Quote Line Sync vs Revenue Reconciliation Sync

You can determine how data in Oracle CPQ synchronizes with data in Oracle Sales, based on what's best for your organization.

Sales and Oracle CPQ manage several related business objects. Two pairs of these objects, Opportunities and Revenue Lines and Quotes and Quote Lines (sometimes referred to as Sales Orders and Sales Order Lines) are closely related, but not always identical. You need to decide how data between these two pairs of objects is synchronized and how the objects are consumed upstream.

For example, sales opportunities and their revenue lines are used to forecast anticipated revenue for a deal. Because revenue lines are created early in the sales cycle, they may be defined at a product group level (a category of products) as opposed to a specific product. In contrast, quotes and quote lines managed in Oracle CPQ must always be defined with a specific product.

Consider the following options:

• Quote Line Sync: Lines are synced from Oracle CPQ to Sales. Synchronizing quote lines lets users use Oracle Workspace search and report on quote lines in conjunction with quotes, opportunities, and accounts.

• Revenue Reconciliation: Quote lines are synced with revenue lines when a quote is marked as active. This supports one-time, recurring, and usage revenue types on lines. This also lets sales users set individual quotes as “active” in Sales, which triggers the synchronization event.

With these two options, you can enable users to search and view revenue lines at two different levels of detail. For example, users can search on quote line details while viewing only summary information on revenue lines.

Carefully consider which option best meets your business needs before enabling either of the options. Switching between these options can impact quote line and revenue line data.