OEC CPQ Integration

Oracle Sales Cloud release 9 When CPQ Cloud
release 2014 R2 Integration with
last updated: 2016/11/22 10:31:00
1. wrap up .................................................. .................................................. .................................................. ...... 2
2. Overview of integration .................................................. .................................................. ............................................. Four
3. Overview of implementation steps .................................................. .................................................. ...................................... 6
Four. Determination of the product master .................................................. .................................................. ................................. 7
Five. Request of the provisioning of integrated site .................................................. ................................................. 8
6. Site that will be used to integrate URL , Decision of the administrative login and other data .................................................. ....... 9
7. CPQ To enable single sign-on in .................................................. ................................................. 14
8. CPQ In Oracle Sales Cloud Input of integration user .................................................. ................................ twenty two
9. Fusion Setup Manager Set of estimates and point-to-point integration of the sales order in .............................. twenty four
10. CPQ To in editing the end point of the quote and sales order integration .................................................. .......... 31
11. CPQ To edit the end point of the account representative and address of integration in ................................................ 44
12. CPQ In " Sales Cloud To return to "editing of processing script .................................................. ............................ 47
13. PIM The primary unit CPQ To add to the .................................................. .................................................. 50
14. To hide the navigation links, icons and processing to the user ............................................. 53
15. User Settings .................................................. .................................................. .................................. 64
16. CPQ Deploying changes to the configuration .................................................. .................................................. ............ 68
CPQ_OSC_Int_UPDATED_URLs_for_COM_PROC_NAME_EB_13Aug2015.docx 1/68 2016/11/22 10:31:00

1. wrap up
1.1 Introduction
OSC When CPQ Cloud By integrating, it can be easily effectively with a minimum of configuration tasks, and preconfigured support of a simple use case is
provided. As a result, sales, cost of implementing the simple integration of estimates and sales order is reduced. Integration of preconfigured can be customized
to support an additional more complex use cases and customer requirements.
Integration, in most of the settings that need to be the end point for the contacts of each integration, takes place in a point-to-point. Interaction with the user of all is, Oracle
Sales Cloud Is initiated by, it is controlled. CPQ Cloud UI It is, Oracle Sales Cloud Embedded to be executed by the inner iframe It will be displayed as. On the other
hand, all of the Web The service integration, CPQ Cloud
It is activated by a Oracle Sales Cloud Of offer Web You use the service.
1.2 Scope
In this white paper, client Of the site (internal Oracle In not the site), Oracle Sales Cloud release 9 When CPQ Cloud release 2014 R2 For more information
describes the procedure to enable the integration of pre-built with. Integration of prebuilt, the new CPQ Can be provisioned as part of the customer site, CPQ
Base Reference Application and OSC Reference Integration That 2 It will be provided to the customer site as One of the components.
CPQ The new customer, depending on the customer's request, CPQ Base Reference Application And it has been commercialized OSC It will be provisioned Ri by
the integration. Reference Application It is, attributes required for integration, processing, and provides all of the scripts and other elements. OSC Existing to add
integration with CPQ Cloud Of customers, but you can use the integration artifact of preconfigured, these to your site must be added individually.
Oracle Sales Cloud release 9 Later, all customers automatically CPQ Cloud It will be provisioned with a integration with.
1.3 Precondition
It requires the following: integration.
• release 9 Later Oracle Sales Cloud site
• release 2014 R2 Later CPQ Cloud site
• Single sign-on for the SAML Based identity provider ( IdP) Depending on the customer, Oracle Sales Cloud In can be provisioned, legacy IdP
There is a case where the functions can be used. Whether this option is available, Oracle Sales Please contact your representative.
• CPQ Related sales from the sales transaction OSC In order to synchronize with the negotiations, Oracle Sales Cloud And product model of CPQ Cloud There is a need
to synchronize the parts in between.
• The price of parts CPQ Cloud There is a need to define in. In the prebuilt integration, CPQ Cloud Use the unit price specified in the parts
record.

1.4 Audience
The primary audience of this document, new as part of an integrated CPQ Or to implement an instance, is a user to support its implementation. Existing to use any legacy
vertical template CPQ Although customers can implement the integration, in this document it is necessary to perform the customization of additional not treated, it will be
used in an integrated XSL You should set by applying.
To enable the integration, Fusion Setup Manager In embedded CPQ UI of URL Set, CPQ so OSC service URL There is a need to set up. OSC UI And
to perform additional customization of integrated data, Sales Cloud Aps Composer
and Groovy You must have knowledge of the script. Of integration and quote / sales order UI To customize the behavior and,
CPQ Management tool kit, BML Script, integration XSL And you must have knowledge of the editing.
1.5 Supported use cases
In the prebuilt integration, integration in order to perform the following use case UI (OSC and CPQ) There will be support.
• OSC For negotiation CPQ Creating a sales transaction
• OSC For the account CPQ Creating a sales transaction
• OSC The next operation for the negotiation or account
- CPQ Editing of sales transactions
- CPQ A copy of the sales transaction
- New version of CPQ Creating a sales transaction
- OSC Internal in CPQ Proposal to create or display
- CPQ Delete sales transaction
- CPQ Cancellation of sales transactions
• CPQ Update of the sales of the negotiations from the sales transaction
When you update the sales of negotiations, the transaction is active for negotiation, CPQ Specification that exists in the sales transaction, the relevant OSC It will be synchronized with
the sales details of the negotiations.
1.6 related document
Users are supported by integration UI For more information on flow and function, please refer to the "Frequently Asked Questions" document attached.

2. Overview of integration
Commercialization has been integrated primarily CPQ It is created by the inner, of the existing OSC Web Service and iframe Makes use of the support. OSC
The only major components that are provided in the embedded iframe UI Point-to-Point to be used to URL For entering, new Fusion Setup
Manager It is page.
The seeded integrated, following 11 It contains the contact of the integration. For each, it is described in detail in this document. Type is embedded CPQ UI of URL
All integration is, CPQ UI Is the input to the.
Integration type Settings Setting location to
application
Creating a quote or sales order Buried CPQ UI of URL Sales Cloud Fusion Setup Manager → "And selling cloud CPQ Management of integration of the
cloud. "
Edit estimate or sales order Buried CPQ UI of URL Sales Cloud Fusion Setup Manager → "And selling cloud CPQ Management of integration of the
cloud. "
A copy of the estimate or sales order Buried CPQ UI of URL Sales Cloud Fusion Setup Manager → "And selling cloud CPQ Management of integration of the
cloud. "
Create a new version of the quote or Buried CPQ UI of URL Sales Cloud Fusion Setup Manager → "And selling cloud CPQ Management of integration of the
sales order cloud. "
Acquisition of the proposed estimate or sales order Buried CPQ UI of URL Sales Cloud Fusion Setup Manager → "And selling cloud CPQ Management of integration of the
cloud. "
Import of negotiation Start-up of service CPQ "Process Definition" → "Integration XSL File"
Delete all of the sales items Start-up of service CPQ "Process Definition" → "Integration XSL File"
Creating a sales item Start-up of service CPQ "Process Definition" → "Integration XSL File"
Upsert estimates Start-up of service CPQ "Process Definition" → "Integration XSL File"
Account import Start-up of service CPQ "account" → "Integration"
Sales Cloud Back to OSC UI URL of BML Script CPQ "Process Definition" → "documents" → "transaction" → "Handling"
The following figure, at the time of execution, the estimate is created from the negotiations, are stored, is synchronized to the negotiation, the user Sales Cloud Negotiation of UI
Shows the integration is done when you return to. Editing of estimates, follow the same pattern even when the copy or versioning.
When you create a quote from your account, import integration of negotiation is not started, the user " Sales Cloud It will be returned to the account estimated
tab in the back "to. OSC UI , CPQ UI , OSC Service and CPQ Starting services are represented by different colors and columns in FIG.

