Resources and Best Practices
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Configure Price Quote
Discussion List
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can we mask CPQ data table column to keep data confidential from other user who has access to tableWe have requirement for Federal customer we wanted to mask the data from CPQ transaction, to do that we have suggested to maintain the federal account details with mask … -
How to download transactions with menu field LABEL instead of variable?Summary: We're running bulk downloads to get transactions and we're only getting the VARIABLE for the menu fields. How can we have the LABEL for them, instead of the var… -
Want to call custom CPQ ACTION endpoint URL in iframe of SFDCScenario - We are hiding the model line in LIG , so we have created custom RECONFIGURE button and in this the end point URL is from the code itself which is working fine…
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Mobile layout does not supports Single Select Picklist Attributes. Is there any alternative way?Summary: We have Single select picklist fields in Config desktop layout. As we are enabling mobile layout in config and found that the SSPL are not supported on mobile U…
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Print/Export Data in CSV FormatSummary: Print/Export Data in CSV Format Content (please ensure you mask any confidential information): Is there a possibility to export/print data in csv format, in CPQ…
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Oracle CPQ Integration with SharePointCan Oracle CPQ Read Holiday Lists Directly from SharePoint Excel Files? We have a requirement to reference an Excel file stored in a SharePoint location, which contains …
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How to fetch pricing portal output to Configuration attribute ?Summary: In pricing portal, we have ADVANCED-LEGACY type of price model created, from here we wanted to directly map the output to configuration attribute. So which OOTB…
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Is it possible to allow manual entry for listPrice_l while still using Pricing (3)I need a few clarifications regarding the CPQ Pricing Portal – Pricing Behavior (3) setting. As per our understanding, enabling this setting disables the listPrice_l att…
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Configuration from AssetSummary: We have finished configuring model1 and have successfully created an ABO asset. Our next step involves retrieving the configuration selections that were made fo…
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how to restrict transactions based on the owner in CPQWe have a requirement to restrict transaction visibility in the Transaction List based on the Owner attribute. Specifically, one user (such as a manager or Admin) should…
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Is there a 'Radio Group' option available for single-select menus in the Redwood Quote UI?Summary: The 'Radio Group' option for single-select menu attributes is not available in Redwood Quote Design, although it is available in JET UI. Can we expect this feat…
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How to freeze LIG columns in Redwood Quote UI?Summary: would like to freeze certain desired columns in the LIG section of the Redwood Quote UI. Is there any way to achieve this functionality in Redwood? Content (ple…
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Queries for Enabling Redwood UIWe are in the process of enabling the Redwood UI CPQ and have the following queries. Any help would be highly appreciated. 1. We would like to retain both the Legacy Tra…
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How to add file attachment attribute in Redwood other than adding in drawer or as inline attachmentSummary: We are trying to add some attachment attribute in Redwood layout but attributes are not coming up in "Available Attributes" drop down. Currently it is possible …
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Workbench Performance issue on modify actionSummary: Hi Team, We are getting performance issues in asset workbench. We I select multiple assets and click on modfiy action, its taking ~15 mins to navigate to commer… -
Oracle CPQ Redwood UI customisation questionsSummary: Oracle CPQ Redwood UI customisation questions Content (please ensure you mask any confidential information): After exploring the Oracle CPQ redwood UI, we notic…
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Need to change the version of Apex class in salesforce which is managed by CPQSummary: In the salesforce, we need to change the version of Apex classes if the version is less than 42. Some of the apex classes are managed by CPQ which is having the…
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Can we have prorated prices in CPQ?Summary: We have our CPQ that is integrated to Order Management, which in turn is integrated with Subscription Management. We want to use "YEARLY" Price Periodicity. If … -
Can reordering and drag-and-drop of line items be enabled in the Redwood LIG?Summary: We are transitioning from JET UI to Redwood Quote UI. One of the existing functionalities in JET UI is the ability to reorder line items and drag and drop line …
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SPIM to CPQ BOM SyncSummary: We are currently syncing SPIM with CPQ parts and the Bill of Materials (BOM). During the BOM synchronization, each parent item is being created as a separate ro…
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Delete favorites with expired pricingSummary: We’re working on retrieving a complete list of favorites across the system in order to identify and remove those associated with expired pricing method. While w…
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Price Agreement in CPQSummary: I'm trying to test the ability to create sales agreement in CPQ quote which results in a Price agreement being created automatically in Pricing Portal. However,…
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Moving from myservices to OCI admin centre - Lost reports and functionalitySummary: Hello Community, I am seeking some support please. Earlier this year we moved from the old myservices.em2.oraclecloud.com website for managing our EPM instances…
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How to enhance the Oracle CPQ Configurator UI like a websiteSummary: I want to enhance the Oracle CPQ Configurator UI like a website. Kindly see the attached screenshot. Is it possible to make the Configurator UI like the attache…
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How to expand the LIG by default in RedwoodSummary: In Redwood Quote UI, as soon as the configuration is added to quote, we are expecting the LIG to be "Expand" by default. Currently it is "Collapse". Please let …
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Part changes Not Shown On Existing quotesWhen the part information is modified and the part is already a part of the quote, the quote will reflect the part information that was present during the quote creation…
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Does Oracle CPQ configurator support 3D Modelling?Summary: In the above video, I have seen the 3D Modelling in the CPQ Configurator at 1:10. How can we achieve this? Content (please ensure you mask any confidential info…
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Is there any way to accomodate multilanguage email as well as the flexibility to incorporate BCC&CC?We have a requirement to send out multi-language email to customers (conditionally). customization of BCC/CC is also a must have (which can be done via using standard em…
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How to Restrict "Create Order" Action on Other Versions Once a Quote Is Ordered?Summary: In our CPQ implementation, we maintain multiple versions of a quote. Once any one of the quote versions reaches the state 'Quote Ordered', we want to ensure tha…
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Hide transaction manager data from Sales Users when there is an error during "clone and move"Summary: We use Salesforce CRM and recently enabled "Clone and Move" feature. If there is an exception/error when performing this, the Sales User is redirected to Transa…