1. Integrating Oracle Sales with Oracle CPQ
  2. Use Multiple CPQ Processes with a Single Sales Instance

Use Multiple CPQ Processes with a Single Sales Instance

You can use multiple Oracle CPQ processes to price and quote products -- while using a single Oracle Sales instance to create and add quotes to an opportunity.

Configuration, pricing, and quoting (CPQ) processes can differ based on opportunity attributes. For example, opportunities can vary by business unit, revenue amount, close date, or some custom attribute. The connection to a specific process is defined by the condition rules on opportunity attributes as part of the integration definition between Sales and Oracle CPQ.

You can set up rules based on opportunity attributes to control access to multiple CPQ processes. In addition, you can have intelligent validation of rules across multiple CPQ processes.

Note: The multiple process functionality is only for opportunity quotes. There's no support available for other objects.

High-Level Steps to Set Up Multiple Processes Support

  1. Define the Oracle CPQ processes by specifying the End Point URL, Process Name, and Document Name. Enter the Authorization details.
  2. Set the multiple Oracle CPQ processes to be Active at the same time with a Priority value while mark one process to be the "Default".
  3. Specify Condition Rules for each Oracle CPQ process.
    Note: Rules can be written only on opportunity attributes that are queryable.

    In Application Composer, set the opportunity attributes to searchable if you want them to participate in Condition Rules.

  4. Save your changes.

Tips and Considerations

Keep these tips and considerations in mind:

  • One Oracle CPQ process is always set as the default. If rules aren't set up or rules are set up incorrectly and the system can't resolve to a specific process, then it uses the process specified as the default for quoting.
  • A priority mechanism is used if multiple Oracle CPQ process rules are in conflict. The lower numbered process is considered to be the higher priority.
  • The system evaluates conditions for each Oracle CPQ process based on priority order, to compare against current opportunity for which the quote is being processed.