Sales Cloud Services Sales Cloud Run-time UI CPQ Buy-Side UI CPQ Integration
Opportunity
Create Quote (CPQ
Quotes and New Transaction
Transaction URL)
Orders Tab
Opportunity Import
GetOpportunity
Service Opportunity
Import
Account Service GetAccount
Account
Display 'Edit
All web service integrations are Transaction "
invoked by CPQ.
Arrows distinguish import integrations
(Arrows flow into CPQ) or export integrations
Save CPQ
(arrows flow out of CPQ). Save
Transaction
Sales Order
CreateSalesOrderHeader OR UpdateSalesOrderHeader Upsert Quote
Service
Display 'Edit
Transaction "
Save and Sync to Save CPQ

Opportunity Transaction
Opportunity Delete All

DeleteAllRevenuesInOpportunity
Service Revenue Items
Opportunity Create Revenue

MergeOpportunity
Service Items
Sales Order
CreateSalesOrderHeader OR UpdateSalesOrderHeader * Upsert Quote
Service
Display 'Edit
Transaction "
KEY
OSC
Sales Cloud Services Return to Sales Cloud
Return to
BML Script
OSC Sales Cloud UI
Sales Cloud
Opportunity
CPQ CPQ UI
Quotes and Opportunity Quotes Tab URL
Orders Tab
CPQ CPQ Services / Service Invocations

3. Overview of implementation steps
Oracle Sales Cloud and CPQ Cloud In addition to the steps required for the application of the setting, you need the following steps. My Oracle Support so, OSC and
CPQ Cloud You can refer to the implementation Quick Start Guide for.
1. To determine the application that functions as a product master
2. By the specified product master, integrated OSC and CPQ To request the provisioning of instance
3. Site to be used as a parameter in an integrated URL , To get the administrative login and other data
Four. CPQ To enable single sign-on in
Five. CPQ so Sales Cloud To enter the integrated user
6. Fusion Setup Manager In setting up a point-to-point integration of estimates and sales order
7. CPQ To in editing the end point of the quote and sales order integration
8. CPQ To edit the end point of the account representative and address of integration in
9. CPQ so" Sales Cloud To edit a to return "processing script
Ten. PIM The primary unit CPQ To add to the
11. To hide the navigation links, icons and processing to the user
12. To set the user
13. CPQ To deploy the changes to the configuration

Four. Determination of the product master
Oracle Sales Cloud Are provisioned in advance, Oracle Fusion Supply Chain Management Product Management Application of Oracle Fusion
Product Model (EGP) It will be provided in a state in which the module is fully integrated. This module, Oracle Supply Chain and CPQ Cloud In it
will be used to create and manage the product items to be used.
Products, CPQ Cloud In referred to as parts, Oracle Fusion Product Model The are called items.
Products, Oracle Fusion Product Model In creating, CPQ Cloud Synchronized with the ( Fusion There product master) or, CPQ Cloud
In creating, Fusion Product Model Synchronized with the ( CPQ Cloud There you can product master) it. Regardless of which of the application on whether you
are using as a master, new products and updated products CPQ When Fusion Product Model It is pulled or pushed in between.
User has been integrated CPQ In order to enter the correct set at the site, you need to specify whether to use the application as a product
master. This selection is, at the time of order or when provisioning Oracle Operations You need to notify.
Existing ERP The desire to retain as a product master customers, the update Oracle Fusion Product Model Or CPQ Cloud Please note that you
can push to. In this way, any of these applications, OSC-CPQ It acts as a master with a reference to integration.

Five. Request of the provisioning of integrated site
The customer, an integrated 1 A pair of OSC and CPQ To request the provisioning of the site. This request, it single sign-on is required for the
site, identity provider which application or function as a product master, and is used ( IdP) You need to specify the details of. further, CPQ Operation
in order to set the site properly in the, whether to set the following requirements customers must be specified.
• Do you want to use the other currency in the transaction. If you want to use, which currency do.
• Do you want to use a language other than English at the site. If you want to use, what language do.
Oracle Operations Or support has been commercialized OSC The integration CPQ Copy it to the site, the site in a pair URL
And, it provides an integrated user credentials for the integration of both estimates and sales orders and parts to customers.
To perform the following configuration steps for the integration, the super user with full access to the user CPQ Management credential Akira is required.

6. Site that will be used to integrate URL , Decision of the administrative login and other data
Parameter values used for setting the integration, CPQ , The identity provider ( IdP) , Oracle Sales Cloud and Oracle Fusion Product Master You
need to get it from.
6.1 CPQ To get from the parameter value - Overview
In order for a user to perform the following tasks: CPQ "Technical Manager" in must have the access rights (super user with full access).
CPQ The site, to get the next value.
• oraclecpqo ( Display name = " Oracle Order from the estimate ") commerce process of commerce process ID (bm_cm_process_id)
• Estimates header document_id
• The new version estimate processing action_id
• Of the editing process of the estimates action_id
• Of copy processing of estimate action_id
• Commerce process of version_id
These parameters are embedded CPQ UI The order to start, OSC It is stored in URL It is used to configure the. For more information, which will be described later Fusion Setup
Manager Set of estimates and point-to-point integration of the sales order in Please refer to the section. Some of these values, and what is changed in the implementation,
note that there are a those that have not changed. For this reason, the value of each parameter to verify that have not been changed from the value of integration, which is
the seed, you will need to be updated.
6.2 2014 R2 In CPQ Acquisition of parameter values
these 6 Among One of the essential parameters Five One is, 2014 R2 In can be obtained by adding the "Display Parameters" new was page function.
CPQ In management menu page, click the "Process Definition" link.
" Oracle From the navigation value list of order "commerce process from quote," integration XSL Select the file ". Click on the "list".
"Integration XSL File "page is displayed.

Click on the "Display Parameters" button.
UI Required to set up the integration Five One of the parameters is shown in yellow.
These values are used in the following manner.

Commerce process ID
Copy processing of estimate ID
Editing process ID
documents ID
Version of the commerce
process ID
6 Process of creating a new version of the second of which is a parameter estimate ID It is, CPQ Cloud UI It is taken from another part of the.
6.2.1 Process of creating a new version of estimates ID
Click "Back" to return to the "document list" page.
( Or, click the "Process Definition" link in the "Commerce and documents" section of the "Administration" menu page, also be moved to the
"commerce process" list page, you can return to this page. "Document" will be displayed as the default value of "navigation" drop-down list. Click
on the "List" button. )
Select the "processing" from the "navigation" drop-down list "document name" is "transaction".
Click on the "List" button.
Click on the "transaction of versioning" link in the "process name".
To display the "management process" page (see figure below).
As shown in the following figure URL It is displayed in the version processing ID Records.

6.3 Identity provider ( IdP) Acquisition of single sign-on information and the security certificate
Oracle Sales Cloud When CPQ Cloud And UI To integration, in order to support the single sign-on, identity assertion service provider that manages the
federated identity authentication ( IdP) Is required. Depending on the customer, Oracle Sales Cloud The CPQ Cloud For integration with IdP There is a
case that can be used as a (For information on this option, Oracle Sales Cloud Please contact your sales representative). Or, customers of its own IdP You
can also use the. Which solution is appropriate, Oracle Sales Cloud Support and your company IT Please consult the security department.
The identity assertion service provider you use, you get the next value.
• Meta-data of the security certificate of the identity provider URL
• SAML The name identifier format but that request. this is, IdP There is a format that is used to identify the user.
• SAML Of the identity provider URL

Last 2 One common example of the values are as follows.
o urn: oasis: names: tc: SAML: 1.1: nameid-format: emailAddress

o https://efops-rel9st6-startersource-external-sso.us.oracle.com/fed/idp/samlv20
6.4 Oracle Sales Cloud Acquisition of parameter values
Sales Cloud It gets the next value.
• Integrated user name and login (this is, business negotiations, please note that there is a need to be a user that can be used to activate the account
and sales order service)
• Oracle Sales Cloud Opportunity Service URL
• Oracle Sales Cloud Sales Order Service (alias OSC Quotation service) of URL
• Oracle Sales Cloud Of account services URL
• Sales Cloud Material organization of selling products in use ID . this is, Fusion Setup Manager of Sales Cloud Favorable profile is the primary
key value of the defined item organization at the product group profile option-yl option. To obtain this value, Oracle Sales Cloud To support SR
please submit.
• Oracle Sales Cloud The main unit code for the product set in the product model. Oracle Sales Cloud In the product (also known as the materials or parts) as a
preparation for the use of, and the main unit code is defined. This code value (for example, EA
Or Each) The CPQ UI You need to enable in.

