1. Integrating Oracle Sales with Oracle CPQ
  2. Set Up and Run the Parts Integration

Set Up and Run the Parts Integration

You must set up and run the integration between Sales and Oracle CPQ at least once before the Create Revenue Items and Delete Revenue Items integrations start functioning between the quotes and opportunities.

Establish Oracle PIM as the Parts Source

The Import Parts integration synchronizes any changes made to items in the Product Information Management (PIM) item master into Oracle CPQ.

Here are steps to see the current parts source in Oracle CPQ:

  1. Sign into Oracle CPQ as a parts administrator or as a Full Access user.
  2. Go to the Admin Home page.
  3. Click Parts in Products the products area. The Parts Search for Admin page appears.

    The Item Master field shows the current parts source. If you see 'Partner' as the item master (source), it's referring to PIM.

Note: If you don't find the Item Master section on the Parts Search for Admin page, contact Oracle Support to enable the parts integration. Similarly, contact Oracle Support to change the Parts Master (source).

Here are the steps to set up the integration:

  1. Sign into Oracle CPQ as a Full Access user.
  2. Go to the Admin Home page.
  3. Click Parts in the Products region. The Parts Search for Admin page appears.
  4. Click Integration.
  5. In the List Integration region, select the Import Parts check box.
  6. Upload the Integration XSL files for both SOAP Generation and Result Parser XSL files that have the field mappings for the integration. The integration uses the "findItem" SOAP web service of PIM. The fetch criteria can be set up as needed, according to your business needs.

    Both standard and part custom fields can be mapped in the Result Parser XSL file. The field _partner_part_id is the primary field for mapping and is used as the cross-reference ID for the integration.

    The _partner_part_id and partner_organization_id are important fields in the integration. These correspond to inventory_item_id and inventory_organization_id in PIM.

    Note: Contact Oracle Support for the reference XSL files.
  7. Click Import to perform a one-time integration, or click Schedule to schedule a one-time integration or recurring integrations. If you schedule one or more integrations, the new schedule details for job import dialog box appears.
  8. Select a Schedule Type and the corresponding frequency:
    • Monthly: Select the day of the month and the time of the integration.
    • Weekly: Select the day of the week and the time of the integration.
    • Daily: Select the time of the integration.
    • Hourly: Select an interval of 1-23 hours.
    • On Demand: Select the date and time of a one-time integration.
  9. Optionally, add start and end dates for a recurring integration.

  10. Select either All Parts or Delta, depending on whether all parts always need to be integrated or only parts that are modified since the last integration.

  11. When you're done with the scheduling details, click Add Schedule.
  12. See the integration logs available in the Parts Integration and the error logs for any troubleshooting or diagnosis.

Establish Oracle CPQ as the Parts Source

The Export Parts integration synchronizes any changes made to parts in Oracle CPQ into the PIM item master.

Here are the steps to see the current the Parts source in Oracle CPQ:

  1. Sign into Oracle CPQ as a parts administrator or as a Full Access user.
  2. Go to the Admin Home page.
  3. Click Parts in the Products region. The Parts Search for Admin page appears. The application listed under Item Master is currently the Parts Master ("BigMachines" means that Oracle CPQ is the Parts source).

Here are the steps to set up the integration:

  1. Sign into Oracle CPQ as a Full Access user.
  2. Go to the Admin Home page.
  3. Click Parts in the Products region. The Parts Search for Admin page appears.
  4. Click Integration.
  5. Select the check box for the Export Parts integration.
  6. Upload the Integration XSL file for SOAP Generation. The integration uses the "process Item" SOAP web service of PIM. Both the standard and custom part fields can be mapped in the SOAP Generation XSL file, according to your business needs.

    The field _partner_part_id is the primary field for mapping and is used as the cross-reference for the integration.

    Note: Contact Oracle Support for the reference XSL files.
  7. Click Export to perform a one-time integration, or click the Schedule button to schedule a one-time integration or recurring integrations.

    If you schedule one or more integrations, the new schedule details for job import dialog box appears.

  8. Select a Schedule Type and the corresponding frequency.
    • Monthly: Select the day of the month and the time of the integration.
    • Weekly: Select the day of the week and the time of the integration.
    • Daily: Select the time of the integration.
    • Hourly: Select an interval of 1-23 hours.
    • On Demand: Select the date and time of a one-time integration.
  9. Optionally, add start and end dates for a recurring integration.
  10. Select either All Parts or Delta, depending on whether all parts always need to be integrated or only parts that have been changed since the last integration.
  11. When you're done with the scheduling details, click Add Schedule.
  12. See the integration logs available in the Parts Integration and the error logs for any troubleshooting or diagnosis.