Set Up the Update Sales Action

When a salesperson clicks the Update Sales action on a Quote, it does several things: it triggers an update to the Sales copy of the Quote and Quote Lines, and it synchronizes the Quote Line items.

Here's how to set up the Update Sales action:

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 may find an Update Sales action already defined. Click the link for Update Opportunity action or a similar link. If your site doesn't have an action predefined, you must create one manually.

4. Click the Integration tab.

5. Review the integrations and verify that they're selected and sequenced in this order:

   Integration	Description
   Apply Modify Functions	Runs the modifications defined on the Modify tab and the Advanced Modify functions for this action. This is a default action that cannot be removed, but it should be at the top of the sequence.
   Upsert Quote	Creates or updates the Sales Quote or Sales Order for the latest values present on the Oracle CPQ transaction.
   Export Lines	Creates or updates the Sales Quote Line items with the products and prices of the transaction lines present on the Oracle CPQ transaction.
   Line Sync Complete	Indicates to Sales that the synchronization of all lines for the quote has completed and triggers revenue reconciliation.

6. Click Update.

7. Deploy the changes. See: Deploy your changes.