7. CPQ To enable single sign-on in
Single sign-on by the user ( SSO) The identity provider ( IdP) When, Oracle Sales Cloud and
CPQ Cloud ( Service Provider) both at SSO Both of the settings for the handshake is required. Single Sign-On
IDP Function, Oracle Or it will be provided by either a third party. OSC and CPQ In, SAML (Security Assertion Markup Language) v2.0 Using
the protocol, to exchange and authentication data identity provider. SSO As part of the set, organizations that implement, we need to select
the attributes to be used as a unique identifier for the order to log the user in the application. This identifier, the user of CPQ Login and user
of the global user ID , E Other external, such as e-mail address or other uniquely identified by attribute ID You can use.
SSO Unique identifier that is used, the general described herein SSO Setting and CPQ Creating a user in In must be reflected in the setting of
individual user profiles to be described.
Oracle Sales Cloud Internal in SSO For more information on the settings, Sales Cloud You can get from the support team. In this document,
CPQ At the inner SSO This section describes how to configure.
CPQ In SSO All of the settings, is done in the "Single Sign-On" page. Link to this page, CPQ It will be displayed in the "management
platform" menu. Input value for this setting, Identity provider ( IdP) Acquisition of single sign-on information and the security certificate To
shows.
CPQ so SSO Set detail to complete each of the following steps are described in the following sections.
1. Select the "federated authentication" as a "single sign-on method".
2. " BigMachines The issuer of URL To " CPQ site URL Enter the.
3. IdP After you create the "Identity Provider Certificate" to upload.
4. SSO Implementation of " SAML Enter the requested name identifier format ".
Five. " SAML Identity Provider URL To " IdP URL Enter the.
6. ( option) IdP of" SAML Log out URL "Enter the.
7. ( option) IdP of" SAML Single Logout endpoint "of URL Enter the.
8. " SAML user ID type"( SAML In the assertion, CPQ User name or user another external ID One of the
Select the make or use).
9. " SAML user ID Of place "(user ID The, SAML Or not to include the subject statement of assertion, or assertion
Select Include or) as a separate attribute to Deployment payload.
Ten. user ID The SAML If you want to include as a separate attribute to the assertion payload, also you need to enter "attribute name"
Yes you.
As shown below, by clicking on the link of "management platform" menu page, navigate to the "single sign-on Settings" page.

As shown below, you will see the "Single Sign-On Settings" page. In "single sign-on method" drop-down list, select the "Federated
Authentication".
" BigMachines The issuer of URL As the value of "this CPQ in the website URL Enter the.

Click the "Choose File" button, IdP Browse and upload the identity provider certificate. This certificate file, as described below, IDP Metadata file URL
There is a need to create from. Metadata URL To include a certificate, SSO SAML Specification of the exchange is shown. As shown in the
following example, URL To the address metadata
There will be added.
https://sdidmzgab02.login.efops.oraclecorp.com/fed/idp/metadata
Follow these steps to create a certificate file.
1. Meta data file in a browser window URL Open.
2. As shown in the following you will be displayed metadata.
Locate and copy the contents of the first certificate that is included in the meta-data (see steps in section below). As shown below, the certificate is surrounded by start and end tags
of the certificate.

The rest of the procedure is done in a text editor. For more information on how to run the procedure depends on the editor you are using. In this example Notepad ++ Use
the.
In the certificate file to be created, UNIX Please note that there is a need to use the new line symbol.
In a text editor, remove the space between the certificate section, and then replaced with a line feed. next, Notepad ++ Shows the steps of if you want to use.
• Create a new file.
• The certificate string and paste it into a new file.
• Locate all of the space in the file, and then replaced with a new line or line feed control character.
o [ Ctrl] Press the key [ F] Press the key, the following " Find / Replace "To launch a pop-up.
o " Find / Replace In the "pop-up," Replace "Click on the tab.
o Select the check box in the lower-left corner of the pop-up, " Extended "Select a search mode.
o " Find what: The space in the "text box 1 One enter.
o " Replace with: "In the text box / n Enter.

• As shown below, and add the start label and end label of the certificate to a file.
o Add a new line at the beginning of the file.
o On the first line, ----- BEGIN CERTIFICATE ----- Enter or copy and.
o Add a new line to the end of the file.
o At the end of the line, ----- END CERTIFICATE ----- Enter or copy and.

• UNIX Or OSX To perform end-of-line conversion to or, in the file of all CR By removing the symbol display for and delete all the line breaks that have
been added when you add a label.
o Notepad ++ so" View " → " Show Symbols " → " Show All Characters "When you select an option, then shows
In Suyo, hidden symbol of the file is displayed.
o Manually or ( Notepad ++ so)" Edit " → " EOL Conversion " → " Unix / OSX Format "By choosing, CR Kai
Delete the line.
o CR A new line of the file does not exist, will be as follows.

o SSO.pem Save the file with a name and file extension.
In "Single Sign-On Settings", browse to the location of the file by selecting the "Select File" button in the "Identity Provider certificate", and
upload the certificate file.
" SAML Enter the format to the requesting name identifier format ". This value is, IdP User to be used for configuration and authentication ID It is defined on the basis of
the selection type of. This format string, IdP We need to provide as part of the configuration information. Common name ID Examples of format, CPQ "Single sign-on
Help topics ( SSO) "Please refer to.
"* SAML Identity Provider URL To ", were provided from the identity provider IDP of URL Enter the.

" SAML Log out URL Enter to "log out URL You can specify. This is because the user Oracle Sales Cloud The Razz return to, directly CPQ It is redirected
to when you log out from URL is. OSC / CPQ In the standard configuration of the integration, CPQ Order from does not provide log out the options directly
to the business user, this URL It is CPQ It will be applied only to directly log in to manage users in. This input is optional, but recommended as best
practices.
the user CPQ When you log out, IdP And To so that forcibly logged out relevant from all applications, " SAML Enter the value of the single
logout end point ". Depending on the implementation, management users first CPQ You may be able to navigate beyond the transaction.
the user CPQ When you log out from, logout events to this single logout endpoint is notified, the user SSO You are logged out. This input is
optional, but recommended as best practices.
" SAML user ID In type "field, select the radio button that indicates a unique user identifier to be used. CPQ In the user name that was defined
in the user ( login) If you want to use is, to "assertion users of BigMachines Of user names contain "to choose. If you want to use other
identifiers, 2 Select the second radio button.
" SAML user ID In the location "field, passing a unique identifier SAML Select the radio button that indicates the location in the message. ID It is, SAML You
can pass on the message or as an attribute as part of the subject.
"user ID Is if the attribute element "radio button is selected, you will see the addition of" attribute name "field in the following manner. Enter the name of
the attribute used as a unique user identifier. This attribute name, SAML You need to match the one specified in the message payload.
SSO Select items in the set, please note that indicate the requirements of the data to be input for the internal user accounts. For more information on these
requirements, User Settings Please refer to.
CPQ Single sign-on details of the in, CPQ UI It can be accessed from the Help link, CPQ "Single sign-on Help topics ( SSO) You can see
from ".

