Oracle CPQ Commerce Essentials LVC

Module 1: Commerce Actions Essentials

• Objectives
• Commerce Actions Overview
• Types of Commerce Actions
• Commerce Action Use Case
• Adding Actions
• Commerce Action Editor Tabs
• General Tab
• Modify Tab
• Destination Tab
• Integration Tab
• Document Views Tab
• Performance Tab
• Summary

Module 2: Commerce Attributes Essentials

• Objectives
• Commerce Attribute Data Types
• Reference Application Preconfigured Attributes
• Adding Commerce Attributes
• Commerce Attribute Editor Tabs
• General Tab
• Default Tab
• Modify Tab
• Document Views Tab
• Mapping Tab
• Summary

Module 3: Commerce Complex Attributes

• Objectives
• HTML Attribute
• Common Applications
• Defining HTML Content (Simple & BML-Generated)
• HTML Considerations
• File Attachment Attributes
• Properties & Limitations
• Currency Attributes
• Stored & Displayed Precision
• Hover Tooltip
• Rounding Considerations
• RTE Templates for JET Transaction UI
• Basic Functions
• Creating, Inserting, Renaming, Deleting Templates
• Summary

Module 4: Commerce Complex Formulas

• Objectives
• What Is a Function?
• Nested Functions
• Math Functions & Editor
• Boolean & String Functions
• Formulas with Conditionals
• Defining Conditions
• Nested Conditionals
• Query Function
• Details Editor, Conditions, Return Values
• Summary

Module 5: Commerce Constraint Rules

• Objectives
• Constraint Rule Use Case
• Accessing Commerce Rules
• Rule Editor Window & Properties
• Constraint Rule Use Case Results
• Summary

Module 6: Commerce Process Essentials

• Objectives
• Commerce in the CPQ Process
• Commerce & Commerce Process Definition
• Major Components & Order of Operations
• Process Actions
• Oracle Quote to Order Manager
• Transaction Layout
• Commerce Rules & Actions
• Approval Process
• Steps & Participant Profiles
• Administration Navigation & Quick Links
• Summary

Module 7: Commerce Formulas Essentials

• Objectives
• Formula Management & Use Case
• Formula Management Basics
• System and Version Attributes
• Building a Basic Formula
• Formula Input Options
• Adding a Formula to an Action
• Formula Elements & Operators
• Summary

Module 8: Commerce Hiding Rules

• Objectives
• Hiding Rule Use Case
• Accessing Commerce Rules
• Rule Editor Window & Features
• Use Case Results
• Summary

Module 9: Commerce Layout Editor

• Objectives
• What is the Commerce Layout Editor?
• Accessing the Editor
• Panels, Tabs, Columns, Column Settings
• Spacers and Toolbars
• Line Item Grid & Column Management
• Deploying Commerce: Quick Links & Deployment Center
• Summary

Module 10: Commerce Line Item Filtering Rules

• Objectives
• Line Item Filtering Rule Use Case
• Accessing Commerce Rules & Rule Editor
• Enabling New Filter Rules
• Use Case Results
• Summary

Module 11: Modifying Attribute Values

• Objectives
• Action Modify Tab Overview
• Run Validation Before Modify
• Advanced Modify Basics
• Transactions, Line Items, Document Numbers
• Advanced Modify Return Format & Timeout
• Looping Over Line Items & Using Formulas
• Summary

Module 12: Process Action & Invocation

• Objectives
• Process Actions & Types
• Process Invocation & Page List
• Creating Invocation Actions & Rules
• User Access Rights
• Summary

Module 13: Commerce Rules Essentials

• Objectives
• Types of Commerce Rules
• Accessing Rules & Rule Editor
• Related Rules: Attributes & Actions
• Summary

Module 14: Transaction & Transaction Line Defaults

• Objectives
• BML and Formulas Together
• New Transactions & Attribute Default Tab
• Main Document & Line Advanced Defaults
• Run Once For All Line Items
• Summary

Module 15: Commerce Validation Rules

• Objectives
• Validation Rule Use Case
• Accessing Rules & Rule Editor Window
• Features & Use Case Results
• Summary

Module 16: Importing & Exporting Line Items

• Objectives
• Exporting Line Items
• Full & Filtered Exports
• Export Action Configuration
• Importing Line Items
• Summary

Module 17: Steps & Participant Profiles

• Objectives
• Steps and Transition Rules
• Participant Profile Views & Best Practices
• Accessing & Decommissioning Steps
• Profile Management
• Summary

Module 18: Transition & Auto-Forwarding Rules

• Objectives
• Transition Rules & Notifications
• Auto-Forwarding Rules & Types
• Adding Rules & Conditions
• Auto-Forwarding Example
• Summary

Module 19: Troubleshooting Commerce Rules

• Objectives
• Troubleshooting Strategy
• Debugging with Favorite IDs
• Pipeline Viewer
• Transaction ID Tracking
• Summary