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
To ensure that questions get required attention from community members and are NOT left unanswered, it’s important for the author to indicate (by selecting “Yes” or “No” when prompted) whether the question was answered. (newly added) Please note that it is also important to respond to EACH comment your question receives. Your Yes or No response ensures an accurate status for your question.
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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Is there any way to accomodate multilanguage email as well as the flexibility to incorporate BCC&CC?We have a requirement to send out multi-language email to customers (conditionally). customization of BCC/CC is also a must have (which can be done via using standard em… -
How to Restrict "Create Order" Action on Other Versions Once a Quote Is Ordered?Summary: In our CPQ implementation, we maintain multiple versions of a quote. Once any one of the quote versions reaches the state 'Quote Ordered', we want to ensure tha…
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Hide transaction manager data from Sales Users when there is an error during "clone and move"Summary: We use Salesforce CRM and recently enabled "Clone and Move" feature. If there is an exception/error when performing this, the Sales User is redirected to Transa…
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Integration Use case between Dynamics ERP And CPQ BOM Item DefinitionSummary: We need to integrate products between Dynamics ERP and CPQ. We are using OIC to orchestrate this integration, but we were wondering if there are any success use…
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CPQ system configuration - Configuring distinct instances of the same modelGreetings! One of customer sells complex machinery, and that makes them a perfect candidate to implement system configuration. We have a model already running, but we wo…
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Oracle CPQ Search: Restore Total Quote Count DisplayPreviously, Oracle CPQ displayed the total number of quotes that matched the search criteria, visible in the bottom-right corner of the search results. This has now been…
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Managing users after setting “SSO Only” in CPQHello, I am configuring Single Sign-On (SSO) for some users in Oracle CPQ, and I noticed that once a user is set to “SSO Only”, I can no longer: Change the option back t…
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Clarification on Supported CPQ Access Models for External Users via Standard LoginSummary: Hello Dears, I have a question regarding CPQ, as we are currently implementing Oracle CPQ Cloud and evaluating supported options for exposing certain capabiliti…
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CPQ Transaction Line LoopWe’re currently facing space constraints within the Pricing function and other objects. As part of our refactoring efforts, we had a question regarding best practices: W…
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Can I set approval logic where 2 out of 3 approvers must approve for a quote to be accepted in CPQ?I'm trying to implement an approval rule in Oracle CPQ where a quote is routed to 3 approvers in parallel. I want the quote to be approved if at least 2 of the 3 approve…
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How to initiate the Approval Flow in Oracle CPQ based on some condition.Question- How to initiate the Approval Flow in Oracle CPQ based on some condition. Hi All, I have a below requirement. Current Approval flow is- Sales Director Quote Man…
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Can Internal approval when resubmit can start from the same level it was rejected by the approver?Summary: When the internal approval is resubmitted after getting rejected by one of the approvers, the approval should trigger back from the same approver when resubmitt…
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CPQ Revise action clears approvalsCPQ OOTB Revise action clears approvals on the quote. One terminal status is Dormant status and quotes move to this status with approvals. We need to clear out pending a…
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How do I hide/disable custom actions when no lines are selected in the LIGSummary: Custom actions such as Reconfigure, Delete Line items, Copy Line Items are enabled for user selection with No lines selected in the LIG and upon clicking them w…
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Restricting the visibility of quote in Transaction ManagerSummary: We have business in multiple countries. As the quoting process is same across the countries, we are planning to implement same Process for all the countries in … -
Application Administrator: Additional license usage for Partner Organization companiesSummary: Hello Everyone, Want to know what are the implication of not having Application Administrator users for a Partner Organization company. We don't have any FullAc… -
Oracle CPQ Data table validationsOracle CPQ Data Table Validation Currently, Oracle CPQ data tables are manually updated by users. In one of our use cases, we require a Boolean column to be consistently…
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Get any user details using BML functionRequirement: We want to give access to users based on the user groups through Commerce process steps. However, we are not able to fetch the user details like user group,…
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How to send pdf attachment as raw binary data from transaction using urldata to external systemSummary: We have a requirement of sending pdf attached to transaction to external system, how can we do this from BML Content (please ensure you mask any confidential in…
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Multiple rows insert in CPQ Data TablesSummary: Multiple rows insert in CPQ Data Tables Content (please ensure you mask any confidential information): I would like to insert multiple records at once using bmq…
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Issues Reconfiguring a Sys Config Using the APIsSummary: We are trying to reconfigure sys configs using the Reconfigure APIs but having some issues with the payload format to get a proper return. The use case is that … -
CPQ mandatory item cannot be deleted without parent ?Summary: Trying to delete line item with API and getting error "Mandatory item cannot be deleted without parent" Here is the code. We hard coded values just to check if …
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style sheets in the CPQ configuratorSummary: Hello I understand that Redwood doesn't support style sheets, but I created a configurator and want to see if style sheets can be applied to it. I tried it with…
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Is it possible to restrict access to specific saved reports in Oracle CPQ ?Is it possible to restrict access to specific saved reports in Oracle CPQ so that users can only view reports assigned to their user group, and cannot see or export repo…
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CPQ Password Expiration of Integraton UserIf you are an integration user and cannot be a "Web Services Only User" because of the license, the password will expire. The user does not use the screen login, so if p…
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Transaction Number Customization on Create Action in Oracle CPQWe have a requirement where as soon as a quote is created either via Configuration, Integration or Manually by clicking on Create Button in Quote Process UI, a quote wit…
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Can we apply hiding/Access rule to the html attribute added in BannerSummary: "I've added an HTML attribute with a message and linked it to a banner in the Redwood UI in Oracle CPQ. However, I want to hide this banner based on certain con…
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Need to capture the Audit Logs when Email are sent using _send_email actionSummary: As out of the box feature, when we use the Email Action it shows the popup with email from, to, cc etc field and user can can modify the field and then click ei… -
Translation for Custom Views in Redwood Quote UI ScreenRequirement: We want to add translations for Customized Views in Redwood Quote UI Area. However, there is no way of adding a translation to these tabs. Let us know if an…
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How to re-size the columns in LIG in Redwood LayoutSummary: In Redwood Quote UI, we are trying to re-size the columns available in LIG. It is allowing us to do it in Design mode, but the changes don't exists permanently.…