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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- 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
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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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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… -
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…
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CPQ Analytics for Win Probability and Price Optimization at Transaction Line LevelSummary: We are setting up CPQ Analytics for Win Probability and Price Optimization at the Transaction Line level. While we've found documentation for the Transaction le…
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Video: Boost your Sales Revenue with accurate Configuration & Pricing of your products & servicesVideo: Boost your Sales Revenue with accurate Configuration & Pricing of your products & services: Empower your Sales teams with a powerful and efficient configuration a… -
Refresh Reporting Data as an Application Administrator userSummary: Is there a workaround to refresh the reporting data in the Oracle Quote to Order - Reporting Manager as an Application Administrator user? Others users still ha…
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How can I avoid garbled text on Excel expored from Report Manager?Summary: I want to know advanced setting for Excel export from report manager. When I export Excel from Report Manager, the garbled text appeared on currency attributes …
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How to change the serial number after sorting the Parts based on any LIG attribute?Summary: Hi Community! We have a commerce process where we want to add parts at a random sequence, but after that we want to sort it on any random attribute from the LIG…
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Ia it possible to filter or sort the value on excel exported from Report manager?Summary: I want to sort and filter the value on excel exported from Report Manager. I know it can be used group function but the purpose is not to be grouped, just sort …
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How are the .dat files send through Data Cubes, related to each other for each quote?When we are sending the .dat file through Datacube, we receive multiple .dat and .ctl files, based on the transaction and transaction lines and the arraysets. Now we wan…
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Sometimes our data tables get this orange symbols over the icons, what does this mean?Summary: Every now and then we get this orange symbol that displays over our data tables. It seems to come and go but it CPQ will put this on all the tables, not just th…
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Filtering homepage using JavaScriptSummary: We have a custom homepage built with JavaScript. We want to filter the page based on the contract type, which is a commerce attribute, but are having trouble fe… -
Can we increase char limit of part custom string attribute more than 255 charsSummary:Is there any way that we can increase part_custom field character limit of string type to more than 255 chars? Content (please ensure you mask any confidential i…
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Modify error messages (Constraint or Validation) in CPQBelow is example validation error Oracle CPQ: — Could not perform Action: «Action Name» Validation errors existing on the following 1 attribute(s): «Attribute name» Plea…
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How can we dynamically reference the File Manager path in CPQ Document Designer?Summary: The Global XSL currently does not allow the use of a dynamic variable within the tag. We are attempting to access the file path from the File Manager, located …
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Notifications from Work flow Steps/Email action not working in Oracle CPQ redwood UINotifications from Work flow Steps/Email action not working in Oracle CPQ redwood UI . What could be the reasons for this ?
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How to automatically attach a file manager doc to a quote's file attachment attribute?Summary: How to automatically attach a file manager doc to a quote's file attachment attribute? Content (required): I have considered using an advanced bml function for …
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Email Notification for SPIM to CPQ real time integrationSummary: Is there any update on real-time integration from SPIM to CPQ, especially for the email notification after the run is completed? Content (please ensure you mask…
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Is it feasible for two separate user groups to log in directly to their respective CPQ commerceSummary: Is it feasible for two separate user groups to log in directly to their respective CPQ commerce process? We have a situation where two distinct business units i…
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Manage Package do not redirect to CPQ Transaction ManagerSummary: This is a topic related to the Managed Package in SalesForce. We have decommissioned our old Managed Package CPQ (7.X.X) and kept only the most recent version (…
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CPQ Approvals feasibility in mobile applications. What are all the prerequisites and setupSummary: We have business requirement where the option of CPQ approval by mobile applications is requirement. We want to know the prerequisites and setup to achieve the …
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When out of the box Forward action is triggered the Auto Forwarding Rules are not firingHi Team, When the forward action triggered the Auto Forwarding Rules are not running as expected. Please can you specify if something can be done to fix this issue. Rega…
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Tip Tuesday - Use one REST API call to create and save a transaction in CPQ from 3rd PartyCreating a Transaction (Quote) in CPQ application UI is essentially 2 steps 1. When a transaction is created, it’s created in the' Start' Step - i.e., it remains in a te… -
Call the "Quote Upsert" (SFDC) Integration in the "Create Order" button.We wanted to call the "Quote Upsert" (SFDC) Integration in the "Create Order" button which has the OIC integration to OM and BML Scripts. Basically, we want the Quote Up…
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Is there a way to use a standard attribute for the quantity, that is not an integer?Summary: Content (please ensure you mask any confidential information): Hello, We are currently facing an issue on the use of the standard attribute requestedQuantity_l.…
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Attribute/Action for Process Id for Commerce processSummary: We need to redirect the quote page to the commerce list manager page. To achieve this, we must use the process ID to construct the URL in the destination tab of…
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Are there any forbidden characters for CPQ sitewide?Summary: I want to know all forbidden characters for CPQ. Content (please ensure you mask any confidential information): Version (include the version you are using, if a…
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Is it possible to Is it possible to invoke Javascript on Redwood quote listSummary: Our environment use Redwood for quote list and I want to know is it possible to call Javascript on it. If possible, how can I do that? Content (please ensure yo…
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Why does our user keep getting locked?Summary: One of our users keeps getting locked. We changed the login thinking that would prevent people from locking it with old credentials but it happened again. "Pass…
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How do I share a CPQ view that I have created and customized in CPQ view builder ?Summary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t…