Resources and Best Practices
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- CPQ Help Center
- Hey Hello! Quick guide for helpful CPQ resources and links
- Discover CPQ Best Practices: Get to know CPQ features, migration tips, and more!
- Configure, Price, Quote [CPQ] learning subscription - Earn the Explorer Badge!
- Implementation and Management Series: Plan and prepare for your Oracle CX implementation
- Oracle CPQ How-To's: Short videos about CPQ
To ensure that questions get required attention from community members and are NOT left unanswered, it’s important for the author to indicate (by selecting “Yes” or “No” when prompted) whether the question was answered. (newly added) Please note that it is also important to respond to EACH comment your question receives. Your Yes or No response ensures an accurate status for your question.
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…
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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…
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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…
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Multi Select Menu in Commerce Process in Oracle CPQSummary: I want to create a Multi-Select Menu in Commerce Process in Oracle CPQ Cloud? I knew in Commerce, it is not possible to create a Multi-Select Menu but only a Si…
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disable attachments in a print actionSummary: Hello Is there any way to disable attachments in a print action?
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OAP v1_0 login api to create session. we recently same deprecation announcementSummary: we use CPQ SOAP v1_0 login api to create session. we recently same deprecation announncement what is alternative rest api or v2_0 We have CRM and ecom integrati…
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Want to hide 2 workflow values from dropdown for future transactionsI’m trying to hide two specific values from the Workflow attribute on the quote for future transactions and want to retain the history of the past transaction where eith…
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CPQ Parts Expiry: How to restrict expired partsObjective: Restrict expired parts from being added via Quick Add or Configurators in Oracle CPQ. Definition of Expired Parts: Each part in the Parts DB includes a custom…
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What does mean by direct login discontinue in CPQ from 26 ASummary: Notification received from Oracle which says direct login page login method will not be available from 26A. Does this mean that CPQ login page like below screen…
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What are the following Reasons for double time save action ?user needs to click two times save then only values are updating correctly in commerce ? What are following reasons to get this issue ? how can we resolve this ? @bla-Or…
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Remove XSL view on Email Action CPQSummary: Requirement is to send the Additional Attachment using Email Action. However Email Action is associated with XSL View and unable to remove that. Is there any wa…
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Email Proposal XSL view picks up a default selected document.We have a custom 'Email Proposal' action in Oracle CPQ, and the standard action button is not available for reasons that are currently unclear. Currently, the Email Prop…
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How to Implement Multi Language Email?Summary: The requirement is to send out multi-lingual email content based on the country/language (header attribute) selection on quote. Currently we are maintaining all…
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Question on deprecation of the SOAP v1 Web Services for Oracle CPQ in 25CSummary: Regarding deprecation of the SOAP v1 Web Services 1) SOAP v2 will be available right? 2) Are there any plans to deprecate SOAP v2 also in near future? 3) SOAP v…
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How to call library functon on field change?Summary: Hi, is it possible to call a library function when a field is changed? Content (please ensure you mask any confidential information): In Transaction Line, we ha…
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select PDF attachmentsSummary: Hello, I want to know if it's possible to modify the values of attached documents when using a print action. I have a print action that prints a document call…
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How to enable email function?Summary: I tried to use the email action to send a quotation printout, it works on the test instance and doesn't work in the production instance. What are the requiremen…
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quotation statusSummary: I need to take certain actions when the quote is approved, pending approval, or rejected. Do you know how I can do this?
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Clarification on Parent-Child Grouping in Config Models in CPQQuestion : Clarification on Parent-Child Grouping in Config Models in CPQ As part of the transition from the business’s legacy in-house solution to Oracle Fusion, we are…
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how to configure multiple charts by using one report?I built one report, and I need to build multiple charts on this report.
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Multi-Charge Price in Configuration not using BOMAccording to the documentation: "Beginning in Oracle CPQ 23C, the Bill of Materials panel will display multiple charges where applicable. When there is more than one pri…
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Can the 'Add Product' button in Redwood Layout LIG be made always visible?Summary: The "Add Product" button in the Redwood LIG is only available when there are no items in the LIG. Once an item is added, the button gets hidden — this is the de…
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How to restrict access to users to view only their quotes?Summary: We are trying to set controls on the sales user account to view only his quotations. So we created multiple sales groups, but still, all users can see all quote…
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approver's commentSummary: Hello! I have a group approval and I want the approver's approval comment to appear in my email template. I tried performingcomment, but it doesn't give me any …
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Approval flowSummary: Hello! I have an approval flow, and the approvals work fine. The problem is that when the approval is rejected and I want to re-request it, it doesn't send me t…
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Is there a way to dynamically name a generic child model in the System Configuration PanelSummary: We are looking possible ways to dynamically name/label the child models within a System Configuration Panel so that we do not need to create a model for each po…
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image in emailsSummary: I put images in the email designer but they are not visible, how can I add them so they can be seen?
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Tip: How To Change OCI Server NodesSummary: Upon migrating to OCI servers, error logs such as bm.log are unique per server node. It is therefore necessary to have a method for switching nodes when trouble…
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CPQ Distinguish Read-Only vs Editable CheckboxesCurrently, there is no visual distinction between editable and read-only checkboxes in the CPQ JET UI, making it difficult for users to identify which fields they can in…
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With Collaboration enabled, approval flow is not behaving correctlySummary: Hello Team For one of our functionality we had to enabled collaboration for our process. But enabling that is breaking our approval process. A pending approval …
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Quotation Status with Multi level ApprovalSummary: I have multiple approvers to approve my quotation based on approval level menu, so once it's Approved, the status changes to approved, then it going to the next…
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CPQ: Array sets and Dynamic Menu AttributeQuery: In CPQ, is it possible to use dynamic menu attributes within array sets? Current Setup: We are currently using simple menu attributes to display office numbers in…
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Timer user as submitterSummary: Hello We have a sequential approval where we are using timer to trigger next approval. In timer we have to choose a user for submiting to next approval. Due to …