How You Implement CPQ Cloud and Receivables Processing

Set up CPQ Cloud and Receivables to enable the integrated quote-to-cash cloud service. This integrated service lets you manage the entire process of quote, pricing, order entry, credit checking, and invoicing.

To set up the CPQ Cloud/Receivables integration service, perform one or more of these tasks:

• Set up CPQ Cloud and CPQ Cloud data.

• Set up Receivables transaction sources.

• Set Up for multiple CPQ Cloud Instances.

Set Up CPQ Cloud

Perform the necessary setups in CPQ Cloud using the CPQ Administration pages.

Create a data table definition for each of the integration services used by the CPQ Cloud/Receivables quote-to-cash cloud service:

• Credit Check Service: Service that verifies customer creditworthiness.

• Receivables Invoice Service: Service that transfers order lines from CPQ Cloud to the AutoInvoice interface tables in Receivables.

Each data table definition includes these attributes:

• Endpoint URL: The URL to use to contact the service.

• User Name: The valid user name recognized by the service.

• Password: The accompanying password for the valid user.

Set Up the CPQ Cloud Transaction Source

Receivables provides an Imported transaction source under the Common reference set to use to configure the CPQ Cloud/Receivables integrated service.

Use this transaction source to:

• Manage the transfer of transaction information from CPQ Cloud to the AutoInvoice interface tables.

• Manage the Call Back service to send Receivables transaction information to CPQ Cloud after the transactions are created.

To set up the transaction source for CPQ Cloud:

1. Navigate to the Edit Transaction Source page.

2. Open the CPQ Cloud transaction source.

3. If applicable, enter the legal entity.

4. If applicable, update the From Date and To Date fields.

5. In the Oracle CPQ Cloud Integration section, check the Enabled option.

6. Click the Define button to open the Define Endpoint Policy window.

7. In the URL field, enter the URL to use to contact the Call Back service.

8. In the Security Policy field, enter oracle/wss_username_token_over_ssl_client_policy.

9. In the User Name field, enter the user name to use for the Call Back service.

10. In the Password field, enter the accompanying password for the valid user.

11. Click the Save and Close button to exit the Define Endpoint Policy window.

12. Save and close the Edit Transaction Source page.

Set Up for Multiple CPQ Cloud Instances

If you plan to have more than one CPQ Cloud instance sending data to Receivables, you must represent each CPQ instance as a business unit and define a transaction source for each instance.

To set up for multiple CPQ Cloud instances:

1. Define one reference set for each CPQ Cloud instance.

2. Associate this reference set to the business unit for the reference object transaction source.

3. Create a transaction source for each reference set:

   1. Open the Create Transaction Source page.

   2. In the Transaction Source Set field, select the applicable reference set for the business unit.

   3. If applicable, enter the legal entity.

   4. In the Name and Description fields, enter a name and description for this transaction source.

   5. In the Type field, select Imported.

   6. If applicable, update the From Date and To Date fields.

   7. Complete the remaining fields in the transaction source with the same settings as the predefined transaction source.

   8. In the Oracle CPQ Cloud Integration section, check the Enabled option and complete the endpoint policy.

   9. Save and close the Create Transaction Source page.