Setting Up Renewal Opportunities
Oracle CPQ checks for subscriptions that are due to expire soon and automatically creates quotes of type Renewal, which in turn create the Renewal opportunities.
These renewal opportunities from Oracle CPQ appear in the Opportunities list of the sales application. However, for your users to distinguish these opportunities as renewals, you must enable the settings listed in this table:
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What to Enable |
Navigation or Reference |
|---|---|
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Enable the Revenue Line sync feature |
For navigation and details, see the "Set Up Reconciliation of Revenue Lines from Quote Lines" topic in the "Quotes and Orders" chapter in the Implementing Sales guide. |
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Verify the CX Sales and Oracle CPQ attributes mapping to synchronize revenue lines from quote lines |
For navigation and details, see the "CX Sales and Oracle CPQ Attributes to Synchronize Revenue Lines from Quote Lines" topic in the "Quotes and Orders" chapter in the Implementing Sales guide. |
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Verify the Quote Headers and Opportunity attributes mapping |
For navigation and details, see the "Quote Headers and Opportunity Attributes Mapping" topic in the "Quotes and Orders" chapter in the Implementing Sales guide. |
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Add the Opportunity Type attribute to the custom Landing, Creation, and Details layouts |
Application Composer > Standard Objects > Opportunity > Pages. |
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Add the Revenue Type Category attribute to the Products section of the custom Creation and Details layout of Opportunity Note: The Revenue Type Category will be set to Renew, based
on the renewal quote information provided by the Oracle CPQ.
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Application Composer > Standard Objects > Opportunity > Pages. |