1. Integrating Oracle Sales with Oracle CPQ
  2. Overview of the New Transaction Action

Overview of the New Transaction Action

The New Transaction is a process action that runs every time a new quote is created. Typically, when a new quote is created, the application imports the deal information from the associated Opportunity and the customer information from the Account.

Configuring this action is a multi-step process:

  1. Set Up the Opportunity Import Integration

  2. Set Up the New Transaction Action

  3. Set up the Accounts Import Integration

  4. Set Up the Accounts Auto-Fill Action

    Note: These steps assume that your Oracle CPQ site is provisioned with the Oracle Sales Reference Application, or that you have used the provided migration package to import the artifacts referenced below later in this chapter. If you're missing any of these predefined objects, contact Oracle Support for guidance.