Generic Integration

Overview

This integration type defines a connection to an arbitrary third party system. Once defined, system integrators can use BML to retrieve these connection details prior to making a Web Service call to that system. Refer to Commerce Integrations for additional information.

Oracle CPQ 25C introduced the following generic integrations:

Administration

ClosedSet Up a Generic Integration

To create a generic integration type, complete the following steps:

  1. Navigate to the ClosedIntegration Center.
    1. Click Admin to go to the Admin Home Page.

    2. Click Integration Center in the Integration Platform section.

      The Integration Center page opens.

  1. Click Create Integration.
  2. Select Generic Integration from the Type drop-down. The Generic Integration field entries display.

Create Generic Integration

  1. In the Name field, enter a name that describes the integration.
  2. In the Request URL field, enter the URL of the third-party system.
  3. In the Username and Password fields, enter the login credentials for the third-party system.
  4. Select the Enable Integration check box to enable the integration.
  5. Click Save.
Once the generic integration is active, unselecting the Enable Integration checkbox disables any integrations which use it. Run-time integrations will not execute and some administrative features may not be available.

ClosedSet Up a Fusion Product Information Generic Integration for Salesforce Product Synchronization

To create a Fusion Product Information Generic integration type, complete the following steps:

  1. Navigate to the ClosedIntegration Center.
    1. Click Admin to go to the Admin Home Page.

    2. Click Integration Center in the Integration Platform section.

      The Integration Center page opens.

  1. Click Create Integration.
  2. Select Generic Integration from the Type drop-down.
  3. Enter "Fusion Product Information" in the Name field.

Fusion Product Integration Generic Integration

  1. Enter the Fusion Product Integration environment URL in the Request URL field.
  2. Enter the Username and Password credentials.
  3. Select the Enable Integration check box to enable the integration.
  4. Click Save.
To maintain integrity of products and product structures, we recommended that when using this integration you only export part information to Salesforce and do not import part information from Salesforce.
Once the integration is active, unselecting the Enable Integration checkbox disables any integrations which use it. Run-time integrations will not execute and some administrative features may not be available.

Once the Fusion Product Integration is setup, the Parts Administration page provides the available parts information and ability to veiw regularly scheduled synch or initiate a one-time synchronization event.

  1. Log into Oracle CPQ as a parts administrator or as a Full Access user.

  2. Navigate to the Admin Home page

  3. Click Parts in the Products section. The Parts Administration page opens.

    The Integration button allows you to view the Salesforce CRM product integration.

    Part Administration

  4. Click Sales Catalogue Integration to view the Part and BOM Sync Request status or to perform a One-Time Sync Request.

    Schedule Parts Sync

  5. To view a sync log, click the link under Log.

  6. To initiate a One Time Sync Request for Part or BOM sync, enter one of the following:

    • Part Identifier - enter a list of comma-separated part numbers

    • BOM Identifier - enter a list of comma-separated Bill Sequence IDs

    • From Date - enter the date or select the calander date for either the Part or BOM one time sync request

      Notes:

      • When running the One-Time Part or BOM Sync, only specify one of the entry options. An error will occur is you provide both the Identifier and a From Date.

      • The log file name will identify if a specific run occurred as part of the recurring synchronization or it was a one-time sync triggered by a user.

      • Unlike batch synchronization, the One-Time Part or BOM Sync is NOT triggered after the One-Time Part Sync.

  7. Click Run.

ClosedSet Up a Generative AI Generic Integration for Non-Oracle CRM-Integrated Sites

Target Audience

Non-Oracle Sales Cloud integrated customers

Note: Oracle Sales integrated sites do not need to create a Generic Integration to utilize Generative AI Quote Summaries.

Pre-Requisites

Set Up a Generative AI Generic Integration for Non-Oracle CRM-Integrated Sites

  1. Navigate to the ClosedIntegration Center.
    1. Click Admin to go to the Admin Home Page.

    2. Click Integration Center in the Integration Platform section.

      The Integration Center page opens.

  1. Click Create Integration.
  2. Select Generic Integration from the Type drop-down.
  3. Enter "Generative AI" in the Name field.

Generative AI Generic Integration

  1. Enter the Fusion environment URL in the Request URL field.
  2. Enter the Username and Password credentials.
  3. Select the Enable Integration check box.
  4. Click Save.
A Generate Quote Summary action is required to generate the summary. If this action does not exist, refer to Redwood Quote UI > Create Quote Summary Action or JET Transaction UI > Create Quote Summary Action.
Once the integration is active, unselecting the Enable Integration checkbox disables any integrations which use it. Run-time integrations will not execute and some administrative features may not be available.

NOTES

After the Generic integration has been created, the details can be retrieved using BMQL and used in a BML integration to send messages to the external service. Example BMQL is provided below.

intSettings = bmql(“select username, password, requestUrl FROM integration.genericIntegration WHERE name = $intName");
For password security, do not include in thowerror message or print the password value within the BML script. Otherwise when the BML print log is enabled, the cleartext password will be visible in the bm.log.

Related Topics

Related Topics Link IconSee Also