Product Master Integration with CPQ
This feature enables synchronization of parts and models from Oracle CPQ to OCC. Merchants can initiate synchronization on-demand or schedule it according to their business needs. Additionally, merchants can monitor import jobs, download logs for completed jobs, and review synchronization results.
Capability highlights
- Streamlined Catalog Management: Synchronize both one-time and subscription products, as well as models, directly from the product master—Oracle CPQ—making it the single source of truth for product
- Flexible Synchronization: Schedule product data synchronization at your convenience, or initiate it instantly using on-demand options, allowing you to adapt to business requirements.
- Continued Product Enrichment: Enhance product (such as adding product images) and manage catalog (organizing products into catalogs and collections) using the Commerce Admin tool, providing a customized digital self-service buying experience
Field Mappings:
Please refer to the field mappings between OCC and CPQ for parts and models below:
Parts:
| OCC | CPQ |
|---|---|
| longDescription | extendedDescriptions.items[0].partExtendedDescription1 |
| translations.items[].longDescription | extendedDescriptions.items[0].translations.items[].partExtendedDescription1 |
| translations.items[].description | extendedDescriptions.items[0].translations.items[].partExtendedDescription1 |
| displayName | partDisplayNumber |
| salesProductType | salesProductType |
| childSKUs[].partNumber | partNumber |
| active | eligibleToSell: Y -> true; N -> false |
| description | description |
| notForIndividualSale | enableSelfService: Y -> false; N -> true |
| childSKUs[].active | eligibleToSell: Y -> true; N -> false |
| childSKUs[].configurable | configurableFlag.lookupCode: 0 -> false; 1 -> true |
| bomItemVariableName | bomItemVariableName |
| childSKUs[].id | partNumber |
| childSKUs[].displayName | partDisplayNumber |
| partNumber | partNumber |
| translations.items[].extendedDescription | extendedDescriptions.items[0].translations.items[].partExtendedDescription2 |
| id | partNumber |
| extendedDescription | extendedDescriptions.items[0].partExtendedDescription2 |
Models:
| OCC | CPQ |
|---|---|
| childSKUs[].model | _bm_model_variable_name |
| displayName | _bm_model_variable_name |
| childSKUs[].active | customProperties._bm_model_ready_for_self_service |
| childSKUs[].configurable | "true" |
| childSKUs[].partNumber | _bm_model_variable_name |
| description | _bm_model_description |
| active | customProperties._bm_model_ready_for_self_service |
| childSKUs[].id | _bm_model_variable_name |
| childSKUs[].displayName | _bm_model_variable_name |
| id | _bm_model_variable_name |
This feature improves efficiency and productivity by enabling seamless integration with the product master, allowing organizations to maintain a single source of truth for product data. It ensures accuracy, agility, and flexibility in launching and managing products across multiple sales channels, thereby providing a more consistent and up-to-date buying experience.
Steps to Enable
- In the Administration Console, navigate to Settings > Oracle Integrations. Select Self Service CPQ from the drop down and configure the integration settings. Please refer to the section 'Set Up the Integration of OCC and Oracle CPQ for Self Service' of the Self Service Setup guide for more information.
- In the Administration Console, navigate to Settings > Product Master
- Enable the Enable Product Master setting
- Note: This setting cannot be disabled once it’s enabled.
- Configure a synchronization schedule via the Scheduler tab or use the Sync Now option for immediate synchronization.
Tips And Considerations
- Prepare for Synchronization:
- Review your existing product data in both Oracle Commerce and Oracle CPQ to ensure consistency before enabling synchronization as the mapped fields get updated during the synchronization process. If there are products in OCC whose Product IDs match the partNumbers in CPQ, the mapped fields for these products in OCC will be updated with the corresponding information from CPQ.
- Activation Impact:
- Once this feature is enabled, new products and SKUs cannot be created directly in Oracle Commerce. All product and SKU definitions must originate from Oracle CPQ and are synchronized from the product master.
- Products can, however, continue to be enriched within the Commerce administration console.
- Real-Time Availability:
- It is recommended to enable the Direct Catalog Edit feature for real-time product availability in self-service, eliminating the need to publish changes separately.
- Post-Activation Actions:
- After your initial full synchronization, initiate a baseline full export indexing operation in OCC to ensure product search accuracy.
- Maintain Catalog Accuracy:
- Use automated schedules to keep product information up-to-date and accurate.
- Catalog Organization:
- Products synchronized from Oracle CPQ are placed into a dedicated CPQ Catalog, with product families and lines organized as collections, and parts grouped within a parts collection. These can then be associated with other collections and catalogues via the Commerce administration console.
- Extensibility: If you would like to update the fields mappings between CPQ and OCC, please raise an SR to Oracle Support.
- This feature is only applicable for Commerce on CPQ customers.