owner Resource ID |
ownerResourceId_l |
Text | The owner of the associated Opportunity Revenue Line. | Yes |
| Parent Asset Key |
parentAssetKey_l |
Text | The identifier for the corresponding parent asset in an external asset repository. Used only for asset-related lines. | Yes |
| Parent Doc Number |
parentDocNumber_l |
Text | Document number of the parent line item. | Yes |
| Parent Line Item BOM ID |
_line_bom_parent_id |
Text | The parent BOM item instance id. | Yes |
| Part ID |
_s_partID_l |
Text | Part number from the Items table. | Yes |
| Partner Organization ID |
oRCL_SFA_InventoryOrgID_l |
Text | The inventory organization in SFA used for sales products. | Yes |
| Payment Terms |
paymentTerms_l |
Menu | Payment terms to apply to collect payment. Review and update the value for this attribute using the Setup and Maintenance work area, and the Manage Receivables Payment Terms task. To collect data for this attribute, use the Collect Order Reference Data task for Fusion Source. | Yes |
| Period |
pricePeriod_l |
Menu | The period of service purchased at this price. | Yes |
| Price (List) |
listPrice_l |
Currency | The list price of the item. | Yes |
| Price (Net) |
netPrice_l |
Currency | The price paid by the customer for the item. | Yes |
| Price Recurrence Frequency |
priceRecurFrequency_l |
Menu | The periodicity or frequency of this pricing. Derived from the pricePeriod_l. | Yes |
| Price Recurrence Frequency (Rollup) |
priceRecurFrequencyRollup_l |
Menu | The periodicity or frequency of this pricing or for the root model rolled up to include all child values. | Yes |
| Price Score |
priceScore_l |
Integer | The calculated price score for this transaction line, based on the line item's List and Net pricing. | Yes |
| Price Type |
priceType_l |
Menu | Indicates whether the amount on this line is charged once or periodically. | Yes |
| Price Type (Rollup) |
priceTypeRollup_l |
Menu | Indicates whether the amount on this line is charged once or periodically. For Root model lines, this will represent a rollup of values for all child lines. | Yes |
| Price Within Policy |
priceWithinPolicy_l |
Boolean | Flag which indicates if line price is within requesting user's defined pricing limits | Yes |
| Recurring Revenue (Rollup) |
recurRevRollup_l |
Currency | Recurring revenue on this line or for the root model lines, the sum of recurring revenues for all the child lines. | Yes |
| Recurring Revenue (Summable) |
recurringRevSummable_l |
Currency | Recurring revenue net of all discounts for this line. | Yes |
| Renew Date |
renewDate_l |
Date | Renewal date of a subscription service. | Yes |
| Request Date |
requestDate_l |
Date | The date on which the user requests that fulfillment occur for this transaction line. | Yes |
| Request Ship Date |
requestShipDate_l |
Date | The requested ship date for the order line. | Yes |
| Resume Date |
resumeDate_l |
Date | Resuming date of a subscription service | Yes |
| Rollup Flag |
rollupFlag_l |
Boolean | Specifies a charge component as a rollup value or aggregate value for the element code of the charge component price. | Yes |
| Root Line |
rootLine_l |
Menu | Indicates whether the line is a root line. Root lines include only root model lines and standalone part lines. | Yes |
| RootAssetKey |
rootAssetKey_l |
Text | Yes | |
| Sales Channel |
salesChannel_l |
Menu | Yes | |
| Sequence Number |
_sequence_number |
Sequence Number Attribute | Sequence number for the sub-document. | Yes |
| Status |
status_l |
Menu | The status of this line. | Yes |
| Subscription Id |
subscriptionId_l |
Text | The unique identifier for the subscription. Used only for subscription billing-related transactions. | Yes |
| Subscription Line Id |
subscriptionLineId_l |
Text | The unique identifier for the subscription line. Used only for subscription billing-related transactions. | Yes |
| Suspend Date |
suspendDate_l |
Date | Suspension date of a subscription service | Yes |
| Transaction Internal ID |
transactionID_l |
Text | The parent transaction's internal ID. | Yes |
| Transaction Line ID |
_transactionLine_id |
Text | Unique identifier for this sub-document. Similar to the existing BS_ID for transactions, the Transaction Line ID uniquely identifies a line item across transactions for a given Commerce Process. | Yes |
| Transaction Line ID |
_s_transactionLineId_l |
Text | A unique identifier for transaction line. | Yes |
| Unit Cost |
unitCost_l |
Currency | The unit cost of the item. | Yes |
| Unit of Measure |
requestedUnitOfMeasure_l |
Menu | The unit of measure of the item requested by the customer (e.g. "Each"). | Yes |
| Usage Revenue (Rollup) |
usageRevRollup_l |
Currency | Usage revenue on this line or for the root model lines, the sum of usage revenues for all the child lines. | Yes |
| Usage Revenue (Summable) |
usageRevSummable_l |
Currency | Usage revenue net of all discounts for this line. | Yes |
| Win/Loss Status |
winLossStatus_l |
Menu | The determining status of whether the transaction line represents a won or a lost sale. This can be used in Deal Management analysis. | Yes |
Transaction Line Array & Attribute Sets
Available Rate Plan Set
The Available Rate Plan Set array set captures the list of Rate Plans for a given product.