8. CPQ In Oracle Sales Cloud Input of integration user
8.1 Oracle Sales Cloud It is CPQ CRM Partner
CPQ Cloud By Oracle Sales Cloud Web To start the service, you need to send an integrated user and password as part of the input
payload. CPQ Cloud In the management of to get these credentials UI There are available. CPQ But Oracle Sales Cloud When integrated with, OSC
It is CPQ Cloud of CRM To act as a partner. CRM
Partner of credentials, in conjunction with the special super user administrator account, CPQ It will be acquired by.
CRM When integrated with partners, CPQ The partner integration, different user login and password are used for the superuser account that was used
to obtain the credentials will be retained.
8.2 Super to the user's partner information Oracle Sales Cloud Input of integration user
To perform the following procedure, the user is required to log in as an administrative super user.
Of the screen In the upper right corner "My profile" icon Click on the, A to "user profile" of the superuser
And access. This icon is like a rectangular business card with a small face photo.
"User Profile" page will be displayed in the super-user.
Click the "partner information" button in the lower left corner (shown in the following figure).
CRM ( "Partner information" integrated page that credentials have been shown of customer relationship management) is displayed.
CPQ Site OSC Once on the site and the pair, 2 One of the "Partner Information" will be displayed. 1 One is CRM (Oracle Sales Cloud)
Use, and the other 1 One is PIM (Oracle Fusion Product Model) It is use.

In the left-hand column " CRM Click on the "button, OSC Displays the login credentials.
In the "customer-related management" Credentials page, Sales Cloud Service Enter the login and password for use in the (negotiation and account), and then click the "Save"
button in the upper right corner.
R2 of Fusion OSC Or PIM Now, please note that "confirmation" function is not yet valid.
Save the integrated user credentials by clicking the "Save" button.

9. Fusion Setup Manager Set of estimates and point-to-point integration of the sales order in
9.1 Fusion Setup Manager (FSM) Integration in URL Creating a
With this procedure, OSC Embedded by CPQ UI It is used to start the proposed acquisition services and URL will be created.
In the following sections, Oracle Sales Cloud release 9 And release Ten so UI It is used to set the integration Fusion Setup Manager This
section describes the navigation of the page. To do this, use the "sales manager" access Oracle Sales Cloud You must be logged in.
9.1.1 R9 Navigation of
Click on the "Navigator" icon.
Select the "Setup and Maintenance" link in the "Tools" section of the "Navigator".
Fusion Setup Manager Search page is displayed.
The rest of the procedure, the following R10 Please refer to the navigation.
9.1.2 R10 Navigation of
The following screen shot, OSC R10 It is a thing of navigation in. OSC R9 Also very similar navigation in.

Click on the "Setup and Maintenance" link.
Fusion Setup Manager Search page is displayed.
9.1.3 Fusion Setup Manager Set of integration in
FSM To "name" search field of the "All Tasks" tab of CPQ Enter.

Click on the "Search" button CPQ Search for.
In the search results "and selling cloud CPQ Management "task of the cloud of integration will be displayed. (For estimates and sales orders are treated as
different states of the life cycle of the sales transaction, this task has been Please note that. Commercialized to be specified in the "Sales Order" OSC / CPQ If
integration is, the estimate has been approved by the customer sales accounts, down stream ERP It can be easily extended to support the issuance of sales
order transactions to the system. )

Click the "proceeds to task" icon in the task.
Page "management of the sales order integration settings" will be displayed.
Click on the "plus" icon to add a Sales Order instance to integrate.
Enter a short integrated "reference code" name.
Enter the "name" of integration.
Enter the "summary" of integration.
It is paired CPQ "The end point of the site URL "Enter the.
Select the "Active" check box.
Click the "Save" button.

OSC In embedded CPQ UI For each process to start (create, edit, copy, acquisition of versioning and proposed), the end point of the parameters URL There will
be input. Each of these processes has been the seed to "name".
Click the "plus" icon in the "parameters" table, as shown below URL Create a new line of parameters.
Click on the "plus" icon to add a row for each processing endpoint, select the name of the endpoint parameters, the corner of the editing process of its URL Paste
the value. Of integration Five One of each of the seeded processing URL String is input.
In the next section, these new URL This section describes the creation of the string.
Copy the basic string shown in the next section, ahead CPQ Edit the string in a text editor for the acquisition parameters from, and edit URL Paste the syntax in the
"value" field of the corresponding process name. Fusion Setup Manager The string to be pasted in, please be careful so that it does not contain leading or trailing
spaces.
Save the integration settings by clicking the "Save" button.
9.2 URL Creating a string
The following figure, integration URL In CPQ It summarizes the use of parameters.

Each embedded shown below CPQ UI Or service URL Syntax, the existing value is highlighted in yellow was obtained CPQ
Parameters of ID And then replaced with the value. these CPQ Parameters of ID Acquisition procedure of the value, of the above-mentioned CPQ Acquisition of parameter values from the It
is described in the section.
9.3 Embedded using a single sign-on CPQ IFrame The to start UI URL Syntax (parameters)
next URL When you paste the syntax, please delete all the leading or trailing spaces. If you do not want to delete, UI Integration will fail.
Creating a quote or sales order
this URL There are no parameters required. As it is the following syntax: URL You can paste the parameter.
# { '/Sso/saml_request.jsp?RelayState=/commerce/buyside/document.jsp?_partnerIdentifier=fusion%26forma ction = create% 26process =

oraclecpqo% 26search_id = -1% 26_bm_cm_new_transaction_currency = '+ (Osc_param_CurrencyCode:?' ') +' % 26_partnerOpportunityId = '
+ (Osc_param_OptyId:? '') + '% 26_partnerAccountId =' +

(osc_param_AccountId:? '')}
Edit estimate or sales order
In the editing process, the editing process ID (action_id) ,documents ID And commerce process ID ( Shown below bm_cm_process_id) Use the parameters.
# { '/Sso/saml_request.jsp?RelayState=/commerce/buyside/document.jsp?_partnerIdentifier=fusion%26forma ction = performAction%

26action_id = 5354913% 26document_id = 5354084% 26bs_id ='
+ osc_quote_ExternalReferenceNumber + '% 26bm_cm_process_id = 5353982'}
A copy of the estimate or sales order
In the copy processing, document ID , The copy process ID And commerce process version ID ( next version_id) You would like to use the parameter.
# { '/Sso/saml_request.jsp?RelayState=/commerce/buyside/copy_processing.jsp?_partnerIdentifier=fusion%2 6action_id = 5354917%

26version_id = 5359621% 26bs_id ='
+ osc_quote_ExternalReferenceNumber +
'% 26document_id = 5354084% 26_partnerOpportunityId =' + (osc_quote_OptyId:? '') + '%
26_partnerAccountId =' + (osc_quote_SoldCustomerPartyId:? '')}
Create a new version of the quote or sales order
In the new version process, new versions processing ID ( next action_id) You would like to use the parameter.
# { '/Sso/saml_request.jsp?RelayState=/commerce/buyside/document.jsp?_partnerIdentifier=fusion%26proce ss = oraclecpqo% 26formaction

= version% 26action_id = 6923944% 26bs_id ='
+ osc_quote_ExternalReferenceNumber}
Acquisition of the proposed estimate or sales order
this URL There are no parameters required. As it is the following syntax: URL You can paste the parameter.
# { '/Sso/saml_request.jsp?RelayState=/rest/v1/commerceProcesses/oraclecpqo/transactions/'
+ osc_quote_ExternalReferenceNumber + '/ attachments / oSCFileAttachment?'}
When finished, the page should look like the following. In the sites that are shown here, OSC During but implementation 2 One of different CPQ As can be
switched integration with site, 2 Please note that there is One of the integration settings. Active CPQ Site is indicated by the "active" check box.

