Options for Quote Line Type Sync

Oracle CPQ provides three options for syncing quote lines into Sales.

This setting governs which Oracle CPQ quote lines are synced to Sales quote lines:

All Lines: Syncs all quote lines into Sales. This is the default setting.
Part Lines: Syncs only part-type lines into Sales. Model lines are not synced.
Root Lines: Syncs only top-level model and standalone part lines into Sales. Child models and child parts are not synced.

Sales provides two options for revenue reconciliation. This setting governs which quote lines (that have been synced to Sales) are used to update opportunity revenue lines:

Parts (Part): Only sync quote lines with the item type of Part.
Roots (Root): Only sync quotes lines for root models or standalone parts.

To ensure the best results, you should define these settings in combination. Consider the Sales revenue reconciliation options described in this table:

		Sales Revenue Reconciliation Options
		Part	Root
CPQ Sync Option	All Lines	View all lines, including models, in Workspace, but reconcile only part lines to revenue. Appropriate if models don't have pricing in Oracle CPQ.	View all lines, including models, in Workspace, but reconcile only standalone part and root model lines with their rolled-up revenues to revenue. Appropriate if models and parts both have pricing in Oracle CPQ, but you want to see a summary of revenue in opportunities.
	Part Lines	View only part lines in Workspace and reconcile all part lines to opportunity revenue lines. Appropriate if models don't have pricing in Oracle CPQ and are merely containers or bundles. Model lines aren't searchable in Workspace.	Not an appropriate combination of options. Only part lines are visible in Workspace, and only standalone part lines are reconciled to opportunity revenue lines. This omits child parts from forecasts.
	Root Lines	Not an appropriate combination of options. Only model and standalone part lines are visible in Workspace, and only standalone part lines are reconciled to opportunity revenue lines. This omits models from forecasts.	View only model and standalone part lines in Workspace and reconcile these lines and their rolled-up revenue to revenue. Appropriate if models and parts both have pricing in Oracle CPQ. This option may enhance performance by reducing the volume of records that are synced to Sales.