Wednesday, November 6, 2019

#739 Creating OIC instance

Got a call from a someone asking how to do this on a free trial.

Step 1. - enter your tenancy details - then your user/pwd
Step 2.

Step 3.

Step 4.

Step 5.

That's it - now watch the magic happen...

Tuesday, November 5, 2019

#738 OIC - CPQ Integration part II

Note: Everything in italics is from the CPQ online help or other CPQ docs.

Before looking more deeply at how one integrates with CPQ, let's look at the product itself -

CPQ in 5 minutes...

CPQ has its own scripting tool - BML -

BML (BigMachines Extensible Language) is a scripting tool that is used to capture a company's complex business logic within CPQ Cloud Configuration and Commerce.

More in-depth info in the CPQ eBook here

In a nutshell -

Oracle CPQ Cloud enables both enterprise and midsize companies to streamline the entire opportunity-to-quote-to-order process, including product selection, configuration, pricing, quoting, ordering, and approval workflows.

1. Configure -Create valid product configurations with user-friendly, dynamic interfaces – whether your customer needs simple bundles or more complex “engineered-to-order” scenarios.

2. Price - Perform automated pricing calculations, apply discounts, streamline approval processes and validate quote information – all within minutes!

3. Quote - Empower your sales team members to create professional proposal documents, including current product and pricing information. Oracle CPQ Cloud Document Designer dynamically fills current data into proposal documents with just one-click. 

Integrate CPQ Cloud to your CRM, ERP or other web services to streamline, automate and govern the entire end-to-end sales process.

Oracle CPQ Cloud is a robust solution on its own, but when seamlessly integrated into the entire end-to-end sales-to-order process, CPQ Cloud bridges the gaps between your CRM and ERP systems. Optimize the sales process and cut down cycle times while increasing overall margins. When it is time for the order to be handled to the back office, essential information flows seamlessly to your ERP application in the manner that best suits your organization and business needs. 

Note the seamless Interaction with Back Office Solutions -

For CRM, this includes Oracle Engagement Cloud, SFDC and MSFT CRM Dynamics.
For ERP, this includes Oracle ERP, Oracle EBS, JDE, SAP etc.

The CPQ documentation includes sections on the following -

Typical integration use cases CPQ / Commerce Cloud are -

1. CPQ Configurator: This allows an agent to configure complex products for purchase in Commerce Cloud using the CPQ Cloud Configurator functionality. If a product has been identified as a configurable item, there is a Configure button displayed on the Product Detail page for the item. If you click the button, you can select between the customizable options that are associated with the product in question.

2. CPQ Quoting: This allows you to request a quote on an order, thereby initiating a CPQ transaction that a sales specialist can modify, reconfigure, or discount. Once finalized in CPQ Cloud, the quote is returned to Commerce Cloud where it can be accepted or rejected, or you can request a requote.

CPQ Integration

Let's check out the OIC section -

CPQ Cloud Integration Center enables me to define connections to OIC.

So let's check out the Integration Center -

The Integration Center is a page for managing integrations with CPQ Cloud. There are a number of integrations managed through the Integration Center platform, including OIC

So now we have the connection to OIC.

Next to CPQ Integrations -

To use the integration you just created in the Integration Center, you must create an Integration on an existing Process.

So what are CPQ Processes?

Commerce Processes are used to create templates for the selling processes used by your company.

With Commerce Processes, you set up your quoting, ordering, approval, and other workflow processes. By creating ordered sets of Commerce document templates, along with associated attributes and actions, you enable buyers and supplier agents to conduct transactions on your customized CPQ Cloud application.

One can edit processes and add integrations

Note the Endpoint URL is the Oracle Engagement Cloud SOAP Service -

However, integrations can also leverage the OIC connection -

CPQ Transactions

The previous post showed us leveraging the CPQ adapter.
The business object passed in the trigger example was a Transaction -

So what is a transaction in CPQ-speak?

A Transaction Manager is a list of Transactions or quotes that you can access. This is most frequently where approvers will go to approve quotes and where you can download your quotes or Transactions.

Ok - Transaction = Quote.

Monday, November 4, 2019

#737 OIC - CPQ Integration

Here is a short introduction to the OIC CPQ adapter.

