Pricing Migration and Bulk Services

Overview

Pricing Migration

The Migration Center is the user interface where all migration takes place within CPQ. "Pricing" displays as a migration component in the Content pane. This allows customers to transfer updated (extensible) charge schema and charge definitions using migration packages and migration between sites. Migration saves administrators time by eliminating the need to manually recreate components on a different site and eliminates error by ensuring that exact copies of all migrated components end up on the target site.

Administrators can migrate Pricing Properties, Pricing Attributes (including Charge Attributes), Charge Definitions, Pricing Lookup Types, Pricing Matrix Templates, Price Models and Pricing Rules as independent entities and include pricing components in a migration package using the Migration Center functionality available in prior releases.

Another way of thinking about migration, when determining whether a pricing object is supported in Migration Center or not, is thinking through what is data and what is structural support of data. Data is not something that is supported through migration. For example, Price Models (including simple conditions, advanced conditions, advanced Price Model BML) are meta-data and can be migrated, but Pricing Data (such as Price Model Items, Rate Plans, and Charges) of Price Models are data and supported only via Bulk Service.

As of 24B CPQ release:

Pricing Objects	Full Migration	Granular Migration	Rollback
Entire Pricing	Y	Y	Y
Pricing Properties	Y	Y	Y
Attributes	Y	Y	Y
Charge Definitions	Y	Y	Y
Price Models	Y	Y	Y
Pricing Data (Price Model Items, Charges, Rate Plans)	N	N	N
Pricing Lookup Types	Y	Y	Y
Pricing Matrix Templates	Y	Y	Rollback from a granular migration is not supported between n-1 site to n site
Rate Cards	N	N	N
Rules	Y	Y	Y
Price Agreements	N	N	N

Note: In the Migration Center, Charge Attributes are listed with Pricing Attributes in the Attributes folder.

In addition, administrators can view the granular differences between pricing components between the source and target sites.

Pricing items in migration center

Pricing Bulk Downloads and Uploads

You can manage Parts Pricing Rules Information using Bulk Upload and Download. The following files are provided in the Pricing Information download zip file.

Pricing Information zip contents

For more information, see the topics Bulk Uploads and Bulk Downloads. The following table describes the files that are transferred:

Files	Description	Notes
MATRIX_DATA_<matrix variable name>	A Matrix Data file is provided for each defined Pricing Matrix.	This file should be used to add/update data for the applicable Pricing Matrix.
PART_PRICES	Contains the Price Model Item Key, value for all currencies and other related details.	This file should be used when new parts need to be added to a Price Model. Beginning in 23D, Part Number column is replaced with Price Model Item Key column. Other columns such as: Rate Plan Number, Charge Definition Code, Rate Card Variable Name, Dynamic Pricing Type, Primary, Charge Type and Price Type, are present and populated as they relate to specific Price Model Item.
PRICE_MODEL_ITEMS	Contains Price Model Item key, Price Model variable name and associated parts.	This file should be used when new parts need to be added to a Price Model. This file should be loaded first when adding new parts to a Price Model.
PRICE_PROFILES	Contains Price Model details.	This file should be used to add/update Price Models
PRICING_LOOKUP_TYPES	Contains definition information for all of the Pricing Lookups.	This file should be used to add/update Pricing Lookup definitions.
PRICING_LOOKUP_VALUES	Contains defined values for all of the Pricing Lookups.	This file should be used to add/update Pricing Lookup values.
PRICING_RATE_PLAN	Contains information about the Rate Plan if any are associated with a Price Model Item. Otherwise, remains empty.	This file should be used to add/update Rate Plans.
PRICING_RULES_CUSTOMERS	Associates customer(s) with Pricing Rules and dates.	The dates are broken into separate columns with the format defined in brackets in the column header.
PRICING_RULES_PROFILES	Associates models with Pricing Rules.	N/A
PRICING_RULES	Contains the definition of the Pricing Rules.	This file should be used to add/update basic Pricing Rule information (name, variable name and description).
RATE_CARD_DATA_<rate card variable name>	A Rate Card Data file is provided for each defined Rate Card.	This file should be used to add/update Rate Card data for the applicable Rate Card.
RATE_CARDS	Contains information about the Rate Cards. Otherwise, remains empty.	This file should be used to add/update Rate Cards.
upload.properties	Always carries the same text and is required for uploads.	Out of all the other files, only the file that has changes should be uploaded with this file.