|
Name |
Variable Name |
Type |
Description |
|---|---|---|---|
|
Available Rate Plan Name |
_availableRatePlanSet_rate_plan_name |
Text |
The name of the Rate Plan |
|
Available Rate Plan Number |
_availableRatePlanSet_rate_plan_number |
Text |
The number of the Rate Plan |
|
Available Rate Plan Integration Id |
_availableRatePlanSet_rate_plan_integration_id |
Text |
The Integration ID for the Rate Plan |
The Transaction Line Charge Array Set allows customers to synchronize the pricing charge schema with Commerce to enable multiple charges for transaction line items. The pricing charge schema is defined by standard and extensible custom charge attributes. The Synchronize Charge Array Set action allows administrators to synchronize the Transaction Line Charge Array Set with the pricing charge schema. The Charge Array Set contains the following read-only attributes:
| Name | Variable Name | Type | Description |
|---|---|---|---|
|
Calculation Information |
_chargeSet_calculationInfo |
Text Area |
A JSON array of the Price Models used in calculating this charge's price. |
|
Charge Definition |
_chargeSet_chargeDefinition |
Text |
The display label of the charge definition. |
|
Charge Definition Code |
_chargeSet_chargeDefinitionCode |
Text |
The code of the charge definition. |
|
Charge Definition Integration ID |
_chargeSet_chargeDefinitionIntegrationId |
Text |
The charge definition code in the integrated order management system. |
|
Charge Type |
_chargeSet_chargeType |
Menu |
The classification of a charge associated with the price for a product or service. This attribute differentiates the purpose of charges with the same price type and price period. For example, the sale of a network device may have both a one-time purchase price (with charge type of 'Purchase Price') and a one-time installation price (with charge type of 'Installation Fee'). |
|
Discount Amount |
_chargeSet_discountAmount |
Currency |
The extended custom discount amount per period for this charge. |
|
Discount Type |
_chargeSet_discountType |
Menu |
The type of custom discount applied to this charge. Typically this may be an override price, a discount value, or a discount percentage. |
|
Discount Value |
_chargeSet_discountValue |
Float |
The numeric value for a custom discount associated with the discount type for this charge. For example, if the Discount Type is Override, this value with be the override unit price for this charge. |
|
Net Amount |
_chargeSet_netAmount |
Currency |
The extended net price or amount per period that will be paid for this charge. |
|
Net Price |
_chargeSet_netPrice |
Currency |
The unit price net of all discounts for this charge. The Net Price is the unit price that the customer will be invoiced. |
|
Price Period |
_chargeSet_pricePeriod |
Menu |
The time period, frequency, or recurrence with which the price or charge is levied. |
|
Price Type |
_chargeSet_priceType |
Menu |
The basis on which a price or charge is levied, whether one time, on a periodic basis or based on usage. |
|
Rate Card |
_chargeSet_rateCard |
String |
Display label for the Rate Card applied in calculating this charge's price. |
|
Rate Card in HTML |
_chargeSet_rateCardinHTML |
Text Area |
The HTML-formatted rate card data. |
|
Rate Card Structure |
_chargeSet_rateCardStructure |
Text Area |
The rate card used to calculate this charge's price. |
|
Rate Card Variable Name |
_chargeSet_rateCardVariableName |
String |
Variable Name for the Rate Card applied in calculating this charge's price. |
|
Unit Price |
_chargeSet_unitPrice |
Currency |
The unit price to be paid by the customer for this charge. |
|
Usage UOM |
_chargeSet_usageUOM |
Menu |
The unit of measure of usage for usage charges, which may differ from the unit of measure used for the parent product. |
Notes:
- To enable multiple charges for transaction line items, refer to Synchronize Charge Array Set.
- If the Transaction Line Charge Array Set doesn’t exist, it will be created when the Synchronize Charge Array Set action is invoked.
- Refer to Pricing Portal > Charge Attributes for more information about pricing charge attributes.
Configuration Attributes store the configuration parameters that were used to create this transaction. It consists of the display text and value of the attributes.
|
Name |
Variable Name |
Type |
Description |
|---|---|---|---|
|
Config Attributes |
_config_attributes |
Composite Attribute |
Configurable Attribute is a composite attribute. This attribute is always read only. However Reconfigure action may be used to modify the values. |
|
Config Attribute Text |
_config_attr_text |
Composite Attribute |
Configurable Attribute Text format is similar Configurable Attribute. The only difference is that the values correspond to the display text of the attributes. |
|
Config Attribute Information |
_config_attr_info |
Composite Attribute |
Configurable Attribute Information is populated with variable name, attribute name, data type and menu type information. |
|
Config Attribute Values |
_config_attr_values |
Text Area |
Stores configurable attributes values in a user-friendly JSON format that are passed in from the CRM partner at the time of quote creation. These values are used as a starting point when creating quote lines from opportunity revenue lines and are not updated by subsequent reconfiguration. Usage should be limited to a small number of attributes to assure performance. Only simple configuration attribute data types are supported. |
Delta Price attributes are created together and removed together. Also any delta Price attribute can be created only once in a document.
|
Name |
Variable Name |
Type |
Description |
|---|---|---|---|
|
Delta Price |
_delta_price |
Currency |
Displays the price difference for the updated line item. |
|
Prior Price |
_prior_price |
Currency |
Displays the prior price for the updated line item. |
|
Rollup Delta Price |
_rollup_delta_price |
Currency |
Displays the model level price difference of all child items for the updated model. |
Model attributes are created together and removed together. Also any model attribute can be created only once in a document.
|
Name |
Variable Name |
Type |
Description |
|---|---|---|---|
|
Model Name |
_model_name |
Text |
Name of the model |
|
Model Segment Name |
_model_segment_name |
Text |
Segment to which the model belongs |
|
Model Segment Variable Name |
_model_segment_var_name |
Text |
Segment to which the model belongs |
|
Model Product Line Name |
_model_product_line_name |
Text |
Product Line to which the model belongs |
|
Model Product Line Attributes |
_model_product_line_attributes |
Composite Attribute |
Product Line Attributes of Product Line to which the model belongs |
|
Model Base Price |
_model_base_price |
Currency |
Base price of the model |
|
Model Attributes |
_model_attributes |
Composite Attribute |
Placeholder for all model attributes |
|
Model Supplier Company Name |
_model_supplier_company_name |
Text |
Model supplier company name |
|
Model BOM |
_model_bom |
Link to a Dialog Window |
Model BOM Link |
|
Model Variable Name |
_model_variable_name |
Text |
Variable name of the model |
|
Model Product Line Variable Name |
_model_product_line_var_name |
Text |
Variable name of the product line that the model belongs to. |
|
Is Model Valid |
_model_is_valid |
Boolean |
Check if model is configured or unconfigured |
|
Model Partner Entity Id |
_model_partner_entity_id |
Text |
Partner entity id for the model |
|
Model Partner Organization Id |
_model_partner_organization_id |
Text |
partner organization id for the model |
Part attributes can be created or removed individually except the Part Number and Part Display Number. Also, any part attribute can be created only once in a document.
