Transaction Reference Attribute Sets

Overview

The Transaction Reference Attribute Set and Transaction Reference Line Attribute Set provide external reference attributes for Quotes and Orders for transactions and line items.

Both the Transaction Reference Attribute Set and Transaction Reference Line Attribute Set are created when you add a transaction level Transaction Reference Attribute Set. Transaction reference attribute sets and their child attributes are created together and removed together. The Transaction Reference Attribute Sets can be created only once in a Commerce process.

Transaction Reference Attribute Set

The Transaction Reference Attribute Set contains the following attributes:

  Name

  Variable Name

Type

  Description

Booked Order Transaction Id

_txnRef_bookedOrderId_t

Text

This attribute contains the BS Id of the CPQ Order Transaction generated from the current quote, when order is placed from a different channel. For example, a quote is requested/shared between buyer and seller through self-service channel, and the order submission happened from the self-service Cart by the buyer.

Source Quote Id

_txnRef_sourceQuoteId_t

Text

This attribute contains the BS Id of the CPQ source quote linked to the CPQ order transaction.

Reference Source Order Id

_txnRef_externalSourceOrderId_t

Text

This attribute contains the Reference Order Id from the external system which was used to book the order.

Primary Source System

_txnRef_primarySourceSystem_t

Menu

This menu type attribute contains the Primary Source System for the current transaction (Quote/Order).

Transaction Reference Line Attribute Set

The Transaction Reference Line Attribute Set contains the following attributes:

  Name

  Variable Name

Type

  Description

Reference External Item Id

_txnRef_externalLineId_l

Text

This attribute contains the Reference Identifier for the current line from the external system. (e.g. Commerce Cart or Self Service Cart)

Administration

ClosedAdd Transaction Reference Attributes Sets (Only applicable for Non-Standard Processes. Transaction Reference Attribute Sets are automatically provided for Standard Processes)

Both the Transaction Reference Attribute Set and Transaction Reference Line Attribute Set are created when you add a transaction level Transaction Reference Attribute Set. Transaction reference attribute sets and their child attributes are created together and removed together.

Complete the following steps to create Transaction and Transaction Line Reference Attribute Sets with the associated attributes.

  1. Navigate to Admin Home > Quotes > Process > Manage Transaction > Attributes.
  2. Click + Attribute.
  3. Select Transaction Reference Attribute Set from the Type menu.
  4. Click Create.

ClosedEdit Transaction Reference Attribute Set Attributes

Complete the following steps to edit a Transaction Reference attribute.

  1. Navigate to Admin Home > Quotes > Process > Manage Transaction or Manage Transaction Line > Attributes..
  2. Click on the External Transaction Reference or External Transaction Line Reference attribute set name.

  3. Click on the applicable attribute name.

    Refer to Commerce Attributes for information about editing attributes.

  4. Click the Translations Translations icon icon to add translations.

  5. Select one of the following:

    • Click Save to save changes and remain on the current page.

    • Click Save & Close to save changes and return to the attributes list page.

    • Click Cancel to return to the attributes list page without saving changes.