Overview of Oracle E-Business Suite and Oracle CX Sales Integration: Overview

This guide outlines the implementation and configuration steps that are required to integrate customer- and opportunity-management processes in Oracle CX Sales with quote-management processes in Oracle E-Business Suite.

The integration is designed to support customers who want to take advantage of the latest capabilities of the Oracle CX Sales application, and use their existing investment in an on-premise enterprise resource planning (ERP) system that provides complex product configuration, pricing, or discount information. In the integration, Oracle E-Business Suite quotes can be created from Oracle CX Sales opportunities. The Oracle E-Business Suite quote UI is embedded within a tab in the Opportunity Detail screen in Oracle CX Sales.

This guide is designed to be used as a template. The guide is a starting point that shows how Oracle CX Sales and Oracle E-Business Suite can be connected to create a value-added business process and user experience. You must enter the documented configurations and install the documented patches to create the integration.

However, it isn't a turnkey solution. Each implementation of Oracle CX Sales and Oracle E-Business Suite is unique, and each customer has different needs that have led them to implement application configurations that support their unique business requirements. While the steps in this guide describe how to connect a non-configured Oracle CX Sales instance to a non-configured Oracle E-Business Suite instance, they can be combined with configurations that have already been applied to each instance.

Note that most settings related to security are not included in this document. For information and recommendations, see Oracle CX Sales Security Reference and Securing Oracle CX Sales both on Oracle Help Center (https://docs.oracle.com/en/).