Commerce Standard Process

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 Sales, Subscription, and Order Management.

The Standard Process is delivered for new Oracle 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 `system_calculation_process`	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 `system_calculation_process` library function	Made changes to consider charge's price type and price period only for `contractedPeriods_l` calculation. 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 `_line_item_type` "Exclude From XML" option (by default) to include attribute in XML sent to FOM integration.
24A	Main Document and Sub-Document Attributes	Default values for Contract start date & End date	Set default `defaultRequestDate_t` value to current date Set default `contractStartDate_t` value to `defaultRequestDate_t` If present, set default `contractStartDate_l` value to `contractStartDate_t` If present, set value `contractEndDate_l` value to `contractEndDate_t`
24A	Main Document Attributes and Workflow Steps	Support subscription renewals	Add new Renew Draft Subscription Number (`renewDraftSubscriptionNumber_t`) main document attribute - Subscription Management contract ID for the draft subscription used in the renewal process. Set the `opportunityID_t`, `opportunityName_t`, and `opportunityNumber_t` attribute Read/Write value to truein the "Start" workflow step for "Admin" and "Sales User".
24A	Salesforce Integrations	New Salesforce related Commerce integrations	Added the following Commerce SOAP integrations: Opportunity Import (SOAP - Import) Salesforce: Imports the Opportunity details and populates the corresponding attribute values on the Transaction. User Import (SOAP - Import) Salesforce: Imports the User details and populates the corresponding attribute values on the Transaction. Quote Import (SOAP - Import) Salesforce: Imports the Oracle Quote details and populates the corresponding attribute values on the Transaction. Quote Upsert (SOAP - Export) Salesforce: Creates an Oracle Quote record if one does not exist, otherwise it updates the existing one. Also sets the flag that tells the Oracle CPQ Connector that an upsert operation has begun. Line Item Upsert 200 (SOAP - Export) Salesforce: Creates or updates Oracle Quote Line Items on the Oracle Quote that are associated with the Lines on the Transaction and populates the corresponding fields. This upserts the first batch of 200 lines. Quote Upsert Complete (SOAP - Export) Salesforce: Updates the flag on the Oracle Quote that lets the Oracle CPQ Connector know that the upsert is complete. This triggers all the Salesforce-side updates to the Oracle Quote and Opportunity.
24A	Sub-Document Rule	New Coverage support Validation rule	Add a new sub-document Validation rule to validate that `_s_coverageOrderNumber` and `_s_coverageLineNumber` are not empty when the `_is_Coverage` is true.
24A	Sub-Document Attributes	New attributes to support Rate Plan selection	Available Rate Plans menu attribute allows sales users to see the applicable Rate Plans and to select the desired Rate Plan from the available list. When a new Rate Plan is selected, the charges are updated with the selected Rate Plan values. Added the Available Rate Plan Set array set to capture the list of Rate Plans for a given product. The Available Rate Plan Set array set contains the following attributes: Available Rate Plan Name Available Rate Plan Number Available Rate Plan Integration Id
24A	Sub-Document Attributes	New Coverage attribute and default sub-document mapping	Added the `_is_coverage` sub-document attribute to indicate whether the product is of coverage type. The default BML function for this attribute is: 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: Coverage Order Number Mapping: `_s_coverageOrderNumber` Coverage Line Number Mapping: `_s_coverageLineNumber` UOM Mapping: `requestedUnitOfMeasure_l` Quantity Mapping: `_price_quantity` Order Number Mapping: `oRCL_ERP_OrderNumber_t` Customer Id Mapping: `_customer_id`
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	Updated "`system_calculations_process`" Commerce Library Functions to allow override of the sub-document "`requestedUnitOfMeasure_l`" attribute. When empty default to "`_part_default_uom`" (if it has a value) OR "`_part_units`" (if it has a value) OR default to "Ea", in that order.
23D	FOM Integrations	Populate price type for Price Models with Product Price	Added "`_price_type`" and "`_price_period`" sub-document attributes as inputs to " `system_calculations_convertQuoteToObj`" Library Function and added them to sub-document dictionary object. Updated logic in Commerce Library "`system_calculations_process`" to populate sub-document attributes "`priceType_l`" and "`pricePeriod_l`" to pricing engine's price type and price period respectively, when pricing engine price type and price period are not null or empty.
