ERP Integration Best Practices to Drive Digital Transformation

ERP Integration Best Practices to Drive Digital Transformation 2

Oracle Commerce Cloud is a fully featured, extensible SaaS commerce solution, hosted in the Oracle Cloud, supporting B2C and B2B models in a single platform. Commerce Cloud grants greater agility and cost savings, with the extensibility and control required in the ultra-competitive digital commerce market.

SIMPLIFY your technology footprint. INNOVATE to stay ahead of consumer demands and competitors in a low-risk way. DELIVER to every customer, every time to increase loyalty and revenue.

Commerce Cloud has frequent releases. Please ensure you have the latest documentation.

This outlines features included in Commerce Cloud as of version 17.3, released July 2017.

ERP Integration Best Practices to Drive Digital Transformation 3

ERP Integration Best Practices to Drive Digital Transformation

Simplify integration time and cost

Benefits of integrating commerce and ERP

Common integration points to any ERP system

Leveraging Integration Cloud Services (ICS)

Leveraging Oracle Commerce Cloud REST Web Services Framework

Bulk import/export

Sample use cases

CONTENTS

ERP Integration Best Practices to Drive Digital Transformation 4

Simplify integration time and cost

Businesses run into a number of challenges when exploring ERP integration options such as needing to connect to multiple systems, the mixing on-premise and cloud applications, and the constant evolution of a business’s needs and requirements. One of the top questions we get around Oracle Commerce Cloud is “Can you integrate with “X” ERP system?” This isn’t surprising as an integrated offering allows companies to more efficiently manage the customer buying processes – both on and offline. The short answer is Oracle Commerce Cloud is truly agnostic when it comes to ERP integrations. Oracle Commerce Cloud customers have integrated with Oracle ERP systems such as JD Edwards and EBS as well as third-party systems. Built with an API-first architecture, Commerce Cloud features an open, REST Web Services framework. This dramatically cuts down on integration time and cost when integrating to Oracle and/or third-party systems.

Benefits of an integrated solution

Significantly reduce the amount of time it takes to enter order data while also reducing errors related to manual data entry

Accurately and immediately reflect price and product changes

Improve the accuracy of inventory management

Provide customers with faster, more accurate communication with automatic shipping notifications, ability to track shipment, and delivery updates.

Support more online orders without added resources

Decrease time between order placement and shipment

Reduce call volume to customer service representatives

“Oracle’s REST model natively supports the dynamic permutations of profile (accounts), catalogs (products), and price lists, along with native plug-ins to CPQ (configure, price, quote tools) via API, allowing me the freedom to design modern customer experiences without having to worry about core modeling issues.”

Rohit Garewal, Object Edge

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Common integration points for ANY ERP system

Typically, ERP systems manage a business’s core data (customers, products, pricing, contracts, inventory, invoices, etc.). Some ERP systems also enable configuration of complex products, services, and bundles.

Common integration points between ERP and commerce could include:

Product Data: Product and pricing data is continually being updated. A common use case example is inventory availability. This includes what’s in stock online, in-store, and often quantity available. Showing inaccurate information could result in selling products not in stock or missing out on sales opportunities.

Configuration: If your catalog contains products and services that offer a variety of configurable options, or your self-service user will benefit from decision assistance, Oracle Commerce Cloud accommodates a variety of configuration options. For optimal user experience, we recommend Oracle’s fit-for-purpose sales configuration and quoting tool, Oracle CPQ Cloud. A seamless integration eases set-up and maintenance for this use case. As an example, configured products are passed to the cart; the user may

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reconfigure as needed; and upon checkout, the integration validates the cart price against the CPQ pricing engine. When paired with CPQ Cloud, Commerce Cloud ensures customers select the optimal products and services they need quickly and easily.

Customer Data: Your customer data is in a constant state of change. What products have they bought? Where do they want it shipped? Another common use case we see is customers wanting a consolidated view of their purchase and account data. Many businesses offer their customers a centralized location where they can login and see their order history, order status, contracts in place, and more. Often, this data needs to be integrated from multiple back-end systems.

