Set Up the Upsert Quote Integration

The Upsert Quote integration calls the Oracle Sales REST Sales Orders service to send details from the Oracle CPQ transaction header to Sales.

Here's how you set up the Upsert Quote Integration:

1. Go to Administration Platform > Commerce and Documents > Process Definition.

2. From the Navigation list for the Commerce Process, select Integrations, and click List.

3. If your Oracle CPQ site is provisioned with the Oracle Sales Reference Application, you may find a Quote Upsert integration already defined. Click the link for OSC - Upsert Quote or a similar link.

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

   • Name: The name for the integration.

   • Variable Name: A unique identifier for the integration.

     Caution: You can't change the Variable Name after you have created this integration.

   • Description: The description of 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 Oracle 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 for 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 that will be pushed to Sales. In preconfigured sites, a set of standard fields are mapped; see Upsert Quote Attribute Mappings. To include custom fields, you must modify the attribute map accordingly. See Edit Attribute Mappings.

   Note: When you save your edits, the Attribute Mapping page validates your mappings to assure compatible data types.

7. Click Update.

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

Upsert Quote Attribute Mappings

This table describes standard attribute mappings for the Upsert Quote integration Request:

Sales Attribute Display Name	Sales Attribute Variable Name	CPQ Attribute Display Name	CPQ Attribute Variable Name (Type)
ID	OrderHeaderId	OSC Transaction ID	oRCL_OSC_TransactionID_t (text)
Reference Code	ExternalSystemReferenceCode	Transaction Source System	transactionSourceSystem_t (text)
External Host Name	ExternalHostName	Supplier's Company Name	_system_supplier_company_name (text)
CPQ Process Name	ExternalProcessName	Current Process Name	_system_process_name (text)
Reference Number	ExternalReferenceNumber	Current Unique Buy-Side ID	_system_buyside_id (text)
Quote ID	ExternalQuoteNumber	Transaction Number	transactionID_t (text)
Version	VersionNumber	Version Number	version_number_versionTransaction_t (text)
Name	Name	Transaction Name	transactionName_t (text)
Owner	Owner	Owner	owner_t (text)
Total Nonrecurring Revenue	TotalNonRecurringRevenue	Total NRR (Net)	totalOneTimeNetAmount_t (currency)
Contract Start Date	ContractStartDate	Contract Start Date	contractStartDate_t (date)
Contract End Date	ContractEndDate	Contract End Date	contractEndDate_t (date)
Total Recurring Revenue	TotalRecurringRevenue	Total Recurring Revenue (Net)	totalRecurRevenue_t (currency)
Total Usage Revenue	TotalUsageRevenue	Total Usage Revenue (Net)	totalUsageRevenue_t (currency)
Total Contract Value	OrderTotal	Total Contract Value (Net)	totalContractValue_t (currency)
Total Monthly Recurring Revenue	TotalMonthlyRecurringRevenue	Total MRR (Net)	totalMonthlyNetAmount_t (currency)
Total Monthly Usage Revenue	TotalMonthlyUsageRevenue	Total MUR (Net)	totalMonthlyUsageRev_t (currency)
Proposal	ProposalExistFlag	Proposal Exists	proposalExists_t (boolean)
Win Status	WinStatusCode	OSC Status	oRCL_OSC_Status_t (text)
Currency	CurrencyCode	Currency	_system_current_document_currency_pref (text)
Status	Status	Status	status_t (text)
Valid To Date	ExpirationDate	Price Expiration Date	priceExpirationDate_t (date)
Opportunity ID	OptyId	Opportunity ID	opportunityID_t (text)
Customer ID	SoldCustomerPartyId	Customer ID	_customer_id (this is displayed as _transaction_customer_id in mapping UI) (text)

This table describes standard attribute mappings for the Upsert Quote integration Response:

Sales Attribute Display Name	Sales Attribute Display Name	CPQ Attribute Name	CPQ Variable Name (Type)
ID	OrderHeaderId	OSC Transaction ID	oRCL_OSC_TransactionID_t (text)