Oracle Order Management Integration

Overview

Oracle CPQ customers can leverage Order Management REST APIs with orchestration and error handling capabilities through an integration platform, such as Oracle Integration Cloud (OIC), to provide an end to end integrated Quote to Cash solution to customers.

REST API Order Management Integrations

This solution enables sales users to:

Create a quote in Oracle CPQ and invoke OIC to create an order in Oracle Order Management.
Create orders for physical goods and related services (e.g. warranties).

The following diagram illustrates the basic process flow for Order Creation for an Oracle CPQ – Oracle Order Management Integration.

Sales users create a transaction in CPQ. If required, the transaction is sent for approvals. The sales user selects Create Order, and the transaction information is sent to OIC.
OIC maps the CPQ attributes to Order Management attributes and invokes a REST API to create an Order Management sales order.
Order Management creates the sales order.
As the order fulfillment status updates occur, the order status information is sent to OIC.
OIC maps the Order Management attributes to CPQ attributes and invokes a REST API to update the CPQ quote order status.
The CPQ quote order status is updated.

basic process flow for Order Creation for an Oracle CPQ – Oracle Order Management Integration

Sales users can also cancel or terminate orders for:

Single or multiple products within the same order
An entire order

CPQ Standard Process – Order Management Integration

Rate Plan Support for Order Management Integrations

Subscription Amendment Process Flow for CPQ Standard Process - Order Management Integration

Oracle CPQ 24D introduced the Subscription Amendment Process Flow for the Oracle CPQ Standard Process - Order Management Integration. The following use cases are supported to amend existing subscriptions:

Change in Subscription Tier or Plan: Customers wanting to upgrade or downgrade their subscription tier or plan based on their evolving needs or budget considerations.
Adjustment of Subscription Quantity: Customers needing to increase or decrease the number of licenses, seats, or units associated with their subscription.
Extension of Subscription: Customers wanting to extend their existing subscription before it expires.
Adding or Removing Features: Customers wanting to modify their subscription by adding new features or removing existing features based on their usage requirements.
Price Adjustments: Changes in pricing, discounts, or promotions may necessitate amendments to the subscription contract.

Oracle CPQ 24D modifies subscription line event handling from Oracle Sales to CPQ Order Transaction and Asset-Based Ordering (ABO) for Oracle CPQ Standard Process - Order Managemen Integration. This feature ensures that when a subscription line is activated in Oracle Sales, the corresponding line item in CPQ is also activated, which in turn triggers ABO record activation for the subscription asset. A new OSS CPQ BulkAssetUpsertFlow integration is available. The existing OSS CPQ AssetUpsertFlow integration is deprecated with Oracle CPQ 24D.

The following image shows Oracle end-to-end solution for the Subscription Amendment process flow.

Subscription Amendment Process Flow

The Subscription Amendment Integrated flow can be implemented as part of the Oracle Revenue Transformation Solution. Refer to the How do I get started with the Oracle Revenue Transformation Solution? for more information.

Coverage Product Support

One of the essential aspects of asset-based ordering is selling relevant service products that cover the customer-owned assets. Sales users can add coverage service products on a quote, search, select, and associate a product from the current quote or a previously ordered item with the service. This product can belong to the current quote, as part of the new sale, or it can be a product previously sold to the same customer.

The Add Covered Product button is available on the Line Item Grid for coverage products (i.e., products where the Sales Product Type is COVERAGE). When a sales user selects a product and clicks Add Coverage Product, a Coverage drawer opens. Sales users can search by Current Quote or Order Number to add a new coverage product. When the Coverage Product is added, the Coverage Order Number and Coverage Line Number are updated in the Line Item Grid.

For example, a customer previously purchased a Hybrid Generator 650KW and was not willing to buy an extended warranty on this product. Extended Warranty is a coverage service type product that will cover the generator (covered product) for the specified term (1 Year) and is priced at $500/year.

• The sales user can now add the coverage service product to a quote and can select the Hybrid Generator product as a ‘covered item’ from a previously placed order through the selector drawer.

• Alternatively, if both, the covered item (generator) and coverage service (warranty) is being sold through the same quote, the user can use the coverage drawer to associate these two items on the quote.

When a product with the COVERAGE Sales Product Type is added to a transaction, the ‘Is Coverage Product’ attribute is checked.

Line Item Grid with Coverage Product

To add coverage service, the sales user selects the coverage product and clicks Add Coverage Product. The Coverage drawer opens, allowing the sales user to select covered products From Current Quote or From Order Number.

Add Coverage Product

To add a coverage service for a covered product listed in the current quote:

Select From Current Quote from the Select a type of order to add a coverage drop-down.
Select a covered product from the Search Product drop-down.
Click Add Coverage.

Add Coverage Product from Quote

To add a coverage service for a covered product ordered in a previous quote:

Select From Order Number from the Select a type of order to add a coverage drop-down.
Select the applicable Order Number.

Note: Users can search based on the source order number which is the same as ‘Quote #’ field
(i.e. Transaction Number attribute).
Select a covered product from the Search Product drop-down.
Click Add Coverage.

After the sales user adds coverage, the Coverage Order Number and Coverage Line Number for the associated product are updated in the Line Item Grid.

Line Item Grid with Updated Coverage Product

Administration

CPQ Standard Process – Order Management Integration (CPQ Update 23B and later)

Subscription Amendment Process Flow for CPQ Standard Process - Order Management Integration (CPQ Update 24D and later)

Implement Rate Plans with CPQ Standard Process – Order Management Integration (CPQ Update 23D and later)

Enable Coverage Products for a Standard Process

Enable Coverage Products for a non-Standard Process

Complete the following steps to enable coverage products for a Standard Process:

Navigate to the Admin Home Page.
Click Process Definition in the Commerce and Documents section.
Select Documents from the applicable process Navigation drop-down menu, and then click List.
Click on the sub-document Document Name (Transaction Line).
Select the Yes option for Enable Coverage Service Quoting.

Note: The Sales Product Type attribute in the sub-document Part Attribute Set must be enabled. Refer to Manage Parts Attributes for instructions.
Search and map the following fields:
- Coverage Order Number Mapping – the attribute which records the order number attribute of the covered product.
- Coverage Line Number Mapping - the attribute which records the line number attribute of the covered product.
- UOM Mapping - the attribute which records the ‘Unit of Measure’ of the coverage service, which should be same as that of the covered product.
- Quantity Mapping - the attribute which records the 'Quantity' of the coverage service, which should be same as that of the covered product.
- Order Number Mapping - the attribute which is used to search for previous Orders, which contains the product to be covered.
- Customer Id Mapping - the attribute which captures the customer ID of the customer placing the coverage order.
Click Apply or Update.

Oracle Order Management Integration

Overview

REST API Order Management Integrations

Administration

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