BigMachines(Oracle CPQ) Yellow Belt ppt

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Oracle CPQ Cloud is a configure, price, quote (CPQ) solution that integrates with CRM and ERP systems. It allows configuration of product families, lines, and models with attributes and rules to define products. Configuration flows organize attributes in a logical layout. Commerce attributes include text, dates, numbers, and files. CPQ enables quoting, approvals, and dynamic notifications. Document designer creates customizable documents in PDF, RTF, and DOCX formats.

Software

CRM – Customer Relationship Management ( Salesforce)
CPQ- Configure Price Quote (BigMachines)
ERP- Enterprise Resource Planning (SAP Solutions)

Configuration
Commerce
Document
Designer

Product Family
Product Line
Model
Product Family Hierarchy

Constraints Recommendations
Hiding
Recommended
Items
Config. Rules enable us to change attribute selections, define attribute values or
add parts to the model config. Via logic

Attributes are properties, features or questions that help to define a product
Config. Attributes Data Types:
Text HTML
Date Integer
Currency Float
Boolean
* Variable Name: Used for HTML code, rules, BML etc
• Attribute variable names cannot be changed after creation
• Before Deleting an attribute, we must remove it from all associated rules

Config. Flow is a page of attributes that is organized in a logical and user-friendly layout

Commerce attributes data type:
• Text
• Date
• Integer
• Text Area
• Currency
• File Attachment
• Bill to/ship to address set
• Additional address set
• E- signature set
Commerce, transaction, create and access quotes, approval process
Layout
Comm. Layout is collection of panels.
Panels can:
- Hold any number of tab elements
- Have the option of being collapsible or not

These sequences are made up of reasons and approvers

These are used to generate custom, dynamic messages as notifications for approval actions
and transition rules
Types of commerce rules:
• Constraint
• Hiding
• Validation

• Layouts - structure of the doc.
• Elements - content of the document
Formats : PDF, RTF, DOCX
PDF output will be locked and we can’t do any changes
Document Designer

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BigMachines(Oracle CPQ) Yellow Belt ppt

1. ORACLE CPQ CLOUD BIGMACHINES

2. CRM – Customer Relationship Management ( Salesforce) CPQ- Configure Price Quote (BigMachines) ERP- Enterprise Resource Planning (SAP Solutions)

3. Configuration Commerce Document Designer

4. Product Family Product Line Model Product Family Hierarchy

5. Constraints Recommendations Hiding Recommended Items Config. Rules enable us to change attribute selections, define attribute values or add parts to the model config. Via logic

6. Attributes are properties, features or questions that help to define a product Config. Attributes Data Types: Text HTML Date Integer Currency Float Boolean * Variable Name: Used for HTML code, rules, BML etc • Attribute variable names cannot be changed after creation • Before Deleting an attribute, we must remove it from all associated rules

7. Config. Flow is a page of attributes that is organized in a logical and user-friendly layout

9. Commerce attributes data type: • Text • Date • Integer • Text Area • Currency • File Attachment • Bill to/ship to address set • Additional address set • E- signature set Commerce, transaction, create and access quotes, approval process Layout Comm. Layout is collection of panels. Panels can: - Hold any number of tab elements - Have the option of being collapsible or not

10. These sequences are made up of reasons and approvers

11. These are used to generate custom, dynamic messages as notifications for approval actions and transition rules Types of commerce rules: • Constraint • Hiding • Validation

12. • Layouts - structure of the doc. • Elements - content of the document Formats : PDF, RTF, DOCX PDF output will be locked and we can’t do any changes Document Designer

13. THANK YOU

BigMachines(Oracle CPQ) Yellow Belt ppt

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