Ten. CPQ To in editing the end point of the quote and sales order integration
10.1 Overview
In this section, CPQ It is activated by Sales Cloud Service (shown below) This section describes the editing necessary to have the opportunity and estimates related to the relationship
integration. To implement the new integration site is, the end point for each contact of integration URL You need to edit the. The attributes related to the start-up of these services,
are shown in the section of each of the "Attribute Mapping".
application
Import of negotiation Start-up of service CPQ "Process Definition" → "Integration XSL File"
Delete all of the sales items Start-up of service CPQ "Process Definition" → "Integration XSL File"
Creating a sales item Start-up of service CPQ "Process Definition" → "Integration XSL File"
Upsert estimates Start-up of service CPQ "Process Definition" → "Integration XSL File"
10.1.1 Access to the negotiation related services integration
Of this integration OSC To use a host name, CPQ It is activated by Sales Cloud Service of URL There is a need to update.
Click on the "Process Definition" link in the "Commerce and documents" section of the "Administration" menu page, go to the "process" list page.
"Process" list page is displayed.
As shown below, " Oracle Click on the "navigation" drop-down on the order of "commerce process from quote," integration
XSL Select the file ".

"Integration XSL File "page is displayed.
From this page, by clicking the "Name" link, you can access the integration of related each opportunity.
10.1.2 CPQ Deploying changes to the commerce process
Including all of the changes described in this document, CPQ All changes to the commerce process, until it is deployed will be saved based on basically the
sandbox. It is to deploy every time you make a change is a best practice.
CPQ Deploying changes to the configuration Please refer to.
10.2 Import negotiation ( " OSC - Negotiation import ")
In this import integration, Sales Cloud Call the negotiation service to get the details of the negotiations. The details CPQ Either written to the transaction, CPQ
It will be used to create a transaction. Negotiation import, in order to refresh the key data from the negotiations, the user Sales Cloud It will be run
every time you start the transaction from.
In this integration, getOpportunity Use the operation OSC Negotiation service is started.
10.2.1 Editing of integrated end-point of negotiation import
"Name", " OSC_Opp_Import Click on the "link.

Use the host name of this implementation is shown in the part that is highlighted in the next yellow, "end point URL "The end point of the
negotiation service in the text field URL Enter the. URL Highlighting that are not part of the to accept the island. First copied of all as part of the
seeded integration URL Is sure to note that if there is a need to replace.
URL It will be as follows.
https://efops-rel90-patchtest-external-crm.us.oracle.com/opptyMgmtOpportunities/OpportunityService
Click the "Update" button.
Click on the "back" button.
"Integration XSL File "page is displayed again.
Or immediately above the change now deploys later. CPQ Deploying changes to the configuration Please refer to.
10.2.2 Attribute Mapping of negotiation import
Negotiation import integration ( " OSC - Negotiation import ") of XSL To include the following mapping.

Sales Cloud Negotiation CPQ Attribute display name CPQ Variable name
service attribute name
Input payload
OptyId Negotiation ID opportunityID_t
Output payload
Name Negotiation opportunityName_t
PrimaryContactLastName Customer's last name _customer_t_last_name
PrimaryContactFirstName The name of the customer _customer_t_first_name
OptyNumber Opportunity number opportunityNumber_t
PrimaryOrganizationId Primary organization ID oSCPrimaryOrgId_t
OwnerResourcePartyId The owner resource party ID oSCOwnerResourcePartyId_t
CurrencyCode currency Currency_t
10.2.3 Input and output and negotiation import of sample input payload XSL
For more information on negotiation import, accessories " Integration XSL Files and Sample Payloads Please refer to the "document.
Related documents " Import Opportunity XSLs and Sample Payload It has been included in the "folder.

10.3 Delete all of the sales specification ( OSC_Delete_All_Revenue_Items)
In this integration, Sales Cloud Call the negotiation service, to remove all negotiation of sales items (the item). This is because the user CPQ UI It is initiated when in you click the "Save
and synchronized to the negotiation" button CPQ It will be held as part of the synchronization of the sales from. CPQ In First, remove all the existing sales details to start the negotiation
service in this integration, and then create a new sales details of the negotiation for each existing transaction specification. Creating a sales item For more information on integration are
discussed later.
10.3.1 Edit Delete integrated end-point of all sales items
"Name", " OSC_Delete_All_Revenue_Items Click on the "link.
Page "Edit of Integration" will be displayed for this service start-up.
"end point URL "In the text field, the same as those of negotiation import OSC Negotiation services URL Enter the.

10.3.2 Attribute Mapping of the deletion of all sales items
The removal of the start-up of all sales items XSL To include the following mapping.
Input payload
Output payload
Name Negotiation opportunityName_t
10.3.3 Sample input payload and the input and output of the deletion of all sales XSL
Delete For more information on all of the sales, the supplied " Integration XSL Files and Sample Payloads Please refer to the "document.
Related documents " Delete All Revenue Items XSLs and Sample Payload It has been included in the "folder.
10.4 Creating a sales item ( " OSC - Creating a sales item ")
In this integration, using the merge operation of negotiation Sales Cloud Call the negotiation service, CPQ For each item that exist in the transaction, to create a new sales item
(item) to negotiation. This is because the user CPQ UI Is initiated when in the "Save and synchronized with the negotiation," click the button CPQ It will be held as part of the
synchronization of the sales from. CPQ In the first, Delete all of the sales Akira fine Using the integrated delete all the existing sales details by starting a negotiation service, and
then create a new sales Akira fine of negotiation.
In this integration, the end point URL Edit the correct item organization of the site ID The to specify SOAP generator XSL You need to edit the.

10.4.1 Editing of creating integrated sales items
"Integration XSL Navigate to the file "page.
"Name", " OSC - Click the sales creation of items "link.
10.4.1.1 Editing of integrated end-point of the creation of the sales items
"end point URL "In the text field, the same as those of negotiation import OSC Negotiation services URL Enter the.
Click the "Apply" button.
10.4.1.2 Material organization of creating integrated sales items ID Edit
Material tissue used in this integration ID To change the, SOAP generator XSL Edit the, edited XSL There is a need to upload.
" SOAP generator XSL Click the "View Files" button of ".

CPQ By Sales Cloud Of input payload to be sent to the negotiation service XSL There, will be displayed in a separate browser window or tab.
Select the entire script, paste it into a text editor.
XSL Delete the first line of.
Operations Or by using the obtained value from the support, InventoryOrgId Locate and change the value. XSL In, this value is shown as follows.
<Ns111: InventoryOrgId xmlns: ns111 = "http://xmlns.oracle.com/apps/sales/opptyMgmt/revenues/reve nueService /"> 204 </ ns111: InventoryOrgId>

.xml
xml Edited by file type XSL Save the.
" SOAP generator XSL Of "," click to select "button on the file, the edited XSL Browse to and select it, and then upload the edited scripts.
Click the "Update" button to save all these changes.
10.4.2 Attribute mapping of the creation of the sales items
The creation of sales items of start-up XSL To include the following attributes for each sales item. All of the attributes that have been shown, is included as part of the input
payload.
Input payload

UnitPrice Price (net) netPrice_l
Quantity quantity requestedQuantity_l
RevnAmount Amount (net) netAmount_l
RevnAmountCurcyCode currency $ Main_doc / currency_t ( Transaction currency - The
same for all items)
InventoryOrgId Primary organization ID This value is XSL It has been hard-coded into the
InventoryItemID Partners of the entity ID _partner_entity_id
UOMCode unit requestedUnitOfMeasure_l
ResourcePartyId The owner resource party ID $ Main_doc / oSCOwnerResroucePartyID_t ( Transaction

owner resource-party
- The same for all items)
Output payload - None
10.4.3 Sample input payload and the input and output XSL - Creating a sales item
For more information about creating sales materials, accessories " Integration XSL Files and Sample Payloads Please refer to the "document.
Related documents " Create Revenue Items XSLs and Sample Payload It has been included in the "folder.
10.5 Upsert estimates ( " OSC - Upsert estimates ")
In this integration, Sales Cloud of salesOrdersService By calling, CPQ For the most up-to-date of the value that exists in the transaction, it
has been replicated OSC Create or update a quote or sales order object. OSC SalesOrderHeader Instance, but this CPQ Associated with the
transaction OSC If it already exists, the instance will be updated by this integration. If not, this integration OSC A new instance is created.
This integration, CPQ Transaction is CPQ UI In either stored by the user, to start-up will each time it is synchronized to save.
10.5.1 Editing of integrated end-point of upsert estimates
"Name", " OSC_Upsert_Quote Click on the "link.

