Resources and Best Practices
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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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How to call REST API using SSO?Summary: We have SSO enabled in our CPQ. Using IDCS as the IDP. Now we're trying to make some REST calls, but we're not able to do it, because users are only SSO, and th… -
We want to reset the approval history based on the quote statusSummary: We perform change order multiple time and during this time we submit the quote for approval and for the second time we want to retrigger the approval the approv… -
List_integrations logging is happening differently after the 25B upgradeSummary: List_integrations logging is happening differently after the 25B upgrade. Instead of showing the logs for individual runs under "Integration History" tab, all t…
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Restrict Access to the quote based on userSummary Hi, We want to restrict the quote based on user. We want the quote should be visible in transaction manager only for those users who created them.Content Hi, We …
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How to obtain error details in CPQ REST API responseIn a commerce validation rule we have defined detailed error messages in the advanced rule. These detailed error messages show in the CPQ UI when the validation is trigg…
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Identifying the FTP upload errorsSummary: We are designing the FTP setup to load a large data set into the custom data tables and would want to understand if there is any possibility to notify the group…
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I want to avoid the 250 item limit of Dynamic MenuContent (please ensure you mask any confidential information): I created a Dynamic Menu attribute, but it seems I can only display a maximum of 250 items. Currently I ha…
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Direct CPQ–Fusion PIM Integration with Salesforce CRM (No SPIM)Summary: The inquiry is about whether CPQ (Configure, Price, Quote) can be integrated directly with Fusion PIM (Product Information Management), bypassing SPIM (Sales Pr…
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Is it possible to automatically call 'Save' action as soon as user Approve the Quote.Summary: Is it possible to automatically call 'Save' action as soon as user Approve the Quote using Approval Icon (green color) Content (please ensure you mask any confi…
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change step when copying quoteSummary: Hello, I'm working with a copy of the quote. I need it to return to a specific step when I copy the quote. I understand this depends on the System_step_current_…
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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-…
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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…