Charge Definitions

Overview

Charge Definitions can be used to standardize charge categories. (e.g. Activation Fee, Call Usage, Data Usage, One-time Pricing, Recurring Pricing) and to define the valid combinations of price types and charge types. Charge Definitions are highly recommended for customers using charge pricing (vs. legacy product pricing) to simplify the setup of prices.

Charge Definitions are required when CPQ pricing is integrated with Oracle Fusion Pricing.

CPQ administrators can access Charge Definitions by clicking on the Charge Definitions card in the Pricing Portal.

Add Charge with Charge Definition

Charge Definition Pages

ClosedCharge Definitions List Page

The Charge Definitions page lists available Charge Definitions. Pricing administrators can perform the following tasks from this page:

  • Enter search criteria to filter Charge Definitions.
  • Add new Charge Definitions, delete custom Charge Definitions, and access existing Charge Definitions.

Charge Definitions Page

Item Description

1

Navigate to the Pricing Portal.

2

Select Actions to Add a new Charge Definition or to Manage Columns for the Charge Definitions list.

3

Enter search criteria to filter Charge Definition results, which remain persistent while navigating within Charge Definitions.

4

Sort Charge Definitions using Label, Code, Type, Integration ID, Price Type, Charge Type, or Status column headers.

5

Click the appropriate Name link or select Edit from the line ellipsis to edit an existing Charge Definition.

6

Click the Charge Definition line ellipsis to Edit or Delete an inactive custom Charge Definition.

Note: Standard Charge Definitions and active custom Charge Definitions can’t be deleted.

ClosedCharge Definition Page

Charge Definition Page

Item Description

1

Navigate to the Charge Definitions list page.

2

Navigate to Next or Previous Charge Definition in the Charge Definition list or filtered Charge Definition search results list.

3

Click the Basic Details Edit button to modify basic details for the Charge Definition.

Administration

ClosedEnable Charge Definitions

CPQ provides an easy method of uptaking Charge Definitions - especially if charges have already been defined in the productized Charge object. CPQ provides a way to automatically generate your Charge Definitions from existing Charge attributes if you have already defined charges.

Complete the following steps to enable Charge Definitions.

  1. Navigate to the Admin page.
  2. Click Pricing Portal in the Products section.
  3. Click on the Pricing Options card.
  4. Click Edit.
  5. Set the Enable Charge Definitions option to On.
  6. Click Save or Update.

  7. If you have not yet defined any pricing in CPQ using the new productized Charge feature,
    click Proceed to complete the enabling of Charge Definitions.

    --OR—

    If you have defined Charges pricing in CPQ, complete the following:

    1. Select Generate Charge Definitions Only to automatically create the Charge Definitions from the combinations of Price Type and Charge Type that you have already used.
    2. Review and verify the Charge Definitions that have been automatically created before taking the next step.

    3. Once you are satisfied with the Charge Definitions you will be using, click Proceed and the Charge Definitions will be automatically populated on each existing pricing charge.

      Enable Charge Definitions Pop-Up

ClosedAdd Charge Definition in CPQ Pricing

Complete the following steps to create a Charge Definition.

  1. Navigate to the Admin page.
  2. Click Pricing Portal in the Products section.
  3. Click on the Charge Definitions card.
  4. Click Add.
  5. Enter Label for the Charge Definition.

  6. Enter a variable name in the Code field.

    Variable names can only contain alpha-numeric characters and underscores. The entry can be changed before saving, but after saving the value is read-only. "_c" is automatically appended to the end of custom charge definitions.

  7. (optional) Enter an Integration ID.

  8. Select a Price Type to define the basis on which a price or charge is levied.

    Notes:

    • CPQ provides the following standard values in the Pricing Type Pricing Lookup: One time, Recurring, Usage.
    • To add custom values, refer to Pricing Lookups. 

  9. Select a Charge Type to define the value that will be received by the customer for a charge price.

    Notes:

    • CPQ provides the following standard value in the Charge Type Pricing Lookup: Sales Price.
    • To add custom values (e.g. Activation Fee, Call Charge, Data Charge), refer to Pricing Lookups. 
  10. (optional) Enter a Description.
  11. Click Create.

Notes

Notes:

  • Charge Definitions must be enabled for Oracle Order Management – CPQ integrations.
  • Charge Definitions can be repeatedly enabled/disabled to allow you to iteratively revise and finalize your setup.
  • When enabled, CPQ automatically creates a seeded Charge Definition called 'ONE_TIME_SALES_PRICE' that aligns with the seeded values in Oracle Fusion Pricing to facilitate end-to-end integration.

 

Related Topics

Related Topics Link IconSee Also