Resources and Best Practices
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Configure Price Quote
Discussion List
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How to change currency on a quoteSummary: When we try to change currency of an already created quote, the value is updated to reflect the correct currency but the symbol on the quote is not updated. Thi… -
How to setup user access to edit certain CPQ tables?Hello - We are looking to allow certain users through the use of groups to be able to edit data within certain tables. It appears that this capability is available in CP…
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How to hide Actions button(for Archiving and Forwarding) for Redwood UI Transaction PageHow to hide Actions button(for Archiving and Forwarding) for Redwood UI Transaction Page for non-admin users.
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Convert setSessionCurrency SOAP API to REST APISummary: I want to convert setSessionCurrency SOAP API to REST API since by 25C SOAP v1 is getting deprecated. I saw in the help section to convert this to REST "_change…
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How to delete specific transaction line in CPQ under a model?Summary: We need to delete specific transaction lines in the Line item grid based on certain condition. Configuration setup - we have system configuration to have the st… -
Oracle Confirmation Needed: Quick Registration Type Partner User Licensing and RestrictionsHello Team , We are planning to use the "Quick Registration Type" for Partner organizations and users to support Dealer functionality. Before proceeding, we would like c… -
Facing cacheInstanceId issue when trying to create a Quote in CPQ from CX.Hi All, We are receiving below error when trying to create a quote in CPQ from CX Sales. Any help to resolve this issue would be appreciated. You have attempted an actio…
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Synchronize Data Table Rows REST APII am currently using the /rest/v18/adminCustom{tableName}/actions/synchronize endpoint via Postman to update rows in a data table. Is it possible to upload a CSV file so…
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Import / Export in Price model via SFTP or APIAs of now, we do have Import / Export in price model. Will SFTP / API support the Import / Export in price model. If not , as part of which release will this be availabl…
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Is it possible to create multiple sales orders from one single quote?Summary: The default CPQ-OM integration is one to one integration from one quote to create one sales order, we have business need to create multiple sales orders from on…
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Usage of CPQ API and its performanceHi Team, We have a client requirement to get the transactional data which are created or modified for every 15mins. Since we won't able to achieve this either by datacub…
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File Size Limits for ImportSummary: I would like to understand the maximum and optimal limits for the number of records and the file size supported by the Data Table Import REST API ({{baseUrl}}/d…
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Adding multiple rows in datatable using REST APISummary: As SOAP v1 is getting deprecated we are converting our SOAP API code to REST API. We have one SOAP API that inserts multiple rows into datatable. Is there any R…
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Steps email notification not triggering when modify action is performedSummary: In a particular step, there is modify action which is clicked, when this action is performed the step remains same and a email notification is expected to be se…
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Can CPQ Managed Package support ICU?Summary: Salesforce is transitioning to the International Components for Unicode (ICU) formats for dates, times, and currencies. These new formats will replace the Oracl…
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Quote Visibility/Restriction for Partner UsersHello Team, We have a business requirement of restricting quote visibility based on the logged-in partner organization /users. We are planning to use QuickRegistrationBu…
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Database server information in Datacube integrationSummary: How to get Database Server, Username and password information in Datacube Integration. Content (please ensure you mask any confidential information): Version (i…
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We are getting the error while adding favoritesSummary: When we trying to add favorites from the favorite list we are getting the below error: The favorite you are attempting to invoke has an altered item list. Pleas…
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Tip Tuesday : How to add or change Logo in CPQ RedwoodSummary: This is a short video showing how you can add your Organization logo in CPQ Redwood Designer. Upload your logo images to CPQ File manager first if you don't hav… -
CPQ Parts Expiry: What is Oracle recommended process for expiring parts?We have Oracle Fusion, Oracle Sales Cloud, Oracle CPQ Cloud, and Oracle EBS. Parts are maintained in PD PIM and interfaced to different applications: Sales Cloud, CPQ an…
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How to maintain the custom name on standard attribute after updating application version.Summary: I use transactionName_t for "名称・物件名" so I change name in Japanese. However, after version updating the name return to original "transaction name." Is it p…
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We are having some queries regarding oracle CPQ. Please anyone help on this.Summary: As Reporting Manager in CPQ doesn't allow attributes like File Attachment to extract into a report, please let us know how to find out how many deals having the…
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Is it possible to sync EFF via SPIM ?Summary: I use SPIM integration for sync parts from Sales to CPQ. Is it possible EFF to sync? Content (please ensure you mask any confidential information): Version (inc…
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How can we have multiple watermark images conditionally in CPQ in single doc-designer templateSummary: To Implement Multiple (30-40) watermark images conditionally in single Document Designer Template in Oracle CPQ Content (please ensure you mask any confidential…
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I want to determine whether the approver is the second approver or the final approver in BML.Content (please ensure you mask any confidential information): Process Definition>**** Quote Process>Documents>List>Transaction>Actions>List>Approve I am setting up BML …
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Is there a way to remove default checkbox from config arraysetsSummary: We want to remove the default checkbox of arrayset in config. Currently we have the Redwood UI. If it can be done via css can you help me with the syntax. Attac…
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Why html attribute hyperlink with redwood link is not displaying on email template in CPQ ?In email template of oracle CPQ, when i use html attribute with tag to add hyperlink with redwood link it is not getting populated in the template. But when i use jet l…
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Error Access Select QuotesSummary: We are intermittently seeing users get errors on some quotes when opening them from Salesforce.com. When clicking on the quote number to open the error reads "E…
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Can we associate Email Templates with any action other than "Submit Type" action.Summary: Can we associate Email Templates with any action other than "Submit Type" action. Can we associate Email-Templates ONLY in Approval Notifications and in Step Tr…
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_select_alternate_address Action does not show any data in PopupSummary: Hello Everyone, We are currently experiencing an issue in Oracle CPQ when using the "Select an Alternate Address" action. Although the pop-up window appears upo…