| Name | Variable Name | Type | Description | Standard Component |
|---|---|---|---|---|
| Company Associations | _part_company_associations | Text Area | Company Associations | Yes |
| Default UOM Code | _part_default_uom | Text | Default unit of measure | Yes |
| Direct Buy | _part_direct_buy | Text | Direct Buy | Yes |
| Drawing Position | _part_drawing_position | Text | Drawing Position | Yes |
| Eligible for Service | _part_serv_req_enabled | Text | Eligible for service | Yes |
| Eligible to Sell | _part_sale_enabled | Text | Eligible to sell or order | Yes |
| Enable Customer Self-Service | _part_css_enabled | Text | Customer Self-service enabled flag | Yes |
| External Key 1 | _part_external_key1 | Text | External system's key | Yes |
| External Key 2 | _part_external_key2 | Text | External system's key | Yes |
| Number of Price Periods | _part_default_periods | Text | Default number of price periods | Yes |
| Part Base Price | _part_base_price | Currency | Price of the part | Yes |
| Part Description | _part_desc | Text Area | Description of the part | Yes |
| Part Display Number | _part_display_number | Text | Part Display Number | Yes |
| Part Extended Description 1 | _part_extended_desc_1 | Link to a Dialog Window | Extended description of the part | Yes |
| Part Extended Description 2 | _part_extended_desc_2 | Link to a Dialog Window | Extended description of the part | Yes |
| Part Lead Time | _part_lead_time | Text | Lead time | Yes |
| Part Number | _part_number | Text | Part Number | Yes |
| Part Price Period | _part_default_periodicity | Text | Default Price Periodicity | Yes |
| Part Price Type | _part_default_price_type | Text | Default Price Type | Yes |
| Part Supplier Company Name | _part_supplier_company_name | Text | Name of the part supplier company | Yes |
| Part Units | _part_units | Text | Units of the part | Yes |
| Partner Entity Id | _partner_entity_id | Text Area | Partner Entity Id | Yes |
| Partner Organization Id | _partner_organization_id | Text Area | Partner Organization Id | Yes |
| Sales Product Type | _part_sales_product_type | Text | ProductTypeCode Valid values comes from a lookup. E.g Goods, Included Warranty etc. | Yes |
| Service Duration | _part_service_duration | Text | Service Duration | No * |
| Service Duration Period | _part_service_duration_period_code | Text | Service Duration Period | No * |
| Service Duration Type | _part_service_duration_type_code | Text | Service Duration Type | No * |
Note: * Service Duration attributes are added to sites that are integrated with Oracle CX Sales
Price attributes are created together and removed together. Also any price attribute can be created only once in a document.
|
Name |
Variable Name |
Type |
Description |
|---|---|---|---|
| Applied Agreement Integration ID |
_price_applied_agreement_integrationid |
Text | The integration ID for the applied price agreement |
| Applied Agreement Name |
_price_applied_agreement_name |
Text | The name of the applied price agreement. |
| Applied Agreement Number |
_price_applied_agreement_number |
Text | The number of the applied price agreement |
| Applied Rate Plan |
_price_applied_ratePlan |
Text | The name of the applied rate plan |
| Applied Rate Plan Integration ID |
_price_applied_ratePlan_integrationId |
Text | The integration ID for the applied rate plan |
| Applied Rate Plan Number |
_price_applied_ratePlan_number |
Text | The number of the applied rate plan |
|
Calculation Information |
_price_calculation_info |
Text Area |
JSON array of aggregated calculation information returned from advanced pricing profiles |
|
Component Prices |
_price_component_prices |
Composite Attribute |
Additional prices based on configuration |
|
Configurable Price |
_price_configurable_price |
Currency |
Original price as per catalog (inclusive of discount and premium) |
|
Item Price |
_price_item_price_each |
Currency |
The starting price. For Parts it will be the base price or price book price. For models it may be the base model price or the pricing rule or attribute value prices. |
|
List Price |
_price_list_price_each |
Currency |
Will usually be the same value as the Item Price, unless a recommended item price applies. |
|
Pricing Rule Price |
_pricing_rule_price_each |
Currency |
Currently the customer level pricing. (Not applicable for Models) |
|
Quantity |
_price_quantity |
Integer |
Quantity |
|
Unit Price |
_price_unit_price_each |
Currency |
Will usually be the same value as the List Price, unless a contract price applies. |
The Prices Array Set (oRCL_charges) is present in line level it is used to hold the prices and charges information of an item.
This array set is used in OIC mappings to generate the payload for Oracle Order Management integration. Commerce library “oRCL_fOM_populateCharges” included in the Commerce Standard Process is used to populate this array set with all the applicable charges defined for an item in the pricing portal.
| Name | Variable Name | Type | Description |
|---|---|---|---|
| Apply To |
oRCL_applyTo |
Text | Indicates which type of price it is applied. |
| Charge Definition Integration ID |
_s_oRCL_chargeDefIntegrationId |
Text | The charge definition code in the integrated order management system. |
| Charge Name |
oRCL_chargeName |
Text | Name of the charges. Example Values: Sale Price, Recurring Sale Price. |
| Charge Type |
_s_oRCL_chargeType |
Text |
Charge Type of the item. Introduced in CPQ 23C. Replaced |
|
oRCL_chargeType |
Text | Removed in CPQ 23C. Replaced with _s_oRCL_chargeType. |
|
| Contract Discount Amount |
oRCL_contractDiscountAmount |
Float | The total discount of this line including all one-time and recurring charges. |
| Contract List Value |
oRCL_contractListValue |
Float | The total of all contract list value of this line, including all one-time and recurring charges. |
| Contract Net Value |
oRCL_contractNetValue |
Float | The total contract value of this line including all one-time and recurring charges. |
| Custom Discount Amount |
oRCL_customDiscountAmount |
Float | The type of custom discount applied to this charge. Typically this may be an override price, a discount value or a discount percentage. |
| Custom Discount Type |
_s_oRCL_customDiscountType |
Text | The type of custom discount applied to this charge. Typically this may be an override price, a discount value or a discount percentage. Introduced in CPQ 23C. |
| Discount Amount |
oRCL_discountAmount |
Float | The discount amount for this line. |
| List Amount |
oRCL_listAmount |
Float | The extended list amount for this line. |
| List Price |
oRCL_listPrice |
Float | List Price of the item. |
| Net Amount |
oRCL_netAmount |
Float | The extended list amount minus any discounts for this line. |
| Net Price |
oRCL_netPrice |
Float | The price paid by the customer for this item. |
| Price Period |
_s_oRCL_pricePeriod |
Text | The time period, frequency or recurrence with which the price or charge is levied. Introduced in CPQ 23C. |
| Price Type |
_s_oRCL_priceType |
Text | Indicates whether the amount on this line is charged once or periodically. Introduced in CPQ 23C. |
| Price Unit of Measure |
_s_oRCL_priceUOM |
Text | Indicates whether the amount on this line is charged once or periodically. Introduced in CPQ 23C. |
| Primary Charge |
oRCL_primaryCharge |
Boolean | Primary charge is used to determine whether the charge is primary or not. |
| Sequence Number |
oRCL_chargeSequenceNumber |
Integer | Sequence number of the charges. |
Revenue Attributes store aggregate revenue values and other information used for financial analysis and forecasts.
