2 Before You Install the Recipe

You must perform the following configuration tasks on your Oracle ERP Cloud instance and Oracle CX Sales and B2B Service instance in order to successfully connect to these external systems using Oracle Integration.

1. Configure Oracle ERP Cloud
2. Configure Oracle CX Sales and B2B Service

Configure Oracle ERP Cloud

To access the Oracle ERP Cloud instance from Oracle Integration, you'll require a separate user account on Oracle ERP Cloud.

Log in to your Oracle ERP Cloud instance as an Administrator and perform the following tasks.

1. Create a user account for Oracle Integration. Make a note of the user name and password you set for the account. You'll use the credentials of this user account to connect to Oracle ERP Cloud from Oracle Integration.
2. Assign the following roles to the user account. For more information, see Assign Required Roles to an Integration User in Using the Oracle ERP Cloud Adapter with Oracle Integration 3.
   • Integration Specialist
   • Oracle ERP Cloud-specific data access to the integration user
3. Enable the business event Sales Order Notification.

   See Supported SCM and Procurement Business Events.

   For information on subscribing to events in Oracle ERP Cloud, see Configure Oracle ERP Cloud for Event Subscriptions.

Configure Oracle CX Sales and B2B Service

To access the Oracle CX Sales and B2B Service instance from Oracle Integration, you'll have to create a separate user account on Oracle CX Sales and B2B Service, and assign the required roles to the user account.

In addition, perform the following tasks to configure Oracle CX Sales and B2B Service for this recipe.

1. Create the OrderManagementPOC custom object as child object of Account with necessary fields.
   1. Create OrderManagementPOC custom object.
      1. In the Navigator, select Application Composer.
      2. In the Custom Objects list, click Create a New Object.
      3. In the Create Custom Object dialog, enter the object information (OrderManagementPOC), and then click OK.

      The custom object appears in the Custom Objects list in the Objects menu.

   2. Add fields to the OrderManagementPOC custom object.
      1. In the Objects menu, expand the OrderManagementPOC custom object's node in the Custom Objects list.
      2. Click Fields.
      3. On the Fields page, click Create a custom field.
      4. In the Select Field Type dialog, select the appropriate field type, and then click OK.
      5. Repeat the above steps to create as many fields as required.
2. Ensure Registry ID value of account object in Oracle CX Sales and B2B Service matches with BuyingPartyNumber of order object in Oracle ERP Cloud.