Set Sync Quote Action to run Advanced Modify

You must set the Sync Quote action to run Advanced Modify for the integration to run successfully.

Complete the following steps to set the Sync Quote action to run Advanced Modify:

1. Open the Admin Home page.
2. Navigate to Process and Documents > Process Definition. The Processes page opens with Documents displaying by default in the Navigation drop-down menu.
3. Click List. The Document List page opens.
4. From the Navigation drop-down menu, select Actions for the Transaction or Transaction Line.
5. Click List. The Action List page opens.
6. Click the syncQuote link. The Admin Action page opens.
7. Under the General Tab > Advanced Modify > Before Formulas >, select Define Advanced Modify - Before Formulas.
8. Click Define Function.
9. Select the attributes shown in the following tables:

   Variable Name for (Transaction)	Type	Description
   cC_LineItem_Data	String	CC_LineItem_Data

   Variable Name for (Transaction Line)	Type	Description
   _document_number	String	Document Number
   _model_variable_name	String	Model Variable Name
   cC_ProductId_l	String	Product ID
   cC_CommerceItemId_l	String	Commerce Item ID

10. Insert the sample BML provided in Appendix F: Understand the SyncQuote BML.
11. Update and click Save.
12. Navigate to the Integration tab and move Sync quote above Modify Functions.
13. Update and click Save.
14. Place the “syncQuote” action on the layout.