Administration

Changes to Migration Behavior for Pricing

Beginning in Oracle CPQ 24B Bulk Service changes in behavior will be implemented for the migration of pricing items:

PRICE_PROFILES CSV is renamed to PRICE_MODELS.
PRICING_RULE_PROFILES CSV is renamed to PRICING_RULE_MODELS
The following CSV columns are renamed:
- PRICING_RULE_PROFILES: "Price Profile Varname" to "Price Model Varname"
- PRICE_MODEL_ITEMS: "Price Profile Variable Name" to "Price Model Variable Name"
These are backward compatible, meaning a file from (n-1) site having old names will continue to work on n site.

Beginning in Oracle CPQ 23C changes in behavior will be implemented for the migration of pricing items.

The Migration Center no longer supports migration of Price Model pricing data (including Product Prices, Tier Pricing, and Volume Pricing).
This data can still be uploaded/downloaded using Bulk Upload and Download.
The Migration Center continues support for migration of Pricing Rules, Pricing Rule Conditions, Price Model headers, and Price Model conditions.
You can use Bulk Download and Upload to move Price Model pricing data and Charges.

Update Pricing Lookups Using Bulk Services

The recommended process for modifying Pricing Lookups using Bulk Services is:

Download Pricing Information
Modify Pricing Lookup Excel Files
Upload Pricing Information

Download Pricing Information

Complete the following steps to download Pricing Information using Bulk Download.

Navigate to the Admin page.
Click Download in the Utilities section.
Select the Pricing Portal option, and then click Next.
Click Download, and then click OK to continue.
Notes:
- When the Status is Completed, a Pricing Portal Information link is provided on the Download Status page.
- To navigate to the Download Status page from the Admin home page, click the (Status) link next to Download in the Utilities section.
Click the Pricing Portal Information link to download the zipped pricing files.

Modify Pricing Lookup Excel Files

Complete the procedure to add, modify, or delete Pricing Lookups types and values.

Note: You can only add, modify, or delete Custom Lookup types and values. Standard Lookups and Lookup values can't be modified or deleted.

When updating Pricing Lookups using an Excel file the first column will specify the action for the line. The following actions can be used:

ADD: add a new row/record if one does not already exist. If one does exist, an error will be thrown.
MODIFY: modify or add the column data in the row/record. A new row is created if the record is not found.
DELETE: delete all the column data from a row/record.
UPDATE: modify all the column data in the row/record. Update will fail if the record is not found.

Modify Pricing Lookup Types

Unzip the downloaded PricingPortalInformation.zip file.
Open the PRICING_LOOKUP_TYPES.csv file.
Populate the rows with the desired data. The first column is used to specify the desired action.

For example, the following file will add a Training Region custom Pricing Lookup.
Save and close the updated PRICING_LOOKUP_TYPES.csv file.

Modify Pricing Lookup Values

Unzip the downloaded PricingPortalInformation.zip file.
Open the PRICING_LOOKUP_VALUES.csv file.
Populate the rows with the desired data.
- The first column is used to specify the desired action.
- The "Order" column specifies the order of the options in Pricing Lookup drop-downs.
For example, the following file will add values to the Training Region Pricing Lookup.
Save and close the updated PRICING_LOOKUP_TYPES.csv file.

Upload Pricing Information

Complete the following steps to upload Pricing Information using Bulk Upload.

Zip the modified Excel files and the upload.properties files.
Navigate to the Admin page.
Click Upload in the Utilities section.
Click Choose File, locate and select the desired zip file, and then click Add.
Select the zip file, and then click Upload.
Notes:
- When the Status is Completed, a Pricing Portal Information link is provided on the Upload Status page.
- To navigate to the Upload Status page from the Admin home page, click the (Status) link next to Upload in the Utilities section.
After the Bulk Upload is completed successfully the Pricing Lookup and values are available in the Pricing Portal.

Refer to Migration Management for detailed migration procedures.

Notes

Notes:

If the necessary Pricing Engine Quantity attribute dependency is not included in a migration, the runtime pricing execution might not perform as expected.
Bulk Upload and Download can only be done through .CSV and .ZIP files.
Simple Conditions, Advanced Conditions, and Advanced Price Models are not supported in bulk uploads or bulk downloads.

Pricing Migration and Bulk Services

Overview