Resources and Best Practices
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Configure Price Quote
Discussion List
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Latest Configured/Reconfigured ModelWe have several models in our system, and I have already configured some and added them to commerce. I am now configuring a new model and migrating its data to commerce.… -
can we restrict users from making changes in email and names in their profile?Summary: can we set the Email, First Name and Last Name of the Users to Read only. Content (please ensure you mask any confidential information): Version (include the ve…
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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…
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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 layout in Hebrew - text direction problemSummary: CPQ document designer - layout in Hebrew (PDF required). The punctuation is not in the right place at the end of the sentence (it is on the right side; it shoul…
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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…