Resources and Best Practices
- Check out the latest Release Update here
- CPQ Help Center
- Hey Hello! Quick guide for helpful CPQ resources and links
- Discover CPQ Best Practices: Get to know CPQ features, migration tips, and more!
- Configure, Price, Quote [CPQ] learning subscription - Earn the Explorer Badge!
- 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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User creation to be used in integrationSummary: How to create user on OTM to be used in integration (API or SOAP) purposes? Content (please ensure you mask any confidential information): How to create user on… -
Error is coming in Redwood UISummary: Error is coming in Redwood UI when export type of action is performed to attach the document in SF via BML Integration between CPQ and Salesforse. Error detail-… -
In Redwood, the status is not moving ahead once approved.Summary: In our project, we have certain step transitions after transaction is approved. The step transitions are happening correctly but the label is showing as "Approv…
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How to hide line item grid quick add in steps levelSummary How to hide line item grid quick add in steps levelContent Dear All, We want to hide the quick add action in the line item grid but unable to hide that. please, …
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Add My name into recipients list of Upgrade notificationsSummary: I am the only developer in Conduent for Oracle CPQ. Somehow I am missing the upgrade notifications of Oracle CPQ from Oracle. I want to be there in the recipien…
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Oracle CPQ: Performance Impact Due to Extensive Save LogicIn our Oracle CPQ implementation, the Save action is being used to set multiple attributes at both the header and line item grid (LIG) levels. Over time, this has led to…
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MigrationSummary: Content (please ensure you mask any confidential information): Dear Team, Request your help to load Sales Contracts data in CPQ using FBDI / AD- FDI or any othe…
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Import BOM Parts into Quote via excel based on child item selectionSummary: Could you please help me in below requirement . Can we import Bom part based on child item selected in excel sheet. for eg Primary PKG is Parent item and it has…
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Video - Demonstration of the Integrated Seller and Buyer Collaborative Quoting featuresVideo - Demonstration of the Integrated Seller and Buyer Collaborative Quoting features View the exciting integrated support for quoting for the seller in CPQ and the bu… -
How does the Quote import integration from Salesforce work in the Managed Package?Summary: In the new managed package, there is an integration action of Quote Import. It appears that this would pull in data from the quote in SalesForce, mainly for Acc…
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Is there a way to include Employee ID in the User Profile section in CPQSummary: We create CPQ users from SFDC using managed package integration. We want to include employee ID in CPQ for reporting purposes, but this requires us to maintain …
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I need to add an additional pause in the orchestration processSummary: On the basis of the header BU, and the Freight Terms on the line level, I need to introduce a pause in the Orchestration Process. Only once the order is shipped…
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Rest API to update customer profiles instead of using ReceivablesCustomerProfileService WSDLSummary: Our customer prefers using REST API over SOAP, Do we have REST API to update customer profiles Content (please ensure you mask any confidential information): Ve…
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Are the emails sent from CPQ saved?We need proof that an email for an order was sent from the approval process. Are emails sent by CPQ archived or stored somewhere on the Oracle server?
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I got error email when i try to approve the quotationI got this error email when I tried to approve the quotation from the approve action link that I received in an email.
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How to Constraint Next Button In Oracle CPQ ConfigurationRequirement: Business want to constraint Next button as Model have multi step model. The next button will be visible but if the attributes in the first configuration flo…
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Copy process action in the headerSummary: Can the copy process action be added to the quote in transaction manager header? Currently, in my system, the copy option is where the list of quotes made is di…
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How to get CPQ report manager data from api?Summary: We have an usecase, where it would be usefull if we can automatically extract data from the report manager via API. However, we could not find any API routes fo…
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Quote Visibility in Transaction Search through Custom AttributeWe are currently struggling with Quote Visibility Approach and need inputs: Our requirement is as per below: A person belongs to Company A in Country IT and Territory X.…
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Can we add filter only on the Quick Add product list?Summary: Below is our Business Requirements for Quick Add: For the new business unit: - Only spare part numbers should be visible under Quick Add. - Configured parts sho… -
About the $like operator in Dynamic Menu FilterContent (please ensure you mask any confidential information): Regarding Dynamic Menu Filter, I am trying to do the following: {$and: [ {Code:{$like:"xx%"}} ]} This work…
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How to add custom address attributes in CPQ Accounts objectSummary: Hello @bla-Oracle, @SChe As mentioned in the CPQ Help document (see below screenshot & help link) users are allowed to add custom address attributes (range of 1…
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Is there a way to update the part attributes to the newest when a CPQ quote is cloned?Summary: 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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Adjustable JET Interface to RedwoodSummary: Hello I currently still have the adjustable JET UI on my test system. I'd like to test how to migrate to Redwood, how long it would take, how complicated it is,…
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Video: AI Machine Learning Based Product RecommendationsAI Machine Learning Based Product Recommendations The 25C release included a feature to recommend products to add to your quote, based on your historical data. It compar…
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What is the time zone of our servers?Summary: We have a nightly part sync that runs at 4:00am. What time zone is this in? Version (include the version you are using, if applicable): 25C Patch 3
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Synchronize Prices items with CPQ in errorHi, We are trying to integrate price lists from fusion to CPQ. Extract event is successful and transform is ended in error with the following message. { "RecordsToTranfo…
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25C CPQ Upgrade Direct Login DeprecationAn external system is accessing the CPQ data table via an SFTP server using a private key. Will it have any impact after a 25C Upgrade deprecation under Direct Login?
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REMINDER: Revenue Transformation Overview Demo this Week - Register Today!Have you had a chance to pop into one of our CX Solution Overview demo hours? Responding to customer feedback and interest, we’ve launched an ongoing series of regularly… -
Is it possible to change the label of primary column in redwood UI?Hi , In the below screenshot of LIG, we can see that the primary column "Part_Number" display name (Label) is showing "Product". Is it possible to change it? In JET we h…