Resources and Best Practices
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- 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
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Configure Price Quote
Discussion List
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Create a report with User's AttributesSummary: We are trying to create a report to get the users list whose last login is more than 90 days ago. To prepare the report from the reporting Manager, I am not abl… -
Ability to Hide Currency in Transaction Line (Redwood UI)Summary: Request to restore the ability to hide the currency symbol at the transaction line level in Redwood UI, a feature previously available in Jet UI. Content: Dears… -
CPQ Redwood - How to enable the "Quick Add" functionality for the Line Item GridSummary: Hello, We have enabled the Redwood UI for our CPQ instance but we cannot figure out how to enable the "Quick Add" functionality on it. Any help would be appreci… -
Performance when adding around 100 attributes to Data ColumnsContent (please ensure you mask any confidential information): I am trying to add an attribute to Data Columns in order to add it to the Manage Columns and search filter…
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Deactivate users in CPQ from salesforceSummary: In the Salesforce managed package there is the section that allows you to populate fields to create users in CPQ automatically. However, I don't see a way to de…
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Video: Generative AI based Quote Assistant in Redwood QuotingGenerative AI based Quote Assistant in Redwood Quoting: With 25C, you can interact with an expert generative AI service in the quoting experience. The Quote Assistant al… -
Documentid in "_bulkAddToTxn" rest apiSummary: -This is resolved- Pls ignore. Hello We are using the rest api : /rest/v18/config/actions/_bulkAddToTxn to create a line under a transaction from external syste…
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How to encrypt the data while exporting from CPQ via SFTP ?Summary: We want to encrypt the data while exporting from integration center via SFTP. Kindly suggest. Content (please ensure you mask any confidential information): Ver…
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How to implement the BML function/Pricing rules for B2B and B2C quote orders in CPQ?Summary: How to implement the BML function/Pricing rules for B2B and B2C quote orders? The goal is to differentiate pricing based on the type of user placing the quote o…
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Approve status will not change until all approvals are passed.Summary: I have a submit action that has three approvals in parallel. However, when an approver approves, it moves on to the next step. I need to change steps until all …
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Display Editable Field Icons exact functionalitySummary: Hi, We have enabled the Display Editable Field Icons (Display Editable Field Icons - Select this option to display indicator icons for editable JET Transaction …
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CPQ layoutSummary: CPQ document designer - layout in Hebrew ( PDF required , Word is not a preffered option). The punctuation is not in the right place at the end of the sentence …
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how to update or set the value of transaction menu item in step transition ruleSummary: I have a requirement that a transaction menu item needs to be updated while transition from one step to another step dynamically. Initial step -1 In Process —Us…
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How to add composite data type attributes in redwood layoutSummary: We are trying to add some composite data type attributes in Redwood layout but the attributes are not coming up in "Available Attributes" drop down. Eg: _config…
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How to export transactions/lines to csv format?Summary: Hi, We need to export all transactions/lines to CSV format, in CPQ Standard version (doesn't have Report Manager functionality). Bulk download only exports to X… -
Discount applied value from Pricing Portal on LIne Item GridSummary: Hello We are using pricing portal to get prices and discount. We have setup a price model for List Price and a pricing model for Discount. Based on the conditio…
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New Generative AI Quote Summary feature throwing error in Oracle CPQ Cloud Version 25BSummary: New Generative AI Quote Summary feature throwing error in Oracle CPQ Cloud Content (please ensure you mask any confidential information): Here is the Error rece…
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Prevent Parts DB Price from populating on a Trial QuoteSummary: Scenario - Trial Quote has to be created with $0 Price. Need to prevent the parts DB price from populating on Line Item Grid when quote created is of type trial…
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Video: Quote Summary - Generative AIQuote Summary - Generative AI: In 25B (for customers integrated with Oracle Sales Cloud) and 25C for others, we've introduced the ability to have Generative AI create a …
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Push Quote Data from CPQ to SQL Server DatabaseSummary: Push selected Quote fields from CPQ to SQL Server Database based upon some action trigger in Quote. Content (please ensure you mask any confidential information…
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CPQ SbappendIssue: We’ve observed that accurate pricing is only reflected after the second Save action . Possible Cause: It appears that the pricing is not updating as expected on t…
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Video: Opportunity to Quote Oracle Modern Best PracticesVideo: Opportunity to Quote Oracle Modern Best Practices: An overview of the capabilities from opportunity to quoting to enable your sellers to sell more, avoid distract…
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Video: What is CPQ?Video: What is CPQ? Adrian Anderson provides an introduction to the concept of a CPQ application and explains the market position it occupies
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CSS does not reflect changesContent (please ensure you mask any confidential information): I'm currently using Redwood and I'm working with stylesheets to change fields within the transaction, such…
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Update transaction array using REST apiSummary: Hello We are using rest api to update a transaction array. But somehow its not working . Not able to figure out the correct body to sent to post method. Using B…
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CPQ Vector Data basePlease let us know the plan and road map for vector data base in CPQ. Is there a plan to provide vector DB in CPQ data tables? Also, when does Oracle plan for moving CPQ…
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REST API: Can we query Transaction based on criteria on Transaction lines in REST?Summary: We have a requirement to query the list of transactions based on line items matching certain criteria. Is it possible via REST? Content (required): Version (inc… -
Can we use datacube to generate report for every 15minsSummary: We have an use case to generate report for backtrack and planning which need all CPQ transactional data. This reporting will have to generate for every 15mins/n…
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Should RelayState be used to land directly in CPQ Transaction Manager via SSO login (SAML URL), or iShould RelayState be used to land directly in CPQ Transaction Manager via SSO login (SAML URL), or is there an alternative approach available?
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How to do billing for service work order if there is no service logisticsSummary: Oracle has not sold to client Service logistics as client does not have Oracle Order Management. How to do billing and costing ? Content (please ensure you mask…