The source is a marketing document from Oracle, titled "Unlock Your Full Revenue Potential with Oracle CPQ," which promotes Oracle's revenue transformation suite as a solution for businesses facing challenges with complex revenue models. The document begins by highlighting five key challenges, such as data fragmentation and evolving sales models, before introducing Oracle's integrated platform, which connects sales, finance, and billing. The core of the text describes various modules within the suite, including Configure, Price, Quote (CPQ), Subscription Management, Sales Force Automation, Sales Performance Management, Commerce, and CX Analytics, detailing how each component uses AI and integration to enhance productivity, optimize pricing, improve forecasting, and ensure compliance. Ultimately, the source positions Oracle's complete cloud suite as the necessary tool to accelerate revenue transformation, enable smarter selling, and drive growth through a unified, customer-centric approach.
This podcast outlines the precise order of operations for various actions within a commerce system, detailing the execution sequence for each process. Key stages consistently involve "Modify" tabs, advanced modifications, and advanced validations, with their order varying depending on the specific action (e.g., creating a new transaction, adding or updating line items). The system differentiates between main document and sub-document actions, and importantly, notes the execution of integration scripts and the distinct behavior of default functions during document creation and line item additions. The purpose is to provide a definitive procedural guide for developers or system administrators to understand the intricate workflow of the commerce application.
This podcast, an excerpt from "BML Functions List.pdf," provides a comprehensive listing of functions available within the BigMachines Language (BML), a scripting language designed for use within BigMachines' Configure, Price, Quote (CPQ) software. The podcast alphabetically organizes these functions, grouping them into categories that highlight their specific applications, such as mathematical operations, array management, date manipulation, and XML processing. Each function's description concisely outlines its purpose and usage within the BML environment. This podcast serves as a valuable reference tool for developers seeking to leverage the full functionality of BML for automating tasks and extending the capabilities of the BigMachines platform.
This excerpt from a technical white paper details a customizable Contract Negotiation setup for Oracle CPQ 2016 R1. The podcast outlines the purpose, overview, and components of the solution, which hinges on "Compare" and "Merge" REST endpoints. These endpoints enable users to compare two contracts in DOCX format and merge approved changes from one contract into another. The podcast also includes a detailed walkthrough of the Contract Negotiation process, highlighting associated actions and attributes, BML library scripts for various functionalities, and a comprehensive setup guide for data tables, email templates, and document designer templates. The primary objective is to provide a template configuration for businesses to tailor their Contract Negotiation process using Oracle's CPQ Commerce tools.
Redwood Quotes List UI User Guide
This podcast outlines how to integrate Oracle Sales Product Information Master (SPIM) with Oracle CPQ, enabling synchronization of product information between the two systems. The primary focus is on the synchronization process, which can be configured for both batch and near real-time updates. The podcast describes the different synchronization options, including their frequency, data types, and status monitoring capabilities. It also details the technical aspects of setting up the integration, including the creation of web services and the mapping of product attributes between Oracle Sales and Oracle CPQ. The podcast provides instructions for configuring the integration in both Oracle Sales and Oracle CPQ and includes detailed explanations of the synchronization behavior and potential error scenarios. Ultimately, the podcast serves as a guide for administrators to implement and manage the SPIM integration, ensuring seamless product data flow between Oracle Sales and Oracle CPQ.
This podcast, taken from the Oracle CPQ Reference Application, provides a comprehensive overview of the "RefApp" - a pre-built toolkit for implementing Configure, Price, and Quote (CPQ) solutions. The RefApp streamlines the sales process by providing standard features for product selection, configuration, pricing, quoting, and order management. It serves as a foundational framework for CPQ deployments, promoting product standardization and facilitating integration with CRM and ERP systems. The podcast details the different RefApp images available for various CRM integrations (Oracle Sales, Salesforce, and a Base version) and outlines the key elements included in each image, such as attributes, scripts, formulas, and integrations. It highlights the significance of the Excel catalog, which provides a central inventory of RefApp elements and serves as a crucial resource for administrators. The podcast also provides step-by-step instructions for accessing and utilizing the RefApp information within the Oracle CPQ platform.
This podcast is a guide for Oracle CPQ 24D administrators on how to download and access business metrics directly from within the Oracle CPQ application. It explains how to access various types of metrics including API usage, login activity, quoting performance and overall quoting activity. The podcast highlights the deprecation of the Oracle Cloud My Account Portal for accessing these metrics in late 2024 and outlines steps for downloading CSV files of the metrics directly from the CPQ application. It also specifies the user permissions and site settings required for accessing different types of metrics.
This podcast outlines Oracle CPQ's (Configure, Price, Quote) sophisticated pricing engine and its various mechanisms. The podcast delves into the comprehensive methods used to determine product prices, including part-based pricing, price book association, model-based pricing, bill of materials (BOM) pricing, and a powerful pricing engine that accommodates complex scenarios like customer-specific pricing, matrix-based pricing, and subscription-based pricing. It then elaborates on the different types of price models, including price lists, discount lists, markups, and advanced models that leverage Business Method Language (BML) scripts. The podcast also touches upon the usage of pricing attributes, pricing lookups, and pricing rules to define conditions and determine the application of price models. The hosts emphasizes the importance of best practices for maintaining the pricing engine, including breaking down functionality into modular units and avoiding unnecessary code. It also highlights the integration capabilities of the pricing engine with Oracle Fusion Pricing and Oracle Sales Contracts, enabling seamless synchronization of pricing data between CPQ and these external systems. Finally, then we cover the bulk download and upload features for pricing data, as well as the migration center, which facilitates the transfer of pricing configurations between different CPQ environments.
