Resources and Best Practices
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- 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.
For more information, please refer to this announcement explaining best practices for getting answers to questions.
Configure Price Quote
Discussion List
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bom mappingSummary: In the advanced BOM mapping rule, we are passing mapping to the transaction line-level attribute. But attributes are not taking BOM values; they are taking valu… -
How can we sync SCM with CPQ parts?Summary: I know we can sync CX Sales (SPIM) with CPQ Parts. However, there are some customers who don't use cx sales. In that case, can we use parts sync with SCM? Conte…
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Add the display approver first name attribute in email templateSummary: We are using SSO login for our CPQ Login which is using the email address of the user. We have build approval email template where we are sending the email to a…
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Run BML script on schedule basis in CPQSummary: We are using Salesforce (SF) as our CRM, we are facing issue with mismatch in data between SF and CPQ due to various reasons. like, Scenario 1: Most approvers w… -
CPQ Approval Emails to Quote OwnerWhen a quote is approved or auto approved or rejected, email is triggered to Submitter of action. This is mentioned in approve action ,reject action as OOTB behavior. Re…
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How do I use a logical OR filter in the CPQ transaction manager?Summary: How do I use a logical OR operator in a transaction search in CPQ? Content (please ensure you mask any confidential information): I need to search for quotes in…
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How can we Modify/Renew a child Item Asset under Root AssetSummary: Hello Team, we have a requirement, where we have 2 level hierarchy asset structure. eg. : RootItem Asset - RootChild Asset 1. Child Asset1 2. Child Asset2 Here …
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Attach Proposal Document to eSignature attachment field without using a Print ActionThe need is to be able to attach the generated proposal document to a eSIgnature file attachment attribute on a click of a button (Other than Print - A pop up box is not…
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Commerce(Email action button is not working)Summary Email action button to send the proposal document through mail is not workingContent Dear All, In the commerce transaction-level email action button is not worki…
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Stop Approval completion Notification emailSummary: We want to Stop Approval completion Notification Email, that is being send to the Quote Submitter. Hi Team, Is there a way to stop the Notification for approval…
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When an order is cancelled, is there a way to have it be approved before cancelling?Summary: A large order has been created and is ready to process when it is decided that it should be cancelled. Customer service can cancel the order without Sales Manag…
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How to store previously selected values in array set in Configuration.Summary: In Config,I have 2 text attributes(Country and State)and one Array set(2 columns,Select(Boolean),City(text)),And I enter values in to these text attributes(Cons…
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How can i delete an item from the model on the Level of the quotation?How can I delete an item from the model on the Level of the quotation?
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Final Approval Notification in CPQIs there a way to suppress the Final Approval Notification that goes to the quote creator, when the quote does not actually go through an approval process. Only certain …
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CPQ searchable columns limitCPQ allows search of quotes using different dimensions which are added in filter attributes and column attributes. Is there a limit in the number of attributes which can…
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System Configuration Change in Parent should Auto fire Rules in Child ModelIn System Configuration, we have a recommendation Rule in the child model to fetch value from parent configuration and update it in the Child model.Right now , the value…
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column can be dynamic in single select picklist attribute?Hi Team, Description:There is one SSPL attribute where column names are listed out base on selected column, that column values need to show in another SSPL attribute fro…
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Add email hyperlink in Printer Friendly XSL Output documentSummary: I am trying to embed an email hyperlink in Printer Friendly XSL Output document but it is not rendering. I need to add a 'mailto:abc@aa.com' against a text in X…
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OCR IN Oracle CPQSummary: We have a requirement where in contents of a PDF needs to be identified, specially a QR Code which resolves to a specific keyword. This is needed to identify a …
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Do we have functionality like Favourites in commerceAs we cannot customize favorites, do we have any such functionality to have the favorites configured for commerce. We wanted to check if there could be similar favorites…
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CPQ Parts price upload to price booksPD PIM uploads the parts to CPQ price books. For the prices to be uploaded into CPQ, is a non zero price required? Example: Option class part numbers and children of ATO…
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CPQ and Murphy's Law - just for fun!"If there's more than one way to do a job, and one of those ways will result in disaster, then someone will do it that way." Or, more commonly, "Whatever can go wrong, w… -
Is it possible to add a file with an .eml extension as an attachment?Summary: Is it possible to add a file with an .eml extension as an attachment? Content (please ensure you mask any confidential information): Version (include the versio…
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CPQ Line Item GridSummary: Hi Team, How to disable or restrict user to reconfigure/edit/delete any line item once the quote status is Pricing Approved/Submitted to customer/Order Fulfille… -
Docusign user extract in CPQ Reporting ManagerSummary: Hi, We have a requirement from business to get a list of the users who are utilizing Docusign on the CPQ quotes in our CPQ instance. We tried the way to extract…
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How to provide translations for configuration page standard actions?Summary: Content (please ensure you mask any confidential information): Hi Team, We're currently working on translating the standard actions on our configuration page, s…
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Can we update fulfillment line flexfields using the CPQ-OM Accelerator?Can we update fulfillment line flexfields using the CPQ-OM Accelerator?
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Need API for CPQ process Model Configuration.Summary: Hi Team, We attach a csv file in the commerce transaction and click on an action button named Add to Line items, such that all the lines present in the csv file…
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populate action is not working on AccountsSummary: when we try to populate account information on the customer details screen nothin happened Content (please ensure you mask any confidential information): Versio… -
Default Precision of the currency attributeSummary: We have a business requirement for which we need to increase the precision of one of our currency attributes to 4 decimal places. On modifying the host company …