Accounts Overview

Choosing an account master is an important decision that must be made early in your implementation of CPQ. Oracle CPQ Accounts and External Accounts cannot be implemented together using standard features; you should choose one approach.

For most customers, we recommend that you use External Accounts. If you are integrating to a CRM system, Oracle CPQ can import the account and contact information from that system as part of the standard CRM integration setup. If you have defined another system as your account master, you can choose to pull that account information into Oracle CPQ directly or you can push that information to your CRM and allow Oracle CPQ to pull the account details from there. See Integrations for more details on supported CRM systems.

If your Oracle CPQ system is not connected to a CRM system or if some of your users do not Single Sign-On (SSO) into Oracle CPQ from a CRM system, you may want to consider using Oracle CPQ Accounts. When using Oracle CPQ Accounts, you should decide if you want to allow users to create and edit Accounts directly or if you want to manage Accounts through Bulk Data Services or Web Services.

Consult with your system integrator and/or your IT department for additional guidance on each of these approaches. Once you have chosen the Account Master, log a Service Request on My Oracle Support

Accounts in Oracle CPQ are provided with a standard set of system-generated attributes which store the details of the customer account. These attributes are used with both Oracle CPQ Accounts and External Accounts and can be mapped to main document attributes using the Main Document Actions View, Autofill, and Select Alternate Address.

The table below describes the standard Account attributes:

The table below describes the standard Address attributes:

In addition to standard account attributes, you can create up to 50 custom attributes which can store additional customer details that are important to your business. Custom attributes cab be used with both Oracle CPQ Accounts and External Accounts and can be mapped to main document attributes using the Main Document Actions Autofill and Select Alternate Address.

Creating a Custom Account Attribute

1. Navigate to the Accounts page.

   1. Click Admin to go to the Admin Home Page.

   2. Click Accounts in the Integration Platform section.

      The Accounts page opens.

2. Click Customize Attributes.

   The Accounts Custom Attributes List page opens.

3. Click Add.

   The Accounts Custom Attribute Administration page opens.

   

4. Enter a Name and Variable Name for the attribute.

   The Variable Name field populates automatically. Variable names can only contain alpha-numeric characters and underscores. The entry can be changed before saving, but after saving the value is read-only.

5. Choose the Field Type from the drop-down: String, Single Select Menu, or Multi Select Menu.
   • For String, the Detail section appears.
   • For Single Select Menu and Multi Select Menu field types, the Menu Detail section appears.
6. Click Add.

7. Enter the values for the available fields based on data and field type: 

   Element	Field Type	Description
   Description	All Available	Enter details for the attribute.
   Default Value	All Available	Enter a default value that will pre-populate the custom attribute.
   Required	All available	Select if the field must be populated when creating and/or managing an Account.
   Show Field	All available	Select Search Page to use the attribute in an Account Search.   Select Search Results Page to use the attribute as a field in Account Search Results.
   Menu Detail	Single Select Menu and Multi Select Menu	Populate menu values. Click here for more information.
   Filter Option	Single Select Menu	Use the Filter Option section to specify whether or not you want to add a filter script. If you select Define Filter Script, you need to click Define Function. This will display the dialog box for creating that script.

8. Click Add.

   The Accounts Custom Attributes List page reappears.

9. Repeat Steps 3 - 8 for all custom attributes.
10. Select one or more custom attributes and click Deploy.

11. Click Back to return to the Accounts page.

    Notice that the attributes for which Search Page was selected are now displayed.

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Deleting a Custom Account Attribute

Reorder Custom Attributes