Oracle CPQ Cloud Features by Version

Oracle CPQ Cloud Features by Version
Part Number E564830-01
ORACLE CPQ CLOUD FEATURES BY VERSION
Overview
Features are listed per release:
2014 R1 Features


Email Template Designer Updates
o
Dynamic editing pane: allows for faster and more effective
editing of Elements
o
Table Row Looping: iterates over Line Items in a
Transaction
o
Conditional Page Elements: allows for displaying Elements
when they meet a defined criteria
o
o
Drag & drop of Table Column and Rows
o
Automatic Text Element in new Table Cells: empty Text
Elements are automatically populated w/in newly added
Table Cells
Attribute-Part Association
o


Selection of multiple Elements: allows for applying edits to
and/or deleting selecting Elements at once
Ability to bind a Configuration Integer or Boolean Attribute
to single Parts Database Record w/o use of
Recommended Item Rules
DocuSign eSignature Integration

General Enhancements
o
o
o
o
o
o
Email Template Image URLs can use BasePath
o
o
o
BML Array size limit increased
o
Drag & drop elements between Mobile Configuration
Layout Editor tabs
o
o
Drag & drop Commerce Column Layout
o
"Stop Current Task" Button added to Data Table
CSV Uploads
o
Failed Migration Emails Containing Reasons & Logs Sent
to Admins
Copy BML Library Function
Log into Other Sites w/o Requiring Logout
Delete Column Mappings
First Column of data Table can be Empty String Column
JavaScript can be inserted into the head element of a
HTML document
Deletion of Data Table rows in CSV Upload
Drag & drop elements between Desktop Configuration
Layout Editor tabs
Configuration XML <selected> tag for Recommended
Items
o
Send CPQ Cloud-generated documents to DocuSign for
execution by specified signers
o
o
Allow signers to sign and save documents
Allow sales user to initiate or cancel the eSignature
process
o
o
o
Email Templates can be selected as a Transition Rule
Email Notification
Track status of eSignatures
o
Differentiated Quote & Line Level Attributes in Pipeline
Viewer
o
o
o
o
o
o
o
o
Formula Deletion Validation
o
All supported languages can be enabled at once
Manage the eSignatures of multiple documents by distinct
signers from the same CPQ Cloud Quote
Oracle Sales Cloud Integration
o
View stored Oracle CPQ Cloud proposals within Oracle
Sales Cloud
o
Initiate a new Quote version from within Oracle Sales
Cloud or Oracle CPQ Cloud
o
Fusion Product Model: Native Parts sync between Oracle
Sales Cloud and Oracle CPQ Cloud
Configuration Rules Default Row Grouping to "1"
Mobile License Validation
Name Doc Engine Document File Attachments
Trashed Items will not appear in Transaction View
Performance & Adoption Logging
CRM Delta Parts Sync
"Created" & "Updated" fields added to Parts Integration
Logs
2013 Autumn Features




Migration Rollback & Enhancements
o
Rollback: Undo changes on target site that was
previously migrated
o
o
o
o
Snapshots
Secure File Manager
o
o
Set folders as secure
Improved migration capabilities for File Manager
references
Data Columns can be deleted in migration

Line Item Performance Enhancements
Description field for each migration

Oracle Fusion Integration
Improved error messages regarding BML compilation

Translations Bundle (French, German, Spanish)

Additional Enhancements
Formula Management
o
Improved response for quotes w/ large # of line items
& sets of formulas
o
Select quote-level formulas executed when line items are
added to quote
o
o
o
Advanced Default- Before Formulas
Advanced Default- After Formulas
Auto-Update Before Formulas
Function to Function Calls
o
Commerce Library functions can call other Commerce
Library functions
o
Util Library functions can call other Util Library functions
Mobile
o
o


