Resources and Best Practices
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For more information, please refer to this announcement explaining best practices for getting answers to questions.
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Discussion List
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Salesforce version limitation will impact the CPQ ?Summary: The upcoming Salesforce upgrade will not support the version below of 30.0 will this impact CPQ managed packages installed in the Salesforce. Will this impact a… -
line grid changes should be reflected in configuration and its resp assetSummary: Saw this issue when line item is deleted in Line grid, changes were not available on reconfigure. Also, the asset was not updated. How can we make sure that all… -
How to Handle Substitute or Alternate Parts in Oracle CPQ?Hello everyone, I’m working on a quoting process in Oracle CPQ where we need to offer substitute or alternate parts when a primary part is unavailable or discontinued. I…
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Single-Sign-On(SSO) feature which works everywhere in CPQHi, We wanted to know if there is any SSO feature which can be used everywhere in CPQ, for example :- We are login to Migration Centre for migration, and we put our cred…
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Video - Redwood Administration in Oracle CPQRedwood Administration in Oracle CPQ With 25D, there is an optional new Redwood Administration experience in Oracle CPQ. This will become the standard (non-optional) exp… -
Error without details when trying to generate a proposal from a transactionSummary: I receive the following error when generating a proposal: Invalid white space character (0x2) in text to output (in xml 1.1, could output as a character entit C…
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Manage Notifications for serial approvalsSummary: We have a scenario where there is 5 level serial approval hierarchy. And for each level we have two groups assigned, out of which one group is common among all …
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Reconfigure a Model from Commerce for the Non BOM ItemsSummary: I'm using Oracle CPQ on 25C. When I try to Reconfigure a Model and update and save it to Commerce, the Parent and the Child Items sequences are not retained in …
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how to display serial approval hierarchySummary: We have a requirement to display the full serial approval hierarchy to user when quote gets submitted to the approval. Suppose i have a 5 Layer serial hierarchy…
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from which release superuser account get deprecated?Summary: when we logged as superuser we observed superuser account get deprecated notification so wanted to know from which release this account get deprecated? please u…
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CPQ Auto approvals by system in approval flowBusiness scenario: Approvals are triggered when sales rep reduces the discount more than 10%. This logic is applicable for all configurators and quick adds. Requirement:…
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Restricting Quote Versioning in Opportunity After Contract AmendmentSummary: Details: We are facing a business requirement related to quote versioning inside opportunities. Here is the scenario: We create a new quote (Version 1). This qu… -
Does CPQ Redwood UI support Javascript methods?Summary: Hello Team - Does CPQ Redwood UI support the Javascript methods (getAttributeVal, onAttributeChange) called from an HTML type attribute on config/commerce e.g. …
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CPQ: Can we create a new user type?Does Oracle CPQ allow us to create a new user type. Currently there are 4 user types OOTB.
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disable attachments in a single print actionSummary: Hello , I have two print actions, in different tabs within commerce. And the same attachments appear in both actions, and I want them to only appear in one of t…
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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…
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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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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…