CPQ How-to: New Direct Integration Tools and Use Cases

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

CPQ How-To: Integration toolkits and Use Cases

David Hatcher Sr Product Manager Oracle CPQ Cloud April 2015

Oracle Confidential – Internal/Restricted/Highly Restricted


Program Agenda

Reference Integrations

Web services 2.0

XML enhancements in BML

BML enhancements

Q&A

1

2

3

4

Oracle Confidential – Internal/Restricted/Highly Restricted 2

5


Program Agenda


Web services 2.0


BML enhancements

Q&A

1

2

3

4


5


Reference integrations

• EBS • Order fulfillment • Material reservation • Inventory checks

• Oracle Commerce • Request for quotes • Embedded configurator (CY2015)

• Fusion Financials • Create invoices – discrete and recurring

• Fusion FOM (DOO in the cloud) • Order fulfillment (Fusion release 10)


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)


Program Agenda


Web services 2.0


BML enhancements

Q&A

1

2

3

4


5


Web services 2.0

V1.0 Web Services V2.0 Web Services

Clustering No clustering support Supports clustering

Sessions Session-based Stateless

Authentication Use Oracle CPQ Cloud customer security SOAP

headers

Use standard-based authentication

End points No unique end points Each service and its WSDL have unique end

points. WSDL can be accessed at runtime via its

URL..

State Stateful (session-based) Stateless


Web services 2.0 • Externally available WSDL’s

• WSDL’s can be accessed without logging into site environment • Conforms to ws standards • Each WSDL has a unique url endpoint:

• Result is the xsd for the given WSDL


Web services 2.0 • Asynchronous web service calls: Urldatabypostasync

• Initial ws call will close connection after receiving “200” back • Primary use case is ERP integrations • Callback action will be defined to be run when the response returns

• Checking for attachments: Rule Input • Attachment attributes are available as rule inputs • Used to determine if an attachment exists or not on a given transaction • Primary use case is validation or approval workflow


Web services 2.0 • RESTful ws support enhancement: URLdata

• Access full HTTP response, including headers and status • Current release only supports GET and POST • Return is a dictionary • Primary use case is advanced integrations


Program Agenda


Web services 2.0


BML enhancements

Q&A

1

2

3

4


5


XML Enhancements in BML • Xpath Functionality

– Read XML • Single – returns a string

• Multiple – returns a dictionary

– Follows Xpath standards

– Primary use case is to eliminate string spliting

• Build a String in BML: applytemplate

– Applies template from File Manager

– Is based off of key value pairs • Values can be defined explicitly, or implicitly via rule inputs

– Can build xml, json, or any structured string

– Primary use case is building web service payloads


XML Enhancements in BML • Apply XSL to an XML string: transformxml

– Uses an XSL file stored in the file manager to apply to an XML string

– Syntax • String transformxml(String xml, String xslFileLocation [, String defaultErrorMessage])

– Primary use case is payload construction


Program Agenda


Web services 2.0


BML enhancements

Q&A

1

2

3

4


5


BML enhancements • Getoldvalue

– Use BML to reference the value of an attribute prior to current modify action • Available in Formulas

– Primary use case is for comparisons and logic • Will reduce number of attributes used for storing values

• EncodeBase64 – Encodes a given string to base64 encoding

– Primary use case is for credentials

• Transaction XML retreival: gettransaction

– Eliminates need to self-soap to get XML

– Primary use case is to get XML to apply to templates or stored XSL


Implementation Considerations • WebService Versions

• Integrations

– Sync vs async

– BML templates

– SOAP/REST – XML/JSON


Program Agenda


Web services 2.0


BML enhancements

Q&A

1

2

3

4


5


quest ions?


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CPQ How-to: New Direct Integration Tools and Use Cases