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
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For more information, please refer to this announcement explaining best practices for getting answers to questions.
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Configure Price Quote
Discussion List
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[Video] 5 Common Problems while Integrating CX Sales with Oracle CPQHere's the latest drop from Divya, CPQ CoE explaining 5 common problems that Oracle CPQ implementers may face during their integration with CX Sales.
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Monthly CX Solution Overview Demos NOW available!Register today for our CX Solution Engineering led Solution Overview Demos kicking off on November 20th & November 21st across our Marketing & Sales Unification, Revenue…
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Line Item field value should start with Pricing Matrix Template Field value to calculate priceSummary: We have created a Price Model of type "Discount List" in Pricing Portal which has dynamic pricing based on Attribute Based Charge Template. One of the field in …
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Can we add logo to Excel file/document using xsl.Summary: Can we add logo to Excel file/document using xsl by printing in xls formats from printer friendly xsl view. Content (please ensure you mask any confidential inf…
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Is it possible to create dynamic error message in constraint ruleSummary: I created a constraint rule with Advanced Condition since I get the values from a data table. Is it possible to create a dynamic error message since the error m…
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Access current CPQ environment in Configuration ruleSummary: I am trying to call CPQ REST API from one of recommendation rule and while preparing API URL , I need to pass current environment name/hostname (dev, test,prod)…
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Get only required fields data through APISummary Get REST API should fetch only required fields dataContent Hi, We are running a REST API to get information related to a transaction line in CPQ. When we run the…
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OSC to CPQ sync: Remove opportunity referenceCan the opportunity ID reference be removed in OSC when the opportunity ID is nullified at CPQ on a quote? User creates a quote from Sales Cloud. Based on specific selec…
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configuring email action in CPQ, the 'From' email defaults to user email and comes as non-editableSummary: During configuring email action in CPQ, the 'From' email defaults to user email and comes as non-editable. Is this thing happening because of new update of CPQ …
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How to fetch all data from Subscription ManagementSummary: I want to fetch all data from Subcription Management to Oracle CPQ Content (please ensure you mask any confidential information): Hello all, I was wondering if …
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CPQ LIG View Save PersonalizationIN LIG View we have Save Personalization option. User has set the option to Collapse All and Save Personalization. On incognito window where browser cache is not availab…
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Restrict visibility on quote transaction managerSummary: Content (please ensure you mask any confidential information): Hello, We need to restrict the quotes that a user can see in the quote transaction manager based …
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How to encode data in SHA256 formatSummary: I am trying to encode data in SHA256. In CPQ, is there any standard way to convert text in SHA256 encoding? Content (please ensure you mask any confidential inf…
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Getting error on Importing line items in cpq as Invalid menu value.Getting error on Importing line items in cpq as Invalid menu value. Can anyone help me to resolve this
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Custumize Templates for the Recommended Items PageSummary: Content (please ensure you mask any confidential information): Hello, We would like to customize the Recommended Items Page: What we would like to achieve is to…
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how to restrict users to create Quotation in specific Organization (store branch)Summary: Business Case: Many branches are created as organizations in Inventory management fusion, and we need to assign each sales user in CPQ only to his branch or bra…
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CPQ HostingHi, Can the CPQ instance be hosted in more than one data center as this is ask from customer Thanks
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Where can I edit the XSL file for Deprecated Document Engine?I am in the process of rebuilding my output documents on Document Designer, but I need an immediate language change for our existing documents in Document Engine. From w…
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How to access commerce attribute's value in a Oppty Import Result Parser?Summary: Hi Team, We've a requirement where we wanted to update a transaction level attribute from oppty only when its value is blank on the quote. For this, in the Oppt…
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Who is executing the event logs in CPQ?Hello, good afternoon community, Is there a way to see who is triggering event logs within CPQ? I would appreciate any guidance on this.
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How to Edit item quantity to Zero without error?Edit item quantity to Zero without error and the unit price [Price (Net)] must be the same but the total amount [Amount (Net)] must be zero. In current situation, after …
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Upper/Max limit of assets that CPQ can store in workbenchSummary: Dear Team, What is the maximum limit of Assets that can be stored in CPQ workbench. Any assets limit/numbers that impacts performance/functionality. Second ques…
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Is there a way we can delete a quote in CPQSummary: There are duplicate quotes created in CPQ, for that we do need a API call to delete quotes in CPQ. Do we have any best ways to remove these quotes in CPQ, so th…
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Move from price books to Pricing PortalPlease share the links or documentation (best practices, tips, etc.) for moving from price books to Pricing Portal.
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SSO: With Oracle Sales Cloud and with Microsoft ADFSHi... We are using Oracle CPQ along with Oracle Sales Cloud. This query is related to SSO enablement for all. We have approx. group of sales people who create Opportunit…
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Is it possible to enable JET for only new RTE fields?Summary: We currently have many legacy RTE fields which we are not ready to convert to JET yet. However, we need to create new RTE fields to support business requirement…
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How to configure CPQ to use Azure AD for authentication?Summary: Using Azure AD as authentication in CPQ Content (required): Hi all, We have a CX Sales Cloud instance which uses ADFS to authenticate. We plan to integrate CX S…
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CPQ Configurator: Edit _config_attributesWhen recofiguration is done, configurator is built from _config_attributes sent from commerce to configurator. Is the understanding correct? Is there a way by which this…
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Custom Header Parameters in Oracle CPQ REST API - Possible?Summary: Adding Custom Header Parameters to Oracle CPQ REST API Requests - Supported? Hi Oracle Experts, I’m looking to verify if Oracle CPQ’s REST APIs allow custom hea…
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Does Oracle CPQ Support JWT Token Validation in Commerce API?Summary: Hello Oracle Community, I’m trying to understand if Oracle CPQ has built-in support for validating JWT tokens within the Commerce API. We are exploring options …