Price Lists Setup Overview
You need to do a few steps to set up price list support.
Setup Checklist for Price List Support
Use this checklist as you set up price list support:
Step | Where to Find More Information |
---|---|
Step 1: Prerequisites Ensure that your implementation user has the appropriate role and permissions. |
Prerequisites to Setting Up Price List Support |
Step 2: Enable Data Integration You need to enable the data integration between Oracle Pricing and Oracle CPQ. |
Enable Data Integration Between Oracle Pricing and Oracle CPQ Pricing |
Step 3: Set Up the Connection to Oracle
CPQ You'll set up a connection to Oracle CPQ. |
Set Up the Connection to Oracle CPQ |
Step 4: Set Up Lookup Codes and Charge
Definitions Make sure that the lookup types and charge definitions you need are created in Oracle CPQ and that the Integration ID field is populated with the corresponding Oracle Pricing field. |
Set Up Lookup Codes and Charge Definitions |
Step 5: Schedule the Pricing Integration
Sync Set up the schedule to sync pricing data. |
Schedule the Oracle Pricing to Oracle CPQ Pricing Sync |
Step 6: View or Cancel Integration
Sync After you've set up the integration, you can view the status of syncs in the Integrations Instances page. You can also cancel an integration sync. |
View or Cancel an Integration Sync |