Resources and Best Practices
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Discussion List
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Oracle CPQ Config model via excel dataWe have a requirement to Configure the Model (Non-BOM Model) via uploading the excel/csv file. We are able to achieve this for Non-Array Attribute. But for Array facing … -
_system_User_Groups : Active and Inactive groupsHello Team , OOTB system attribute _system_User_Groups holding both active and inactive user group details ? Is this expected ? Do we have any parameter to check if user… -
I want to add a custom attribute to the Group by on the My Quotes screen.Content (please ensure you mask any confidential information): Sorry for the basic question. I would like to add the custom attribute I created to the Group by section o…
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Auto Forwarding Rule: Does AFR trigger on status transition to same stepWe are trying to trigger AFR on a quote status without changing the quote status. Created an action which will transition the quote from "In Progress" to "In Progress". …
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Multi-Line Deletion Capability in Oracle CPQ Line Item GridHello All, Could you confirm if Oracle CPQ includes any standard (OOTB) functionality that allows users to delete multiple lines simultaneously in the Line Item Grid? Th…
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Customer shipTo bill to fields not retreived in REST -Get callSummary: Hello We are trying to get transaction header information through REST get call, but the customer ship to & bill to fields are not retreived in the response. Ge…
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CPQ Password ExpirationSummary: Can the following users have their passwords indefinitely? Job_System_User (user used in integration) cpq_impl (setup user) Do SSO users also need to reset thei…
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Can the transactions be approved in Bulk?**This post was created as part of a How to Service Request (SR) Release: 22B GA Summary of the question: Currently, approvals can be done on a single transaction. Can t…
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Fetch Approvals Pending on user in CPQ without opening CPQ quotationsIs any possibility without opening a CPQ transaction, we can identify quotes pending for user approvals. we have a requirement, of inactivating the users as a prerequisi…
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Customize Transaction Manager in Redwood UIRequirement: Transaction Manager should only show the Transactions/ Quotes which belongs to a user logged in or user group that user is a part of. Other quotes should no…
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What are the options to update CPQ's Account object from an external system i.e. Oracle FusionSummary: Need to know the method(s) to update CPQ's native Accounts object (master & address data) from outside CPQ. Customer master being an external system (Oracle Fus…
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How to use HTML tags/ beautify email body in Email Action in Oracle CPQRequirement: A sales agent want to share quote proposal pdf with some dynamic email body content at any quote stage. Approach: An email action is created to share this i…
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Is there a way to clone a document designer to other commerce process?Hi Community, Wanted to know if there is a way where i can clone a Document designer from Commerce A to Commerce B? Thanks
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Can we access AOR and Delegation from Line Manager login with out having admin access in Oracle HCMSummary: Is there a way to access AOR and Delegation rules from a Line Manager Login without the line manager having access to Admin roles (IT Security Manager). Content…
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Where can I find the IP Address of a CPQ Server?Summary: Where can I find the IP Address of a CPQ Server? We need to Whitelist our CPQ Servers for another system. Content (please ensure you mask any confidential infor…
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work according to a user's profileI need to work according to a user's profile, but if I work with different languages, the name of this profile will change. How can I manage this so I don't have problem…
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CPQ data table update trackerSummary: There is a data table in CPQ which is updated from EBS via integration. This update happens every 30 minutes. Requirements: Need to track CPQ data table is upda…
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How to hide Request Signature for one esignature attribute not other conditionallySummary: Hi @bla-Oracle, Oracle CPQ allows the creation of only one eSignature Action Set action. However, it does allow multiple eSignature Set attributes, and in our c…
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Is there a limit to the number of files and the total file size that can be attached?Summary: I want to know the limit to the number of files and the total file size that can be attached in the file attach attribute for one transaction, Content (please e…
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Video: Adding Products In Fusion and Synchronizing to CPQVideo: Adding Products In Fusion and Synchronizing to CPQ This video builds upon the setup in the previous, showing how products added in Fusion (specifically in Sales) … -
What's the querying limit for parts in CPQ? "Result set is too large. Please refine your criteria."Hello, We're using the getParts operation from the following CPQ SOAP Web Service: /v2_0/receiver/parts?wsdl When running said operation a few days ago, we received the …
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What could be causing the commerce process/quote page to produce weird characters?Summary: Content (required): Some of our users are seeing weird characters that only appears on our commerce process (See image attached). Here are a few things that I h…
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REST API Get Transaction List Queried by sub-doc part numberSummary Get Transaction List Queried by sub-doc part number - Any API or functionContent Experts, We are looking for any API or function that can find all transactions h… -
Video: Integrating Fusion PIM / Sales SPIM with CPQ PartsVideo: Integrating Fusion PIM / Sales SPIM with CPQ Parts: Typically, customers using Fusion manage their products in Fusion's Product Information Master. A subset of th…
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Hide commerce process from user groupSummary: Hide commerce process from user group Content (required): we have 3 commerce processes. we want to hide one process from certain user group. I have looked into …
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Depreciate BOM ItemsWe have a requirement to implement depreciation for items in the BOM tables Currently, the BOM tables include EffectiveTo and EffectiveFrom columns; however, updating th…
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You don't have permission to access this resource.Summary: When attempting to use transactionID_t field filter in REST API for GetTransactions endpoint, getting the following 403 Forbidden response: "You don't have perm…
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Video: Troubleshooting Oracle Sales and Oracle CPQ - ObjectId 36339811Troubleshooting Oracle Sales and Oracle CPQ - ObjectId 36339811: This is a troubleshooting tip that's only necessary if you encounter an error connecting Oracle Sales an…
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Video: Connecting the Oracle Sales and Oracle CPQ Systems to Each OtherConnecting the Oracle Sales and Oracle CPQ Systems to Each Other: This is the second video in a series to demonstration and understand working across Oracle Sales opport…
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Video: Demonstration of Oracle Sales Opportunity to Oracle CPQ QuotingDemonstration of Oracle Sales Opportunity to Oracle CPQ Quoting: This video if a functional demonstration of using opportunity management and quoting together. This will…