23D	FOM Integrations	Support Rate Plans	Added new "`_s_oRCL_chargeDefIntegrationId`" Text type attribute to the sub-document "`oRCL_charges`" array set. Updated "`oRCL_fOM_populateCharges`" Commerce Library Function to populate the sub-document "`oRCL_charges`" array set.
23D	FOM Integrations	Added 'Sold To" attributes to support Rate Plans	Added the following main document Text attributes: _s_customerPartySiteID_t _s_soldToPartyID_t _s_soldToPartySiteID_t _s_invoiceToPartySiteID_t _s_shipToPartyID_t _s_shipToPartySiteID_t _s_soldToCustomerAccountID_t
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: "`accountContactNumber_t`" replaced with "`_s_accountContactNumber`" "`accountPartyId_t`" replaced with "`_s_accountPartyId_t`" "`accountPartyNumber_t`" replaced with "`_s_accountPartyNumber_t`" "`contractID_t`" replaced with "`_s_contractID_t`" "`contactNumber_t`" replaced with "`_s_contactNumber_t`" "`contactPartyNumber_t`" replaced with "`_s_contactPartyNumber_t`" "`contractTypeID_t`" replaced with "`_s_contractTypeID_t`" "`subscriptionId_t`" replaced with "`_s_subscriptionId_t`" Sub-document attribute: "`partID_l`" replaced with "`_s_partID_l`"
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 "`back_l`" Modify type action with the sub-document "`_s_back_l`" Back type action
23D	Sub-Document Attributes	Enable population of "`requestDate_l`" value from "`transactionDate`" value.	Updated the following sub-document attributes: Removed the "`return defaultRequestDate_t`" default value from the "`requestDate_l`" sub-document attribute Removed "`M1`" default value from the "`fulfillmentOrganizationCode_l`" sub-document attribute
23D	Sub-Document Attributes	Support coverage products	Added the following sub-document Text type attributes: _s_coverageOrderNumber _s_coverageLineNumber
23D	Sub-document Charge Array Set	Support Rate Plans in Document Designer	Added new sub-document Charge Array Set "`_chargeSet_rateCardInHTML`" Rich Text type attribute. If there is an existing sub-document Charge Array Set "`_chargeSet_rateCardInHTML`" Text Area type, it will be changed to a Rich Text type attribute. Add new "`generateRateCardHTML`" Commerce Library Function. Update "`system_calculations_process`" Commerce Library Function Update "`_update_line_items`" action.
23C	Commerce Library Functions	Remove BML print statements	Removed print statements from "`standard_process_calculations`" Commerce Library Function
23C	FOM and Oracle Sales Integrations	Updated "`system_calculations_process`" Commerce Library Function	Default value of "Ea" should only be added to "`requestedUnitOfMeasure_l`" sub-document attribute when the line is a "PART" and when "`_part_default_uom" and "_part_units`" are empty or null.
23C	FOM Integrations	Sub-document Charge Set Attributes and Populate Charges Commerce Library Function	Delete existing "`oRCL_chargeType`" menu attribute from the sub-document "`oRCL_charges`" array Add new "`_s_oRCL_chargeType`" text attribute to the sub-document "`oRCL_charges`" array Updated "`oRCL_fOM_populateCharges`" Commerce Library Function to replace all references of "`oRCL_chargeType`" with " `_s_oRCL_chargeType`"
23C	FOM Integrations	Updates to support charges in FOM integrations	Updated " `system_calculations_convertQuoteToObj`" Commerce Library Function to add " `_chargeSetControl` to line dictionary object. Added new attributes to the sub-document "`oRCL_charges`" array set: "`_s_oRCL_priceType`", "`_s_oRCL_pricePeriod`", "`_s_oRCL_priceUOM`", and "`_s_oRCL_customDiscountType`". Updated " `oRCL_fOM_populateCharges`" Commerce Library Functions to support new sub-document "`oRCL_charges`" array set attributes.
23C	Main Document Rules	New constraint rule for line status	Added new "`_s_validateLineStatusValuesForCancelOrderValidate`"main document constraint rule to ensure line status cannot be Awaiting Billing when performing Cancel Order
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	Deleted existing "`tranactionLineID_l`" sub-document integer attribute. Added new "`_s_transactionLineId_l`" sub-document text attribute and set default value to `_system_buyside_id + "_" + _document_number`
23C	Sub-Document Rules	New hiding rule for Contracted Periods (Rollup)	Added " `_s_hideContractedPeriodsRollupHide`" sub-document hiding rule for Contracted Periods (Rollup) when Price Type (Rollup) is equal to One Time.
23C	Sub-Document Rules	Validate Contract End Date is not empty for subscription items.	Added "`_s_validateContractEndDate`" sub-document constraint rule to validate Contract End Date is not empty for subscription items.

Standard Process Controlled Behavior and Properties

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	No deletions, No type change	Translations, Document Views, Integrations	All other properties
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 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

Standard Process Items

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 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).

Commerce Standard Process

Overview

Standard Process Items

Notes

Related Topics