Resources and Best Practices
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Configure Price Quote
Discussion List
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How can we use query (q) string in rest API criteria field.Summary: I tried saving a quote using cleanSave_t action api ( /rest/v19/commerce{Stage}{ProcessVarName}{MainDocVarName}/{id}/actions/cleanSave_t), now in response I wan… -
Can we automate CPQ Datatable export/import between CPQ instancesWe have a usecase from the customer's team where a team of people updates datatable in CPQ non-production instance and production instance. Need automation/scheduler to …
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Need document in PDF format on how to migrate legacy data to SFDC lightening appSummary: Please provide a document in PDF format on how to migrate legacy data to the SFDC Lightning app. Alternatively, if there is a link from which I can download suc…
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How to export entire data table in .csv or .zip format using Export Data Table Rest API in CPQ ?Summary: We have a requirement to automate export of a data table from production and import to a lower instance, for this we want to export the data table as a whole (h…
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Add line ItemSummary: /rest/v19/commerce{Stage}{ProcessVarName}{MainDocVarName}/{id}/actions/addLineItem_t tried this API call from the post man and getting below response. "title": …
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action_id_open="-1";Summary: Need to change update the action id in a new Commerce Process Content (please ensure you mask any confidential information): We created a new commerce process b…
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updated Document for Salesforce Managed PackageSummary: Hello, With all the changes in support I'm having a hard time trying to find the latest documentation for the Salesforce Managed Package. I can only find the 20…
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Salesforce mapping in Oracle CPQ Cloud site setup and received an error - type mismatchSummary: we tried to do the mapping in Salesforce for Oracle CPQ Cloud site setup and received an error as stated below in the screenshot. To get through this validation…
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Issue with Quote Having Product Linked to Inactive Pricebook EntrySummary: We’re trying to determine if there is a way to handle the following scenario: A product was added to a quote while its pricebook entry was active. The pricebook…
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How to export entire data table in .csv or .zip format using Export Data Table Rest API in CPQ ?Summary: We have a requirement where we need to export a data table from production and import to a lower instance, for this we want to export the data table as a whole …
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How to read from file attachment attribute in Oracle CPQSummary: I want to read data from Excel (spreadsheet) onto an attribute Content (please ensure you mask any confidential information): I want to read data from Excel (sp…
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Create Quote list view with date created in CPQ RedwoodSummary: Create Quote list view with date created in CPQ Redwood Content (please ensure you mask any confidential information): Is it possible to create a separate Quote…
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cancel pending parallel approvals if anyone reason gets rejectedSummary: We have a scenario where 3 or more parallel approval gets triggered. If one of the reason gets rejected then the other approvals where the decision is pending, …
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Why is CPQ LIG Showing blank spaces after products are added (intermittent issue)?Sometimes after adding products through Configuration, we are seeing blank spaces on LIG as shown in the below screenshot. Sometimes moving cursor on quote lines populat…
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How to get Pricing portal prices in ConfigOur goal is to display the part prices in configuration, which are defined in the Pricing portal. We could only get the prices in Config through BOM, but we want them in…
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Partner Organization FunctionalityHi, We have a requirement to give below access to Resellers : Creating quote through OSC ( CPQ OKTA tile will not be enabled for them ) Limited Config and Commerce funct…
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400 Bad Request Error while running a Rest API "update_line_items" from Oracle CPQSummary: I'm getting the below error while trying to execute the REST API to update the Transaction Line Items for a Transaction in Oracle CPQ. I'm using the Rest API "u…
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action export linesSummary: The export transaction lines action does not print all transaction columns and even displays incorrect data. I have disabled the option to show all accessible a…
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In the Order List, I want to right-justify the Currency type attribute.Content (please ensure you mask any confidential information): I have a question. In the Order List, we are displaying a Currency type attribute. This attribute is curre…
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How to make a text attribute to accept only unique values?Summary: I created a text attribute "Project code", and I need the code entered by the user to be unique across all quotations created before. As the code can't be repea… -
Configure search list Quote to Order ManagerSummary: Hello, Is there a way we can add additional custom attributes in the Quote to Order Manager (search list)? How much can we configure this search list in CPQ? Th…
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RW Drawers: Is there a Save specific to Save the attributes on drawer?Redwood offer drawers. We want to add Save action, different from header Save. Header Save will Save complete quote. Drawer level Save will Save drawer level. Is there a…
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How to encode CPQ RichText attribute to Base64 as not accessible in any functionsSummary: We have a requirement to send CPQ Rich Text attribute values to Enterprise Contract to generate a contract, however in Enterprise Contract there is no Rich Text…
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where do I modify page templatesSummary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t…
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Is it possible to enable to SSO login with CPQ without using CX Sales Module?Summary: Hello Folks, We have a requirement to enable Single Sign-On (SSO) for the CPQ application in our production environment. Below is the context of our use case: U…
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What is the impact of CPQ Direct Login having end of life in 25CSummary: Oracle announces the end of life of "Direct Login" for 25C. What is the impact of this? Will the login screen (username, password) be gone once you access .bigm…
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email field in address set - can it accept multiple email addressesSummary: email field in address set - can it accept multiple email addresses. If so, what should be the delimiter? Content (please ensure you mask any confidential infor…
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Approve Reject buttons not visible in non pending approval stepsSummary: I see if the quote is submitted for approval system is transitioning the quote to "Pending Approval" step and showing "Approve" / "Reject" sub actions but befor…
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Tip Tuesday : Hide Views if all attributes are hidden in CPQ redwoodSummary: This is a short video showing how you can set up views in CPQ redwood to be hidden when there are no attributes visible to the user in the current step. Steps: … -
Set the price range to expanded by default.It is possible to set the price field to expanded by default so that the user can see the prices directly.