Course Introduction
Oracle CPQ Cloud Process Overview
User-Side Overview
General Administration
Administrator Overview
Frequently Used Administration Tools (File Manager, User
Maintenance, and Bulk Data Download)
Part/Item Master and Bulk Data Upload
Data Tables
Configuration
Introduction to Configuration
Product Hierarchy
Configurable Attributes and Arrays
Configuration Flows and the Layout Editor
Configuration Rules
Part-Attribute Associations
Configuration Settings
Commerce
Introduction to Commerce and Admin Navigation
Commerce Attributes
Commerce Layout Editor
Commerce Actions and Formula Management
Approval Sequences and Email Templates
Commerce Rules
Steps, Participant Profiles and Transition Rules
Document Designer
Introduction to the Document Designer
Creating a New Document Designer and Previewing the
Output
Document Designer Editor
Layouts
Elements
Conditions and Loops
Mobile
Introduction to Mobile
Mobile Configuration
Mobile Commerce
Environments and Migration
Development, Test, and Production Environments
Migration Center
Description:
The Oracle CPQ Cloud Yellow Belt course provides learners
with the basic skills and knowledge necessary to
administer an Oracle CPQ Cloud site. Admins will learn
how to configure the application to meet simple use cases,
keeping both sales users and future administrators in
mind.
Learn To:
Manage system data, files and users with general
administration tools.
Construct a basic Configurator.
Make functional changes to the Commerce process.
Create a dynamic Document Designer output.
Create an automated approval sequence.
Create mobile Configuration and Commerce layouts.
Benefits to You
By participating in exercises and demos throughout the
course, you'll get hands-on experience setting up an Oracle
CPQ Cloud site for an example company that requires
common uses of the application. At the end of the course, you
will be able to build a basic Configurator, make
functional changes to the Commerce process and feed dynamic
transaction data into a new Document Designer output.
Structure of the Course
The course begins with an overview of the Oracle CPQ
Cloud application, its process and other general administration
topics. After establishing a base for administrating the
system, the course covers three main areas of administration:
Configuration, Commerce and the Document Designer. Best
practices and design considerations are provided for each
area of the application.