Use the host name of this implementation is shown in the part that is highlighted in the next yellow, "end point URL To "text field OSC The end
point of sale Order Service URL Enter the. URL Highlighted that are not part of the will to use it. First copied of all as part of the seeded
integration URL Please note that there Rukoto when there is a need to replace.
https://efops-rel90-patchtest-external-crm.us.oracle.com/crmCommonSalesOrdersService/SalesOrderService

10.5.2 Attribute Mapping of upsert estimates
This integration, OSC CRMCommon of salesOrdersService By activating the, OSC In replicated transaction header (alias SalesOrderHeader) It
is used to create an object, CPQ Of key data of the transaction is for export. CPQ of" OSC Estimates ID Is "attribute null If, by this integration createS
Operation is started. If not ( CPQ of" OSC Estimates ID If there is a value) to ", where this integration
updateSalesOrderHeader Operation is started.
Of this start-up XSL The, Sales Cloud In written to the new or updated estimate or sales order header object contains the following attributes. Sales
Cloud It is OrderHeaderId The return, this is CPQ It will be saved in the transaction.
Sales Cloud Negotiation CPQ Attribute display name CPQ Variable name (comment)
Input payload
CurrencyCode currency currency_t
ExternalReferenceNumber BS_id bs_id ( Internal transaction ID = transactionId_t)
ExternalSystemReferenceCode N / A BMQUOTE It is hard-coded and
LastOptySyncDate oSCSyncTime oSCSyncTime ( This transaction, date and time, which is synchronized to the
negotiation and the last as an active transaction)
Name The transaction name transactionName_t
OrderTotal Total (net) totalOneTimeNetAmount_t
ProposalExistFlag N/A $ DocumentAvailable ( The field,
oSCFileAttachment Integration from the transaction variable
XSL In is calculated)
SoldCustomerPartyId client ID _customer_id ( Internal customer ID = customerID_t)
Status status status_t (CPQ Native status to be displayed on the inside)
VersionNumber version version_number_versionTransaction_t
WinStatusCode status( OSC) statusOSC_t ( This value is, native CPQ The transaction status OSC
WinStatusCodes To map the CPQ Is defined by the data table)

Output payload
OrderHeaderId OSC Estimates ID oSCQuoteId ( Replicated OSC The primary key of the quote / sales order /
transaction object)
10.5.3 Sample input payload and the input and output XSL - Upsert estimates
For more information on upsert estimates, the supplied " Integration XSL Files and Sample Payloads Please refer to the "document.
Related documents " Upsert Quote XSLs and Sample Payload It has been included in the "folder.

11. CPQ To edit the end point of the account representative and address of integration in
11.1 Overview of Account import ( OSC - Account import)
This section describes the necessary editing in account the context of integration. CPQ In, in order to maintain the accuracy of the transaction, CPQ Each
time a transaction is changed Sales Cloud Start the account service to get the account information. This integration, CPQ It will be launched by the "auto-fill"
process of the transaction.
To implement the new integration site is, the end point for the contact of this integration URL You need to edit the. The relevant attributes, shows the section of the next
"Attribute Mapping".
application
Account import Start-up of service CPQ "account" → "Integration"
11.2 Editing of integrated end-point of account services
Go to the "Account" link in the "Administration" menu page.
To display the "Account" page.
Click on the "integration" button.
Of account " CRM Of integration "page is displayed.

"Name", " OSC_Account_Import Click on the "link.
"Editing of integration" page of account import will be displayed.
Use the host name of this implementation is shown in the part that is highlighted in the next yellow, "end point URL "The end point of account services
in the text field URL Enter the. URL It highlighted that are not part of the will for as it is used. First copied of all as part of the seeded integration URL Please
be aware that there is a case where there is a need to replace.
https://efops-rel90-patchtest-external-crm.us.oracle.com/crmCommonSalesParties/AccountService
11.3 Attribute mapping of account Import
In the account integration, Sales Cloud Of attributes that are provided by the account services, CPQ Seeded mapping to the attributes to be used in the transaction
will be provided.
Attributes that are mapping is as follows.
Sales Cloud Account service CPQ Attribute display name CPQ Variable name
attribute name
Input payload
PartyId (SoldCustomerParty One) customer ID _customerID_t ( This attribute is an internal
CPQ To be mapped, it is taken into account)

Output payload
PartyId N/A AccountId
PartyId client ID customer_id
PartyUniqueName Customer company name company_name
AddressLine1 Customer address AddressLine1
AddressLine2 Customer address 2 AddressLine2
City Customer city of City
Country Customer of the country Country
PostalCode Customer postal code PostalCode
State Customer prefectures State
FormattedPhoneNumber Telephone number of the customer phone
FormattedFaxNumber Customers FAX number fax
EmailAddress client E Email email
11.3.1 Sample input payload and the input and output XSL
For more information on account import, accessories " Integration XSL Files and Sample Payloads Please refer to the "document.
Related documents " Account Import XSLs and Sample Payload It has been included in the "folder.

12. CPQ In " Sales Cloud To return to "editing of processing script
BML (BigMachines Language) script, embedded CPQ UI From OSC It is used to direct the navigation of when to return to. If the transaction is associated with the
negotiation, the user will return to the estimates and sales Order tab of the negotiations. If the negotiation to the transaction is not associated with, the user
returns to the estimates and sales Order tab of the account. If the transaction is associated with both the opportunity and the account, the user will return to the
always associated with et al is to have business negotiations.
BML The script, correct integration OSC There is a need to be edited to use the host name.
Of commerce library function " Sales Cloud Navigate to the back "to. Click on the "management" icon to display the "Administration" menu page. In
"Commerce and documents" section of the menu page, click the "Process Definition" link. Select the "document" in the "navigation" drop-down, click
the "List" button. As shown below, select the "library function", "document name" is in the line of "transaction", and then click the "List" button.
List of seeded library function is displayed in the following manner.

Of "Script Name", " Sales Cloud To return to "select the link.
" Sales Cloud To return to "the script of" commerce BML Library functions Editor: Properties and parameters "page is displayed. The script itself, will be
displayed at the bottom of the page of the section.
Of integration OSC The seeded script to replace or edit to reflect the host domain. The script, also be edited in-line in the script display window, you
can also copy and edit. (Shown below) or to edit the script, and copy it to a text editor, and replace the part that is highlighted in the script of yellow. OSC
Was replaced with the host name to use the host name in this integration, / marketing / The path / sales / In and replace.
In this script, 3 Horn URL You need to edit the reference. Script of 3 One of the section represents the following conditions.
1) If the negotiation to the transaction is associated with, back to the estimates and sales Order tab of the negotiation
2) There is no negotiation that is associated with the transaction, but if you are associated account, the red
Back to the estimates and sales Order tab of the und

