Oracle Sales Product Information Master Integration

For example, an Oracle 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 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 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 Sales.
• For parts synchronized from the Oracle 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 Sales application.
• When Oracle Sales Product Information Master (SPIM) integration is enabled, existing CPQ parts that have the same part number as an Oracle Sales Product Master part will be synchronized, and thus become read-only in CPQ.
• If a new part is added to the Oracle 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.

Complete the following steps to verify the current parts source.

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 Search for Admin page appears.

4. The Item Master field shows the current parts source. If you see "UnifiedProducts" as the item master (source), your CPQ site is integrated with the Oracle Sales Product Master.

Create an Oracle CPQ CRM Integration to establish a connection between Oracle CPQ and an Oracle Sales environment.

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

2. Navigate to Admin > Integration Platform > Integration Center.

3. Click Create Integration, select CRM, and then enter the following parameters:

   • Vendor: Fusion

   • Name: Fusion

   • Variable Name: fusion

   • Endpoint URL: the web address for the integrated Oracle Sales site

   • Username and Password: user credentials of a Fusion Integration user with the sales administrator role

   • (optional) Scope: the value used for accessing the public key of the OAuth Provider

   • Enable Integration: check to enable the Oracle Fusion CRM integration

     Note: Once the CRM 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.

4. Click Save.

Complete the following steps to create an Oracle Sales web service to send an export completion notification to Oracle CPQ.

1. Log into Oracle Sales as a user with the Sales Administrator role.

   Note: You must have "Customer Relationship Management Application Administrator" privileges to perform this procedure. Contact your helpdesk to request access.

2. Choose Configuration and then Sandboxes from the upper left navigation menu.

3. Click Create Sandbox.

   • Enter the Name for the Sandbox.

   • Select Yes for the Publishable option.

   • Select the Active checkbox for the Application Composer tool.

   • Click Create.

4. Click on the applicable the sandbox link.

5. Click Application Composer.

6. Choose Common Setup and then Web Services from the left navigation menu.

7. Click on the 'Add Web Service' icon.

   1. In the Select Connection Type dialog, select the REST option and click OK.

      • Enter and record the Name for the web service notification.

        Note: This name must match the REST Notification Name in Set Up Products Synchronization in Oracle CPQ.

      • In the URL field, enter the following URL:

        https://<siteName>/rest/v17/unified/bulkExportActivities/actions/notify

        Where "siteName" is the domain name for the integrated Oracle CPQ site.

      • In the Authentication Scheme section, select the None option.

      • In the Select and Configure Methods against Resource section, select the POST check box.

      • In the Request Payload section, select the Code Sample option and add {} to the multi-line text box.

      • In the Response Payload section, select the Code Sample option and add {} to the multi-line text box.

      • Click Save and Close.

8. Click Publish.

Complete the following steps to set product synchronization options in Oracle CPQ.

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

2. Navigate to the Admin Home page.

3. Click Configuration Settings in the Products section.

4. Configure the Unified Products Sync options.

   1. Enter the REST Notification Name.

      Note: The REST Notification Name must match the web service notification Name defined in Set Up Notification Web Service in Oracle Sales.

   2. Mapping ID: The Oracle Sales Integration Map Number that is used to map The REST Notification Name must match the web service notification Name defined in Set Up Notification Web Service in Oracle Sales. to Oracle CPQ part attributes when synchronizing parts. The Mapping ID for the default mapping, which maps standard parts attributes, is DATAINTG-100.

      • Oracle Sales administrators can modify or clone the default mapping.

      • The default mapping can be modified to map an additional Oracle Sales standard or custom part attribute to a CPQ custom part attribute.

      • The default mapping must be cloned if you want to map an additional Oracle Sales standard or custom part attribute to a CPQ standard part attribute.

      • When the default mapping is cloned, a new Mapping ID will be generated.

5. Enable Unified BOM Sync: This option to enable synchronization of The REST Notification Name must match the web service notification Name defined in Set Up Notification Web Service in Oracle Sales. complex structures to Oracle CPQ BOM hierarchies.

   Note: Refer to BOM Synchronization Behavior before enabling Unified BOM Sync.

6. Click Apply.

Refer to the Set Up Data Integration Mapping procedures in the How do I get started with the Revenue Transformation Solution?  Oracle Sales Playbook to set up product integration in Oracle Sales.

CPQ BOM tables and mapping are required to enable synchronization of Oracle 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