Mobile Configuration
Mobile Home Page
Help System

o
o
Login allows periods
o
o
Mass Update function can be performed on step subset
o
o
o
o
o
o
Reconfigure in a different language
Price Book columns increased to accommodate more
currencies
BMQL: Return Part Description in specified language
translation
BML function keys() added
"Web Services Only" user permissions checkbox
Export Attachment action language pop-up
Enhanced Security
Third Party Software
Unplugged Discontinued
2013 Spring Features
Commerce
Email Template Tables
Add Tables to Email Template body
Drag & drop Tables into Email Template
Add/remove/edit Cell, Row, Column, & Table content & formatting
Data Tables
Delta Data Table Uploads (Natural Keys)
Supported in: Data Tables, Web Services API, CSV & Bulk Upload
Internationalization
Currency Enhancements
Enable any/all BMI-supported currencies
Admin side hover tooltip displays full name of currency code
User Management Enhancements
Admins informed of remaining user licenses available for use
Icons warn users when at or approaching user capacity
2013 Winter Features
Approval Sequences
Create connections for parallel to serial Reasons & Approvers
Pending Approval Notification reminder email can be sent to Approvers
Email Templates
Translations for sites w/ multiple languages
Preview a completed email template
Formula Management
In-line editing
Auto-Update on formulas thru AJAX
Advanced Modify- Before Formulas option on Modify actions
Increased Decimal Places
Hover tooltip appears if stored precision differs from displayed precision & numbers aren't equivalent
Version 12.2 Features

Customer Specific Pricing
o
o

Create Profiles (groups of parts) to attach to Pricing
Rules
o
o
o
o
o
o
Simple Config Rules for Arrays

Use with simple Recommendation, Hiding,
Constraint Rule conditions


1/more Arrays can be constrained


Access Table data w/ point/click editor


Set/constrain Array values index-by-index
Users prompted when Product Family has been updated
Multiple Configurable Attributes may have same name
"Recreate buy-side cache after deployment" setting
added
o
Email Templates
o
Formula Management

Only for Pending Approval notifications
Set Commerce Attribute values using drag &
drop editor
Quote conflict alert
Auto-Forwarding Rules may be sent to individual users
Refresh action added to documents
Revise action
Commerce SOAP API addToTransaction enhanced
Return specific Attributes in SOAP APIs
Real-Time Integration enhancements
Generate documents as DocX output
Data Tables
o
Data Table Validation



On-Demand Tab Loading
Simple Attribute comparison available in Rule conditions
SOAP API for Groups
Document Engine
o
Config Arrays used w/in conditions for
Recommendation & Constraint Rules
Commerce
o
o
o
o

Constrain, Hide, Recommend Array values
index-by-index
Table Based Rules w/ Arrays

Web Services & Integration
o
o
o
o
Defined on part-by-part basis
Configuration
o



Map columns to menu attributes
Error messages denoting invalid data
Increased Decimal Places
o
Host Company level: set decimal precision for different
currencies
o
Individual currency attributes can have own decimal
precision
o
Currency fields can support more than 2 decimal places
General Enhancements
o
o
Sales users cannot access Groups
Data Cube Export: new field that defines # of days for
which history will be downloaded
Version 12.1 Features

Table Based Rules for Recommended Item Rules
o
o

o
Recommended Item Splitting
o
Can define any 2 choice option (e.g. True/False,
Valid/Invalid, Include/Do Not Include)

Save/Retrieve incomplete Configurations if accidentally
logged out of BMI session

Separate multiples of same Part Number returned by a
Rec Item Rule
Can select Reasons/Approvers w/in Approval Sequence;
Non-Required Reasons/Approvers skipped if Condition =
False
My Approval Search
o
Search for Your Pending Approvals thru Transaction
Manager
Use Bulk Downloads to verify changes made to Data
Tables
Migrate Data Tables & File Manager data
Verify low-level differences thru Migration Management
Center
Document Engine Validations
o

Managing Your Translations Through Bulk Upload &
Download in preparation for International Rollout
Migration Management Enhancements
o
o

Available for Reason & Approver
Data Table Audit (default = not activated)
o
Approval Skip Nodes
o

Localization
Recommended Item Splitting
o


Pending Configurations
o

Access Reasons Status in Simple Condition Grid
Boolean Attributes
o

Define Rec Item Rules that access Data Tables thru
point/click Editor

Send feedback to Dev regarding what steps were
performed when errors occur
Web Services Integration
o
Read, Attach, Delete file attachments To/From Quotes
thru new Commerce SOAP APIs
Version 12.0 Features

Migration Management
o

Documents

o
o
Catalog
Configuration
Util Libraries
View Source & Target site differences prior to Migration
View code change difference prior to Migration
Versioning & Rollback
Status & Logs