3) If the transaction is not associated with account also in negotiation, the user of Sales Cloud home·
Back to page
12.1.1.1 " Sales Cloud To return to "script
if (opportunityID_t <> "") {
return "https://efops-rel90-patchtest-external-crm.us.oracle.com/
? Sales / faces / CrmFusionHome isFuseTF = Y & tabToOpen = MOO_OPPTYMGMTOPPORTUNITIES_CRM & cardToOpen = MOO_OPPTYMGMTO PPORTUNITIES_CRM_CARD &
TF_subTabName = Quotes & TF_skipToEditOptyId = "+ opportunityID_t;
elif (opportunityID_t == "" AND _transaction_customer_id <> "") {
return "https://efops-rel90-patchtest-external-crm.us.oracle.com/
? Sales / faces / CrmFusionHome isFuseTF = Y & cardToOpen = ZCM_CUSTOMERCTRINFRA360_CUSTOMERS_CRM_CARD & tabToOpen = ZCM_
CUSTOMERCTRINFRA360_CUSTOMERS_CRM & TF_subTabName = Quotes & TF_AccountPartyId = "+ _transaction_customer_id;
else {
return "https://efops-rel90-patchtest-external-crm.us.oracle.com/ sales / faces / CrmFusionHome";
Edited the script BML After you paste into the editor, edited by clicking on the "verification" BML To verify the syntax of the script.
At the top of the page Deficit of error messages you may need that are not displayed. If the syntax there is a problem, you will see the deficit of the error
message at the top of the page. Or using the above script to re-create the script, return by clicking on the "back" button, and start editing again. Because
you do not save your work, before the script is still CPQ Please in mind that remaining on.
Click the "Update". "Commerce BML To the library function list "page, a list of library functions will be displayed again.
Deploy the change. CPQ Deploying changes to the configuration Please refer to.

13. PIM The primary unit CPQ To add to the
PIM Web When the component is synchronized with a service integration, the seeded integration Oracle Sales Cloud In uses the primary unit that has been defined for the
products sold. However, you will need to add this value to the list of valid unit value of "unit" attribute in the transaction specification.
Oracle Sales Cloud The primary unit to be used in products sold in the, PIM As part of the standard configuration of the inner, it is uniquely defined for each
site. Therefore, setting and implementer's site, be or need to know the code values used in the unit.
Click the "Process Definition" link in the "Commerce and documents" section of the "Administration" menu page, go to the "process" list page.
"Document" is selected in the "navigation" value "process" list page is displayed.
"Transaction" and "document list", "attribute" is selected in the "navigation" value of "Transaction details" page appears.
Click on the "List" button on the "Transaction detail" line.
"Attribute list" page is displayed in the transaction specification object.
As shown below, and scroll down to the attribute name "unit".

Click the "unit" in the name link. Menu attribute editor page of this attribute is displayed.
To "display text" text box, UI And press to enter the text label to be displayed in this unit.
To "variable name" text box, OSC And press to enter the correct code value to be used (you may need to edit the default that is displayed
here).
Save the code value that you added by clicking the "Update".

Click on the "Add Entry" button to the right of these entries.
The new code value to the list of values for the menu attributes are displayed.
CPQ In the case where the component is created or mastered manually, please note that it is necessary to use the code value to all of the part to be
integrated.

14. To hide the navigation links, icons and processing to the user
14.1 To hide the direct navigation to the business user
When implementing time and debugging integration flexibility than required when used in a production environment CPQ It is useful to be able to navigate within. Oracle Sales Cloud
When CPQ Cloud There is integrated, when all of the customizations are verified, customers can limit the actions that can be performed is sales users and administrators in any.
14.1.1 Overview of navigation elements that you want to hide
In a production site, business users CPQ Cloud In rather than log in or log out directly, OSC UI From CPQ UI If you navigate to a, and return
from there. In addition, all of the CPQ List of transactions ( " Oracle Order from estimates You can not access the Manager "). Before you migrate
to a production environment, access to the transaction list of business users, you must remove the log out, and other navigation.
There is a need to hide for the business user the following links and icons (of these 1 One Please note that the more there is a case that is
already hidden).
- "Home Page" icon
- "Help" icon (CPQ Help is intended only business users can not use management function)
- "Logout" icon
- " Oracle Order from estimates - Manager "link (alias CPQ The transaction manager or estimate Manager)
- " Oracle Order from estimates - Report Manager "link (alias CPQ Report Manager)
For business users, there is a need to access the "My profile" page in order to update his or her password,
"My profile" icon, you must leave the business user. "Management" icon, as part of prebuilt implementation, has become a non-display for the
business user. The screen shot of the home page of the following administrative user, shows the icon and link needs to be hidden from
business users (highlighted in red).
To hide the icon and link, log in as an administrative user, such as the super user.
14.1.2 To hide the navigation links of the top level for the business user
From the administrator home page, "management" icon ( ) Click. "Management platform" (also known as "Management menu") page
There will be displayed.

Click on the "navigation menu" link in the "General" group. To display the "Navigation Menu" page.
Click on the "list of links" button of the "commerce" navigation menu. "Navigation item list - Commerce "page is displayed.

Click the "Customize menu" button in the bottom right corner of the page. Page is displayed, "Customizing the link of commerce".
Select the "company type" and "user type" At the top of the page. Which is the default value of "company type", " FullAccessWithESales "It
is used in customer users, such as business end users (other values are used to partners and other users).
At the top of the line of the form to the "User type", " SalesAgent "Choose. Click on the "Move" button.
In the navigation list at the bottom center, " Oracle Order from estimates - Manager "and" Oracle Order from estimates
- You select multiple Report Manager "entry.
Click the "Hide" button, located just below the list. As shown below, these links will be displayed in the "hidden links" list of the top.

The following link Make sure that all have been shown to "non-display link" list at the top.
• Oracle Order from estimates - manager
• Oracle Order from estimates - Report Manager
• Home page (internal)
• Favorites (internal)
• Oracle Order from estimates - Shopping Show
CPQ Depending on the function setting of the site, again some of these links Take care that there may not be displayed on this page.
Click the "Update" button at the bottom right of the screen, click the "back" button. "Navigation item list - commerce "page will be displayed again.
Click on the "back" button on this page. "Navigation menu" page will be displayed again.
Click the "Deploy" button at the bottom of this page. Confirmation message will not be displayed when the update of the "navigation menu" has been
deployed.
Business user as a proxy login, make sure that the link is hidden.
From the "management platform" (also known as "Management menu") page, "Internal User" link in the "user" group Click.
This will display the "User management list" page.

"Proxy Login" icon of the business user ( Click on the small similar to a passport).
As shown below, the user's home page UI There will be displayed. This is, this user Sales Cloud UI Rather than by a single sign-on from, CPQ
Cloud Please note that the home page that is displayed when you can directly log in to.
"Proxy Logout" icon indicates that the user is logged in as a proxy for the business user. Exit the proxy login, to return to the "User
management list" page, click on this icon.

14.2 To hide the additional features of the specification for the administrative user (optional)
Management users to add or edit the transaction description, that you can not be to create or copy the transaction, there are times when the
customer wants. If you remove these features, it will limit the ability of the administrator to deal with ad hoc problem.
When you hide the "Add a line item" processing and buttons of management user officials profiles, both of "Adding a bright fine" button and quick-key
functions are hidden. Specification copy of, "New transaction" and "copy" (transaction) processing and buttons, you can hide in the same way.
Shown below, transaction management user's view and of " Oracle Order from estimates - The screen shot of the transaction list to access from the
manager "link, customers (shown highlighted in red) processing button where you can choose to hide you have is displayed.

From the administrator home page, "management" icon ( ) Click. "Management platform" (also known as "Management menu") page
There will be displayed.
Click on the "Process Definition" link in the "commerce and the document" group.
"Process" page will be displayed of commerce.
" Oracle Select the "step" from the "navigation" drop-down list of order "process from quote, and then click the" List "button.

"process: Oracle Step management page of order "from the quote is displayed.
Double-click the "in progress" step.
Step is expanded, officials profiles that are defined in this step will be displayed.
Double-click the "Administration" official profile icon.

"Administration" official profile and its transition rules will be displayed in this step.
"transaction: Click on the "processing" tab of the main document "accordion container.
"Processing" tab will be displayed. Please be noted that "additional line items" and "copy of the line item" processing are both "active".
these 2 Select the "hidden" radio button One of the processing.

