Enable the Integrations

You need to enable the Oracle Configure, Price, Quote Configurator integration, the Oracle Configure, Price, Quote Request For Quote integration, and the Asset Based Ordering (ABO) integration in Commerce for the complete integration to work successfully.

You must complete the procedures in this section to enable the Oracle Configure, Price, Quote Configurator integration, the Oracle Configure, Price, Quote Request For Quote integration, and the Asset Based Ordering (ABO) integration in Commerce.

For additional information, refer to Appendix A: Configurator Flow and Appendix B: Request for Quote Flow.

Enable Oracle Configure, Price, Quote Configuration Integration

Follow these steps to enable the Oracle Configure, Price, Quote Configuration Integration within Oracle Commerce:

  1. Log on to Commerce.
  2. Click on the Menu icon.
  3. Select Settings from the menu.
  4. Select Oracle Integrations from the sidebar menu.
  5. Select CPQ Configuration from the dropdown menu.
  6. Check the Enable Integration checkbox.
  7. Enter the Configuration URL using the following structure:
    https://<cpq_domain>/commerce/new_equipment/products/model_configs.jsp
  8. Enter the Reconfiguration URL using the following structure. You must enter these values for your production and preview environments.
    https://<cpq_domain>/commerce/new_equipment/products/external_reconfig.jsp
  9. Enter the Modification URL using the following structure. You must enter these values for your production and preview environments.
    https://<cpq_domain>/commerce/new_equipment/products/model_configs.jsp
  10. Click the Save button.

If you are using multiple sites you must follow these instructions for each site that you operate that uses the Oracle Configure, Price, Quote Configuration integration.

Identify Configurable Products in the Product Catalog

Before a Commerce self-service user can use the Oracle Configure, Price, Quote configurator to configure complex products for purchase in Commerce, you must identify the products as configurable in the product catalog. Before doing so, it is important to have a synchronized product catalog to ensure that products in the Commerce catalog map to corresponding items in the Oracle Configure, Price, Quote catalog.

To identify a product as configurable:

  1. Log in to Commerce.
  2. Click on the Menu icon.
  3. Select Catalog from the menu.
  4. Select the product you wish to identify as configurable.
  5. Click on the SKUs tab of the product detail pop-up frame.
  6. Select the SKU you wish to identify as configurable.
  7. Check the Configurable checkbox. This displays three further fields you must complete.
  8. Enter the Model information. This should match the Model information of a configurable product in the Oracle Configure, Price, Quote catalog.
  9. Enter the Product Line information. This should match the Product Line information of a configurable product in the Oracle Configure, Price, Quote catalog.
  10. Enter the Product Family information. This should match the Product Family information of a configurable product in the Oracle Configure, Price, Quote catalog.
  11. Click Save. This returns you to the SKU frame where the SKU you updated should be marked with an asterisk to identify it as a configurable SKU.

Note: Administrators can also perform the above setup steps in bulk by using the SKU import program. From the Catalog page in Commerce, click Manage Catalog and select Import. In the Import dialog, click Browse and locate the CSV file to import. Click Upload File, click Validate, and then click Import.

Add Customize button to the Product Details Widget

Administrators must add a Customize button to the Product Details widget, so the button is visible to Commerce self-service users from the Product Details page for a customizable product.

To add a Customize button to the Product Details widget:

  1. Log in to Commerce.
  2. Click on the Menu icon.
  3. Select Design from the menu.
  4. Select Product Layout from the layout list.
  5. Delete the Product Details widget from the layout.
  6. Place a new product details widget on the layout.
  7. Click the Settings icon for the new Product Details widget.
  8. From the Element Library, place a Customize button on the new Product Details widget.
  9. Publish the changes.

Enable Oracle Configure, Price, Quote Quoting Integration

Follow these steps to enable the Oracle Configure, Price, Quote Quoting Integration within Oracle Commerce:

  1. Log on to Commerce.
  2. Click the Menu icon.
  3. Select Settings from the menu.
  4. Select Oracle Integrations from the sidebar menu.
  5. Select CPQ Quoting from the dropdown box.
  6. Check the Enable Integration checkbox.

Add Quote Buttons to the Checkout and Order Details Pages

To make the Oracle Configure, Price, Quote quoting capability available to Commerce self-service users, you must add the Request Quote widget to the Checkout layout and the Quote Details widget to the Order Details layout.

The Request Quote widget adds a Quote Notes text box and a Request Quote button to the Checkout layout.

The Quote Details widget adds a Quote Notes text box populated with any notes associated with the order to the Order Detail layout. The widget also adds a Reject Quote, Request Re-Quote, and Accept Quote buttons to the to the Order Detail layout.

The Quote Details and Request Quote widgets do not display on the layouts by default. You must first make the widgets available and then place them on the Checkout and Order Detail pages.

To add quote buttons to the Checkout and Order Details pages:

  1. Log in to Commerce.
  2. Click the Menu icon.
  3. Select Design from the menu.
  4. Select the Components tab on the Design page.
  5. Click the Show Hidden button.
  6. Click the Show icon for the Quote Details Widget and the Request Quote Widget.
  7. Within the Design page, select the Layouts tab.
  8. From the layout list, select Checkout Layout.
  9. Drag and drop the Request Quote widget from the Components menu to the desired location on the Checkout layout.
  10. From the layout list, select Order Details.
  11. Drag and drop the Quote Details widget from the Components menu to the desired location on the Order Details layout.
  12. Publish the changes.

Enable Asset Based Ordering

To enable Asset Based Ordering, you must make sure that you have set up the right integration webhooks and/or SSEs mentioned in the Extending Oracle Commerce.