Oracle Commerce Cloud Self-Service Portal Integration

1. Navigate to CPQ > Admin > Process Definition > Data Columns.

2. Add the following data columns.

   Refer to Data Columns for detailed instructions.

   Attribute	Search & Report Label	Indexed?
   Transaction: Contact Party Number (_s_contactPartyNumber_t)	Customer Party Number	No
   Transaction : Assigned To (_s_assignedTo_t)	Assigned to	No
   Transaction : Customer Status (_s_customerStatus_t)	Customer Quote Status	Yes
   Transaction: Source Of Transaction (_s_sourceOfTransaction_t)	Source Of Transaction	No
   Transaction: Is Published (_s_isPublished_t)	Is Published	No
   Transaction: Contact Name (contactName_t)	Contact Name	No
   Transaction: Host Company Full Name (_s_hostCompanyFullName_t)	Host Company Full Name	No

1. Navigate to CPQ > Admin > Process Definition > Integrations.

2. Add the following Commerce integrations.

   • Update Customer Status and Visibility

     • Variable Name: updateCustomerStatusAndVisibility

     • Integration Type: BML

     • Run Type: Always Run

     • Script: return commerce._s_updateCustomerStatusAndVisibility();

   • Publish and Notify Quote

     • Variable Name: publishAndNotifyQuote

     • Integration Type: BML

     • Run Type: Always Run

     • Script: return commerce._s_publishAndNotifyQuote();

Integration-Action Associations

Associate Commerce integrations to the applicable actions, refer to Commerce Integrations for detailed instructions.

1. Navigate to CPQ > Admin > Process Definition > Documents > Transaction > Actions.

2. Select the applicable action.

3. Click on the Integrations tab.

4. Verify the Selected Integrations are listed in the specified order for the following actions:

   Action	Variable Name	Selected Integrations
   Accept Quote	_s_accept_quote	Apply Modify Functions Update Customer Status and Visibility (BML)
   Approve	approve_submit_t
   Create Order	order_start
   Reject Quote	order_reject
   Revise Quote	_s_request_quote_revision
   Save	cleanSave_t
   Submit	submit_t
   Publish Quote	_s_publish_quote	Apply Modify Functions Update Customer Status and Visibility (BML) Publish and Notify Quote (BML)

5. If applicable, click Apply or Update.

1. Navigate to CPQ > Admin > Process Definition > Transaction > Steps.

2. Add or update the following workflow steps.

   Refer to Workflow Steps for detailed procedures.

   Step	Variable Name	Stage	Comments
   Draft Order	draftOrder	Order	Add new step and set the Stage to Order
   Ordered	orderedBeingFulfilled	Order	Update the Stage to Order
   Fulfilled	closedFulfilled	Order	Update the Stage to Order
   Agreement Finalized	agreementFinalized	Agreement	Add new step and set the Stage to Agreement
   Order Cancelled	orderCancelled	Order	Add new step and set the Stage to Order

1. Navigate to CPQ > Admin > Process Definition > Transaction > Steps.

   Refer to Participant Profiles and User Access Rights for detailed procedures.

2. Add the Self Service User participant profile to all workflow steps.

3. Select the Participant Profile User Access Rights tab.

4. Select the following access rights for the Self Service User in all workflow steps:

   • FullAccessWithESales : RestrictedAccess
   • BuyAccess : RestrictedAccess
5. Verify there is an Admin or Default participant profile present all workflow steps. If not, add the applicable participant profile.
6. Verify the following access rights for the Admin or Default participant profile in all workflow steps:
   • FullAccessWithESales : FullAccess
7. Verify the following access rights for the Sales User participant profile in all workflow steps:
   • FullAccessWithESales : SalesAgent
8. Select the Draft Order step.
9. Select the Set step as an initial step for the selected participant profile option for the following participant profiles:
   • Admin
   • Self Service User

1. Navigate to CPQ > Admin > Process Definition > Transaction > Steps.

   Refer to Document Views for detailed procedures.

2. Set the Document View for the following workflow steps and profiles

1. Navigate to CPQ > Admin > Process Definition > Transaction > Steps.

   Refer to Transition Rules for detailed procedures.