|
Name |
Variable Name |
Type |
Description |
|---|---|---|---|
|
Revenue ID |
_revenueId_l |
Text |
The ID of the Revenue Line Item in the associated opportunity. |
|
Revenue Category |
_revenueCategory_l |
Menu |
Identifies the category of revenue for this line (E.g. renewal vs new business). |
Commerce actions trigger events within documents to occur. Standard Process actions cannot be deleted, but the action functions can be viewed, overridden, and easily returned to their default values. The Standard Process attributes and actions come with predefined functional logic that is ready for customers' use. If required, seeded logic can be overridden by administrators to incorporate their customization logic.
To view a pre-defined function in read-only mode, click View Function.
Standard Process actions come with standard settings and values for advanced modify and the modify tab. These values and settings can also be overridden and returned to the standard values by removing the override.
For Modify and Add from Catalog actions, the Standard Destination values and options can be overridden if desired. You can quickly return to the standard values and options by removing the override. To view the default values, check to Override Standard Destination option, and then click Apply.
|
Action Name |
Variable Name |
Navigation |
Type |
Description |
|---|---|---|---|---|
|
Copy |
_action_process_resubmit |
Sequence List |
Copy |
Used to copy a process transaction |
|
|
_action_process_email_print |
|
|
Sends a document via email/fax |
|
Export File Attachments |
_action_export_file_attachments |
|
Export File Attachments |
Exports file attachments via Web Services |
|
Forward |
_action_process_forward |
|
Forward |
Used to forwards documents to other users |
|
Import File Attachments |
_action_import_file_attachments |
|
Import File Attachments |
Imports file attachments via Web Services |
|
Move |
_action_process_move |
|
Move |
Used to move documents between folders |
|
New Transaction |
_action_new_transaction |
Access Rights |
New Transaction |
Used to create a new transaction with no line items |
|
Open Transaction |
_open_transaction |
|
Open Document |
Used to open a transaction that was previously saved to the system. |
|
|
_action_process_print |
|
|
Generates documents in printer friendly format |
|
Unlock |
_action_process_unlock |
Access Rights |
Unlock |
Used to unlock all selected Transactions in a Commerce process that are locked for editing. |
|
Action Name |
Action Variable Name |
Type |
Description |
Related Rules |
|---|---|---|---|---|
|
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 |
|
|
Cancel Order |
cancelOrder |
Modify |
Cancels order or lines in external system. |
Hide Cancel Order Button |
|
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 Order |
order_start |
Modify |
Creates a sales order for submission to an ERP system. |
Associated Order and Line Id, Hide Create SO Action |
|
Customer Assets |
oRCL_ABO_DisplayAssets |
Add From Catalog |
This action is performed when Customer Assets button is clicked. |
|
|
Customer Rejection |
order_reject |
Modify |
Transitions the transaction to the Commerce Step 'Rejected by Customer'. |
|
|
Get Account Details |
getAccountDetails |
Modify |
|
|
|
Get SO Status from FOM |
getSOStatusFromFOM |
Modify |
Gets Order and Line status from external system. |
Hide SO Status Action |
|
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 |
|
|
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 |
|
|
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). |
|
|
Save |
cleanSave_t |
Modify |
Saves the current state of the transaction (which may have been edited in the UI) to the database. |
Discount Percentage Validate Line Status Values for Asset Creation |
|
Select An Alternate Address |
_select_alternate_address_action |
Select Address |
Brings up a pop-up window with alternate account address records. |
|
|
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. |
Discount Percentage |
|
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. |
Discount Percentage |
|
Reject |
reject_submit_t |
Reject |
This action is performed when a reason is rejected by the approver. |
Discount Percentage |
|
Approve |
approve_submit_t |
Approve |
This action is performed when a reason is approved by the approver. |
Discount Percentage |
|
Cancel Approvals |
revise_submit_t |
Revise |
This action is performed when Revise button is clicked. |
Discount Percentage |
|
Update Asset |
updateAsset |
Modify |
Performs asset creation in CPQ Cloud local repository and updates Fulfillment Status. |
Validate Line Status Values for Asset Creation |
|
Update Line Items |
_update_line_items |
Update Line Item |
Default action to update Line Items |
|
|
Update Opportunity |
oRCL_SFA_UpdateOpportunity |
Modify |
Synchronizes the lines on the CPQ transaction to the associated SFA opportunity. |
|
|
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 |
eSignature Action Set
|
Action Name |
Action Variable Name |
Action Type |
Action Description |
|---|---|---|---|
|
Request Signature |
_action_esig_send |
eSignature Send |
Use this action to send the document to recipients. |
|
Cancel Signature Request |
_action_esig_cancel |
eSignature Cancel |
Use this action to cancel pending signature requests. |
|
Details |
_action_esig_details |
eSignature Details |
Use this action to connect to Docusign and view document details |
|
Receive |
_action_esig_receive |
eSignature Receive |
This action is automatically invoked to receive a rejection or a signed document from the eSig Vendor. |
|
Action Name |
Action Variable Name |
Type |
Description |
|---|---|---|---|
|
Back |
back_l |
Modify |
Returns the user to the main transaction page. |
|
Close |
save_l |
Modify |
Saves the current state of the line item (which may have been edited in the UI) to the database and returns you to the parent page. |
|
Create Follow-On Order |
oRCL_ABO_CreateFollowOnOrder |
Add From Catalog |
|
|
Order Update Line |
order_update_line |
Modify |
Dedicated line action used by external system |
|
Recalculate |
_calculate_price_action |
Calculate Price |
Applies any pricing changes made on the line to the Price Attributes. |
|
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 |
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. |
|
Save |
saveChanges_l |
Modify |
Saves the current state of the line item (which may have been edited in the UI) to the database and remains in the same page. |
The Standard Process provides a converged set of generic rules sourced from existing Oracle CPQ reference applications. The Standard Process rules cannot be deleted or modified, but they can be inactivated. For Validation type rules Linked Actions can be updated.