Scroll down to the "process processing" container, and then expand the container by using the icon in the upper right corner of the container.
Select the "hidden" radio button of the processing that you want to hide.
Save the changes to the click to stakeholders profile "Save".

Other steps, repeating the previous steps for a combination business profile and process, should be hidden button of those processes, and
displays.

15. User Settings
15.1 Overview
OSC / CPQ In the integration, the user OSC In When you log in, automatically CPQ It is signed in to, seamless UI Aix-Perience is realized,
single sign-on is supported. However, you must first create a user in both systems, for each user, both CPQ At the site SSO There is a need
to be enabled. Then, language preference, deactivated, all the updates, such as change of the password for the user account, OSC and
CPQ Cloud You must be run individually on both.
In this document, CPQ Cloud This step-by-step explanation of the minimum necessary steps in order to set up a user in. Oracle Sales Cloud In steps to
create and manage users, Fusion and OSC Please refer to the documents.
Business user, the sales managers and administrators, Oracle Sales Cloud In business negotiations, create an account and a sales transaction, you
must grant privileges to update and delete.
CPQ Super User account, CPQ Cloud Please note that is automatically created as part of the provisioning of the site. This account, CPQ You will need to
edit in accordance with the site-specific values that are necessary for implementation.
15.2 CPQ Creating a user in
Have the authority "user Create / Modify" CPQ Only users (shown then) is, you can add or edit a user account. The super user
administrator, this privilege has been granted.
User Administrator, you can start to change the user's password, but you will not be able to set the value of the password after creating the
account. Reset passwords, to the address specified in the user account E Therefore, it will be processed in the mail.
Including the user with the role, such as direct sales representatives and sales managers, all of the business users, CPQ Cloud In the same " SalesAgent
It will be created in the type called ". All users of prebuilt integration, CPQ Cloud In "internal users." UI Use will be managed.
To all users, you must be granted the membership of the user group "business user" in order to participate in the integration use cases. The
administrator, you must also grant membership of the "business administrator" and "technical administrator" user group.
Users, CPQ UI In to create, CPQ It can be created using the bulk upload function.

15.2.1 CPQ Cloud UI Creating a user in
Click on the following "Management" icon, user-created UI Go to.
To display the "management platform" menu page.
Click on the "internal users" link in the "User" section of the "management platform" page.
All existing users a list of "User management list" page will be displayed. CPQ Cloud The site, 1 People or more test business user has
already been created.
Click the "Add" button in the upper right corner of the screen.
"User management" page appears for you to enter a new user of the information.
In the "General" tab (shown below you), and enter the following information.
• Enter the user login.
• ( Enter the option) password.
• User of E Enter the e-mail address.
• In the "type", " SalesAgent "Choose.
• " SSO Select the available ".
• Based on the attributes that have been defined as a user identifier attribute in a single sign-on, "External SSO ID To "field and enter a value.
o It has been selected " SAML user ID Type "is a user of the" assertion BigMachines The user name
If you are are included ", for all users, this" external SSO ID To "field" integration " Enter.

o It has been selected " SAML user ID If the type "is the other identifiers, a pair for all users
And, the "external SSO ID User to "field ID Enter the same attribute name of the attribute.
o Detail is, CPQ To enable single sign-on in Please refer to.
• Enter the user's name.
• Enter the user's last name.
• The remaining values, you can be left blank or default value.
Click the "Add" button to save the new user.
In the "Groups" tab (shown then), select the "business user", go to the "selected group" list.
Click the "Add" button, to save the user's membership in that group.
15.2.2 CPQ Cloud Import of users to
The user, from the "User management list" page of the administrator the above-mentioned internal users, or "management" → utility - Use the
download service navigation path lump sum, you can import or export.

CPQ Cloud Best practices for importing the user to is to create an input file to export the seeded users. As a result, the template and can
be used in the import csv Of the import file 2 The value of the "company" to be used is provided in the second column.
When the user details of import and export, you are logged in as an administrative user CPQ UI The upper-right corner to display the
Can be accessed by clicking on the icon that is, CPQ Cloud Please refer to the online help.
15.3 CPQ Cloud User management tips in
Type is " FullAccess "It is a user, and provides the option to grant the privileges to create and modify user to user administrator.
" SSO Whether the available "attribute is displayed, Masu determined Mari depending on whether single sign-on at the site is enabled.
If the user is not a member of a group that has been granted specific privileges or access, you will receive an error message when the user to
navigate to the function. For example, if the user is not a member of the business user, any group of technology administrator or business
administrator, users can not create a transaction. Create button of Trang in user-transactions will be displayed, but if you click this button, "the
user does not have permission to view this page." That an error message is displayed.

16. CPQ Deploying changes to the configuration
CPQ Cloud Most of the changes to the commerce process of definition or rules, run-time user UI In must be deployed before you activate.
Navigate to the "Administration" menu page, CPQ Deploy the changes to the configuration.
Click on the "Process Definition" link in the "commerce and the document" group.
" Oracle Select the "Deployment Center" from the "navigation" drop-down list of order "process from quote, and then click the" List "button.
To display the "Deployment Center" page.
Click on the "Add Event" button in the upper right corner.
Deployment will be displayed in the "pending" status.
When you click the "refresh" button, the deployment status will be updated. When the deployment is complete, the line in the status section "Event to be
executed is not currently scheduled." And it is displayed, that will reflect the completion of this latest deployment immediately in "last Deployment" date and
time at the top.

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Oracle Sales Cloud release 9 When CPQ Cloud

release 2014 R2 Integration with

last updated: 2016/11/22 10:31:00

1. wrap up .................................................. .................................................. .................................................. ...... 2

2. Overview of integration .................................................. .................................................. ............................................. Four

3. Overview of implementation steps .................................................. .................................................. ...................................... 6

Four. Determination of the product master .................................................. .................................................. ................................. 7

Five. Request of the provisioning of integrated site .................................................. ................................................. 8

7. CPQ To enable single sign-on in .................................................. ................................................. 14

15. User Settings .................................................. .................................................. .................................. 64

16. CPQ Deploying changes to the configuration .................................................. .................................................. ............ 68

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to support an additional more complex use cases and customer requirements.

hand, all of the Web The service integration, CPQ Cloud

It requires the following: integration.

• release 9 Later Oracle Sales Cloud site

• release 2014 R2 Later CPQ Cloud site

to synchronize the parts in between.

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used in an integrated XSL You should set by applying.

1.5 Supported use cases

• OSC For negotiation CPQ Creating a sales transaction

• OSC For the account CPQ Creating a sales transaction

• OSC The next operation for the negotiation or account

- CPQ Editing of sales transactions

- CPQ A copy of the sales transaction

- New version of CPQ Creating a sales transaction

- OSC Internal in CPQ Proposal to create or display

- CPQ Delete sales transaction

- CPQ Cancellation of sales transactions

the sales details of the negotiations.

1.6 related document

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All integration is, CPQ UI Is the input to the.

Integration type Settings Setting location to

sales order cloud. "

Account import Start-up of service CPQ "account" → "Integration"

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Save and Sync to Save CPQ

Opportunity Delete All

Opportunity Create Revenue

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1. To determine the application that functions as a product master

Four. CPQ To enable single sign-on in

Five. CPQ so Sales Cloud To enter the integrated user

9. CPQ so" Sales Cloud To edit a to return "processing script

Ten. PIM The primary unit CPQ To add to the

12. To set the user

13. CPQ To deploy the changes to the configuration

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6.1 CPQ To get from the parameter value - Overview

CPQ The site, to get the next value.

• Estimates header document_id

• The new version estimate processing action_id

• Of the editing process of the estimates action_id

• Of copy processing of estimate action_id

• Commerce process of version_id

the seed, you will need to be updated.

6.2 2014 R2 In CPQ Acquisition of parameter values

CPQ In management menu page, click the "Process Definition" link.

"Integration XSL File "page is displayed.

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These values are used in the following manner.