2. Set the Transition Rules for the following workflow steps and profiles

Refer to Layout Editor for detailed instructions.

1. Navigate to CPQ > Admin > Process Definition > Documents > Transaction > JET Responsive Layout.

2. Add the following header/transaction attributes to the Transaction UI layout.

   • Is Tax Present
   • Is Tax Inclusive
   • Tax Amount
   • Total Transaction Value Including Tax
   • Booked Order Transition Id
   • Primary Source System
   • Reference Source Order Id
   • Source Quote Id
   • Prorated Order Level Discount

3. Add the following line item attributes to the Line Item Grid.

   • Ship To Party Id
   • Ship To Party Site Id
   • Shipping Group
   • Shipping Carrier Name
   • Shipping Mode of Transport
   • Shipping Service Level
   • Shipping Instructions
   • Reference External Item Id
   • Tax Price
   • Tax Price Rollup
   • Total Price
   • Total Price Rollup
   • Total Amount
   • Total Amount Rollup
   • Total Contract Price Rollup
   • Total Price Excluding Tax
   • Total Amount Excluding Tax
   • Tax Calculation Info
   • Unit Prorated Order Discount
   • Total Prorated Order Discount

4. Click Save.

5. If desired, add line item attributes to the Transaction Line Details page.

   1. Navigate to CPQ > Admin > Process Definition > Documents > Transaction Line > JET Responsive Layout.

   2. Add desired line item attributes (listed Step 3) to the Transaction Line Details layout.

   3. Click Save.

Perform this procedure to allow the creation of orders for configurations that have children with zero price values.

1. Navigate to CPQ > Admin > Process Definition > Documents > Transaction Line > Attributes.

2. Open the Price Attribute Set.

3. Open the Item Price (_price_item_price_each) attribute.

4. Uncheck the Required option.

5. Click Apply or Update.

Perform this procedure to synchronize the Transaction Line Charge Array Set with the pricing charge schema, which is comprised of standard and extensible custom charge attributes.

1. Navigate to CPQ > Admin > Process Definition > Documents > Transaction Line > Attributes.

2. Click Synchronize Charge Array Set at the bottom of the Attribute List page.

1. Navigate to CPQ > Admin > Process Definition > Steps.

2. Add a Draft Order step.

   Refer to Oracle CPQ Administration Online Help > Commerce > Workflow > Workflow Steps for detailed procedures.

   • Variable Name: draftOrder

     Note: If you receive an error stating that "draftOrder" is an invalid custom variable name and it must end with "_c", submit a Service Request (SR) on My Oracle Support to disable the "_c" suffix on variable names for custom Commerce entities.

   • Stage: Order

3. Add the Admin participant profile to Draft Order step.

   Refer to Participant Profiles and User Access Rights for detailed procedures.

   1. Set User Access Rights to FullAccessWithESales : FullAccess

   2. Unselect the Performance Steps - Start Step option.

4. Update the Ordered step settings, Admin profile settings, and transitions.

   Refer to Workflow Steps, Participant Profiles, and Transition Rules for detailed procedures.

   1. Set the Ordered step Stage to Order.

      Note: Step transitions in the Order stage can only transition to another step in the Order stage. If you receive an error stating the selected stage is not allowed due to transition rules(s), update the step transitions mentioned in the error so that all transitions are to steps in the Order stage only.

   2. For the Admin profile, check Set step as an initial step for the selected participant profile.

   3. Add a Transition Rule for the Admin profile.

      • Name: Create Order > Ordered

      • Action: Create Order

      • Transition to step: Ordered

   4. Click Save.

5. Verify Admin profile Document Views for the following attributes:

   Refer to Document Views for detailed procedures.