Drag & drop Editor



Layout Elements
Attribute & Spacer size
Admin Tools
Enhanced End User Pages
o
o
Label, Field, Message, Image, & Price position
Enhanced Array functionality





Array widths
Array messages
AJAX Rules
Enhanced look/feel
Advanced Templates
Hide Attribute using AJAX Hiding Rules
Constrain Attribute Values using AJAX Constraint Rules
New Validation Rules
One-Page Steps Administration
Admin Workflow Steps, Profiles, Transition Rules, Timers
Access Step Variable Name quickly for easy Debugging
General Enhancements
o
Config contains Operator available for User Group in
Rules
o
CRM On-Demand Integration supports Stateless Web
Services
o
Quantity Column size increased in Shopping Cart &
Favorites
o
External SSO ID & Login Field size increased
New Config Layout
o

Commerce Process
Product Family
Commerce Rules
o
o
o
One-Touch Migration






o
o
o
o

Version 11.1 Features

Configuration
o
o
o
o


Transaction ID as a Rule Input
New Standard Templates
Drag & drop line items
o
Approval comment available in Approval History Attribute
Group Sequencing
Doc Engine Conditional Columns
Doc Engine Migration Management
Delegated Approvals
Encrypted Commerce Attributes
_system_selected_document_number available for all
actions
Platform
BML enhancements
BMQL Transaction
MSCRM Online integration
Architecture
o
o

Price Book enhancements
o
o
o
o
o
o
o
JDK 1.6
Security enhancements
Admin User Browser
o
o
Firefox 3.5.x
IE7 &IE8
End User Browser
o
o
o
o
o
AJAX Configuration Rules
Commerce
o
o
o



Firefox 3.5.x
IE7 & IE8
Safari 5.x
Chrome 8.x
iPad w/ most end user features
General Enhancements
o
o
o
o
o
o
o
o
o
o
o
o
o
Force.com Configurator
Oracle Fusion Configurator
MSCRM Integration
SAPVC Integration
Vizualization
CAD Integration
Self-guided web-based training
Advanced instructor-led training
Advanced Admin certifications
UI/UX training & consultations
Additional Vertical QuickStarts
Additional Page Templates
Other PS implementation tools
Version 11.0 Features

Parts Search

Security

Enhanced Data Tables
o
o
o
o

Oracle 11g
One page Admin

Admin Home Page update
Excel look & feel

Product page update
Powerful Search

File Manager Search
Enhanced performance


Unplugged Enterprise licensing
Configuration Table Lookup Wizard


Mass Update of Transactions
Configuration Currency Attributes


Lint item pagination
Configuration Templates

Quick key item entry

Select Currency in Transactions

Native Reporting 2.0
o
o
o
o
o
o
Drag & drop builder
Advanced Filter capabilities
Calculated Columns
Grouping by Dates
Report on Configurable Attributes
Scheduler
Version 10.1 Features
Partner app SSO w/ SAML
eCommerce self-registration
Enhanced Data Tables
Upload
Deploy
CSV Scheduler
Configuration Data Attributes
Configuration Image Menus
Enhanced Constraints
Unplugged
Support 32k+ Parts, Accounts, etc.
Improved Admin UI
Support multiple JDK
Sticky action in Config
BMQL or BQOOL
Collapsible Header
Version 10.0 Features
HTML Attributes
New User & Admin interface
Standard Approvals
Document Engine Condition Library
Shopping Carts
Unplugged enhancements
New Commerce page layouts
eCommerce Shopping Cart
Approval Sequences
Technology enhancements
Version 9.2 Features
Pricing Options
Mobile Approvals
Data Migration
Configuration & Pricing
Admin tracking
Config Attribute Pricing
Mobile Device/Email Approvals
Commerce Source-to-Target Migration
AJAX field updates
Admin Change Log & Control
CRM user integration
Version 9.0 Features
Document Engine
RTE (rich text) Fields & Templates
BML Libraries
Simple Rules
Configuration Rule Editor
BML Function Editor
Accounts CSV
Superuser access to error logs
Superuser to proxy as Partner Organization supervisor
Generate XSL proposals similar to PDF/RTF
Reporting
Search on multiple values in a menu
Increased number of columns on quote & line item documents
Oracle CPQ Cloud
Copyright © 2014, Oracle and/or its affiliates. All rights reserved.
Features by Version
2014
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