As a pre-requisite, I suggest you read the Oracle CPQ Cloud - Service descriptions
It is available here

Now back to the OIC CPQ adapter -

A short introduction from the adapter docs - available here

The Oracle Configure, Price, and Quote (CPQ) Cloud Adapter enables you to create
an integration with an Oracle CPQ application.

The Oracle CPQ Cloud Adapter enables you to convert sales opportunities into revenue
by automating the quoting and sales order process with guided selling, dynamic
pricing, and a workflow approval process.

Oracle CPQ cloud extends sales automation to include the creation of an optimal
quote, which enables sales personnel to configure and price complex products; select
the best options, promotions, and deal terms; and include upsell and renewals, all using
automated workflows.

The main use case for Oracle CPQ Cloud is as the trigger (source) in an integration in
which Oracle Sales Cloud is the invoke (target). This adapter replicates the point-to-point
integration that exists today between Oracle CPQ Cloud and Oracle Sales Cloud.

Oracle CPQ Cloud is the trigger (source) of the record application. A synchronize
process is triggered as you update and save data in Oracle CPQ Cloud, but it can also
be configured by the administrator of the application. The Oracle CPQ Cloud Adapter
can also be configured as the invoke (target) in an integration.

Prebuilt integration flows with Oracle CPQ Cloud and Oracle Sales Cloud for quote
creation, opportunity import, and quote update are also provided from the Oracle Marketplace.


One must obtain the CPQ SOAP wsdl from CPQ itself - so login and click on Admin.

Select version 2.0

Ensure you are in the Commerce tab -

Just append ?wsdl to the url shown.

Use the wsdl and your CPQ credentials in defining the CPQ Connection in OIC -

OIC CPQ adapter also supports REST -

You simple add /rest/version/metadata-catalog to your base CPQ URL

The doc mentions v3 and above.
I found my CPQ is on v8. To do so, I clicked on Admin and then

I then checked out the version number -

Using CPQ SOAP Connection as an Integration Trigger

The input is a Transaction object from CPQ.

Again, from the docs -

This object is from the CPQ commerce process. This is the business object that
you receive from the Oracle CPQ application as a request document to start this integration flow. 
This business object is automatically selected based on the content of the WSDL
file you specified when creating the Oracle CPQ connection.

Response is pre-set.

The Transaction is as follows -

Note: you cannot use the CPQ REST Connection as a trigger.

Using CPQ SOAP Connection as an Integration Invoke

Use the CPQ REST Connection as an Invoke

CPQ REST api doc here

Tuesday, October 29, 2019

#736 OIC SOA Suite Adapter available as feature flag

The feature flag is called -

This can be activated on your OIC environment via an SR.

example to follow.
Just downloading the latest and greatest SOA Suite version
from here

That was quick - SOA Suite Quick Start downloaded and configured/started within 30 minutes.

Thursday, October 24, 2019

Thursday, October 17, 2019

#734 Fusion ERP Batch Imports with OIC

Simple scenario here -

I have an FBDI compliant AP Invoices file in a folder on my ftp server
OIC leverages the ftp adapter, reads the file and inovkes the import to ERP
OIC receives the callback from ERP on job completion.

FBDI - File Based Data Import.
Fusion ERP provides FBDI templates for AP Invoices, Suppliers, GL etc.
Fusion users can upload such files via -

Here is an example of such a file -

I generate a zip from this as follows -

Note: I also needed to add the above .properties file to the zip.

Check out Jack Desai's excellent blog post for more info on this.
As Jack says -
The property file submitted with importBulkData operation includes the job definition and package names as well as the job parameters of the object being imported. You must generate and add the Job Properties File as part of the data ZIP file.

So how do we implement the import in OIC?

Simple, leverage the ftp adapter to read the AP file and then Fusion ERP adapter -

Now to a test...

Note the process id returned by Fusion ERP - 1615742.

I validate in ERP -

Now to the callback integration...

Again, I am leveraging the ERP adapter - this time as trigger.

Here is what I see in Fusion ERP after running an Import -

The trigger payload is as follows -

Note the Transfer, Load and Import steps above. Also the Upload to UCM.