CPQ Cloud-EBS Integration .CPQ Cloud-EBS Integration Flow Request for Customer info . ... Material

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  • Copyright 2015, Oracle and/or its affiliates. All rights reserved.

    CPQ Cloud & E-Business Suite Integration Implementation Overview

    Oracle CPQ Cloud Product Management February 2015 Sections 1. CPQ Cloud-EBS Integration Overview 2. Customer (CDM) Integration 3. Order Management (OM) Integration 4. Inventory On Hand Balance Integration 5. Material Reservation Integration 6. CPQ Cloud-EBS Integration White Papers

  • Copyright 2015, Oracle and/or its affiliates. All rights reserved. |

    Disclaimer The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracles products remains at the sole discretion of Oracle.

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  • Copyright 2015, Oracle and/or its affiliates. All rights reserved. | 3

    CPQ Cloud-EBS Integration Flow

    Request for Customer info

    Return: Customer

    Company Name Address Customer ID

    Request to: Create order Update Order Cancel Order Cancel line items

    on an order

    Return the order status

    Request for line item inventory quantities

    Return Line item

    availability status Available units

    Request to: Reserve materials

    associated with line items

    Cancel existing material reservations

    Return the material reservation status

    Start

    (OPTIONAL) (OPTIONAL)

  • Copyright 2015, Oracle and/or its affiliates. All rights reserved. |

    Reserve materials and parts

    Check inventory availability

    Create, update, and cancel orders

    Retrieve customer names and addresses

    Integration Overview CPQ Cloud Integrations with EBS Applications

    4

    Customer (CDM)

    Order Management (OM)

    Inventory On Hand Balance Material Reservation

  • Copyright 2015, Oracle and/or its affiliates. All rights reserved. |

    Reserve materials and parts

    Check inventory availability

    Create, update, and cancel orders

    Retrieve customer names and addresses

    Integration Overview CPQ Cloud-CDM Integration

    5

    Customer (CDM)

    Order Management (OM)

    Inventory On Hand Balance Material Reservation

    Integration with CDM allows CPQ Cloud sales users to invoke actions to retrieve customer data from CDM and add it to a transaction, eliminating manual entry and ensuring accuracy. Error messages can be displayed when a sales user enters a company name that does not exist in CDM.

  • Copyright 2015, Oracle and/or its affiliates. All rights reserved. |

    Reserve materials and parts

    Check inventory availability

    Create, update, and cancel orders

    Retrieve customer names, addresses, & IDs

    Integration Overview CPQ Cloud-OM Integration

    6

    Customer (CDM)

    Order Management (OM)

    Inventory On Hand Balance Material Reservation

    Integration with OM allows CPQ Cloud sales users to create, update, and cancel orders in EBS-OM through the CPQ Cloud user interface. After relevant products have been added to a Transaction and approvals have been obtained, the CPQ Cloud sales user can:

    Create Order creates an order in OM using the CPQ Cloud Transaction data Update Order updates an existing OM order if Transaction details have changed Cancel Order cancels an existing OM order Cancel Line cancels any line that is selected from an existing OM order

  • Copyright 2015, Oracle and/or its affiliates. All rights reserved. |

    Reserve materials and parts

    Create, update, and cancel orders

    Retrieve customer names, addresses, & IDs

    Integration Overview CPQ Cloud-Inventory On Hand Balance Integration

    7

    Customer (CDM)

    Order Management (OM)

    Inventory On Hand Balance Material Reservation

    Integration with Inventory On Hand Balance allows CPQ Cloud sales users to check the availability of line items before an order is created. The Query Quantity action is used to check the inventory/availability of line items as stored in Inventory On Hand Balance. Validation rules can be created to prevent order creation based on inventory.

