Resources and Best Practices
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Configure Price Quote
Discussion List
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Copy Line item and select the attribute on copy screenSummary: Current Standard Behavior: When a user selects a line item and clicks Copy, a standard Pop-up Screen appears. In this screen, the user can change the Quantity b… -
Date formats are coming different in action and commerce library functionsWe are getting the date format as "YYYY-MM-DD" for create date and system date in Commerce library function and it is coming as "mm/dd/yyyy" in Commerce action and we ar…
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How to associate lookups to Configuration and Commerce attributes?Summary: In the 25C upgrade, we received an update that lookups can now be associated with Commerce and Configuration attributes, similar to how they are linked with Pri…
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I want to restrict access to Quote or a Transaction in Oracle CPQ based on the User GroupsSummary: Requirement 1: I want to restrict access to Quote or a Transaction in Oracle CPQ based on the User Groups Present implementation- I have setup the Steps > Parti…
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Can we create a new account in CPQ using APIs?Summary: We want to create new Accounts in the CPQ Account database from Oracle ERP via Oracle Integration Cloud. However, while checking the APIs, we aren't able to fin… -
the width of a column in the transaction lineSummary: Hello, How can I define the width of a column in the transaction line? Thank you!
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I want to put access for each organization in table dataSummary: I want to ask i have custom table called organization in oracle cpq and i want to make access for each row user_access as other column how to put user access in…
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Make custom integer field in transaction line in cpqSummary: Now i have to implement onhand quantity from fusion into cpq i make data table and have onhand quantity but i want to make field with function itemNum = "|_s_pa…
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Import BOM structure assets into CPQ via the CSV importI am trying to use the CPQ REST API process for importing a CSV file of asset records from an external system into the CPQ asset repository. Our CPQ implementation uses …
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Error is coming when custom batch job is trying to deactivate the terminated CPQ user in SFDCError (Mentioned below) is coming when custom batch job is trying to deactivate the terminated CPQ user who left the organization on Aug 4th 2025 in SFDC. Error: caused …
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override of pricing portal engineSummary: I'm using a Pricing Matrix Template to dynamically calculate the price of a CPQ Part. The Pricing Matrix Template is configured as follows. 1 input boolean cust…
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Is CPQ merging with Oracle Fusion from BigmachinesSummary: I have heard a rumour that CPQ is going to be included in Oracle Fusion and will no longer be Bigmachines. The timeline I heard was July 2026. Can anybody confi…
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The "Add Products" button in the Redwood quote line item gridSummary: On the Line Item Grid, we are seeing the action button "Add Products" by default on the redwood ui. I don't see any option to hide this. Looks like this is to s…
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What is the proccessing cycle of FTP folder in FTP Automation processSummary: Hello @bla-Oracle, @SChe Can you confirm me on what's the processing cycle of picking up the file from the FTP folder in CPQ SFTP server in the FTP Automation i…
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Validation rule fires even though advanced condition returns falseI have a validation rule in CPQ 25B that fires, even though the advanced condition returns false. Any ideas why this happens?
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Metrics on Quote Filling and the Process Pipeline TimesHello. Our team if looking for a way to determine the time spent in the site by users as they carry out several quoting related activities, so we would like to know whic…
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Edit Quotes after placing orderSummary: We have a use case where client want to edit the quote (for updating payment terms or change start/end date of a subscription by keeping duration intact ) after… -
Copy Array Set row from one to N numberSummary: We need to implement this requirement from Customer. Can anyone help us to resolve this? 1. Array Set Copy Functionality "How can we implement a feature in Orac…
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We are working on syncing currency values in Euro format from Oracle CPQ to Salesforce CRM.We are successfully syncing currency values in USD and INR formats from Oracle CPQ to Salesforce CRM. However, when attempting to sync values in Euro format, we encounte…
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Redwood configurationSummary: Hello, We want to run a test in the test environment with Redwood, but I have a question. Is it enough to perform the express import for the system to work, or …
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How to call REST API using SSO?Summary: We have SSO enabled in our CPQ. Using IDCS as the IDP. Now we're trying to make some REST calls, but we're not able to do it, because users are only SSO, and th… -
We want to reset the approval history based on the quote statusSummary: We perform change order multiple time and during this time we submit the quote for approval and for the second time we want to retrigger the approval the approv…
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List_integrations logging is happening differently after the 25B upgradeSummary: List_integrations logging is happening differently after the 25B upgrade. Instead of showing the logs for individual runs under "Integration History" tab, all t…
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Restrict Access to the quote based on userSummary Hi, We want to restrict the quote based on user. We want the quote should be visible in transaction manager only for those users who created them.Content Hi, We …
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How to obtain error details in CPQ REST API responseIn a commerce validation rule we have defined detailed error messages in the advanced rule. These detailed error messages show in the CPQ UI when the validation is trigg…
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Identifying the FTP upload errorsSummary: We are designing the FTP setup to load a large data set into the custom data tables and would want to understand if there is any possibility to notify the group…
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I want to avoid the 250 item limit of Dynamic MenuContent (please ensure you mask any confidential information): I created a Dynamic Menu attribute, but it seems I can only display a maximum of 250 items. Currently I ha…
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Direct CPQ–Fusion PIM Integration with Salesforce CRM (No SPIM)Summary: The inquiry is about whether CPQ (Configure, Price, Quote) can be integrated directly with Fusion PIM (Product Information Management), bypassing SPIM (Sales Pr…
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Is it possible to automatically call 'Save' action as soon as user Approve the Quote.Summary: Is it possible to automatically call 'Save' action as soon as user Approve the Quote using Approval Icon (green color) Content (please ensure you mask any confi…
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change step when copying quoteSummary: Hello, I'm working with a copy of the quote. I need it to return to a specific step when I copy the quote. I understand this depends on the System_step_current_…