Activate and Run the Recipe

After you've configured the connections and other resources, you can activate and run the recipe.

  1. Activate the recipe. See Activate a Recipe or Accelerator.
  2. Run the recipe.
    1. Log in to your Oracle Intelligent Advisor instance and launch an interview.
      This triggers the Oracle IA CPQ Load CPQ Transaction integration flow which loads the product catalog (products and quantity) from Oracle CPQ into the interview's Product page.
    2. Enter customer information such as first name, last name, email, phone, address on the Customer page, and click Next.
      To test the recipe, you can enter your email in the customer email address field. This will ensure that you get an email with the quotation for the products selected, on successful run of the recipe.
    3. On the Sales person page, the sales person details appear. Click Next.
    4. On the Product page, choose the products and corresponding quantity for each product.
    5. Click Submit.
      On submitting the interview in Oracle Intelligent Advisor, the Oracle IA CPQ Save CPQ Transaction integration flow is triggered. On successful execution of the integration flow, a new transaction corresponding to the submitted Oracle Intelligent Advisor interview is created in Oracle CPQ.
  3. Monitor the running of the integration flow in Oracle Integration. See Monitor Integrations.
  4. Log in to the Oracle CPQ instance and verify that a new transaction corresponding to the Oracle Intelligent Advisor interview is created.
    Also, check if you received an email with the quotation for the new transaction.