Set Up the Line Sync Complete Integration

The Line Sync Complete Integration updates the Sales Quote object to indicate that the synchronization of lines is complete.

Quotes with more than 500 lines will require several executions of line synchronization. While the Oracle CPQ Export Lines Integration handles these automatically, the Line Sync Complete Integration is required to complete the process and to trigger the revenue reconciliation process in which Sales updates the opportunity revenue lines for an active quote.

Here’s how you set up the Lines Sync Complete integration:

  1. Go to Administration Platform > Commerce and Documents > Process Definition.
  2. In the Navigation list for the applicable process, select Integrations, and click List.
  3. If your Oracle CPQ site is provisioned with the Oracle Sales Reference Application, you should find a Lines Sync Complete integration already defined. Click the link for REST – Line Sync Complete or a similar link.

  4. Review or update the fields in the Integration Information region:

    • Name: The name for the integration.

    • Variable Name: Enter a unique identifier.
      Caution: You can't change the Variable Name after you have created this integration.
    • Description: Relevant details related about this integration.
    • Timeout: If you don't enter a value, the application defaults it to 5000 milliseconds.

    • ID field: This is used to indicate the attribute that stores the integration object’s ID on the Oracle CPQ transaction. However, in this REST integration, the Sales Quote ID is submitted as part of the request mapping. As a result, typically, this value will be: transaction.none.

  5. Complete the fields in the End Points section:

    • MetaData URL: Enter the endpoint to retrieve the metadata about the Sales attributes available for mapping in this integration. For the standard quote upsert integration, the value is: crmRestApi/resources/11.13.18.05/salesOrders/describe.

    • Integration URL: Enter the endpoint that gets the quote upsert request. For example: /crmRestApi/resources/11.13.18.05/salesOrders.

    • Integration Request Headers Enter the headers to be passed in the request to the above integration endpoint. For the standard quote upsert integration, the value is Upsert-Mode:true.

  6. Review the Request Mapping for the REST integration by clicking the Edit button. These mappings show the Quote attributes to be pushed to Sales. In preconfigured sites, a set of standard fields are mapped; see Upsert Quote Attribute Mappings. If you want to include custom fields, you must modify the attribute map accordingly. See Edit Attribute Mappings.

    Note: The Attribute Mapping page validates your mappings as you edit to assure compatible data types.
  7. Click Update.

  8. Deploy the changes. See: Deploy your changes.

Lines Sync Complete Attribute Mappings

The standard attribute mappings for the Line Sync Complete integration are:

Sales Attribute Display Name Sales Attribute Variable Name CPQ Attribute Name CPQ Attribute Variable Name (Type)
ID OrderHeaderId OSC Transaction ID oRCL_OSC_TransactionID_t (text)
Last Synchronized LastOptySyncDate Current Date _system_date (date)