   1. For the Draft Order > Admin profile, set the following transaction attributes to Read/Write.

   2. For the Ordered > Admin profile, set the following transaction attributes to Read-Only.

      • _customer_id
      • _customer_t_first_name
      • _customer_t_last_name
      • _s_billToCustomerAccountID_t
      • _s_proratedOrderLevelDiscount_t
      • _s_shipToPartyID_t
      • _s_shipToPartySiteID_t
      • _s_soldToPartyID_t
      • _s_soldToPartySiteID_t
      • _tax_isTaxInclusive_t
      • _tax_isTaxPresent_t
      • _tax_taxAmount_t
      • _txnRef_externalSourceOrderId_t
      • _txnRef_primarySourceSystem_t
      • _txnRef_sourceQuoteId_t
      • billToSiteUseId_t
      • businessUnitId_t
      • contractEndDate_t
      • currency_t
      • oRCL_ERP_PartialShipAllowed_t
      • orderDate_t
      • paymentTerms_t

   3. For the Draft Order > Admin profile, set the following transaction line attributes to Read/Write.

   4. For the Ordered > Admin profile, set the following transaction line attributes to Read-Only.

      • _chargeSet_chargeDefIntegrationId
      • _chargeSet_chargeType
      • _chargeSet_discountAmount
      • _chargeSet_discountType
      • _chargeSet_discountValue
      • _chargeSet_netAmount
      • _chargeSet_netPrice
      • _chargeSet_priceType
      • _chargeSet_taxCalculationInfo
      • _chargeSet_taxPrice
      • _chargeSet_totalAmountInclTax
      • _chargeSet_totalPriceInclTax
      • _chargeSet_unitPrice
      • _chargeSetControl
      • _configuration_id
      • _part_number
      • _price_book_var_name
      • _price_item_price_each
      • _price_quantity
      • _price_unit_price_each
      • _s_totalProratedOrderDiscount_l
      • _s_unitProratedOrderDiscount_l
      • _shipping_shipCarrierName_l
      • _shipping_shipModeOfTransport_
      • _shipping_shippingGroupId_l
      • _shipping_shippingInstructions_l
      • _shipping_shippingServiceLevel_l
      • _shipping_shipToPartyId_l
      • _shipping_shipToPartySiteId_l
      • _tax_calculation_info
      • _tax_taxPrice_l
      • _tax_totalAmount_l
      • _tax_totalAmountMinusTax_l
      • _tax_totalPrice_l
      • _tax_totalPriceMinusTax_l
      • _txnRef_externalLineId_
      • _txnRef_externalLineId_l
      • contractDiscount_l
      • contractEndDate_l
      • contractListValue_l
      • contractStartDate_l
      • contractValue_l
      • customDiscountAmount_l
      • customDiscountType_l
      • customDiscountValue_l
      • discountAmount_l
      • fulfillmentOrganizationCode_l
      • listAmount_l
      • listPrice_l
      • netAmount_l
      • netPrice_l
      • paymentTerms_l
      • requestedUnitOfMeasure_l
      • requestShipDate_l

1. Navigate to CPQ > Admin > Process Definition > Deployment Center.

2. Select the Deploy Event Type, and then click Add Event.

Refer to Pricing Lookups and Charge Definitions for detailed procedures.

1. Add a Shipping Freight lookup value to the Charge Types Pricing Lookup.

   1. Navigate to CPQ > Admin > Pricing Portal > Pricing Lookups.

   2. Open the Charge Types Pricing Lookup.

   3. Add a Shipping Freight lookup value.

      • Displayed Text: Shipping Freight

      • Code: ORA_SHIPPING_FREIGHT

      • Description: Shipping Freight Charge

      • Integration ID: ORA_SHIPPING_FREIGHT

2. Add a One time Shipping Price Charge Definition.

   Note: Charge Definitions must be enabled in the CPQ Pricing Portal. If Charge Definitions are not enabled, refer to Enable Charge Definitions.

   1. Navigate to Admin > Pricing Portal > Charge Definitions.

   2. Add a shipping Charge Definition.

      • Label: One time Shipping Price

      • Code: QP_SHIP_FREIGHT_c

      • Integration ID: QP_SHIP_FREIGHT

      • Price Type: One time

      • Charge Type: Shipping Freight

Refer to Actions for detailed instructions.

1. Navigate to CPQ > Admin > Process Definition > Documents > Transaction > Actions.

2. Open the Generate Proposal action, then update the following options:

   • Save Document Upon Printing – Desktop: Save – Automatically

   • Save Document to File Attachment Attribute: eSignature File Attachment [eSignature Attribute Set] (_eSignatureAttributeSet_esig_file_attachment)

3. Click Apply or Update.

Refer to Actions for detailed instructions.

