Resources and Best Practices
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- CPQ Help Center
- Hey Hello! Quick guide for helpful CPQ resources and links
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- Implementation and Management Series: Plan and prepare for your Oracle CX implementation
- Oracle CPQ How-To's: Short videos about CPQ
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For more information, please refer to this announcement explaining best practices for getting answers to questions.
For more information, please refer to this announcement explaining best practices for getting answers to questions.
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Discussion List
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Share Your Feedback: NextGen CPQ Redwood Administration ExperienceHi Everyone, We want to hear directly from you! Your feedback plays a key role in shaping the future of Oracle CPQ, and this thread is dedicated to gathering your insigh… -
Announcing: Oracle CX Partner Enablement Training Series (Sep 8 - Oct 2)We’re excited to invite all Oracle implementation partners to join our upcoming Oracle CX Partner Enablement Training Series, starting September 8 and running through Oc… -
Training Implementing Configure, Price and QuoteA collection of videos and resources to help you implement CPQ. This list is ever changing, so bookmark this post and come back soon for more videos and links. Introduct… -
Layout Permissions error during migrationSummary: We are migrating a process to QA environment with redwood as default the only UI layout. This is the first time migrating to QA in the instance. We are getting … -
I want to restrict access to Quote or a Transaction in Oracle CPQ based on the User GroupsSummary: Requirement 1: I want to restrict access to Quote or a Transaction in Oracle CPQ based on the User Groups Present implementation- I have setup the Steps > Parti…
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The "Add Products" button in the Redwood quote line item gridSummary: On the Line Item Grid, we are seeing the action button "Add Products" by default on the redwood ui. I don't see any option to hide this. Looks like this is to s…
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Copy Line item and select the attribute on copy screenSummary: Current Standard Behavior: When a user selects a line item and clicks Copy, a standard Pop-up Screen appears. In this screen, the user can change the Quantity b…
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What is the proccessing cycle of FTP folder in FTP Automation processSummary: Hello @bla-Oracle, @SChe Can you confirm me on what's the processing cycle of picking up the file from the FTP folder in CPQ SFTP server in the FTP Automation i…
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Display Footer Only on Last Page in CPQ ProposalSummary: Use Case: In CPQ Document Designer, I need to enable a footer to appear only on the last page of the document. Kindly confirm if this is achievable and share th…
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Validation rule fires even though advanced condition returns falseI have a validation rule in CPQ 25B that fires, even though the advanced condition returns false. Any ideas why this happens?
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How to obtain error details in CPQ REST API response of modify action typeSummary: We are expecting the custom error messages of the validation rules that are triggered on CPQ action clicks, to also appear in the REST API call of that action C…
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Metrics on Quote Filling and the Process Pipeline TimesHello. Our team if looking for a way to determine the time spent in the site by users as they carry out several quoting related activities, so we would like to know whic…
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Edit Quotes after placing orderSummary: We have a use case where client want to edit the quote (for updating payment terms or change start/end date of a subscription by keeping duration intact ) after… -
Copy Array Set row from one to N numberSummary: We need to implement this requirement from Customer. Can anyone help us to resolve this? 1. Array Set Copy Functionality "How can we implement a feature in Orac…
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We are working on syncing currency values in Euro format from Oracle CPQ to Salesforce CRM.We are successfully syncing currency values in USD and INR formats from Oracle CPQ to Salesforce CRM. However, when attempting to sync values in Euro format, we encounte…
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Redwood configurationSummary: Hello, We want to run a test in the test environment with Redwood, but I have a question. Is it enough to perform the express import for the system to work, or …
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How to call REST API using SSO?Summary: We have SSO enabled in our CPQ. Using IDCS as the IDP. Now we're trying to make some REST calls, but we're not able to do it, because users are only SSO, and th… -
We want to reset the approval history based on the quote statusSummary: We perform change order multiple time and during this time we submit the quote for approval and for the second time we want to retrigger the approval the approv…
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List_integrations logging is happening differently after the 25B upgradeSummary: List_integrations logging is happening differently after the 25B upgrade. Instead of showing the logs for individual runs under "Integration History" tab, all t…
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Restrict Access to the quote based on userSummary Hi, We want to restrict the quote based on user. We want the quote should be visible in transaction manager only for those users who created them.Content Hi, We …
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How to obtain error details in CPQ REST API responseIn a commerce validation rule we have defined detailed error messages in the advanced rule. These detailed error messages show in the CPQ UI when the validation is trigg…
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Identifying the FTP upload errorsSummary: We are designing the FTP setup to load a large data set into the custom data tables and would want to understand if there is any possibility to notify the group…
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I want to avoid the 250 item limit of Dynamic MenuContent (please ensure you mask any confidential information): I created a Dynamic Menu attribute, but it seems I can only display a maximum of 250 items. Currently I ha…
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Direct CPQ–Fusion PIM Integration with Salesforce CRM (No SPIM)Summary: The inquiry is about whether CPQ (Configure, Price, Quote) can be integrated directly with Fusion PIM (Product Information Management), bypassing SPIM (Sales Pr…
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Is it possible to automatically call 'Save' action as soon as user Approve the Quote.Summary: Is it possible to automatically call 'Save' action as soon as user Approve the Quote using Approval Icon (green color) Content (please ensure you mask any confi…
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change step when copying quoteSummary: Hello, I'm working with a copy of the quote. I need it to return to a specific step when I copy the quote. I understand this depends on the System_step_current_…
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User creation to be used in integrationSummary: How to create user on OTM to be used in integration (API or SOAP) purposes? Content (please ensure you mask any confidential information): How to create user on… -
Error is coming in Redwood UISummary: Error is coming in Redwood UI when export type of action is performed to attach the document in SF via BML Integration between CPQ and Salesforse. Error detail-…
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In Redwood, the status is not moving ahead once approved.Summary: In our project, we have certain step transitions after transaction is approved. The step transitions are happening correctly but the label is showing as "Approv…
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How can we remove Item entry from CPQ Pricebook when the item is Obsolete in PIMSummary: In our current integration with PIM, when Lifecycle stage of an item is updated to Obsolete, CPQ receives Expiration Start Date in a part custom field. In CPQ, …
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How to hide line item grid quick add in steps levelSummary How to hide line item grid quick add in steps levelContent Dear All, We want to hide the quick add action in the line item grid but unable to hide that. please, …
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Add My name into recipients list of Upgrade notificationsSummary: I am the only developer in Conduent for Oracle CPQ. Somehow I am missing the upgrade notifications of Oracle CPQ from Oracle. I want to be there in the recipien…
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Oracle CPQ: Performance Impact Due to Extensive Save LogicIn our Oracle CPQ implementation, the Save action is being used to set multiple attributes at both the header and line item grid (LIG) levels. Over time, this has led to…