Resources and Best Practices
- Check out the latest Release Update here
- 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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Use Import Line Items to update Text Area attribute in LIGSummary: We used the Import Line Item to update a text area attribute in LIG; however, the value is not being reflected. There is another related question on this topic,… -
How can we use Import Line Items to update text area attribute in LIGSummary: How can we use Import Line Items to update text area attribute in LIG Content (please ensure you mask any confidential information): Version (include the versio…
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Update 26A impact on Classic UI usersContent (please ensure you mask any confidential information): We are currently investigating the impact of the 26A Update in response to requests from users using the C…
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I want to control the notification email for imports via API.Content (please ensure you mask any confidential information): I want to control the notification email for imports via API. Calling CPQ API from OCI to import and delet…
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How can the user lock thier quotation?Summary: How can the user lock their quotation while he working on it, so that no one else can edit?
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How can I format an email in the Oracle AI Studio using the 'Send Email' tool?Summary: I tried using the LLM to prep the emails formatting and then call the node in the Send Email tool. But unfortunately, it still does not work. I also tried "\n".…
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can we remove the invalid parts from the copied quote and copy quote?Summary: When I perform the copy process action from the transaction list for the selected quote. I would like to remove the invalid parts(Parts name updated after added…
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How to change the pop-up message after the proposal downloaded?After I click generate proposal, a pop-up appears with a loading message, and even though the file is downloaded, the loading icon is still working, so I need to change …
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Data cube file corruptionSummary: Hello Our data cube file intermittently keeps getting corrupted and the destination system is not able to read the .dat file. Re-running the job gives a sucessf…
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"no historical data available" in Scattered plot of analyticsSummary: We created a scattered plot in Analytics, but while testing we get "no historical data available", even if date filter is set to "Last 24 months" and we do not … -
Report Not Getting SharedSummary: I have recently created a few reports that I've marked as "Shared" in our QA environment expecting that our technical team is able to access them, but a few use…
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Is there a way to allow to select a Rich Text template based on certain condition?Summary: I have a requirement to show certain templates with dynamic values in Rich text for specific teams. Is there a way we can achieve this? This is to ensure specif…
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Need to understand user integration for Partner usersSummary: We are trying to set up the Partner users in Oracle CPQ. We are using the Salesforce CRM. We have created a partner organization and we have created few users i…
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Wanted to configure dynamic SMS template which sales user can updateSummary: Looking for ideas to configure dynamic SMS template(which will have dynamic variable and sales user can update that) based on same criteria(say Account Number).…
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Transaction Manager - Show Quotes based on UserHi, We have defined different User Groups in CPQ based on business units. We need to show the particular quotes in Transaction Manager based on logged in User. How to ac… -
Trying to delete an attribute. But not able to delete as its giving an error its been used in LayoutSummary: Hi, I am trying to delete a commerce attribute. But not able to as it is giving an error that it is been used in Layout. I have checked all the attributes in re…
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Can we copy approval history in next version in CPQ quote?Summary: We need to copy the approval history in next quote version. Content (please ensure you mask any confidential information): once we click on "New Version" action…
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CPQ Logn PageSummary: Is it possible to customize the CPQ login page to change the logo, title, CSS, and more? Content (please ensure you mask any confidential information): Version …
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Oracle CPQHello Everyone, Based on the quantity change, we are trying to update the quantity in the configuration through Config APIs. However, we are immediately getting the belo…
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Is the Oracle CPQ OAuth Provider vendor only IDCS?One year ago, we opened a SR because we have an issue with OAuth Provider vendor, support team confirms that OAuth Provider only supports IDCS, so I would like to know i…
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CPQ File Manager – Image Upload via SFTP or APISummary: Hello Team, We are looking for guidance on uploading images into the CPQ File Manager using an SFTP-based approach or, if available, any SOAP/REST API. Could yo… -
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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BOM Hierarchy Flattening/Rebuild: Missing ParentID in BOM Item InstancesWe have Bill of Materials (BOM) setup enabled, with support for up to four hierarchy levels (and the ability to extend this as needed). We’ve configured a table-based BO… -
Video: What is CPQ?Video: What is CPQ? Adrian Anderson provides an introduction to the concept of a CPQ application and explains the market position it occupies https://videohub.oracle.com… -
How to use html attribute for storing the menu entries in redwood ui.Summary: we have an html attribute (salesrepdetails_t) to store the salesrep details from data table. from that html attribute , updating the selected value to one attri…
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Hide buttons that appear in configurationSummary: Hello, I'd like to hide the buttons that appear in settings. They're not needed, and the client doesn't want them. I found another post in the community about t…
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Is there any way to hide particular Model in home page for a particular user group ?Summary: Is there any way to hide particular Model in home page for a particular user group ? Content: Scenario - I want to hide model 2 for a particular user group, do …