Access Rules
| Name |
Document Level |
Variable Name | Status | Condition Type | Action Type | Components to Hide | Description |
|---|---|---|---|---|---|---|---|
| Recurring Attributes (Transaction) |
Transaction |
recurringAttributes_t |
Active | Simple | Simple | Contracted Periods, Annual Value (Net), Annual Discount, Annual Value (List), Period | Hides all totals attributes related to Recurring Pricing if no such line items exist on the quote. |
| Hide Create SO Action |
Transaction |
hideCreateSOAction |
Active | Advanced | Simple | Create Order | |
| Hide Cancel Order Button |
Transaction |
hideCancelOrderButton |
Active | Simple | Simple | Cancel Order, Cancel Reason | Hides cancel order & reason when there is no order key |
| Hide SO Status Action |
Transaction |
hideSOStatusAction |
Active | Simple | Simple | Get SO Status from FOM | Hides the get sales order status when there is no order key |
| Periodicity |
Transaction Line |
periodicity |
Active | Simple | Simple | Period, Contracted Periods | Hides all line item columns relating to Recurring Pricing if there are no such lines on the transaction. |
| Hide Price Score when List Price is zero |
Transaction Line |
hidePriceScoreWhenListPriceIsZero |
Active | Simple | Simple | Price Score | Hides Price Score when Price (List) is zero |
| Hide Contracted Periods Rollup |
Transaction Line |
_s_hideContractedPeriodsRollup |
Active | Simple | Simple | Contracted Periods (Rollup) | Hide Contracted Periods (Rollup) when Price Type (Rollup) is equal to One Time. |
Constraint Rules
| Name |
Document Level |
Variable Name | Status | Condition Type | Action Type | Components to Constrain | Description |
|---|---|---|---|---|---|---|---|
| Contracted Periods |
Transaction Line |
contractedPeriods |
Active | Simple | Simple | Contracted Periods | Contracted Periods must be populated and greater than 0 for Recurring and Usage pricing |
Validation Rules
| Name |
Document Level |
Variable Name | Status | Linked Actions | Condition Type | Action Type | Components to Validate | Description |
|---|---|---|---|---|---|---|---|---|
| Validate Line Status Values for Asset Creation |
Transaction |
validateLineStatusValuesForAssetCreation |
Active | Save, Update Asset | Always True | Simple | Trigger Update Asset for Line Status | Validates that the Trigger Update Asset for Line Status is not empty |
| Validate Line Status Values for Cancel Order |
Transaction |
validateLineStatusValuesForCancelOrder |
Active | Cancel Order | Always True | Simple | Status | Validates that Cancel Order is not allowed when Status is Awaiting Billing |
| Discount Percentage |
Transaction Line |
discountPercentage |
Active | Approve, Request Approval, Save, Submit | Simple | Simple | Discount Percentage |
Validates that Discount amount is <100 if discount type is "Percent Off" |
| Associated Order and Line Id |
Transaction Line |
associatedOrderAndLineId |
Active | Create Order | Simple | Simple | Associate Line Id, Associate Order Id | Validates that Associate Line Id & Order Id are not empty |
| Validate Contract End Date |
Transaction Line |
_s_validateContractEndDate |
Active | Create Order, Save | Simple | Simple | Contract End Date |
Validates that Contract End Date is not empty for subscription items |
| Validate Coverage Order and Line Id |
Transaction Line |
_s_ValidateCoverageOrderAndLineId |
Active | Create Order, Save | Simple | Simple | Coverage Order Number, Coverage Line Number |
Validates that a covered product is associated with the coverage service. |
CPQ uses Data Columns to define attributes in order to report, search or query transaction or transaction line data. The following Data Columns are provided in the Standard Process:
|
Element |
Document Level |
Attribute Name |
Attribute Variable Name |
Search Label |
Report Label |
|---|---|---|---|---|---|
|
Commerce Attribute |
Transaction |
Owner |
owner_t |
Owner |
Owner |
|
Commerce Attribute |
Transaction |
Created Date |
createdDate_t |
Created Date |
Created Date |
|
Commerce Attribute |
Transaction |
Transaction Number |
transactionID_t |
Transaction ID |
Transaction ID |
|
Commerce Attribute |
Transaction |
Customer Company Name |
_customer_t_company_name |
Customer Company Name |
Customer Company Name |
|
Commerce Attribute |
Transaction |
Last Updated |
lastUpdatedDate_t |
Last Updated |
Last Updated |
|
Commerce Attribute |
Transaction |
Transaction Name |
transactionName_t |
Transaction Name |
Transaction Name |
|
Commerce Attribute |
Transaction |
Status |
status_t |
Status |
Status |
|
Commerce Attribute |
Transaction |
Total Contract Value |
totalContractValue_t |
Total Contract Value |
Total Contract Value |
|
Commerce Attribute |
Transaction |
Annual Contract Value |
totalAnnualValue_t |
Annual contract Value |
Annual contract Value |
|
Commerce Attribute |
Transaction |
Total Discount |
totalOneTimeDiscount_t |
Total Discount |
Total Discount |
|
Commerce Attribute |
Transaction |
Total |
totalOneTimeListAmount_t |
Total (List) |
Total (List) |
|
Commerce Attribute |
Transaction |
Total |
totalOneTimeNetAmount_t |
Total (Net) |
Total (Net) |
|
Commerce Attribute |
Transaction |
Total |
totalMonthlyListAmount_t |
Total (List) Per Month |
Total (List) Per Month |
|
Commerce Attribute |
Transaction |
Total |
totalMonthlyNetAmount_t |
Total (Net) Per Month |
Total (Net) Per Month |
|
Commerce Attribute |
Transaction |
Total Discount Per Month |
totalMonthlyDiscount_t |
Total Discount Per Month |
Total Discount Per Month |
|
Commerce Attribute |
Transaction |
Last Priced |
lastPricedDate_t |
Last Priced |
Last Priced |
|
Commerce Attribute |
Transaction |
Price Within Policy |
priceWithinPolicy_t |
Price Within Policy |
Price Within Policy |
|
Commerce Attribute |
Transaction Line |
Status |
status_l |
Line Item Status |
Line Item Status |
|
Commerce Attribute |
Transaction Line |
Contracted Periods |
contractedPeriods_l |
Contracted Periods |
Contracted Periods |
|
Commerce Attribute |
Transaction Line |
Discount |
customDiscountValue_l |
Discount |
Discount |
|
