Redwood Quote UI

Overview

The Redwood Quote UI delivers a simplified and discoverable quoting experience for sales users with predefined and configurable milestone guidance and tracking. It provides in-context guided selling, product selection, and faster access to critical information through improved search & filtering capabilities and the (Ask Oracle) Assist Bar.

The Redwood Quote UI supports existing functionality and provides additional usability, such as:

Redwood Quote Functionality

Line Item Grid

The Redwood Products and Pricing view provides familiar spreadsheet-like interface and functionality for the Line Item Grid. This interface provides the following user functionality:

Redwood Transaction Line Item Grid

When available, users can quickly access charge information by clicking the Charge icon.

Redwood Transaction UI Charges

ClosedLine Item Grid Grouping (Oracle CPQ 26A)

Allow users to efficiently group related line items within the Quoting Line Item Grid (LIG). This enhancement enables better organization, visibility, and management of complex quotes, especially those involving multiple product bundles, configurations, or services.

By grouping line items, users can create logical collections of products and services, apply group-level actions (e.g., discounts, pricing adjustments), and simplify navigation and review of quotes. Users can group line items by Menu and Boolean type attributes.

  • In collaborative quoting scenarios, if another user modifies the attribute on which the grouping is based (e.g., Account, Status, Sales Rep), the regrouping is triggered only after the change is saved and committed to the system.

  • For multi-level hierarchies, the part and its corresponding root item are displayed.

In the following example, the line items are grouped by the Sales Product Type and the line items are aggregated using the List Price attribute.

Line Item Grouping

ClosedQuantity Explosion for Standard Quote Process (Oracle CPQ 26A)

Oracle CPQ 26A implements quantity explosion for the standard quote process to ensure child quantities adjust proportionally when the parent quantity changes. Quantity explosion is only applied to configured products; kits remain unchanged as they are treated as a single unit.

For example, when a sales user updates the Crossover SUV Subscription quantity to 2, the child quantities are automatically updated proportionally.

Qnatity Explosion

Note: Quantity Explosion is automatically enabled. To disable this feature, refer to Disable Quantity Explosion.

ClosedSupport Upfront Charges (Oracle CPQ 26A)

Beginning in Oracle CPQ 26A, the standard quote process supports upfront charges/payments as needed by business policies, selling channels, etc. Upfront charges can be implemented for CPQ transactions, when quoting for a subscription renewal, or amending a subscription bundle with option updates. Essentially, in all the scenarios where there's a pricing impact in ABO flows, customer may be asked to pay 'upfront' payment at the ordering time. The order can be placed directly through CPQ (direct sales), or through self-service (new or existing subscription amendment, renewal, termination).

Calculations

  1. Line Upfront Amount – This attribute has no seeded calculation and is customer-defined. Customers define the line upfront amount calculation. It can be derived using business-specific rules (pricing, term, discounts, or ABO context) to represent the amount collected for the line at checkout. as it can vary drastically for different product types and businesses.

  2. Upfront Amount Rollup - For a hierarchy, if the upfront amount is specified for each line (root & child separately) - rollup will be calculated for root level for hierarchies. For standalone items, this value will be same as the Line Upfront Amount.

  3. Total Upfront Payment Amount - Sum of all Upfront Amount rollups (i.e. the sum of all lines upfront payment).

Notes:

  • Refer to Sample Upfront Payment Amount Calculation for examples to set up the Line Upfront Amount calculation.

  • Upfront Charges, introduced in Oracle CPQ 26A, are supported for OCC-CPQ Integration for Self-Service Portal flows.

ClosedAssociate Products (Oracle CPQ 26B)

One of the essential aspects of asset-based ordering is selling relevant service products that cover the customer-owned assets. Sales users can add coverage service products on a quote, search, select, and associate a product from the current quote or a previously ordered item with the service. This product can belong to the current quote, as part of the new sale, or it can be a product previously sold to the same customer.

Product associations allow customers to link products to warranty / coverage services and subscriptions (recurring service offerings), ensuring that all active services related to a product are accurately tracked. Sales users can associate product to an item from the current quote, a prior booked quote, or an asset (when Standard ABO is enabled).

When a sales user selects a product and selects Associate Product from the Line Item Grid Actions menu, the Associate Product drawer opens.

Associate Product

The From Current Quote tab lists products that can be associated within the current quote. Sales users can select a product then click Associate Product to create the product association.

From Current Quote

The From Prior Booked Quote tab lists products that can be associated from a prior quote. Sales users select the quote, select a product, and then click Associate Product to create the product association.

The From Asset tab is only displayed when Standard ABO is enabled. This tab lists assets that can be associated to a product. Sales users can select an asset then click Associate Product to create the product association.

From Asset

Note: Oracle CPQ 26B only supports standalone subscription product associations. BOM root/child item product associations are currently not supported.

Related Topics

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