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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Can Avalara be integrated with Oracle CPQ?Summary: Simple Question - Can Avalara be integrated with Oracle CPQ? Content (please ensure you mask any confidential information): Version (include the version you are… -
Oracle CPQ Running in Fusion : SPIM Integration set up - Video Series - 2Summary:The following procedures will establish Oracle Sales Product Information Master (SPIM) as the Products Source for Oracle CPQ running in Fusion. Release Versions … -
Attachments CPQSummary: Hello! When attaching files in CPQ, I would like to know: a) what types of files are allowed, and what files should be validated or blocked (e.g., .exe, .bat, e…
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Web Services in Oracle CPQ - The security token could not be authenticated or authorizedSummary: I am trying to update transaction via Web Services in CPQ, but I am getting the error, and the field value was not updated. Please help me on how to fix this is…
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Create migration package for Configuration changes in CPQ using REST APIsHi Team, We are trying to create migration package for configuration changes in CPQ using REST API. We are able to create a package for commerce, Util, Document Designer…
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How to Setup OAuth Provider with Azure as IDPSummary: Today, we can set OAuth Provider with Oracle ICS/IAM/IDCS only. But if we have any other provider like MS Azure, OKTA its not possible to set up. We need to thi…
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How to export data table in .csv formats using Data Table Export SchedulerHi everyone, We would like to schedule Data Table exports to run daily, but we need the output in a structured format such as CSV. When exporting a Data Table manually (…
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A sneak peek at what you missed at the Product Council Session!For those who were unable to attend our recent Product Council Session. Here is the summary of topics you missed, Product Highlights on, 1. Pricing Engine 2. Product Sel… -
Migrate existing configurations from BigMachines CPQ to Fusion CPQIs there any utility or supported approach from CPQ product team to migrate existing configurations from BigMachines CPQ to Fusion CPQ? -
CPQ Redwood: Freeze LIG columns to help with scrolling on Large QuotesWhen a LIG contains a large number of line items, users must scroll both horizontally and vertically to review data. Introduce the ability to freeze selected LIG columns…
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Redwood Admin- Generate Schema and WSDL buttonSummary: Not able to find Generate Schema and WSDL button in Redwood Content (please ensure you mask any confidential information): In older admin screen we used to have…
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How to schedule report on a weekly basisSummary: I have created a new report in Reporting Manager. Added required columns to display in report. Report looks good, I have scheduled report to run but am not rece…
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Can this Error during migration be ignored?Summary: We have encountered below error during migration. Further investigation we found that _part_custom_field8 is migrated correctly and has all the values from sour…
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How to call a print action from external system using CPQ REST API ?Summary: I want to call a CPQ print action from external system using REST service, simply replacing cleanSave_t wih print action, in Save action API is not working, kin…
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how to enable image upload option available in CPQ model levelSummary: How to enable the image option in model level. In some families, i could see the option but not available in some other family>line>model. Content (please ensur…
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CPQ Customer ABO - Customer ABO Workbench be customized in Standard ABO (v19)Summary: Hi all, We're implementing Oracle CPQ Standard ABO (v19 Assets REST APIs, CPQ 26A) for a customer running Fusion Order Management + Subscription Management inte…
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Delegated approver: Both parties are getting notification/emailSummary: In CPQ, I set Person B as the delegated approver. However, after submitting the quote for approval, both the original approver and the delegated approver are re…
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CPQ to Order Management Fusion integrationSummary: Seeking guidance on CPQ to Oracle Fusion Order Management integration . Got a note KB83568 CPQ Standard Process – Order Management Integration. In that unable t…
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How can we control the PDF that is generated out of Doc designer in terms of it being locked?We have 2 sites that have been aroud since the BigMachines days. We don't have the context as to why they are setup the way they are and I am not finding any documentati…
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How to send an email in CPQ to some email address.Hi, I have a requirement which says when Quote status is changes from Returned to Field Review (By clicking on Submit button), I need to send an email to an email addres…
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Opportunity to Quote Currency QuestionsWe are evaluating currency management between Oracle Sales Cloud and Oracle CPQ and would appreciate Oracle's guidance on the following: What is Oracle's recommended app…
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Clarification on File Attachment Attributes and LimitsSummary: Could you please clarify the following regarding Commerce File Attachment attributes? Content (please ensure you mask any confidential information): Do attachme…
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Video: Opportunity to Quote Oracle Modern Best PracticesVideo: Opportunity to Quote Oracle Modern Best Practices: An overview of the capabilities from opportunity to quoting to enable your sellers to sell more, avoid distract… -
Need to convert CPQ JET UI to CPQ Redwood UISummary: Hello Team, We are using Oracle CPQ since 2020 and we are using JET UI so far, I would like to know that, Is there any auto migration utility where it will conv…
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what is the difference between cancel approval, rejection and versions in oracleI need to know is it the standard behavior in CPQ that their can't be changes on the lines (Quantity , discount ,etc) after sending for approval even for the approver sh…
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Can I make a Full access user see qoutation in his group onlyCan I make a Full access user see quotation in his group only whenever I use the forwarding rules the full access users can see all the quotations when they are not in t…
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Can we display multiple columns in Dynamic Menu In Oracle cpq, like Item and descriptionSummary: Need a way to display site name and customer name in the same dynamic menu. Is this possible. Content (please ensure you mask any confidential information): Ver…
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Using webservice in CPQ Running in FusionSummary: In CPQ Running in Fusion, how to call CPQ webservices Content (please ensure you mask any confidential information): We want to call CPQ webservices, CPQ is run…
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Deal Pricing AI-Assist Agent not availableSummary: 26C new feature Goal Seek/ Deal Pricing Agent not available Content (please ensure you mask any confidential information): We want to use new feature as given o…
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Is It Possible to Hide Default Search Filters (My Approvals!) in the Quote List UI?Summary: I couldn't find any option to hide the default search filters in the Quote List UI, similar to how it's possible in My Approvals. Is there any supported way to …