Oracle Fusion Pricing to Oracle CPQ Synchronization

CPQ provides an easy method of uptaking Charge Definitions - especially if charges have already been defined in the productized Charge object. CPQ provides a way to automatically generate your Charge Definitions from existing Charge attributes if you have already defined charges.

Complete the following steps to enable Charge Definitions.

1. Navigate to CPQ Admin > Pricing Portal > Pricing Options.
2. Click Edit.
3. Set the Enable Charge Definitions option to On.
4. Click Save or Update.

5. If you have not yet defined any pricing in CPQ using the new productized Charge feature,
   click Proceed to complete the enabling of Charge Definitions.

   --OR—

   If you have defined Charges pricing in CPQ, complete the following:

   1. Select Generate Charge Definitions Only to automatically create the Charge Definitions from the combinations of Price Type and Charge Type that you have already used.
   2. Review and verify the Charge Definitions that have been automatically created before taking the next step.
      

   3. Once you are satisfied with the Charge Definitions you will be using, click Proceed and the Charge Definitions will be automatically populated on each existing pricing charge.

      

You need to make sure that common lookups and charge definitions are created in Oracle CPQ and Oracle Fusion Pricing.

Complete the following steps:

1. Set up common Price Type Pricing Lookups:

   1. In the Fusion Application:

      • Navigate to the FSM task: Manage Pricing Lookups.

      • Search for the lookup code: ORA_QP_PRICE_TYPES.

      • Copy the lookup codes for all the price types. For example,

        • One Time lookup code. (e.g. ONE_TIME)

        • Recurring lookup code. (e.g. RECURRING)

        • Usage lookup code. (e.g. ORA_USAGE)

   2. Navigate to CPQ > Admin > Pricing Portal > Pricing Lookups > Price Types.

   3. For the Fusion price types you identified, edit or add the corresponding Lookup Values.

   4. Update the lookup value Integration ID with the corresponding lookup code from Fusion.

      For example:

      • One Time Integration ID: ONE_TIME

      • Recurring Integration ID: RECURRING

      • Usage Integration ID: ORA_USAGE

2. Set up common Charge Type Pricing Lookups:

   Note: Fusion Pricing has charge type and charge sub type lookups, but CPQ only has charge types. The combination of price type and charge type must be unique when creating a charge definition in CPQ. Hence when creating charges and rate plans in Fusion price lists that you want to sync to CPQ, you have to make sure that you only use one sub type for a charge type.

   1. In the Fusion Application:

      • Identify all the charge types that you are using in the price lists you want to sync with CPQ.

      • Navigate to the FSM task: Manage Pricing Lookups.

      • Search for the lookup code: ORA_QP_CHARGE_TYPES

      • Copy the lookup codes for the charge types that you identified above.

        For example, Sales Price - Charge Sub Type lookup code (e.g. ORA_QP_CHARGE_TYPES_ORA_SALE)

   2. Navigate to CPQ > Admin > Pricing Portal > Pricing Lookups > Charge Types

   3. For the Fusion charge types you identified, edit or add the corresponding Lookup Values.

   4. Update the lookup value Integration ID with the corresponding lookup code from Fusion.

      For example, Sales Price Integration ID: ORA_QP_CHARGE_TYPES_ORA_SALE

3. Set up common Price Period Pricing Lookups:

   1. In the Fusion Application:

      • Identify all the Price Periodicities in the price lists you want to sync. You can find them by going through the charges for your price list items.

      • Navigate to the FSM task: Manage Units of Measure.

      • Look for the price periodicity you want to sync and copy the UOM Code.

   2. Navigate to CPQ > Admin > Pricing Portal > Pricing Lookups > Price Periods.

   3. For the Fusion price periods you identified, edit or add the corresponding Lookup Values.

   4. Update the lookup value Integration ID with the corresponding lookup code from Fusion.

4. Set up common Usage Units of Measure Pricing Lookups:

   1. In the Fusion Application:

      • Identify all the usage uoms in the price list item rate plans. You can find them by going through the rate plans for your price list items.

      • Navigate to the FSM task: Manage Units of Measure.

      • Look for the usage uom you want to sync and copy the UOM Code.

   2. Navigate to CPQ > Admin > Pricing Portal > Pricing Lookups > Price Periods.

   3. For the Fusion usage UOMs you identified, edit or add the corresponding Lookup Values.

   4. Update the lookup value Integration ID with the corresponding lookup code from Fusion.

5. Set up common Charge Definitions:

   1. In the Fusion Application:

      • Identify all the charge definitions used in your Fusion pricing. You can find them by going through your charges and rate plans.

      • Navigate to the FSM task Manage Pricing Charge Definitions.

      • Search for the charge definitions used in your pricing. For each definition, note the charge definition code, price type and charge type.

   2. Navigate to CPQ > Admin > Pricing Portal > Charge Definitions.

   3. For the Fusion Charge Definitions you identified, edit or add the corresponding Charge Definitions.

   4. Update the Integration ID with the corresponding charge definition code from Fusion.