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:

  1. In the Setup and Maintenance work area, use the Manage Oracle CX Sales to Oracle CPQ Cloud Integration task.

    • Offering: Sales

    • Functional Area: Integrations

    • Task: Manage Oracle CX Sales to Oracle CPQ Cloud Integration

  2. On the Manage Oracle CX Sales to Oracle CPQ Cloud Integration page, go to the Quote Header to Opportunity Mapping tab.

  3. 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

  4. If you have made any changes, save them.

  5. Sign in again for the changes to take effect.