Export Parts - Oracle CPQ as Parts Source

• If an attempt is made to export a part that has already been added to the Partner database in an earlier export, then that part is updated to the latest export.
• If a new part (a part that was created after the last export) is exported, then that part is added to the Partner parts database.

• Parts Extended Description Fields can be mapped to custom fields in partner systems.
• The Parts database must be synchronized before Extended Description export is performed.
• If the size of the exported data is larger than the mapped field size in Salesforce, the export data may be truncated.
• If the size of the exported data is larger than the mapped field size in Siebel, then an error is thrown.

• A Price Book in CPQ can be mapped to a Price Book in Salesforce in a one-to-one relationship only.
• If a part that has a base price but is not associated with a Price Book is exported, then that part will be associated with the Standard Price Book in Salesforce.

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1. Select Export Parts and/or Export Price Book Entries.

2. Click Export to invoke the Export action.

   Click Schedule, in the List Integrations page, to access the scheduler. You can schedule integrations hourly, daily, weekly, monthly, or on demand.

The Integration of Parts, Parts Extended Descriptions, and Price Book information between CRMs and Oracle CPQ occurs incrementally. You can choose to send parts when syncing/scheduling a Delta Parts Sync; for example, when exporting and/or importing parts from the last export/import date.

1. Navigate to the List Integrations page.
   1. Click Admin to go to the Admin Home Page.

   2. Click Parts under Products.

      The Parts Search for Admin page opens.

   3. Click List in the Price Book section.

      The Price Book Administration List page opens.

   4. Click the Name of the Price Book you want to export.

      The Price Book Administration page opens.

   5. Click Integration.

      The List Integrations page opens.

2. Select the Delta checkbox.

   

   This reduces overall Integration time.

The Export Parts integration synchronizes any changes made to parts in the Oracle CPQ into the PIM Item Master.

View Parts Source in Oracle CPQ:

1. Sign in to Oracle CPQ as a parts administrator or as a Full Access user.
2. Navigate to the Admin Home page.
3. Click Parts under Products. The Parts Search for Admin page appears. The application listed under Item Master is currently the Parts Master ("BigMachines" means that Oracle CPQ is the Parts source).

Export Parts:

1. Sign in to Oracle CPQ as a Full Access user.
2. Navigate to the Admin Home page.
3. Click Parts under Products. The Parts Search for Admin page appears.
4. Click Integration.
5. Select the check box for the Export Parts integration.

6. Upload the Integration XSL file for SOAP Generation. The integration uses the "process Item" SOAP web service of Product Information Management. Both the standard and custom part fields can be mapped in the SOAP Generation XSL file, according to the business requirements in the implementation. The field, _partner_part_id, is the primary field for mapping and is used as cross-reference for the integration.

   Note: Contact My Oracle Support for the reference XSL files.

7. Click Export to perform a one-time integration, or click the Schedule button to schedule a one-time integration or recurring integrations.
8. If you schedule one or more integrations, the new schedule details for job import dialog box appears.
9. Select a Schedule Type and the corresponding frequency.
   • Monthly: Select the day of the month and the time of the integration.
   • Weekly: Select the day of the week and the time of the integration.
   • Daily: Select the time of the integration.
   • Hourly: Select an interval of 1-23 hours.
   • On Demand: Select the date and time of a one-time integration.
10. You can add start and end dates for a recurring integration.
11. Select either All Parts or Delta, depending on whether all parts always need to be integrated or only parts that are modified since the last integration.
12. When you're done with the scheduling details, click Add Schedule.
13. You can refer to the integration logs available in the Parts Integration and error logs for any troubleshooting or diagnosis.