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:
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Go to
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From the Navigation list for the Commerce Process, select Integrations, and click List.
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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.
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Review or update the fields in the Integration Information region:
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Name: The name for the integration.
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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.
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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
.
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Complete the fields in the End Points section:
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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
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Integration URL: Enter the endpoint that gets the quote upsert request. For example:
/crmRestApi/resources/11.13.18.05/salesOrders
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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
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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. -
Click Update.
- 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) |
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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) |