Order Data: After a purchase is made online – what happens next? A seamless integration between commerce and ERP makes sure the correct order data gets passed between systems to reduce errors and speed up order processing.

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Leveraging Oracle Integration Cloud Services Some organizations choose to perform a point-to-point connection between ERP and Commerce, meaning no operational platform exists in the middle of your systems. While this often works as a short-term solution, organizations experiencing growth may experience limitations. For example, a point-to-point integration may require reconfiguration as needs evolve, such as adding new channels. Oracle offers Integration Cloud Services (ICS) to help solve these challenges and increase flexibility. ICS will help you simplify integration problems, deliver integrations faster, and ultimately deliver a better customer experience. ICS brings enterprise grade-integration to the cloud without the difficulties associated with typical integration tools no matter where you are in the build, operate, and maintain continuum. ICS is designed to work with all types of applications allowing you to have a hybrid of cloud and on-premise applications supporting your connected customer journey. ICS comes packaged with many adapters that help you connect Oracle and 3rd party applications, both Cloud-based and On Premise applications to ICS. ICS adapters include Oracle Commerce Cloud, CPQ Cloud and many ERP adapters including JD Edwards, EBS, Oracle ERP Cloud, SAP, and more. ICS also offers integration flow best practices around the movement and transformation of data between your applications. In addition to adapters, Oracle provides pre-built integrations between Oracle CX applications such as Oracle Commerce Cloud, Oracle CPQ Cloud, Oracle Marketing Cloud, and Oracle Service Cloud that allow integration implementations to get off the ground quickly. The Commerce Cloud adapter supports all major entities. Details are available at docs.oracle.com. The selfHelpDoc can be used for troubleshooting the common error during integration flow creation with Oracle Commerce Cloud adapter.

ICS ERP Adapters Oracle JDE Oracle EBS

Oracle ERP Cloud

Oracle Netsuite

SAP Oracle Peoplesoft

Full list of ICS adapters

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Taking advantage of Oracle Commerce Cloud’s REST Web Services Framework

As previously mentioned, Oracle Commerce Cloud’s open, REST Web Services framework and webhooks dramatically cuts down on integration time and cost when integrating to Oracle Commerce Cloud and third-party systems. A sampling of Oracle Commerce Cloud webhook to ERP integration includes:

Webhook Name Available on ICS ICS Trigger name for webhook

Order Submit Yes Order

Shopper Registration Yes Profile Shopper Account Update Yes Profile

Account Create Yes Organization

Account Update Yes Organization

Request Quote Yes Request Quote Update Quote Yes Update Quote

Return Request Update Yes Return

Idle Cart Yes Idle Cart Publish Complete Yes Publish Event

Shipping Calculator Yes Calculate Shipping

External Price Validation Yes External Pricing

External Tax Calculation Yes External Tax Calculation Order Approvals Yes Order Approvals

A sampling of Oracle Commerce Cloud REST endpoints applicable to an ERP integration include:

Catalog createCatalog, getCatalog, updateCatalog deleteCatalog

Inventory getInventory, updateInventory, deleteInventory, listInventories, createInventory

Orders syncQuote, updateQuoteStatus, getOrders, getOrder, updateOrder

Prices ListPrices UpdatePrices

Collections (Categories) getCollection, updateCollection, deleteCollection, listCollections, moveCollection, createCollection

Organizations listOrganizations, createOrganization, getOrganization, updateOrganization

PriceListGroup createPriceListGroup ActivationRequest, listPriceListGroups, getPriceListGroup ActivationSummary, getPriceListGroup, updatePriceListGroup,

Products getProduct, updateProduct, deleteProduct, listProducts, createProduct

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deletePriceListGroup]

Profiles resetPassword, appendSecondary Organizations, removeSecondary Organizations, replaceSecondary Organizations, updateUserRoles, getProfile, updateProfile, listProfiles, createProfile

Skus getSku, updateSku, deleteSku, deleteSkus, listSkus, createSkus, createSku,

Promotion listPromotions getPromotion createPromotion updatePromotion deletePromotion

Which Rest web services of Commerce to invoke depends on the use case. Mostly for data sync from ERP systems to Oracle Commerce Cloud, create or update services are invoked. Full documentation on Oracle Commerce Cloud REST Endpoints.