Commerce Attribute |
Transaction Line |
Custom Discount Amount |
customDiscountAmount_l |
Custom Discount Amount |
Custom Discount Amount |
|
Commerce Attribute |
Transaction Line |
Discount Type |
customDiscountType_l |
Discount Type |
Discount Type |
|
Commerce Attribute |
Transaction Line |
Amount |
netAmount_l |
Amount (Net) |
Amount (Net) |
|
Commerce Attribute |
Transaction Line |
Price |
netPrice_l |
Price (Net) |
Price (Net) |
|
Commerce Attribute |
Transaction Line |
Price |
listPrice_l |
Price (List) |
Price (List) |
|
Commerce Attribute |
Transaction Line |
Amount |
listAmount_l |
Amount (List) |
Amount (List) |
|
Commerce Attribute |
Transaction Line |
Transaction Internal ID |
transactionID_l |
Transaction ID |
Transaction ID |
|
Commerce Attribute |
Transaction |
Version Number |
version_number_versionTransaction_t |
Version Number |
Version Number |
|
Commerce Attribute |
Transaction |
Version |
version_t |
Version |
Version |
|
Commerce Attribute |
Transaction |
Customer Id |
_customer_id |
First Customer ID |
First Customer ID |
|
Commerce Attribute |
Transaction Line |
Action Code |
oRCL_ABO_ActionCode_l |
Action Code |
Action Code |
|
Commerce Attribute |
Transaction Line |
Part Number |
_part_number |
Part Number |
Part Number |
|
Commerce Attribute |
Transaction Line |
Request Date |
requestDate_l |
Line Request Date |
Line Request Date |
|
Commerce Attribute |
Transaction Line |
Instance ID |
itemInstanceId_l |
Item Instance Id |
Item Instance Id |
|
Commerce Attribute |
Transaction Line |
Fulfillment Status |
fulfillmentStatus_l |
Fulfill Status |
Fulfill Status |
Standard Process Commerce Integrations
Beginning in Oracle CPQ 23B, the Standard Process provides predefined REST integrations to simplify setup for integrations between Oracle CX Sales and Oracle CPQ. Additionally, it provides several predefined BML integrations for order and subscription management. The Standard Process will include the Oracle integrations by default. Customers can add additional integrations in the Commerce Process and delete they can delete integrations that are not needed.
|
Name |
Type |
ID Field |
Description |
|---|---|---|---|
|
Sync Quote Lines |
REST - Export Lines |
transaction.oRCL_SFA_TransactionID_t |
Creates, updates or deletes the SFA quote lines object. |
|
REST Import Opportunity |
REST - Import |
transaction.opportunityNumber_t |
Imports the opportunity header information from SFA for this transaction. |
|
REST Upsert Quote |
REST - Export |
transaction.none |
Creates or updates the SFA quote and sales order header object with summary information about the CPQ transaction. |
|
REST Line Sync Complete |
REST - Export |
transaction.none |
Updates the sync date on the SFA quote and sales order header object to trigger upsert of opportunity revenue lines. |
|
Import Revenue Lines |
REST - Import |
transaction.opportunityNumber_t |
Imports Revenue lines from SFA opportunity and creates related quote lines on the CPQ transaction. |
|
Get SO Status From FOM |
BML |
|
Gets Order status and Line status from an external system. |
|
Cancel SO From CPQ |
BML |
|
Cancels the entire order or the specific lines in the external system. |
|
Update Fulfillment Line Status |
BML |
|
Updates the fulfillment status and updates the asset for the line items in the external system. |
|
Update Asset |
BML |
|
Performs asset creation in CPQ Cloud local repository and updates Fulfillment Status. |
Standard Process Workflow Steps
The Standard Process contains several steps to manage quote approvals and order management. Standard Workflow Steps are automatically created when a new Standard Process is created.
|
Step # |
Transition From Step Name |
Transition From Step Variable Name |
Participant Profile |
Membership in Participant Profile |
Action |
Transition Rule Name |
Transition to Step Name |
Description |
|---|---|---|---|---|---|---|---|---|
|
1 |
Start |
start_step |
Admin |
Bus Admin, Tech Admin |
Save |
|
In Progress |
The transaction has been created but not yet saved. |
|
1 |
Start |
start_step |
Admin |
Bus Admin, Tech Admin |
View Next Step |
Next |
In Progress |
The transaction has been created but not yet saved. |
|
1 |
Start |
start_step |
Admin |
Bus Admin, Tech Admin |
View Previous Step |
Previous |
In Progress |
The transaction has been created but not yet saved. |
|
1 |
Start |
start_step |
Sales User |
Sales User |
Save |
Save -> In Progress |
In Progress |
The transaction has been created but not yet saved. |
|
2 |
In Progress |
pending_process |
Admin |
Bus Admin, Tech Admin |
Alternate Order |
Alternate Order: Pending -> Alternate |
Alternate Version Ordered |
The transaction is being edited prior to sending to the customer or ordering. |
|
2 |
In Progress |
pending_process |
Admin |
Bus Admin, Tech Admin |
Delete Transaction |
Delete Transaction |
Deleted |
The transaction is being edited prior to sending to the customer or ordering. |
|
2 |
In Progress |
pending_process |
Admin |
Bus Admin, Tech Admin |
Request Approval |
submit - approval needed |
Waiting for Approval |
The transaction is being edited prior to sending to the customer or ordering. |
|
2 |
In Progress |
pending_process |
Admin |
Bus Admin, Tech Admin |
Save |
Saved Transaction |
In Progress |
The transaction is being edited prior to sending to the customer or ordering. |
|
2 |
In Progress |
pending_process |
Admin |
Bus Admin, Tech Admin |
Submit |
submit - no approval needed |
Approved |
The transaction is being edited prior to sending to the customer or ordering. |
|
2 |
In Progress |
pending_process |
Admin |
Bus Admin, Tech Admin |
View Next Step |
Next |
Waiting for Approval |
The transaction is being edited prior to sending to the customer or ordering. |
|
2 |
In Progress |
pending_process |
Admin |
Bus Admin, Tech Admin |
View Previous Step |
Previous |
Start |
The transaction is being edited prior to sending to the customer or ordering. |
|
2 |
In Progress |
pending_process |
Sales User |
Sales User |
Alternate Order |
Alternate Order: Pending -> Alternate |
Alternate Version Ordered |
