• Title and Copyright Information
• Get Help
• 1 About This Guide
  • Audience and Scope
  • Related Guides and Help
• 2 Introduction
  • Overview of the Oracle Sales and Oracle CPQ Integration
  • Supported Business Flows
  • How the Applications Synchronize Data
• 3 Plan Your Implementation
  • Overview of Planning Your Implementation
  • Choose a Product Source
  • Model Your Products and Prices
  • Options for Quote Line Type Sync
  • Quote Line Sync vs Revenue Reconciliation Sync
  • Determine User Authentication Solution
  • Use Rollup Attributes
• 4 Oracle Sales Configuration
  • Oracle Sales Configuration Steps
  • Initial Sales Configuration
    • Set Up Revenue Reconciliation
    • Show Price Type on Revenue Lines
  • Get Parameter Values
    • Overview of Getting Parameter Values
    • Get the Parameters from the View Parameters Page
    • Get the Version Action ID
  • Configure the Integration URLs
    • Overview of Configuring the Integration URLs
    • Construct the URL Strings
    • Create the Integration URLs
  • Additional Configurations
    • Use Multiple CPQ Processes with a Single Sales Instance
    • Update Opportunity Status Based on Quote Status
• 5 Oracle CPQ Configuration
  • Oracle CPQ Configuration Steps
  • Configure the Integration User
    • Overview of Configuring the Integration User
    • Identify the Integration User
    • Enter the Integration User Credentials
  • Configure the New Transaction Action
    • Overview of the New Transaction Action
    • Set Up the Opportunity Import Integration
    • Set Up the New Transaction Action
    • Set Up the Accounts Import Integration
    • Set Up the Accounts Auto-Fill Action
  • Configure the Open Transaction Action
    • Set Up the Open Transaction Action
  • Configure the Update Sales Action
    • Overview of the Update Sales Action
    • Set Up the Upsert Quote Integration
    • Set Up the Export Lines Integration
    • Set Up the Line Sync Complete Integration
    • Set Up the Update Sales Action
    • Edit Attribute Mappings
  • Configure Navigation
    • Hide the Navigation Links for Sales Users
    • Set Up the Close Action
  • Deploy Your Changes
    • Deploy the Changes
• 6 Products Integration
  • Set Up and Run the Parts Integration
  • Specify Units of Measure
  • Define Parts Prices in Oracle CPQ
• 7 Additional Classic Sales Setup Tasks
  • Enable the Quotes UI Elements
  • Configure the Actions Menu for Quotes
  • Set Up Reconciliation of Revenue Lines from Quote Lines
  • Sales and Oracle CPQ Attributes Mapping to Sync Revenue Lines from Quote Lines
  • Show Price Type on Opportunity Product (Revenue) Lines
  • Enable Revenue Attributes for Revenue Lines and Workspace Search
  • Add the Custom Currency Type Field to Quotes
  • Enable Salespeople to Create a Copy from an Opportunity Quote
  • Enable Creating a Quote Automatically from an Opportunity
  • Renewal Opportunities
    • Setting Up Renewal Opportunities
    • Quote Headers and Opportunity Attributes Mapping
  • Quote Security
    • User Roles for the Quotes Integration
• 8 Using Quotes in Classic Sales
  • Overview of Using Quotes
  • Get Started with Quotes and Orders
  • Create and Update a Quote for an Opportunity
  • Make a Copy from an Opportunity Quote
  • Create and Update a Quote for an Account
  • Make Quotes Active without Navigating to Oracle CPQ
  • Search Quotes and Quote Lines in Workspace
  • How is the number of open quotes on the Quotes and Orders summary calculated?
  • How do salespeople leave Oracle CPQ within Sales?
  • Does the status of a quote or sales order affect opportunity status?