Entity Sync with Bulk records

In an environment where Oracle Commerce Cloud interacts with an external system, you may want to exchange data. Oracle Commerce Cloud includes REST web services APIs that allows you to select data items and export or import them in bulk. This framework allows you to perform large data transfers between different environments or systems of items such as accounts, profiles and promotions. It is recommended that initial data sync be done using bulk import/export capability of Oracle Commerce Cloud.

Entities which are supported for bulk import/export in Oracle Commerce Cloud are: 1. Accounts 2. Catalogs 3. Collections 4. Inventory 5. Profiles 6. Products (with SKUs and Prices) 7. Promotions More details are available here Bulk Export Import documentation.

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20 Example ERP Integration Use Cases

1

Account created/updated outside and synced in Oracle Commerce Cloud

Oracle Commerce Cloud provides below Rest services for syncing account data one by one

o /ccadmin/v1/organizations (createOrganization) o /ccadmin/v1/organizations/{id} (updateOrganization)

Oracle Commerce Cloud provides bulk import capability of account for importing account data in bulk

o Plugin name: Accounts o More details are available here.

2

Account created/updated in Oracle Commerce Cloud and synced outside

Oracle Commerce Cloud provides below webhooks for syncing account data one by one o Account Create o Account Update

Oracle Commerce Cloud provides bulk export capability of account for exporting account data in bulk

o Plugin name: Accounts o More details are available here.

3

Catalog created/updated outside and synced in Oracle Commerce Cloud

Oracle Commerce Cloud provides below Rest services for syncing catalog data one by one

o /ccadmin/v1/catalogs (createCatalog) o /ccadmin/v1/catalogs/{id} (updateCatalog)

Oracle Commerce Cloud provides bulk import capability of catalog for importing catalog data in bulk

o Plugin name: Catalogs o More details are available here.

4

Catalog created/updated in Oracle Commerce Cloud and synced outside

Oracle Commerce Cloud provides bulk export capability of catalog for exporting catalog data in bulk

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o Plugin name: Catalogs o More details are available here.

5

Collections created/updated outside and synced in Oracle Commerce Cloud

Oracle Commerce Cloud provides below Rest services for syncing collection data one by one

o /ccadmin/v1/collections (createCollection) o /ccadmin/v1/collections/{id} (updateCollection)

Oracle Commerce Cloud provides bulk import capability of collection for importing collection data in bulk

o Plugin name: Collections o More details are available here.

6

Collections created/updated in Oracle Commerce Cloud and synced outside

Oracle Commerce Cloud provides bulk export capability of collection for exporting collection data in bulk

o Plugin name: Collections o More details are available here.

7

Inventory created/updated outside and synced in Oracle Commerce Cloud

Oracle Commerce Cloud provides below Rest services for syncing inventory data one by one

o /ccadmin/v1/inventories (createInventory) o /ccadmin/v1/inventories/{id} (updateInventory)

Oracle Commerce Cloud provides bulk import capability of inventory for importing inventory data in bulk

o Plugin name: Inventory o More details are available here.

8

Inventory created/updated in Oracle Commerce Cloud and synced outside

Oracle Commerce Cloud provides bulk export capability of inventory for exporting inventory data in bulk

o Plugin name: Inventory o More details are available here.

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9

Profile created/updated outside and synced in Oracle Commerce Cloud

Oracle Commerce Cloud provides below Rest services for syncing profile data one by one

o /ccadmin/v1/profiles (createProfile) o /ccadmin/v1/profiles/{id} (updateProfile)

For an exhaustive list of APIs refer to REST API Documentation.

Oracle Commerce Cloud provides bulk import capability of profiles for importing profile data in bulk

o Plugin name: Profiles o More details are available here.