The transaction is being edited prior to sending to the customer or ordering. |
|
2 |
In Progress |
pending_process |
Sales User |
Sales User |
Cancel Transaction |
Cancel Transaction |
Canceled |
The transaction is being edited prior to sending to the customer or ordering. |
|
2 |
In Progress |
pending_process |
Sales User |
Sales User |
Customer Rejection |
Customer Rejected |
Rejected by Customer |
The transaction is being edited prior to sending to the customer or ordering. |
|
2 |
In Progress |
pending_process |
Sales User |
Sales User |
Delete Transaction |
Delete Transaction |
Deleted |
The transaction is being edited prior to sending to the customer or ordering. |
|
2 |
In Progress |
pending_process |
Sales User |
Sales User |
Request Approval |
submit - approval needed |
Waiting for Approval |
The transaction is being edited prior to sending to the customer or ordering. |
|
2 |
In Progress |
pending_process |
Sales User |
Sales User |
Save |
Saved Transaction |
In Progress |
The transaction is being edited prior to sending to the customer or ordering. |
|
2 |
In Progress |
pending_process |
Sales User |
Sales User |
Submit |
submit - no approval needed |
Approved |
The transaction is being edited prior to sending to the customer or ordering. |
|
3 |
Waiting for Approval |
waitingForInternalApproval |
Admin |
Bus Admin, Tech Admin |
Alternate Order |
Alternate Order: Waiting for Approval -> Alternate |
Alternate Version Ordered |
The transaction is locked awaiting approval from management. |
|
3 |
Waiting for Approval |
waitingForInternalApproval |
Admin |
Bus Admin, Tech Admin |
Cancel Approvals |
revise (submit) waiting for approval -> pending |
In Progress |
The transaction is locked awaiting approval from management. |
|
4 |
Waiting for Approval |
waitingForInternalApproval |
Admin |
Bus Admin, Tech Admin |
Reject |
Reject: Waiting for Approval -> In Progress |
In Progress |
The transaction is locked awaiting approval from management. |
|
5 |
Waiting for Approval |
waitingForInternalApproval |
Admin |
Bus Admin, Tech Admin |
Submit |
Submit: Waiting for Approval -> Approved |
Approved |
The transaction is locked awaiting approval from management. |
|
3 |
Waiting for Approval |
waitingForInternalApproval |
Admin |
Bus Admin, Tech Admin |
View Next Step |
Next |
Approved |
The transaction is locked awaiting approval from management. |
|
3 |
Waiting for Approval |
waitingForInternalApproval |
Admin |
Bus Admin, Tech Admin |
View Previous Step |
Previous |
In Progress |
The transaction is locked awaiting approval from management. |
|
3 |
Waiting for Approval |
waitingForInternalApproval |
Sales User |
Sales User |
Alternate Order |
Alternate Order: Waiting for Approval -> Alternate |
Alternate Version Ordered |
The transaction is locked awaiting approval from management. |
|
3 |
Waiting for Approval |
waitingForInternalApproval |
Sales User |
Sales User |
Cancel Approvals |
revise (submit) waiting for approval -> pending |
In Progress |
The transaction is locked awaiting approval from management. |
|
3 |
Waiting for Approval |
waitingForInternalApproval |
Sales User |
Sales User |
Cancel Transaction |
Cancel Transaction |
Canceled |
The transaction is locked awaiting approval from management. |
|
3 |
Waiting for Approval |
waitingForInternalApproval |
Sales User |
Sales User |
Customer Rejection |
Customer Rejected |
Rejected by Customer |
The transaction is locked awaiting approval from management. |
|
4 |
Approved |
approved |
Admin |
|
Alternate Order |
Alternate Order: Approved -> Alternate |
Alternate Version Ordered |
The transaction has all necessary internal approvals. |
|
4 |
Approved |
approved |
Admin |
|
Cancel Approvals |
revise (submit): approved -> In Progress |
In Progress |
The transaction has all necessary internal approvals. |
|
4 |
Approved |
approved |
Admin |
|
Cancel Transaction |
Cancel Transaction |
Canceled |
The transaction has all necessary internal approvals. |
|
4 |
Approved |
approved |
Admin |
|
Request Signature |
Request Signature |
Waiting for Signature |
The transaction has all necessary internal approvals. |
|
4 |
Approved |
approved |
Admin |
|
View Next Step |
Next |
Waiting for Signature |
The transaction has all necessary internal approvals. |
|
4 |
Approved |
approved |
Admin |
|
View Previous Step |
Previous |
Waiting for Approval |
The transaction has all necessary internal approvals. |
|
4 |
Approved |
approved |
Sales User |
Sales User |
Alternate Order |
Alternate Order: Approved -> Alternate |
Alternate Version Ordered |
The transaction has all necessary internal approvals. |
|
4 |
Approved |
approved |
Sales User |
Sales User |
Cancel Approvals |
revise (submit): approved -> In Progress |
In Progress |
The transaction has all necessary internal approvals. |
|
4 |
Approved |
approved |
Sales User |
Sales User |
Cancel Transaction |
Cancel Transaction |
Canceled |
The transaction has all necessary internal approvals. |
|
4 |
Approved |
approved |
Sales User |
Sales User |
Create Order |
Create Order |
Ordered |
The transaction has all necessary internal approvals. |
|
4 |
Approved |
approved |
Sales User |
Sales User |
Customer Rejection |
Customer Rejected |
Rejected by Customer |
The transaction has all necessary internal approvals. |
|
4 |
Approved |
approved |
Sales User |
Sales User |
Request Signature |
Request Signature |
Waiting for Signature |
The transaction has all necessary internal approvals. |
|
5 |
Waiting for Signature |
waitingForSignature |
Default |
|
Add Signature |
add signature: waiting for signature -> signed |
Signed |
The transaction is awaiting customer approval before being ordered. |
|
5 |
Waiting for Signature |
waitingForSignature |
Default |
|
Alternate Order |
Alternate Order: Waiting for Signature |
Waiting for Signature |
The transaction is awaiting customer approval before being ordered. |
|
5 |
Waiting for Signature |
waitingForSignature |
Default |
|
Customer Rejection |
reject: waiting for signature -> rejected |
Rejected by Customer |
The transaction is awaiting customer approval before being ordered. |
