1. How do I get started with the Oracle Revenue Transformation Solution?
  2. Set Up Lookup Codes and Charge Definitions

Set Up Lookup Codes and Charge Definitions

Before starting the pricing sync from Oracle Pricing to Oracle CPQ, ensure that the lookup types and charge definitions you're going to use are created in Oracle CPQ. You may have already created some of these as part of another setup flow.

Price Type Lookups

Identify the price types you're going to use and then set them up:

  1. As a pricing administrator, go to Setup and Maintenance and search for and select the Manage Pricing Lookups task.
  2. Search for the lookup code, ORA_QP_PRICE_TYPES.
  3. Copy the lookup codes for all the price types you're using.
  4. Navigate to Oracle CPQ > Admin > Pricing Portal > Pricing Lookups > Price Types.
  5. For the price types you identified, if a record already exists, edit the record and update the Integration ID with the corresponding lookup code.
  6. For the price types that don't exist in Oracle CPQ, create a record and make sure you populate the Integration ID field with the lookup code you copied for each corresponding price type.

Charge Types

Since you can add custom charge types in Oracle Pricing, you first need to identify all of the charge types that you're using in the price lists that you want to sync with Oracle CPQ. After you've identified the charge types you'll need:

  1. As a pricing administrator, go to Setup and Maintenance and search for and select the Manage Pricing Lookups task.
  2. Search for the lookup code, ORA_QP_CHARGE_TYPES.
  3. Copy the lookup codes for the charge types that you identified previously.
  4. Navigate to Oracle CPQ > Admin > Pricing Portal > Pricing Lookups > Charge Types.
  5. For the charge types you identified, if a record already exists, edit the record and update the Integration ID with the corresponding lookup code.
  6. For the charge types that don't exist in Oracle CPQ, create a record and make sure you populate the Integration ID field with the lookup code in Pricing.

Important Information About Charge Type Differences Between Oracle Pricing and Oracle CPQ:

  • Oracle Pricing has charge types and charge subtype lookups, but Oracle CPQ only has charge types.
  • The combination of price type and charge type must be unique when creating a charge definition in Oracle CPQ.
  • Thus, when creating charges and rate plans in Oracle Pricing price lists that you want to sync to Oracle CPQ, make sure that you only use one subtype for a charge type.

Charge Definitions

Pricing Charge Definitions are required when defining charges and rate plans in Fusion Pricing. Because you can create custom charge definitions, it's best to identify all the charge definitions used in your Fusion Pricing setup. You can find them by going through your charges and rate plans.

  1. After you've identified them, in Setup and Maintenance, navigate to the Manage Pricing Charge Definitions task.
  2. Search for the charge definitions used in your pricing setup. For each definition, note the charge definition code, price type, and charge type.
  3. Navigate to Oracle CPQ > Admin > Pricing Portal > Pricing Lookups > Charge Definitions.
  4. For the charge definitions you identified, if a record already exists, edit the record and update the Integration ID with the corresponding charge definition code (make sure that the price type and charge type match to what you noted before).
  5. For the usage UOMs that don't exist in Oracle CPQ, create a record and make sure that you populate the price type, charge type and Integration ID with what you noted in Fusion Pricing. Populate the other attributes with appropriate values.

See Charge Definitions in Oracle CPQ online help for more information.

Related Topics