Convert Opportunity-to-Quote-to-Order

Use this recipe to streamline the entire opportunity-to-quote-to-order process by integrating Oracle B2B Service (formerly Oracle CX Sales) and Oracle Fusion Cloud Configure, Price, and Quote (Oracle CPQ Cloud).

Note:

Oracle provides this recipe as a sample only. The recipe is meant only for guidance, and is not warranted to be error-free. No support is provided for this recipe.

Description

This recipe allows users to create quotes and sales orders for an opportunity. It provides a consistent user interface flow that originates in Oracle B2B Service.

Transaction data is passed seamlessly between the two applications, ensuring accuracy and allowing Oracle B2B Service users to take advantage of the on-demand configuration, pricing, and quoting capabilities of Oracle CPQ Cloud.

The benefits include:

• Allows users to create quotes with accurate pricing and generate company specific proposals

• Simplifies quoting and reduces duplicate entry for sales reps managing opportunities that require quotes

• Enables sales reps to accurately configure and price complex products in an intuitive and easy to use manner

System Requirements

• Oracle B2B Service, Release 9 or later

• Oracle CPQ Cloud, 2015 R1 or later

• Oracle Integration

Related Documentation

• Oracle CPQ Cloud-Oracle Sales Cloud Integration through Oracle Integration Cloud Service Implementation Guide