ERP Integration Best Practices to Drive Digital Transformation

Transcription

1 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.

3 CONTENTS 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 OCC REST Web Services Framework Leveraging ICS ERP Integration Best Practices to Drive Digital Transformation 2

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 businesses 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 such as SAP. 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 Oracle s REST model natively supports the dynamic permutations of profile (accounts), Significantly reduce the amount of time it takes catalogs (products), and price lists, along to enter order data while also reducing errors with native plug- ins to CPQ (configure, price, related to manual data entry quote tools) via API, allowing me the Accurately and immediately reflect price and freedom to design modern customer product changes experiences without having to worry about Improve the accuracy of inventory management core modeling issues. Provide customers with faster, more accurate Rohit Garewal, Object Edge 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 ERP Integration Best Practices to Drive Digital Transformation 3

5 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 ERP Integration Best Practices to Drive Digital Transformation 4

6 user may 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. ERP Integration Best Practices to Drive Digital Transformation 5

7 Taking advantage of Oracle Commerce Cloud s REST Web Services Framework As previously mentioned, Oracle Commerce Cloud s open, REST Web Services framework dramatically cuts down on integration time and cost when integrating to Oracle and third- party systems. A sampling of Oracle Commerce Cloud REST APIs applicable to any ERP integration include: Catalog createcatalog, getcatalog, updatecatalog deletecatalog Collections (Categories) getcollection, updatecollection, deletecollection, listcollections, movecollection, createcollection Inventory getinventory, updateinventory, deleteinventory, listinventories, createinventory Organizations listorganizations, createorganization, getorganization, updateorganization Orders syncquote, updatequotestatus, getorders, getorder, updateorder PriceListGroup createpricelistgroup ActivationRequest, listpricelistgroups, getpricelistgroup ActivationSummary, getpricelistgroup, updatepricelistgroup, deletepricelistgroup] Prices ListPrices UpdatePrices Products getproduct, updateproduct, deleteproduct, listproducts, createproduct Profiles resetpassword, appendsecondary Organizations, removesecondary Organizations, replacesecondary Organizations, updateuserroles, getprofile, updateprofile, listprofiles, createprofile Skus getsku, updatesku, deletesku, deleteskus, listskus, createskus, createsku, Full documentation on Oracle Commerce Cloud REST Endpoints. ERP Integration Best Practices to Drive Digital Transformation 6

8 A sampling of Oracle Commerce Cloud Webhooks applicable to an ERP integration include: Calculate External Pricing External Tax Idle Cart Shipping Calculation Order Organization Profile Request Quote Return Update Quote Agent: Return Order Example of integrating to an external pricing system Oracle Commerce Cloud includes tools that you can use to easily build a custom integration with an external pricing system. To do this you would create a custom widget that makes a call to the external pricing system to obtain the price of an item when it is added to the shopping cart. You would also configure a webhook that calls the external pricing system to validate the prices when the shopper checks out. 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. ERP Integration Best Practices to Drive Digital Transformation 7

9 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. ICS ERP Adapters Oracle JDE Oracle EBS Oracle ERP Oracle Cloud Netsuite SAP Oracle Peoplesoft Full list of ICS adapters 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 cloud.oracle.com for more information. ERP Integration Best Practices to Drive Digital Transformation 8