Overview of Oracle CX Sales and JD Edwards EnterpriseOne Integration

This guide outlines the implementation and configuration steps that are required to integrate customer- and opportunity-management processes in Oracle CX Sales with business processes in JD Edwards EnterpriseOne.

Note: This guide assumes a familiarity with Oracle CX Sales Application Composer, and JD Edwards Business Services. For information about JD Edwards Business Services, refer to: https://support.oracle.com/epmos/faces/DocumentDisplay?id=967281.1. For information about Oracle CX Sales Application Composer and configurations, refer to the Extending Sales and Service guide on Oracle Help Center.

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 but still use their existing investment in an on-premise Enterprise Resource Planning (ERP) system that provides pricing and discount information, and quote and sales order processing. In the integration, JD Edwards EnterpriseOne quotes can be created from Oracle CX Sales opportunities. The JD Edwards EnterpriseOne Engagement Order Entry user interface which is used to enter and update sales orders and sales quotes is embedded within a tab in the Opportunity Detail screen in Oracle CX Sales.

This guide is meant to be used as a template. The guide is a starting point that shows how Oracle CX Sales and JD Edwards EnterpriseOne can be connected to create a value-added business process and user experience. You must enter the documented configurations and install the required JD Edwards EnterpriseOne Electronic Software Update (ESU) JM16431. For more information about installing the ESU, refer to the Applying the JD Edwards EnterpriseOne Electronic Software Update (ESU) topic within the Software Requirements for JD Edwards EnterpriseOne topic.

However, it is not a turnkey solution. Each implementation of Oracle CX Sales and JD Edwards EnterpriseOne 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 JD Edwards EnterpriseOne instance, they can be combined with configurations that have already been applied to a customer's instances. Note that most settings related to security are not included in this document. For information and recommendations, refer to Oracle CX Sales Security Reference and Securing Oracle CX Sales both on Oracle Help Center (https://docs.oracle.com).