|
5 |
Waiting for Signature |
waitingForSignature |
Default |
|
View Next Step |
Next |
Signed |
The transaction is awaiting customer approval before being ordered. |
|
5 |
Waiting for Signature |
waitingForSignature |
Default |
|
View Previous Step |
Previous |
Approved |
The transaction is awaiting customer approval before being ordered. |
|
6 |
Signed |
signed |
Default |
|
Alternate Order |
Alternate Order: Signed -> Alternate |
Alternate Version Ordered |
The customer has signed the contract. |
|
6 |
Signed |
signed |
Default |
|
Create Order |
Create Order: signed -> ordered |
Ordered |
The customer has signed the contract. |
|
6 |
Signed |
signed |
Default |
|
View Next Step |
Next |
Ordered |
The customer has signed the contract. |
|
6 |
Signed |
signed |
Default |
|
View Previous Step |
Previous |
Waiting for Signature |
The customer has signed the contract. |
|
7 |
Ordered |
orderedBeingFulfilled |
Admin |
Bus Admin, Tech Admin |
View Next Step |
Next |
Being Changed / Canceled |
The order has been sent to the fulfillment system. |
|
7 |
Ordered |
orderedBeingFulfilled |
Admin |
Bus Admin, Tech Admin |
View Previous Step |
Previous |
Signed |
The order has been sent to the fulfillment system. |
|
7 |
Ordered |
orderedBeingFulfilled |
Sales User |
Sales User |
Cancel Transaction |
Cancel: Order -> Canceled |
Canceled |
The order has been sent to the fulfillment system. |
|
7 |
Ordered |
orderedBeingFulfilled |
Sales User |
Sales User |
Change Order |
Change Order |
Being Changed / Canceled |
The order has been sent to the fulfillment system. |
|
7 |
Ordered |
orderedBeingFulfilled |
Sales User |
Sales User |
Customer Rejection |
Customer Rejected |
Rejected by Customer |
The order has been sent to the fulfillment system. |
|
7 |
Ordered |
orderedBeingFulfilled |
Sales User |
Sales User |
Fulfill Order |
Fulfill Order |
Fulfilled |
The order has been sent to the fulfillment system. |
|
8 |
Being Changed / Canceled |
beingChangedCanceled |
Admin |
|
View Next Step |
Next |
Fulfilled |
This is a copy of a transaction that is currently being fulfilled that the customer wants to change. NOTE that transitions, validations, and logic for this step are incomplete in this Ref App image. |
|
8 |
Being Changed / Canceled |
beingChangedCanceled |
Admin |
|
View Previous Step |
Previous |
Ordered |
This is a copy of a transaction that is currently being fulfilled that the customer wants to change. NOTE that transitions, validations, and logic for this step are incomplete in this Ref App image. |
|
8 |
Being Changed / Canceled |
beingChangedCanceled |
Sales User |
|
Alternate Order |
|
Alternate Version Ordered |
This is a copy of a transaction that is currently being fulfilled that the customer wants to change. NOTE that transitions, validations, and logic for this step are incomplete in this Ref App image. |
|
8 |
Being Changed / Canceled |
beingChangedCanceled |
Sales User |
|
Cancel Transaction |
|
Canceled |
This is a copy of a transaction that is currently being fulfilled that the customer wants to change. NOTE that transitions, validations, and logic for this step are incomplete in this Ref App image. |
|
8 |
Being Changed / Canceled |
beingChangedCanceled |
Sales User |
|
Customer Rejection |
|
Rejected by Customer |
This is a copy of a transaction that is currently being fulfilled that the customer wants to change. NOTE that transitions, validations, and logic for this step are incomplete in this Ref App image. |
|
8 |
Being Changed / Canceled |
beingChangedCanceled |
Sales User |
|
Request Approval |
|
Waiting for Approval |
This is a copy of a transaction that is currently being fulfilled that the customer wants to change. NOTE that transitions, validations, and logic for this step are incomplete in this Ref App image. |
|
8 |
Being Changed / Canceled |
beingChangedCanceled |
Sales User |
|
Submit |
|
Approved |
This is a copy of a transaction that is currently being fulfilled that the customer wants to change. NOTE that transitions, validations, and logic for this step are incomplete in this Ref App image. |
|
9 |
Fulfilled |
closedFulfilled |
None |
|
None |
|
None |
The order has been fulfilled and no further changes are possible. |
|
10 |
Canceled |
canceled |
Admin |
|
Delete Transaction |
Delete Transaction |
Deleted |
The entire order has been canceled. |
|
11 |
Canceled |
canceled |
Sales User |
|
Delete Transaction |
Delete Transaction |
Deleted |
The entire order has been canceled. |
|
11 |
Rejected By Customer |
rejectedByCustomer |
None |
|
None |
|
None |
The customer decided not to move forwards with the proposed transaction. NOTE that transitions, validations, and logic for this step are incomplete in this Ref App image. |
|
12 |
Alternate Version Ordered |
alternateVersionOrdered |
None |
|
None |
|
None |
The customer chose to move forwards with a different version of the same proposal. This version is closed. NOTE that transitions, validations, and logic for this step are incomplete in this Ref App image. |
|
13 |
Deleted |
deleted |
None |
|
None |
|
None |
The transaction has been deleted |
Notes
Notes:
- You cannot migrate Standard Process override properties from one to another Standard Process with the same variable name.
- Even though Legacy and Mobile Layouts are displayed when migrating granular differences for a Standard Process, Legacy and Mobile Layouts are not available in the Standard Process.
-
The Oracle CPQ-Subscription Management integration package is not supported with the Standard Process. All orders must go through the Oracle CX Sales/Fusion Order Management integration including if the order only contains subscription products.
- Price Score Attributes - Commerce Standard Process supports the price score line-level attribute and rollup value updates when using the Advanced Calculation price score method. Administrators can choose to keep the seeded attributes for the price score calculation, or update the attributes selection as per their requirements (see Price Score for detailed instructions).
