1. Integrating with Oracle Commerce
  2. Use Oracle CPQ Cloud Features
  3. Use the Integration Functionality
  4. Understand the Customer Account Model

Understand the Customer Account Model

For customers using the Customer Account Model SSE, there are a number of different account types that can be associated with a shopper within the Oracle Commerce/Oracle Configure, Price, Quote integration.

If you are using the Customer Account Model SSE, there are a number of different account types that can be associated with a shopper within Oracle Commerce. To configure the Customer Account model, use the provided SSE. To do this, click the Design icon in the Administration user interface. Then click Developer and Server-Side Extensions. Select the CustomerAccountModel-store SSE and/or the CustomerAccountModel-agent SSE.

Both SSEs enable integration with an external CRM system to retrieve and update the following:
  • Contacts
  • Accounts (Customer Billing and Service accounts)
  • Account Roles (Admin, Buyer and User)
  • Billing Profiles

Finally, the SSEs serve as the API for the pre-built integration with Oracle Engagement Cloud.

There are three account types available within Commerce relating to billable services, Customer account, Service account, and Billing account.

The details for these three accounts are captured when an order is placed and their relationship with the service is maintained after an order has been fulfilled.

In many instances these three accounts may all refer to the same person or organization, but there may also be instances when they differ, and it is important to understand the relationship between the different types of account.

In addition to the three account types, there is a Billing Profile, which includes information such as billing preferences.

All of the information required for the Customer, Service, and Billing accounts, and for the Billing Profile is captured during the order process in Commerce.

Customer Account

This type of account represents the person or organization that owns the service. It includes basic customer information, such as name and address and can receive both services and bills.

Customer accounts are the highest level in the account hierarchy and can perform all customer, service, or billing functions.

Service Account

This type of account represents the person or organization that receives the service.

The address associated with the Service account defines the physical location where the service must be delivered. This address is used to verify service and ordering eligibility.

Service accounts are required when the location and/or party receiving the service differ from the Customer account. If a Service account is required, it is always a child of a Customer account. There can be multiple Service accounts associated with a single Customer account.

A Service account cannot be used to perform any of the functions of a Customer or Billing account.

Billing Account

This type of account represents the person or organization that pays for the service.

Billing accounts are required when the location and/or party paying for a service differ from the Customer account. If a Billing account is required, it is always a child of a Customer account. There can be multiple Billing accounts associated with a single Customer account.

A Billing account cannot be used to perform any of the functions of a Customer or Service account.

Billing Profile

A billing profile may be associated with either a Customer account or a Billing account. It captures information such as billing preferences, method of payment, and contact details. There may be more than one billing profile associated with a Customer or Billing account, and the shopper must choose which billing profile to use when placing an order for a service.

Note: Address information is something used extensively in Commerce transactions. For all procedures and SSEs that require address information for endpoint inputs, in addition to using Commerce's default address formats, you can also use the REST API to create multi-country custom address formats. This lets you create country-specific address formats to ensure that your address formats align with the requirements of any external service that you might use. This means that addresses appearing in profiles, accounts, registration requests, order addresses and more can be customized. For more complete information on creating custom addresses and understanding how to use custom address formatting, refer to the following: