1. How do I get started with the Oracle Revenue Transformation Solution?
  2. Best Practices for Product Data Sync

Best Practices for Product Data Sync

The supplied framework syncs product data between PIM, the Product Workbench (Sales Product Information Management, or SPIM), and the Oracle CPQ product store (parts and BOMs) to ensure that product designs can be extended for appropriate sales automation, while keeping the foundational definition of PIM for back-office functions.

When you manage products in SPIM, SPIM updates the product items in PIM instantly and syncs the parts and BOM data in Oracle CPQ Products, using an Oracle CPQ batch sync job or using Oracle Integration Cloud (OIC) near real-time sync.

Points to Keep in Mind About Product Data Sync

Keep these points in mind:

  • If you're managing and updating products in PIM directly, then you must run or schedule the Import Sales Products from PIM Data Hub scheduled process before the Oracle CPQ Batch Sync runs. See: How are products synced between the inventory product master and sales?
  • Product detail pages are extensible. If you need to bring certain PIM functional attributes into the Product Workbench, you can expose as many additional fields in these pages as you want using Oracle Visual Builder Studio. About 40 fields are supplied to support your product management use cases. See: How can I modify standard Sales pages?
  • For the opportunity-to-quote sales flow to work, you need to add the products to a product group in the Sales Catalog. If the products aren't in a product group in the Sales Catalog, then the sales application can't use them. Make sure products are synced with Oracle CPQ and configured and priced before you create a quote from an opportunity with those products. See: Get Started with Quotes and Orders
  • Use the Product Workbench (SPIM) guided process to manage your Sales products. The streamlined process eliminates the need for multiple tool sign-ins and complex administrative setups (for example, in PIM, the Sales Catalog, and Oracle CPQ configuration and pricing), thus saving you time and resources. See: Common Product Administration, Product Bundling and Product Launch