10

Profile created/updated in Oracle Commerce Cloud and synced outside

Oracle Commerce Cloud provides below webhooks for syncing profile data one by one o Shopper Registration o ShopperAccount Update

Oracle Commerce Cloud provides bulk export capability of account for exporting account data in bulk

o Plugin name: Profiles o More details are available here.

11

Product created/updated outside and synced in Oracle Commerce Cloud

Oracle Commerce Cloud provides below Rest services for syncing product data one by one

o /ccadmin/v1/products (createProduct) o ccadmin/v1/products/{id}/addToCollections

(createProductAssignmentToCollections) o /ccadmin/v1/products/{id} (deleteProduct) o /ccadmin/v1/products/{id} (updateProduct)

Oracle Commerce Cloud provides bulk import capability of products for importing product data in bulk

o Plugin name: Products o More details are available here.

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12

Product created/updated in Oracle Commerce Cloud and synced outside

Oracle Commerce Cloud provides bulk export capability of product for exporting product data in bulk

o Plugin name: Products o More details are available here.

13

Promotion created/updated outside and synced in Oracle Commerce Cloud

Oracle Commerce Cloud provides below Rest services for syncing promotion data one by one

o /ccadmin/v1/promotions (createPromotions) o /ccadmin/v1/promotions/{id} (updatePromotions) o /ccadmin/v1/promotions/{id} (deletePromotions)

Oracle Commerce Cloud provides bulk import capability of promotions for importing promotions data in bulk

o Plugin name: Promotions o More details are available here.

14

Promotion created/updated in Oracle Commerce Cloud and synced outside

Oracle Commerce Cloud provides bulk export capability of promotion for exporting promotion data in bulk

o Plugin name: Promotions o More details are available here.

15

Order created in Oracle Commerce Cloud and fulfilled outside

Oracle Commerce Cloud provides below webhooks for syncing order data one by one to outside fulfillment system

o Submit Order

Oracle Commerce Cloud provides below rest web services, using which outside fulfillment system can back update the order status in Oracle Commerce Cloud.

o /ccadmin/v1/orders/{id} (updateOrder)

Oracle Commerce Cloud provides out of the box integration with Oracle Order Management Cloud. More details are available here.

Oracle Commerce Cloud provides out of the box integration with Oracle Retail Order Management System. More details are available here.

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16

Order created in Oracle Commerce Cloud and tax calculation done outside

Oracle Commerce Cloud provides below function webhook for calculating tax outside o External Tax Calculation

17

Order created in Oracle Commerce Cloud and shipping charge calculation done outside

Oracle Commerce Cloud provides below function webhook for calculating tax outside o External Tax Calculation

18

Order created in Oracle Commerce Cloud and priced outside

Oracle Commerce Cloud provides ability to call outside pricing engine using customizable widget and provides below function webhook for validating the price calculated outside

o External Pricing

19

Order creation starts in Oracle Commerce Cloud and Configured outside

Oracle Commerce Cloud provides ability to configure the complex products outside during order creation. Oracle Commerce Cloud provides out of the box integration also with Oracle CPQ. In Oracle Commerce Cloud configurator page of Oracle CPQ is hosted using i-frame. Configuration is done in CPQ configurator page. Once configuration is completed, the cart is synced back to Oracle Commerce Cloud.

More details are available here.

20

Order creation starts in Oracle Commerce Cloud and quoting is done outside

Oracle Commerce Cloud provides ability to create quote using outside system. Oracle Commerce Cloud provides put of the box integration also with Oracle CPQ for quoting flow.

Oracle Commerce Cloud provides below webhooks to send quoting request to outside system

o Request Quote o Update Quote

Oracle Commerce Cloud provides below Rest API to sync the quote from outside system to Oracle Commerce Cloud

o /ccadmin/v1/orders/syncQuote (syncQuote)

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o /ccadmin/v1/orders/updateQuoteStatus (updateQuoteStatus)

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Don’t be tied to a sub-par Commerce platform because of your ERP system With Oracle Commerce Cloud you are not tied to a specific back-end system. Simply connect to the ERP system of your choice. Visit http://www.cloud.oracle.com for more information.