Approvals
Discussion List
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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… -
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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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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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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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 …User_7THI6 11 views 4 comments 0 points Most recent by Dillon Witt-Support-Oracle Configure Price Quote
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Reassign Approvers on quote which is pending for approvalSummary: We would like to change currently assigned approvers for the reason which triggered the approval. During pending approval step, assigned approvers would select …
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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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We need to set the custom email subject in Advanced Notification to Approver.Summary: As per the business requirement, Each BU have individual approvers, and each approver should be received their own BU related line items. We are able to achieve…
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I want to set the email subject in Notification To Approver>Advanced.Content (please ensure you mask any confidential information): Process Definition>**** Quote Process>documents Transaction>actions Submit>Edit Approvals>Approvers>Approv…Yusuke Shibuya -Oracle 22 views 9 comments 0 points Most recent by Yusuke Shibuya -Oracle Configure Price Quote
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Email Approval/Rejection ResponseSummary: I'm not sure how email approvals work, as this is my first time working with them, but the quote is not updated Content (please ensure you mask any confidential…
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Can we hide Submit action from the Standard Popup in Oracle CPQ-Redwood UIHi We tried to hide the Standard submit from the Redwood UI (Approval Popup), but this is not getting hidden .vallapudasrenuka 13 views 1 comment 0 points Most recent by Emmanuel Zambrano-Support-Oracle Configure Price Quote
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CPQ Approvals feasibility in mobile applications. What are all the prerequisites and setupSummary: We have business requirement where the option of CPQ approval by mobile applications is requirement. We want to know the prerequisites and setup to achieve the …
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Oracle CPQ Submit Attribute SetWe need to report based on values in the Oracle CPQ submit attribute set (for example, date of first approval, number of revisions created per quote, etc.). Unfortunatel…
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Unable to Fetch Approver CommentsHello Team, After approver entering the approver comment if we try to get the current approval's approver comment in the before or after formula of "Approve" sub action …
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Approval SLA ReportingNeed the ability to capture the SLA for each Approval flow in CPQ. We have multiple approvals in CPQ. There are serial approval and parallel approvals. I need to capture…
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How can we implement a dynamic approval workflow to handle multiple approval sets parallelly?Summary: We have a type of approval in our CPQ commerce where the approval is triggered to a set of approvers based on SKU's business unit and we ensure that approvals a…
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Are there any best case to be able to approve transactions in bulk?Summary: I need a solution to be able to approve transactions in bulk with REST API. Are there any past cases of it? Content (please ensure you mask any confidential inf…Ayami Fujita-Oracle 11 views 3 comments 0 points Most recent by SandipKhairnar Configure Price Quote
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how to implement serial approval in a sequence in CPQSummary: I have 3 level of approver in a sequence and each have different discount factor. Once the user submit for approval , it must pass thru all the 3 approver . Lev…
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Can we perform oracle CPQ approval process from Salesforce (Something like remote approval)Summary: We have been facing issue with syncing the approval data from CPQ to SF as the approval data are only available after the approval action is done and it would r… -
Field to display current pending approvalSummary: We would like to run are report on pending approval quotes and sort it out based on the group on which the quote is currently pending for approval. while doing …
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when or how to reduce the list of "ALL" from Things to Finish section?Hi Team, Wanted to understand ,when and how to reduce the list of notifications under Bell icon →Show All→ All section. Does that automatically disappears from All secti…Priyadarshini_sahoo_2507 12 views 3 comments 0 points Most recent by Dillon Witt-Support-Oracle Configure Price Quote -
Add the display approver first name attribute in email templateSummary: We are using SSO login for our CPQ Login which is using the email address of the user. We have build approval email template where we are sending the email to a…Shubham Majithia 11 views 1 comment 0 points Most recent by Ganesan Viswanathan -Support-Oracle Configure Price Quote
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Run BML script on schedule basis in CPQSummary: We are using Salesforce (SF) as our CRM, we are facing issue with mismatch in data between SF and CPQ due to various reasons. like, Scenario 1: Most approvers w…
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Stop Approval completion Notification emailSummary: We want to Stop Approval completion Notification Email, that is being send to the Quote Submitter. Hi Team, Is there a way to stop the Notification for approval…
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When an order is cancelled, is there a way to have it be approved before cancelling?Summary: A large order has been created and is ready to process when it is decided that it should be cancelled. Customer service can cancel the order without Sales Manag…
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How to get the dynamic token from _transaction_approve_link and _transaction_reject_linkHello Team, We need to customize the email approval response as per the business requirement. In the approval email we need to show the approve and reject links as image…