Quote Headers and Opportunity Attributes Mapping
The default Quote header and Opportunity attributes mapping enables Oracle CPQ to create and populate renewal quotes as renewal opportunities.
Here are the steps to verify your default mapping:
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In the Setup and Maintenance work area, use the Manage Oracle CX Sales to Oracle CPQ Cloud Integration task.
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Offering: Sales
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Functional Area: Integrations
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Task: Manage Oracle CX Sales to Oracle CPQ Cloud Integration
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On the Manage Oracle CX Sales to Oracle CPQ Cloud Integration page, go to the Quote Header to Opportunity Mapping tab.
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Verify that the default mapping of CX Sales and Oracle CPQ attributes is intact. Refer to the table here for the standard mapping:
Opportunity Attributes (Sales)
Quote Headers (Oracle CPQ)
Business Unit ID
BuOrgId
Name
Name
Account
SoldCustomerPartyId
Primary Contact
SoldContactPartyId
Owner
OwnerResourcePartyId
Sales Method
Defaulted based on Profile or Business Unit setting
Sales Stage
Defaults to the FIRST Sales Method for this Renewal Opportunity
Opportunity Type
QuoteTypeCategory
Renewal Process
RenewalProcess
Currency
CurrencyCode
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If you have made any changes, save them.
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Sign in again for the changes to take effect.