This podcast provides a guide for administrators on how to utilize and manage "Part Custom Fields" within the Oracle CPQ software. Part Custom Fields offer a flexible way to extend the basic part data by adding custom attributes, allowing users to create filters based on these fields and supplement the standard attributes provided. It covers the administration process, including the creation, configuration, and deployment of these custom fields. The podcast also outlines the restrictions associated with them, including data type conversions and limitations on their use. The final section addresses the migration of Part Custom Field definitions, highlighting important considerations for administrators when moving custom fields between sites.
This podcast describes how to manage "Eligibility Rules" in Oracle CPQ, a software platform used to configure and price products. Eligibility Rules determine which products are available to specific customers based on defined conditions. Administrators can define these rules by specifying criteria like customer location, status, or other attributes, and can apply these rules to various parts of the platform, including sales transactions, configurations, and online stores. The podcast provides detailed instructions on creating, editing, deploying, and deleting Eligibility Rules, as well as information on their use in different areas of the Oracle CPQ system. It also emphasizes that Eligibility Rules are supported in various APIs and can be translated into different languages, ensuring their use across diverse business environments.
This podcast is a comprehensive guide to Oracle CPQ's System Configuration feature, a tool designed to help businesses bundle and sell complex products with multiple related components. The podcast explains how Oracle CPQ's hierarchical "Bill of Materials" (BOM) structure enables the creation of systems that encompass a parent model with multiple interconnected child models. This allows businesses to offer customers bundled packages while still providing the option to purchase individual components. The podcast outlines the key steps involved in setting up System Configuration, including configuring BOM mapping rules, defining default values, and leveraging BML functions. It delves into various aspects of System Configuration, including inter-model rules, debugging, and integration with Asset-Based Ordering (ABO) and Oracle CX Commerce. Additionally, the document details the implementation of System Configuration in the Request for Quote (RFQ) process, offering a comprehensive understanding of this functionality within Oracle CPQ.
The podcast details how to use the Product Workbench, a tool designed for product managers to intuitively define and manage products and services in Oracle CPQ (Configure, Price, Quote) and Oracle Sales. It provides a product-centric view of pricing data, allowing for easy setting and editing of pricing across different conditions, defining contextual pricing, and creating multiple charges per product under various circumstances. Key features include the ability to view and manage pricing plans and charges, view detailed product information, edit configurations for products with optional items, and seamlessly integrate with Oracle Sales and other Oracle Fusion CRM systems. The podcast also outlines the steps involved in enabling the Product Workbench, adding rate plans and charges, and creating BOM (Bill of Materials) configurators.
This podcast is a comprehensive guide to performance management features within Oracle CPQ. It outlines strategies for enhancing site stability and performance under heavy workloads, and provides tools for monitoring and diagnosing performance issues. The podcast covers various aspects of performance management, including "Overcrowded Mode" to prevent system overload, performance logs for tracking user actions, print server logs for troubleshooting printing problems, and long-running thread diagnostics to identify and address slow actions. It also includes detailed instructions on how to access and interpret these logs and adjust configuration settings related to performance. The podcast concludes by discussing the availability of business metrics, which provide insights into API usage, user logins, and quoting activity. These metrics are now accessible directly within the Oracle CPQ application, replacing the previously used Oracle Cloud My Account portal.
This podcast outlines various strategies to improve the performance of their CPQ (Configure, Price, Quote) system, specifically targeting users of their BigMachines platform. The document focuses on a variety of areas, including configuration, administration, Commerce, and general user interface practices. The podcast aims to help users optimize the performance of their Oracle CPQ system by eliminating unnecessary processes, improving data management, and employing efficient data retrieval techniques. In particular, it emphasizes the use of caching for frequently accessed data, minimizing the size of data requests sent to the browser, and using more efficient data structures. By following these recommendations, users can achieve a smoother and faster user experience.
This podcast details how Oracle CPQ (Configure, Price, Quote) integrates its parts database with various partner systems, such as Salesforce and Oracle PIM. The core function is bidirectional synchronization of parts data and price books, allowing for either Oracle CPQ or a partner system to serve as the primary "Parts Master." Import and export processes are described, emphasizing the crucial role of XSL (Extensible Stylesheet Language Transformations) files for data mapping and transformation between different systems' data formats, notably handling discrepancies in multi-select attribute delimiters. Incremental synchronization (Delta Parts Sync) is highlighted as an efficiency feature, and detailed instructions are provided for configuring and scheduling these integrations, including considerations for handling price books and extended part descriptions. Finally, the podcast stresses the importance of user roles (FullAccess) and notes limitations, such as one-to-one price book mapping and the requirement to enable the integration feature.
Oracle CPQ Tips & Considerations
Oracle CPQ Performance Check List
This podcast covers essential aspects like general site options, login settings, password settings, network settings, and feature settings. Each of these sections is further broken down into specific options, providing detailed explanations of their function and how they influence user experience. The document also highlights key features like usage reports, login history, and search behavior, offering step-by-step instructions on how to utilize them. Ultimately, this podcast serves as a guide for administrators to customize the BigMachines site to meet specific business requirements and ensure a secure, efficient, and user-friendly platform.
