Sales and Financial Accounts Integration

Currently Oracle Sales – Oracle CPQ integrations automatically transfer opportunity and revenue line data when initiating a quote from an Oracle Sales opportunity. Oracle CPQ 24C delivers the Sales and Accounts Integration to retrieve and populate customer account information for quotes that are initiated from an Oracle Sales opportunity or account.

Standard Process Updates for Sales and Financial Accounts Integration

Oracle CPQ 24C introduces the following standard process entities to support the Sales and Financial Accounts integration:

Transaction Attributes

  • Account Integration Response (_s_accountIntegrationResponse_t)  Holds the response of TCA account integration.
  • Bill to Customer Account Id (_s_billToCustomerAccountID_t) TCA account integration provides value from BillingAccountId to this field based on Customer Id and Business Unit ID.
  • Bill To Customer Account Name (_s_billToCustomerAccountName_t) TCA account integration provides value from BillingAccountName to this field based on Customer Id and Business Unit ID
  • Sold To Party Name (_s_soldToPartyName_t)  TCA account integration provides value from PartyName to this field based on Customer Id and Business Unit ID

Commerce Library Functions

  • TCA Account Integration (_s_tCAAccountIntegration) Invokes TCA getFinancialCustomerInfo API to retrieve Bill To, Sold To, and Ship To customer information.

Commerce Integrations

Updated the following Attribute Mappings to the REST Import Opportunity integration.

  • Oracle Sales Opportunity: PrimaryContactPartyNumber > CPQ Transaction: _s_contactPartyNumber_t
  • Oracle Sales Opportunity: PrimaryContactPartyName > CPQ Transaction: contactName_t
  • Oracle Sales Opportunity: PrimaryContactEmailAddress > CPQ Transaction: contactEmailAddress_t
  • Oracle Sales Opportunity: PrimaryOrganizationId > CPQ Transaction: businessUnitId_t

The Sales and Accounts Integration makes use of linked customer account information within Oracle Sales to unify buying, bill to, and ship to customer information.

Steps to Enable

Refer to the Oracle CPQ Administration Online Help > Integrations > Oracle Integrations > Oracle Sales Integration – Sales and Financial Accounts Integration once this feature is generally available in Oracle CPQ Update 24C.

Note: Remove the "_partnerOpportunityId" parameter from the Create Quote from Opportunity parameter value in the Oracle Sales to Oracle CPQ Integration.  (Setup and Maintenance Task > Manage Oracle CX Sales to Oracle CPQ Cloud Integration).