    Check inventory availability

  • Copyright 2015, Oracle and/or its affiliates. All rights reserved. |

    Check inventory availability

    Create, update, and cancel orders

    Retrieve customer names, addresses, & IDs

    Integration Overview CPQ Cloud-Material Reservation Integration

    8

    Customer (CDM)

    Order Management (OM)

    Inventory On Hand Balance Material Reservation

    Integration with Material Reservation allows CPQ Cloud sales users to perform the material reservation functionality of EBS. Once an order is created, line items can be reserved using the Reserve action. Upon Cancellation of an entire order or of one or more line items, the Relieve or Relieve Line actions can be performed to relieve the reservation done against the order or line items, respectively.

    Reserve materials and parts

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    Preparing CPQ Cloud for Integration Prerequisites for all EBS Integrations

    9

    CPQ Cloud version 2014 R2 or later Base Reference Application is deployed on the environment

    Customers with QuickStart sites can still perform the integration, but many integration files will need to be manually modified.

    Important Note: This document gives a high-level overview of what must be created in CPQ Cloud to enable integration with each of the four EBS applications for which a standard point-to-point integration exists, but it does not included detailed instructions for how to create each component.

    Some components are duplicated between EBS integrations, and do not need to be recreated (although they may need to be updated with additional data) for each individual implementation.

    Refer to each Integration White Paper (linked to at the end of this document) for detailed administration instructions.

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    CPQ Cloud and EBS Customer (CDM) Integration Implementation Overview

    CUSTOMER

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    CDM Requirements EBS Release 12 or later EBS web services that must be

    running: DQMPartySearch operation Get Customer

    View By > Interface Type > Business Service Object > Financials > Receivables > DQM Search Service

    GetOrganization operation Get Address View By > Interface Type > Business Service Object > Financials >

    Receivables > Organization Business Object Services

    OrganizationCustomer operation Get CustAcctId View By > Interface Type > Business Service Object > Financials >

    Receivables > Organization Customer Business Object Services

    CPQ Cloud Components to Create for CDM Integration 25 Attributes 3 Actions 4 Library Functions 3 Step Transitions (Document Views) 2 Data Tables

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    Preparing for Integration CPQ CDM

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    Preparing CPQ Cloud for Integration Attributes

    12

    In order for CPQ Cloud to retrieve all necessary customer data from CDM, 25 new attributes must be created in the Oracle Quote to Order Commerce Process: 10 customer company attributes (Company Name, Address, Email, etc.) 10 invoice company attributes (Company Name, Address, Email, etc.) 5 additional attributes populated by CDM

    Select Your Party Name (HTML) Select Your Address (HTML) Party ID Party Site ID Customer ID

    CPQ CDM

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    Preparing CPQ Cloud for Integration Actions

    13

    Three new actions must be created to trigger integration tasks:

    Action Description Visible on the CPQ Cloud Layout

    Get Customer After the CPQ Cloud sales user has entered a Customer Company Name and clicked Get Customer, possible customer company name and Customer ID matches from CDM will be displayed in a drop-down list.

    Yes

    Get Address After the CPQ Cloud sales user has selected a Customer ID and clicked Get Address, possible customer address matches from CDM will be displayed in a drop-down list. Yes

    GetCustomerAccountID After Party ID has been populated by CDM, the CPQ Cloud sales user can click GetCustomerAccountID to see the Customer ID displayed. Yes

    CPQ CDM

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    getTemplateLocation

    Retrieves the correct XML template file from the File Manager so it can be populated by an EBS web service.

    getPassword

    Logs CPQ Cloud into CDM.

    getCustAcntID

    Retrieves the Customer Account ID from CDM.

    Four new Library Functions must be created and will run when the Get Customer, Get Address, and GetCustomerAccountID actions are fired.

    invokeWebService

    Invokes the correct EBS web service to populate the XML template file with CDM customer data.

    Preparing CPQ Cloud for Integration Library Functions

    CPQ CDM

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    Add the 3 new Document Views to the "Sales Rep" or "Default" Participant Profile unless advised otherwise. These view