See What's Coming in Oracle CPQ Cloud Release 2015 R1

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    See What's Coming in Oracle CPQ Cloud

    Release 2015 R1

    Release Content Document

  • TABLE OF CONTENTS

    ORACLE CPQ CLOUD ............................................................................................................................. 3

    End User Enhancements ........................................................................................................................................ 3 Desktop Performance Enhancements .................................................................................................................. 3

    Easy Administration ............................................................................................................................................... 4 Document Designer .............................................................................................................................................. 4 Migration Enhancements ..................................................................................................................................... 4 Attribute Groups................................................................................................................................................... 6 Tenant Automation System (TAS) Enhancements ................................................................................................ 6 Single Sign-On (SSO) Enhancements .................................................................................................................... 6

    Integration ............................................................................................................................................................. 6 CPQ Cloud and Oracle E-Business Suite Integration ............................................................................................. 7 Integration Cloud Service (ICS) ............................................................................................................................. 7 Interface Catalog .................................................................................................................................................. 7 Rest APIs for Transactional Objects ...................................................................................................................... 7

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  • ORACLE CPQ CLOUD

    Oracle Configure, Price, and Quote Cloud (Oracle CPQ Cloud) enables companies to streamline the entire opportunity-to-quote-to-order process, including product selection, configuration, pricing, quoting, ordering, and approval workflows. Oracle CPQ Cloud provides a flexible, scalable, enterprise-ready CPQ solution ideal for companies of all sizes, that sell products and services across direct, indirect, and eCommerce sales channels.

    END USER ENHANCEMENTS

    End user enhancements include several improvements to desktop performance speed, including:

    Transaction caching Line item pagination Infrastructure updates using Oracle Red Stack

    DESKTOP PERFORMANCE ENHANCEMENTS

    As part of a continuous effort to improve performance with each release, this release targets improvements in the Commerce module. These focused enhancements allow CPQ Cloud to scale to larger line item sets and execute crucial Commerce actions more quickly.

    Transaction Caching

    When opening a large Transaction, such as one with many line items, more Transaction data is cached (that is, stored in memory) to reduce the need to access the database.

    Line Item Pagination

    A pagination option for line items has been introduced for desktop/laptop layout users, which is similar to existing mobile functionality. By enabling pagination, not all line items are loaded on the page when a Transaction is opened in the browser. This decreases the initial load time of the page. The user may then page through the line item grid to load and view the remaining line items.

    Oracle Red Stack

    Infrastructure changes have been made to facilitate additional performance enhancements in future releases. CPQ Cloud is now more scalable. CPQ Cloud may also be deployed in any of Oracles world-wide Data Centers, as business requirements arise.

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  • EASY ADMINISTRATION

    Features to make administration easier include:

    Document Designer Migration Granularization Attribute Groups Tenant Automation System (TAS) enhancements Single Sign-On enhancements

    DOCUMENT DESIGNER

    Based on a concept similar to the Email Template Editor, the Document Designer is a new tool for creating document templates. The power of the Document Designer lies in its ability to dynamically populate templates with current Transaction data and its capacity to display or hide content based on current product, Transaction, and/or user information. Once implemented, a Document Designer template can produce a complete and 100% accurate proposal, contract, statement of work or other business document with just one click.

    The Document Designer editors intuitive user interface and drag-and-drop functionality make document design and maintenance less complicated and more efficient than with the Document Engine. Editing and formatting individual elements is straightforward. Support for multiple languages can be tailored to allow many administrators to work simultaneously.

    Note: The Document Engine will continue to be supported for existing customers.

    MIGRATION ENHANCEMENTS

    Enhancements to migration have made it easier and more reliable to migrate administration changes and enhancements between CPQ Cloud environments.

    Enhancements include:

    Migration granularization Migration Packages Migration Center modes Migration Rollback improvements Snapshot functionality

    Migration Granularization

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  • The Migration Center now supports granular migration of Commerce Processes. While administrators can continue to migrate Commerce Processes as a whole, they can now also choose to individually migrate various objects from within a Commerce Process. For example, if you add new attributes and add them to an existing formula in Formula Management, you can migrate just the new attributes and the modified formula instead of the entire Commerce Process. This new capability allows for smaller and more easily managed migrations between sites.

    Migration Packages and Modes

    The Migration Center now supports Packages, a type of container used to manage groups of objects for migration. Packages can contain any objects currently available for migration. Packages may be used to define the objects associated with one maintenance project, separate from those in another project. Once completed and tested in the development environment, one project may be migrated separately from others.

    New Migration Center modes have also been introduced. In addition to previous standard migration, these modes let administrators:

    Migrate a Package from a source site Upload a local Package Manage and download a sites Packages Compare a site with its destination site

    Modes make the local saving, comparison, and migration of project packages easy and reduce the risk of introducing errors in the busy multi-project environments that are common to many customers CPQ Cloud implementations.

    Migration Rollback and Snapshots

    Migration Rollback introduces new functionality to increase rollback performance. A new version of Migration Rollback only tracks the changes to a site that occurred during a migration and will only undo those changes, making Rollbacks faster than before. Use this new version of Rollback as a quick undo option for small changes for the most recent migrations.

    Note: This new version of Migration Rollback will be automatically enabled for all future migrations.

    Previous Migration Rollback functionality is now referred to as Snapshots, and is optional for each migration. An administrator can also create a Snapshot of their site at any time from the Migration Logs page. As Snapshots may require a significant amount of time to create and restore, we recommend only using this feature to periodically store a stable version of a site as needed.

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  • ATTRIBUTE GROUPS

    Attributes can now be added to one or more Attribute Groups. These Attribute Groups can be used in SUM and AVG aggregation functions in Formulas, allowing multiple attributes to be included in the calculation without explicitly listing each attribute. By managing the attributes that belong in a Group, administrators can easily manage their pricing logic without directly editing their Formulas.

    TENANT AUTOMATION SYSTEM (TAS) ENHANCEMENTS

    New instances of CPQ Cloud are created in the Oracle Public Cloud infrastructure, resulting in faster provisioning.

    New customers can view the status and metrics of their service, including the number of licenses remaining, in the Oracle Cloud My Account portal.

    SINGLE SIGN-ON (SSO) ENHANCEMENTS

    Enhancements to Single Sign-On include the following features:

    Usernames can be an email address and can include the dash (-) character. Email addresses can, optionally, be validated to make them unique per user. Enhanced SSO and user management features now better support the SAML 2.0 standard.

    End users will not see these changes. Administrators will only encounter these changes if they update a users name or email address.

    INTEGRATION

    Leverage the power of CPQ Cloud by integrating with other software applications. Integrations can be created with out-of-the-box point-to-point solutions, such as with Oracle Sales Cloud, or customized for individual IT landscapes.

    New point-to-point integrations include:

    CPQ Cloud and Oracle E