Resources and Best Practices
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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
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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How can we ensure that custom actions are displayed directly on the layout to reduce user clicks?Summary: We are encountering an issue where custom actions are not appearing directly on the layout, resulting in increased user clicks and decreased efficiency. We need… -
How can I map quote's step variable name in Data cube reportingSummary: I need to export the quote's step variable name to a data column in the data cube reporting, how can I do the mapping in data cube mapping file, I tried with "_…
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Questions on Datacube reportingIs it possible to rename the zip folder that is sent to the FTP server. Our Prod and QA uses the same FTP server and we want them to have different names so that the ana…
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How to get Parent Quote status in the current quote using attribute called "Parent Transaction Id"Summary: How to get Parent Quote status in the current quote using attribute called "Parent Transaction Id". I have a field on the using called " Parent Transaction Id[V…
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I want to display the Currency attribute with a commaContent (please ensure you mask any confidential information): Process Definition>**** Quote Process>documents Transaction>actions Submit>Edit Approvals>Approvers>Approv…
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superuser part syncHello, I've recently become aware that superuser will, at some point in the future, be removed. As I understand it, superuser is the user that runs our nightly part sync…
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Can the part sync frequency be changed?Summary: I want to shorten the frequency of synchronization of parts. Content (please ensure you mask any confidential information): Set up synchronization of Parts betw…
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Maximum Number of files we can upload in SFTPSummary: For integration we need to upload 132 data table files together via SFTP to be loaded in CPQ, We want to know if it is possible to put all 132 files on the SFTP…
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Default setting section "View" line item gridSummary: Content (please ensure you mask any confidential information): Hello, Is there a way to set "Wrap Cell Content" in the view of the line item grid as default? Ho…
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Customer Order Data-Predictive Custom: Field type used for the 'ORDER' and 'ORDER LINE' listsThe standard ORDER and ORDER LINE supplemental data tables are created by Responsys. But, what field type is used to fill the 'ORDER' and 'ORDER LINE' lists of CLV?
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Integrating ODA with Oracle CPQSummary: Need to integrate ODA to Oracle CPQ to provide client with a chatbot for guided assistance in their business. Content (required): Want to know how we can associ…
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Roadmap of CPQ Developer ToolkitSummary: Hi Community, We are currently exploring the Oracle CPQ Developer Toolkit for managing CPQ technical artifacts, specifically leveraging the CLI capabilities to …
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How can we restrict access to the Design and Live Redwood Layout for specific administrative users?Summary: We are experiencing difficulties in restricting access to the Design and Live Redwood Layout for specific administrative users. We need guidance on how to imple…
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Error Navigating to Oracle Quote to Order - Reporting ManagerSummary: I am getting the error below when I try to open the "Oracle Quote to Order—Reporting Manager." Please let me know if any setup/access is required. Content (plea…
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Can I copy a transaction AND the BOM Instance using the Copy Transaction Process Action?Greetings! I need to be able to copy a transaction that has a complex System Configuration attached to it, and the new transaction needs to have the exact same selection…
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Email Approval/Rejection ResponseSummary: I'm not sure how email approvals work, as this is my first time working with them, but the quote is not updated Content (please ensure you mask any confidential…
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i am unable to forward quotehello all, i am unable to forward quote by using forward action in the Quote manager. how the user will know we have forwarded a quote to them can anyone please explain …
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Where are the Proposal documents storedSummary: OOTB, where are the proposal documents that are shared with customers stored in CPQ? Content (please ensure you mask any confidential information): View all the…
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How to add a validation on Quick add?Hi Community! As per current design the standard 'Quick Add' feature is available for users to add parts to LIG directly. Business wants to add validation so that a spec…
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On every parts upload of custom fields, when we do not upload the standard fields then existing dataSummary: On every parts upload of custom fields, when we do not upload the standard fields then existing data turns blank on Parts DB for the following fields: primary_u…
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Can the Favorites List be customized?We are planning to place a personalized message at the top of the Model (Highlighted in Yellow color in the screenshot) according to specific conditions. Is this feasibl…
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Kindly let us know if we can remove the pagination from transaction arraysHi Team, We have the following questions related to the transaction arrays: By default we have the pagination option to set on the array, can we remove that option total…
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Can we hide Submit action from the Standard Popup in Oracle CPQ-Redwood UIHi We tried to hide the Standard submit from the Redwood UI (Approval Popup), but this is not getting hidden .
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Unable to set the Negative price using the "configurablePrice" node from the BOM Mapping rule.Hi Team, As per my project requirement I supposed to set the calculated Negative value as listPrice for One of the SKU. I was trying to set it from the BOM Mapping rule …
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Process to expire favorites and usage of custom Data table.Summary: Whenever we are doing config modification as per the spec change, we have custom Table called ConfiguratorVersion where we update the currentVersion. At the LIG…
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Oracle CPQ and ETO (engineer to order) scenarioSummary We have a scenario where we need to handle the ETO scenarios in CPQContent In addition, Engineer needs to review the ETO requests and price it before it can be s…
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Sending file content using urlmultipartbypost method in Oracle CPQContent I am working on integration in which I have to send proposal document from CPQ to external system. It accepts Content Type: multipart/form-data. How do I send th…
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Content Security Policy (CSP) ImportsSummary: In Oracle 25B upgrade we are having under Important actions and Considerations section the changes required for Content Security Policy (CSP) & Content Security…
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Performance Log - Event Type Column Value DefinitionsSummary: Where I can find the Definitions of values of event type column in performance log? Content (please ensure you mask any confidential information): I am looking … -
Site Backup Process and different optionsSummary: Site Backup Process and different options Content (please ensure you mask any confidential information): We would like to understand site backup options possibl…