Resources and Best Practices
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- CPQ Help Center
- Hey Hello! Quick guide for helpful CPQ resources and links
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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.
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Discussion List
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Advanced Forwarding Rule for Start StepWe have a requirement to run Advanced Forwarding Rule on Start Step. But Oracle does not support AFR on Start Step. Any specific reason, why is AFR not enabled for Start… -
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How to remove "Charge Details" action button from Line Item GridHello, On the process sub document, I clicked on "Synchronize Charge definitions" which I think that made visible on the LIG a new button called "Charge Details". Could …
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Location of Change Password (Save Changed Password) Button for Change Password ProcessSummary: The location of the reset password button is causing users to fail resetting their password. Content (please ensure you mask any confidential information): Most…
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How to change the currency of a quote from REST-APISummary: When we create a new quote in the "Create Transaction" in REST-API, we want to set the initial value of the parameter:currency in the variable for the currency … -
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Disable Create Quote action based on user typeSummary: Need the ability to disable Create Quote action on Quote Manager based on user type. Content (please ensure you mask any confidential information): We have a re…
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Do we have any provision to create the user groups in bulk when multiple groups needs to be createdSummary: We need to create multiple user groups but there is no bulk creation scenario to create groups in bulk Content (please ensure you mask any confidential informat…
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What is the best way to export all the historical quotes with limited set of attributesSummary: Requirement is to export all the Quotes (no quote left) created in a CPQ site with limited number of attributes (header + Line) for auditing purpose on daily/we… -
Can we "select all" filtered assets for renewal and terminationSummary: Hi, Can we do a "Select All" for multiple assets for Renewal or termination ABO operations on Asset Workbench? Currently we have to manually select each asset l…
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how consulting data of datatables CPQ from external platformSummary: I need to obtain data from 2 CPQ tables by crossing the data. Content (please ensure you mask any confidential information): It is required to obtain data from …
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Quote Line Item to Opportunity Line Item Sync in Salesforce with Manage Package 8.6We are using Manage Package 8.6 . We don't want to sync the CPQ Quote Line Item to the Opportunity Line Item in Salesforce. Is there any OOB way to disable this function…
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Change Opportunity Field Data type in Oracle Quote Object in SFDC for the SFDC-CPQ ConnectorSummary: Currently Oracle Quote object which is part of CPQ Connector managed package has "cafsl_Opportunity__c" field which is lookup relationship to Opportunity. Can w…
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PIM import overwrites part fields that are not specified in the XSL fileSummary: In our implementation of the Import Parts integration to import parts from PIM to CPQ, we are using the default Result Parser XSL file to map the PIM fields to …
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Need to get the details on the following parameters related to Oracle CPQSummary: Hello, Can someone please help me with details on below parameters related to Oracle CPQ. Please answer whatever you can. Content (please ensure you mask any co…
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How can I change the ordered list style in Document Designer?Summary: How can I change the style of the ordered lists in Oracle CPQ Document Designer from the default of Arabic numerals? Content (please ensure you mask any confide…
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Send email to user group using email action in CPQWe have a requirement to send email to a specific user group. This is on an action trigger. Currently, application does not allow email triggers to user groups. Business…
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Multiple currencies in reportsSummary: Hello everybody, is it possible to create reports that include currency type attributes without choosing a specific currency? This would allow to have reports t…
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How to extract all level keys in a json structure in bml?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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Is it possible to have the approval notification for each step of the approval workflow?Summary: Content (please ensure you mask any confidential information): Hello, When we have an approval workflow with multiple level of approval, the email of approval i…
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Week of the Year calculation in BMLSummary: Looking for options to calculate week of the year in BML code. We have a requirement to find if current week is Even week or an Odd number week - this is to han… -
Email designer functionality standard fieldsSummary: Content (please ensure you mask any confidential information): Hello, We decided to customize the email received by a customer when a request for approval is ap…
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How can we import items with their BOM in commerce with import excel functionality?Summary: Content (please ensure you mask any confidential information): Hello, In commerce there is the functionaliy Import Excel that is needed to import items in the l…
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Enabling login through SSO in CPQ CloudHi, We are exploring the possibilities of enabling SSO in our CPQ Cloud instance with IDP as Microsoft Azure. We already raised an SR to get SSO enabled and it has been …
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How to display the HTML attribute in document designerSummary: 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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I am trying to use get parts rest api through postman, using query parameter "q"The oracle CPQ rest api get parts is not working by using query parameter "q". Attached the error while trying to invoke the api through postman. I want to query the par…
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Does Channel Agent users have access to export functionalityWe have setup auto forwarding rules for the steps for Channel Agent type users. When the user logins with user type Channel Agent and tried to search the records with so…