1. Integrating Oracle Sales with Oracle CPQ
  2. Update Opportunity Status Based on Quote Status

Update Opportunity Status Based on Quote Status

The applications can automatically update the status of an opportunity based on the status of an active, associated quote in Oracle CPQ.

This capability means salespeople don't need to manually update the opportunity status when the associated quote status changes. For example, if a quote is won, then the opportunity status automatically changes to won.

Configuration Steps

There are a few changes required to achieve this setup:

  1. Ensure that the profile option, Close Opportunity Win/Loss Reason Required (MOO_CLOSE_WINLOSS_REQD), is set to No.
  2. Ensure that the profile option, Close Opportunity Competitor Required (MOO_CLOSE_COMP_REQD), is set to No.
  3. Enable the functionality by setting the profile option, Opportunity Status Automatically Updated (ORA_MOO_AUTO_UPDATE_OPPTY_STATUS), to Yes.
  4. Ensure that the display sequences across all status codes set up in the Manage Sales Status task are unique. This display sequence is used to select the right opportunity status as part of automatic update. For more information about sales statuses, see How do I modify sales statuses?.

Set or Verify the Profile Options

Here's how to set or verify the profile options.

  1. In the Setup and Maintenance work area, go to the following:

    • Offering: Sales

    • Functional Area: Opportunities

    • Task: Manage Opportunity Profile Options

  2. In the search region of the Manage Opportunity Profile Options page, enter the profile option name in the Profile Display Name field.

  3. Click Search.

  4. In the list that's returned, click on the profile option name link.

  5. Set the profile option value as needed.

Points to Note

Here are some things to keep in mind about this feature:

  • The applications use the opportunity close reason statuses of Won, Lost, and In Progress in the integration with Oracle CPQ. These statuses are defined in the ORA_ZCA_WIN_STATUS (Aggregate Status of Quote or Sales Order) lookup. No other statuses are considered as part of the automatic update.
  • Custom sales stage values for the close opportunity reason aren't supported. If you use custom status values, the applications won't update the opportunity automatically and an error message displays.