How the Applications Synchronize Data

The applications synchronize data between Oracle Sales and Oracle CPQ using REST and SOAP web services. This is a "point-to-point" integration that doesn't rely on middleware, such as an enterprise service bus or cloud integration application.

Here are the data synchronization tasks typical in this integration:

• The application imports Opportunity details onto the transaction in Oracle CPQ when a new quote is created. This information can include deal information, sales stage, and owner, all of which can be useful in quoting.

• The application imports Account details onto the transaction in Oracle CPQ when a new quote is created. This can include details about the buyer that can be important for pricing and order fulfillment, such as company name, shipping and billing address, and industry.

• The application exports Quote details from the transaction in Oracle CPQ to the Sales Quotes and Orders object when a user completes edits. This information typically includes summary information about the sales transaction like pricing rollups, approval status, and order info.

• The application exports Quote Line details from the transaction in Oracle CPQ to the Sales Quote Line Items object when a user completes edits. This typically includes product information, quantities, discounts and list, and net prices.

• The application exports Quote Line items from the transaction in Oracle CPQ to the Opportunity's revenue lines when the user updates the opportunity. This includes product information, quantities, discounts and list, and net prices.

These data integrations are included in the Oracle CPQ Reference Application provisioned for each new customer. This simplifies the setup for administrators and provides a set of preconfigured integrations for common tasks. The integration is extensible, and additional business objects can be imported or exported as required for your business processes.