Schedule the Oracle Pricing to Oracle CPQ Pricing Sync

Set up the schedule to sync pricing data from Oracle Pricing to Oracle CPQ Pricing.

Prerequisites

To schedule the pricing integration, you need access to price lists defined in the system. Pricing administrators have this access. In addition to the information in this playbook section, see Set Up Roles and Privileges for Pricing Administrators in the Administering Pricing guide.

Overview of Steps

Here's an overview of the steps. To see specific steps for either the quick schedule or advanced schedule options, see the remaining sections in this topic.

1. Sign in as a setup user.
2. In Setup and Maintenance, search for and select the Manage Data Integrations task.
3. In the Data Integration Management page, select Schedule Integrations.
4. In the Schedule Integrations page, you can see the integration syncs that exist. Click Actions.
5. Select either Quick Schedule or Advanced Schedule:
   • Quick Schedule: Use this action if you want one page to quickly schedule the integration.
   • Advanced Schedule: Use this action if you want to use some advanced conditions to schedule the integration.
6. Once submitted, you should see the integration in the list page.

After you've set up the integration, you can view the status in the Integrations Instances page. You can also cancel the integration. See View or Cancel an Integration Sync for more information.

Use Quick Schedule

1. Object Type: Select Price List.
2. Integration Map: Select the available one, Synchronize Prices items with CPQ.
3. Select one or more price list names that you want to sync with Oracle CPQ.
4. Frequency: Provide the time between runs, start date and time, and end date and time (if you're not setting up a one-time run).

Use Advanced Schedule

1. Integration Details:
   1. Provide a name for your schedule.
   2. Select the Integration Map Synchronize Prices items with CPQ.
2. Integration Criteria: Provide a criteria to determine which price lists to sync:
   1. Click Add Group.
   2. Inside the group, click Add.
   3. Select the price list attribute that you want to use to determine which price list to sync, for example, select Name.
   4. Select the appropriate operator.
   5. Select the appropriate value.
   Note: You can add more conditions by clicking the plus sign. If you have more than one condition, you can indicate whether price lists satisfying all the conditions or any of the conditions should be synced with Oracle CPQ. If you have really complex conditions, you can include multiple groups of conditions.
3. Integration Schedule:
   • Frequency: Provide the time between runs, start date and time, and end date and time (if you're not setting up a one-time run).
4. Submit the schedule.