1. Getting Started with Oracle Integration Generation 2
  2. Recipes Reference
  3. Enterprise Resource Planning (ERP) Recipes
  4. Synchronize Opportunities in Oracle CX Sales and B2B Service with Oracle NetSuite Orders
  5. Activate and Run the Recipe

Activate and Run the Recipe

After you've configured the connections, activate the recipe package and run it.

  1. On the Configuration Editor page, click Activate in the title bar. In the Activate Package dialog, click Activate again.
    A confirmation message is displayed informing that the integrations have been submitted for activation. Refresh the page to view the updated status of the integrations.
  2. Run the recipe.
    1. Log in to the Oracle CX Sales and B2B Service instance using a separate account, for example, as a sales user. Click Opportunities on the home page.
    2. On the Opportunities page, click Create Opportunity.
    3. On the Create Opportunity page:
      1. Enter a name for the opportunity.
      2. Select an account for the opportunity (mandatory).
      3. Set a close date, and click Save and Continue.
    4. On the Summary page:
      1. Select Won in the Status field. Choose a suitable reason in the Win/Loss Reason field.
      2. Scroll to the Products section, and click Add to add a product group.
      3. With Group selected in the Type field, select a product group in the Name field. Enter other necessary details for the product group, such as quantity, estimated price, and so on.

        Note:

        For successful execution of the recipe, you must assign only one product group to the opportunity, and you must not add a product item to the opportunity.
      4. Click Save and Close.
  3. Monitor the execution of the integration flows in Oracle Integration.
    1. On the Oracle Integration navigation pane, click Home, then Monitoring, then Integrations, and then Tracking.
    2. On the Track Instances page, you'll see the subsidiary and main integration flows of the recipe package being triggered and executing successfully.
    The recipe now creates a new sales order in Oracle NetSuite corresponding to the opportunity won in Oracle CX Sales and B2B Service.
  4. Log in to your NetSuite instance as an Administrator and check for the new sales order, customer, and inventory item records.
    1. To view the sales order: On the NetSuite home page, select Transactions, then Sales, then Enter Sales Orders, and then List.
    2. To view the customer record: On the NetSuite home page, select Lists, then Relationships, and then Customers.
    3. To view the inventory item record: On the NetSuite home page, select Lists, then Accounting, and then Items.

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