CPQ Cloud-Financial Order Management Integration: Implementation Overview

CPQ Cloud-Financial
Order Management
Integration
Implementation Overview
Oracle CPQ Cloud Product Management

February 2015
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CPQ Cloud-FOM Integration Overview
Integration between CPQ Cloud and Fusion Financial Order Management
(FOM) enables CPQ Cloud to send FOM the details necessary for placing an
order.
CPQ Cloud Sales Rep clicks

the “Create Order” button
FOM receives transaction

Transaction is finalized
Transaction data data and order creation
in CPQ Cloud
begins
Preparing FOM for Integration
Prerequisites
• Updated to Fusion Release 9 or later

• Relevant Fusion Financial Order Management
“ReceiveOrderRequestService” web service is up and running
– “processOrderRequest” operation
Preparing CPQ Cloud for Integration
Prerequisites New CPQ Cloud Components Needed for FOM
Integration
• Updated to 2014 R2 or later
• 53 Attributes
• Base Reference Application is deployed on
the environment • 4 Actions
• CPQ Cloud CDM is implemented on the • 10 Library Functions
environment
• 3 Step Transitions (Document Views)
• CPQ Cloud Credit Check is implemented on
• 1 Validation Rule
the environment
• 2 Data Tables
Note: This document gives a high-level overview of what must be created in CPQ Cloud to enable integration with Fusion Financial
Order Management, but it does not included detailed instructions for how to create each component.
Refer to the Implement CPQ-Financial Order Management Integration white paper for detailed administration instructions.
Attributes
• 53 new attributes must be created in CPQ Cloud.

• Each new CPQ Cloud attribute has a corresponding attribute in FOM that
will receive its value during the data transfer.
• New attributes relate to:
– Shipping
– Invoicing
– Related data
Actions
Four new actions are used to accomplish order-related tasks in FOM through CPQ Cloud:
Action Description Present on the CPQ

Cloud Layout
Create Order Creates an order in FOM. Yes
Create Order Async Updates the Async Response attribute with the status of the order creation. No
Cancel Order Cancels an order after it has been created. Yes
Cancel Line Order Cancels the selected line item(s) from an order than has been created. Yes (line-level)
Library Functions
Ten new Library Functions will run when the Create Order, Create Only run when Cancel Order or
Cancel Line Order actions are
Order Async, Cancel Order, and Cancel Line Order actions are fired. fired.
invokeAsync getTemplate getAsync getUser invokeAsync invokeAsync invokeCancel

getPassword getTemplate getLineCharge
WebService Location Template Attributes FOMOrder FOMCancelOrder Line
Returns the Retrieves the Invokes the Gets the Retrieves the Retrieves the Retrieves Sends XML Sends a Sends a
password for correct XML FOM web correct Line correct XML correct XML user and order data for cancel cancel
the FOM template file service to Charge file template file template file password info order request to request to
user. location from pass a SOAP based on the location from location from for the creation. FOM to the specified
the File request and discounts and the File the File correct user. cancel an line items to
Manager and return a shipping Manager. Manager and order that cancel them
adds user SOAP charges. adds user has already from an order
data to the response if data to the been created. that has
template. the Create template if already been
Order Async the Create created.
attribute was Order Async
fired. attribute was
fired.
Step Transitions (Document Views)
Each of the 3 new Document Views should be added for the "Sales Rep" or "Default"
Participant Profile unless advised otherwise. The Document Views will hide the three new
CPQ Cloud actions that appear on the layout depending on the current step.
Action Step(s) Action is Shown Description
The Create Order action will be available for the CPQ Cloud sales users to
Create Order Approved
invoke when the Transaction has been approved.
Ordered, Being Changed / Canceled, The Cancel Order action will be available for the CPQ Cloud sales users to
Cancel Order
Alternate Version Ordered invoke when the order has been placed.
Ordered, Being Changed / Canceled,
The Cancel Line Order action will be available for the CPQ Cloud sales
Cancel Line Order Fulfilled, Canceled, Rejected By
users to invoke when the order has been placed and approved.
Customer, Alternate Version Ordered
Validation Rule
• One Validation rule, Validation for Order, must be created.

• This rule will prevent a CPQ Cloud sales user from proceeding further
until the order is fulfilled.
Data Tables
A new INT_SYSTEM_TEMPLATES data table will contain links to the LineCharge, Discount, shipping, CreateLine,
CreateAsyncOrder, CancelOrderReq, CancelAsyncOrder, RecurringLineCharge, and CancelLineAsync XML template files
in the File Manager. This data table will be queried by the new getTemplate, getTemplateLocation, and
getAsyncTemplate Library Functions retrieve the template files so they can be populated with FOM order data.
A new INT_SYSTEM_DETAILS data table will contain FOM web service usernames and end points. This data table will be
queried by the new CPQ Cloud Library Functions getTemplate, invokeAsyncWebService, getAsyncTemplate, and
getUserAttributes to populate the XML template files using table data and EBS web services.
Actions Create Order OR Create Order Async OR Cancel Order OR Cancel Line Order
Both INT_SYSTEM_TEMPLATES and INT_SYSTEM_DETAILS are queried in Cancel Line Order’s Advanced Modify – After Formulas function.
Library getPassword getTemplate

invokeAsync
getLineCharge
getTemplate
getAsyncTemplate getUserAttributes
invokeAsync invokeAsync
invokeCancelLine
WebService Location FOMOrder FOMCancelOrder
Functions
RETURN
RETURN
RETURN
QUERY
QUERY
QUERY
(Hard Coded) (Hard Coded) (Hard Coded) (Hard Coded) (Hard Coded)
Key
INT_SYSTEM INT_SYSTEM INT_SYSTEM T = INT_SYSTEM_TEMPLATES
Data Tables T D
_DETAILS _TEMPLATES
T D
_DETAILS D = INT_SYSTEM_DETAILS
Next Steps
Implement CPQ-Financial Order Management Integration
For detailed instructions on creating the components

in CPQ Cloud necessary to enable integration with
Fusion Financial Order Management, as well as
access to additional sample files and resources, see
the Implement CPQ-Financial Order Management
Integration white paper.

CPQ Cloud-Financial Order Management Integration: Implementation Overview

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CPQ Cloud-Financial

Oracle CPQ Cloud Product Management

CPQ Cloud Sales Rep clicks

FOM receives transaction

• Updated to Fusion Release 9 or later

• 53 new attributes must be created in CPQ Cloud.

Action Description Present on the CPQ

Create Order Creates an order in FOM. Yes

Cancel Order Cancels an order after it has been created. Yes

invokeAsync getTemplate getAsync getUser invokeAsync invokeAsync invokeCancel

Action Step(s) Action is Shown Description

• One Validation rule, Validation for Order, must be created.

Library getPassword getTemplate

For detailed instructions on creating the components

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