Oracle CX Sales SPIM Integration

The near real time synchronization for Oracle CX Sales SPIM Integrations provides synchronization of a given product, without waiting for a scheduled batch synchronization to occur. Oracle CX Sales SPIM products and structures can be synchronized to CPQ using the “Upsert Product in CPQ” action when an appropriate Oracle CX Sales Routine trigger occurs. The Oracle CX Sales Integration Maps use pre-defined mapping for Standard Part Attributes and additional mapping can be added for custom attributes. The CPQ Upsert BOM Item List REST API can create, update, or delete CPQ BOM hierarchies using a list format, instead of the hierarchical JSON format.

For example, an Oracle CX Sales product manager creates the PTO Model structure.

The corresponding structure is added to the CPQ BOM Item Definition data table BOM Item Tree using the Upsert BOM Item List REST API.

The product synchronization from the Oracle CX Sales Product Master and CPQ is performed in scheduled batches, typically once every 24 hours. At the scheduled time:

• CPQ sends a synchronization request to Oracle CX Sales.

• Oracle CX Sales exports the entire set of records or a delta set of record charges to CPQ.
  Refer to Synchronization Behavior for more information.

• After receiving the export completion notification, CPQ updates parts in the CPQ application.

Synchronization of Structures and Components/BOMs

Complex structures created in Oracle CX Sales can also be automatically synchronized into Oracle CPQ on a scheduled basis. When the Unified BOM Sync is enabled, this integration will synchronize Oracle CX Sales structures to the Oracle CPQ BOM Item Definition table.

• The unified BOM synchronization is initiated upon completion of the parts synchronization.
• The initial BOM sync will be a complete synchronization.
• The following BOM synchronizations will be delta synchronizations. BOM sync uses Last Sync Date header value to retrieve records during delta synchronization.

The Parts Administration page provides integration information and provides access to synchronization details and controls. To access the Parts Administration page navigate to the CPQ to the Admin Home page, and then click Parts in the Products section.

When CPQ is integrated with the Oracle CX Sales Product Master, "UnifiedProducts" is listed as the Item Master on the Parts Administration page.

• CPQ administrators can still import and add new CPQ parts, but parts originated in CPQ are not synchronized with Oracle CX Sales.
• For parts synchronized from the Oracle CX Sales Product Master, CPQ administrators can only view and provide translations for the integrated items. Synchronized parts can only be modified and deleted in the Oracle CX Sales application.
• When Oracle CX Sales Product Information Master (SPIM) integration is enabled, existing CPQ parts that have the same part number as an Oracle CX Sales Product Master part will be synchronized, and thus become read-only in CPQ.
• If a new part is added to the Oracle CX Sales Product Master and the part number matches an existing CPQ part, it will be synchronized, and thus become read-only in CPQ after the next synchronization.

To access synchronization details and controls, click the Integration button on the Parts Administration page. Synchronization details are displayed for both parts/items and BOM hierarchies/structures.

The Part Sync section shows the overall part synchronization status and lists details for the last five of part synchronization jobs.

Click the Sync Control Pause button to suspend the currently scheduled synchronization. When the synchronization is resumed:

• A new part synchronization will begin immediately. Either a full synchronization or delta synchronization will occur.
• The next part synchronization will initiate after a pre-defined interval, measured from the time the previous synchronization was initiated.

When the Unified BOM Sync is enabled BOM synchronization details and controls are displayed below the part synchronization section on the integration page.

If required, Oracle CPQ administrators can click the BOM Sync Request Start button to initiate a synchronization before the scheduled synchronization. If there is an active parts synchronization administrators will be prompted to wait for competition of the current synchronization before initiating a new BOM synchronization.

The following procedures will establish Oracle CX Sales Product Information Master (SPIM) as the Products Source for an Oracle CX Sales – Oracle CPQ Products Integration.

View Current Parts Source in Oracle CPQ:

Enter the Integration User Credentials

Set Up Unified Products Sync Configuration Options

CPQ BOM tables and mapping are required to enable synchronization of Oracle CX Sales product structures and components to CPQ.

Complete the following procedure to create and map CPQ BOM tables.

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

2. Navigate to Admin > BOM > BOM Tables.

3. Check the Select All checkbox and click Save.

4. Complete the following to download each of the table definitions:

   1. Click on the applicable BOM table link.

   2. Click the Download Sample link.

   3. Click Cancel to return to the Bills of Materials Tables page.

5. Navigate to Admin > Data Tables.

6. Add a BOM Tables data folder.

   1. From the Admin Toolbar, click on the Add Folder icon.

   2. Enter BOM Tables for the folder Name.

   3. Click inside the Variable Name field.

   4. Click OK.

7. Complete the following to import and deploy each of the data table definitions downloaded in Step 4:

   1. Select Import from the from the side navigation panel menu drop-down.

   2. Drag the applicable Zip file into the "Drop files here or click to upload .csv .txt or .zip" area.

   3. Select BOM Tables from the Destination Folder drop-down.

   4. Click Import and wait for the Import dialog to close.

   5. Double-click on the newly created data table.

   6. Click on the Schema tab.

   7. Check the Index and Key checkboxes for the VariableName row.

   8. Click Deploy.

   9. Click OK and wait for the Deploy dialog to close.

8. Navigate to Admin > BOM > BOM Tables.

9. Complete the following to map each of the BOM data tables imported in Step 7:

   1. Click on the applicable BOM table link.

   2. Select the matching BOM data table from the Table Name drop-down.

   3. If Column Mappings are all automatically mapped, click Save and then click Cancel.

   4. If Column Mappings are not mapped; select the matching data table columns from the unmapped Column Mapping drop-down, click Save and then click Cancel.

10. Check Select All in the Active column, and then click Save.

BOM/Structure Attribute Mapping