1. Navigate to CPQ > Admin > Process Definition > Documents > Transaction > Actions.

2. Open the Publish Quote action.

3. Select the Override Standard Advanced Modify - After Formulas option, then click Apply.

4. For Advanced Modify - After Formulas, click Define Function.

5. Click Reselect, then select the Variable Name for (Transaction) tab.

   • Select the "_transaction_eSignatureAttributeSet_esig_file_attachment" attribute.

   • Deselect the "fileAttachment_t attribute".

6. Click Next.

7. Replace all "fileAttachment_t" references in the BML script with "_transaction_eSignatureAttributeSet_esig_file_attachment".

8. In the BML window, click Save and Close.

9. Click Apply or Update for the Publish Quote action.

Refer to Access Rules for detailed instructions.

1. Navigate to CPQ > Admin > Process Definition > Documents > Transaction > Rules.

2. Set the Status to Active for the following rules:

   • Hide Actions if Esign Disabled for SelfService Flows

   • Hide Actions if Esign Enabled for SelfService Flows

Refer to Workflow Steps, Participant Profiles, and Transition Rules for detailed procedures.

1. Navigate to CPQ > Admin > Process Definition > Steps.

2. Add following step transition rules:

   Workflow Step	Action	Profile	Step transition Name	Condition	Transition to Step
   Awaiting Customer Acceptance	Request Signature	Self Service User, Sales User, and other profiles with Docusign token to request signatures	Request Signature > Waiting for Signature	No condition: Always true	Waiting for Signature
   Customer Accepted
   Waiting for Signature	Receive	Self Service User, Sales User, and other profiles with Docusign token to request signatures	Receive Signature > Signed	return _transaction_eSignatureAttributeSet_esig_status=="Signed";	Signed
   Waiting for Signature	Receive	Self Service User, Sales User, and other profiles with Docusign token to request signatures	Receive Signature > Rejected By Customer	return _transaction_eSignatureAttributeSet_esig_status=="Rejected";	Rejected By Customer
   Waiting for Signature	Receive	Self Service User, Sales User, and other profiles with Docusign token to request signatures	Receive Signature > Customer Accepted	return _transaction_eSignatureAttributeSet_esig_status=="Cancelled";	Customer Accepted
   Waiting for Signature	Cancel Signature Request	Sales User	Cancel Signature Request > Customer Accepted	No condition: Always true	Customer Accepted
   Rejected By Customer	Revise Quote	Self service user	Revise Quote > In Progress	No condition: Always true	In Progress

Associate Commerce integrations to the applicable actions, refer to Commerce Integrations for detailed instructions.

1. Navigate to CPQ > Admin > Process Definition > Documents > Transaction > Actions > eSignature Action Set

2. Select the applicable action.

3. Click on the Integrations tab.

4. Verify the Selected Integrations are listed in the specified order for the following actions:

5. If applicable, click Apply or Update.

   Action	Variable Name	Selected Integrations
   Request Signature	_action_esig_send	Apply Modify Functions Update Customer Status and Visibility (BML)
   Cancel Signature	_action_esig_cancel
   Receive	_action_esig_receive

Add Signature Tags to Document Designer Template

Refer to DocuSign eSignature for detailed procedures.

1. Navigate to CPQ > Admin > Document Designer.

2. Select the applicable Process, and then open the template that is associated with Generate Proposal action.

3. Select a location in the document for signature tags.

   Note: In Document Designer, you may need to add a Text Element first.

4. Create a signature tag by typing \s1, where "1" is the number of the signer.

   You can add additional signature tags as required (e.g. \s2 \s3 .... \sn)

   n = the number of signature tags in the Document Designer template

   Note: The Request Signature action will fail if you exceed the maximum number of signers.

   Refer to Configure Maximum Number of Recipients/Signers.

5. Save and deploy the template.

Refer to Commerce Options for detailed procedures.

1. Navigate to CPQ > Admin > Commerce Settings.

2. If you need to update the maximum number of recipients/signers, modify the Doc Designer - Number of eSignature signers option.

3. Click Apply or Update.

1. Navigate to CPQ > Admin > Process Definition > Deployment Center.

2. Select the Deploy Event Type, and then click Add Event.