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.

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

Migration Notes:

Oracle CPQ does not recommend migrating between blank and Standard Processes due to dependencies and validation issues. The following methods are recommended:
1. The preferred method is to perform granular migration of only attributes and actions that don't exist in the Standard Process.
  1. The source attributes and actions should not have any customizations or dependencies with other attributes, actions, or rules.
  2. All customizations need to be manually added to the target Standard Process.
2. The second and more secure option is to manually create everything from scratch in the Standard Process.

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.

Notes:

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.

Commerce Standard Process

Overview

Standard Process Items

Notes

Related Topics