Resources and Best Practices
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Configure Price Quote
Discussion List
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PDF attachmentsSummary: Hello, I have two print actions, in different tabs within commerce. In one tab, I have attributes for attaching documents. However, these attributes appear in b… -
How to enable Multi Currency with Salesforce IntegrationSummary: We currently only use USD on our Oracle CPQ Site. Our business needs to be able to sell in CAD. We are trying to find the steps to enabled CAD Pricing on CPQ an…
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Is there any possibility to add multiple separate models on quotation by configure flowHello, I have a scenario for adding two different, separate models in one quotation: 1- Configure a model, then click Add convert to quote to add what you configured to …
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I want to return a null value in a formulaContent (please ensure you mask any confidential information): I have the following questions: Process Definition>Quote Process>Documents>Transaction Line>Attributes Cus…
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Auto-Populate Last Price on Transaction Line in CPQHello CPQ Community, I’m working on a requirement in Oracle CPQ and need guidance on the best way to implement it. Here’s the scenario: Requirement: On the Transaction L…
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Issues with Dynamic Menu on Transaction LineSummary: Hi, I have created a Dynamic Menu at the Transaction Line level. The menu points to a live data table which looks something like this: The filter on the Dynamic… -
How to search for account with any part of the name?Summary: On the quotation i use the browse action to search for an account but, its required to search with the same name, for example, if i have company name with two p…
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Approval Sequence IN CPQSummary: I am trying to make Action Called Approve status Changed Approved because i have multiple status Waiting for approvals and Approvals , so i have multiple approv…
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How many Bill To & Ship To sites can be added to an Account in the Accounts objectSummary: Hello, I need to know how many Bill To & Ship To addresses can be added to a particular Account in the Accounts object in CPQ. Oracle ERP doesn't have any limit…
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Remove file from file attachment attributeSummary: I have an attribute of type file attachment and I would like to use a commerce library function to remove the file that was attached/uploaded. I am not sure wha…
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how to configure multiple charts by using one report?I built one report, and I need to build multiple charts on this report.
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The authority of sales agent role when it use as API callSummary: I want to know about the authority of API permissions for the Sales Agent User for CPQ API Call. When calling the API using “Actions” in the Commerce screen to …
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The version quotation number doesn't workSummary: When I use the version transaction, it creates a copy without numbering, the version number still 1 Content (please ensure you mask any confidential information…
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How to change the currency after creating the quotation?Summary: I enabled this option, "Allow Users to Select Currency for Quotes Created from the Transaction Manager" from Commerce Options, so after creating the quotation w…
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Index check restrictions and effects for Data ColumnsContent (please ensure you mask any confidential information): I have the following questions. Quote Process>Data Columns We have added several Transaction attributes to…
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CPQ Parts Expiry: How to restrict expired partsObjective: Restrict expired parts from being added via Quick Add or Configurators in Oracle CPQ. Definition of Expired Parts: Each part in the Parts DB includes a custom…
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How to enable email function?Summary: I tried to use the email action to send a quotation printout, it works on the test instance and doesn't work in the production instance. What are the requiremen…
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I got error when i trying to copy a QuotationSummary: I got this error when I tried to copy a quotation: "A conversion rate doesn't exist for the document's currency preferences."
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Multi Select Menu in Commerce Process in Oracle CPQSummary: I want to create a Multi-Select Menu in Commerce Process in Oracle CPQ Cloud? I knew in Commerce, it is not possible to create a Multi-Select Menu but only a Si…
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OAP v1_0 login api to create session. we recently same deprecation announcementSummary: we use CPQ SOAP v1_0 login api to create session. we recently same deprecation announncement what is alternative rest api or v2_0 We have CRM and ecom integrati…
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Want to hide 2 workflow values from dropdown for future transactionsI’m trying to hide two specific values from the Workflow attribute on the quote for future transactions and want to retain the history of the past transaction where eith…
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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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What are the following Reasons for double time save action ?user needs to click two times save then only values are updating correctly in commerce ? What are following reasons to get this issue ? how can we resolve this ? @bla-Or…
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Remove XSL view on Email Action CPQSummary: Requirement is to send the Additional Attachment using Email Action. However Email Action is associated with XSL View and unable to remove that. Is there any wa… -
Email Proposal XSL view picks up a default selected document.We have a custom 'Email Proposal' action in Oracle CPQ, and the standard action button is not available for reasons that are currently unclear. Currently, the Email Prop…
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How to Implement Multi Language Email?Summary: The requirement is to send out multi-lingual email content based on the country/language (header attribute) selection on quote. Currently we are maintaining all…
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Question on deprecation of the SOAP v1 Web Services for Oracle CPQ in 25CSummary: Regarding deprecation of the SOAP v1 Web Services 1) SOAP v2 will be available right? 2) Are there any plans to deprecate SOAP v2 also in near future? 3) SOAP v…
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How to call library functon on field change?Summary: Hi, is it possible to call a library function when a field is changed? Content (please ensure you mask any confidential information): In Transaction Line, we ha… -
quotation statusSummary: I need to take certain actions when the quote is approved, pending approval, or rejected. Do you know how I can do this?
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Clarification on Parent-Child Grouping in Config Models in CPQQuestion : Clarification on Parent-Child Grouping in Config Models in CPQ As part of the transition from the business’s legacy in-house solution to Oracle Fusion, we are…