Best Practices
Discussion List
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Question Parent Objects of the "Move" Button in Salesforce that allows you to move a QuoteSummary: The move button in salesforce allows you to move a quote from one parent object to another parent object. For instance you can move a quote from one opportunity… -
Pre/Post Upgrade for SAASSummary: Hi Team, we are looking for the genric document for Finance/HCM for Pre/POST upgrade steps. Content (please ensure you mask any confidential information): Versi…Sayantan Saha-Oracle 21 views 3 comments 0 points Most recent by Sayantan Saha-Oracle Configure Price Quote
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Can we customize the Line Item Removal confirmation modal to add the selected line item numbers ?Summary: After adding the Parts to the Line Item Grid through Quick add, we can select number of parts and we click on Delete(_remove_line_process/remove_transaction_lin…
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Create Bulk Transaction Line Item with Model Item and Part item in hierarchySummary: We have the need to allow a WEB portal (Apex empowered) to create Sales Order (new products activation) Quote with its lines in CPQ. WEB portal (that design tim…Domenico Ligato 53 views 1 comment 0 points Most recent by Emmanuel Zambrano-Support-Oracle Configure Price Quote
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Date attribute used in DataCube reporting page for "Number of days of data to export"?Summary: In the datacube reporting page we have a field named "Number of days of data to export" Could you please confirm the CPQ date field which is used for this field…Willy Cordero Sr. 12 views 1 comment 0 points Most recent by Maksim Khatamov-Oracle Configure Price Quote
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Error when previewing a document:Summary: We are trying to upload the PDF file in Attachment and trying to print that in output document. Getting below error while printing: Error when previewing a docu…Yogesh Deshpande 33 views 5 comments 0 points Most recent by Emmanuel Zambrano-Support-Oracle Configure Price Quote -
Show Product Image in Advanced Parts Search ResultSummary: Hi all we want to use in CPQ only Simple Product. We want to use Part Search and quick add method to add Simple Product, but seem in not possible to associate a…
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SOC1Summary: What is the most recent copy of the SOC1 Report for Oracle CPQ and how can I get a copy of the SOC Reports and Compliance Bridge Letters as they become availabl… -
Quantity with decimal of a Product in line item gridSummary: When trying to enter a decimal quantity for an item in LIG, we get error "Format is incorrect. You must enter a positive integer". Content (please ensure you ma…
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how consulting data of datatables CPQ from external platformSummary: I need to obtain data from 2 CPQ tables by crossing the data. Content (please ensure you mask any confidential information): It is required to obtain data from …
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Enabling login through SSO in CPQ CloudHi, We are exploring the possibilities of enabling SSO in our CPQ Cloud instance with IDP as Microsoft Azure. We already raised an SR to get SSO enabled and it has been …
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CPQ - Asset creation - How to define which product must track as assetSummary: We have CPQ integrated with FOM, and we use PIM as part master. We would like to have that: some products, once delivery is completed, go in asset in CPQ (workb…
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There's an automatic data table backup recurring?Summary: Data Table Backup Content (please ensure you mask any confidential information): Hi, there's an recurring data tables backup planned? From online help I see: Or…Domenico V 52 views 5 comments 0 points Most recent by Emmanuel Zambrano-Support-Oracle Configure Price Quote -
Is there a way to convert an attribute from a Single Select Menu to a Dynamic Menu?Summary: We have several attributes set as single select menus that should really be dynamic menus. Is there a way to convert the attribute to a dynamic menu without nee… -
I want to Introduce Walk me for Oracle CPQ is it possible?Summary: WalkMe is a digital adoption platform that provides on-screen guidance and assistance to users, making it easier for them to navigate and use software applicati…Papireddy LingalaDinne 32 views 2 comments 0 points Most recent by cpqEvanglist-Oracle Configure Price Quote
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Join us Feb 28th for Key highlights and best practices related to CPQ 24AJoin the Oracle CPQ Center of Excellence team to see how to best take advantage of the latest updates in release CPQ 24A. The COE team will dive into key functional area…Graham McInnes, OPM Team-Oracle 12 views 0 comments 0 points Started by Graham McInnes, OPM Team-Oracle Configure Price Quote -
CPQ Part Import from SalesforceHello, we currently run a parts sync once day (after hours) and would like to be able to also run it mid-day. The CPQ help article is mentioning the following : When you…
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Array Sets Quantity Assignment IssueSummary: We use Array sets in our models and users added quantity against some of the items in the array to configure the model. When user reconfigure and in a case that…
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Is there a plan to fix the use of document number in the Error panel for validation rules?Summary: Error panel shows document number instead of sequence number leading to confusion when reviewing output from Validation Rules. Content (please ensure you mask a…
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Pricing Engine QuerySummary: Hello Team, Need oracle's suggestion on the below use case, We have around 40k accounts and 50k products. We have a standard price list stored in data table We …
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Is it possible to turn off the new naming convention with 23D?Summary: As part of 23D all variable names in Commerce are automatically appended with _c. Is it possible to turn this off? This breaks our established naming convention… -
Newly enabled currency - Currency decimal places for existing attributesHi All, We have enabled a new currency (ZAR) recently in CPQ and set the decimal precision to 2 in Host Company Info. However, in the existing attributes (commerce and c…
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The function globaldictget is causing system slownessSummary: Inside a BML util library function globaldictget() is getting called. Whenever it is called the CPQ system gets slowed down for 10 mins and commerce quotes do n… -
How can we account for frequent username field changes in SFDC for the user sync in CPQ?Summary: Currently the SFDC username needs to be in sync with the Login field in Under User Integration in CPQ, we are trying to analyze if any other field from SFDC suc…Charishma_Chadalawada 32 views 4 comments 0 points Most recent by Charishma_Chadalawada Configure Price Quote
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Ask Me Anything with Technical Services Team!Hello Community! I am back with a unique " Ask Me Anything" session for October Month. This month there will not be one Expert who will be answering questions of custome… -
Collaborative Editing - how to detect when it's active on a transaction?Summary: We are enabling Collaborative Editing for our commerce process, and have added a Back action so users can explicitly exit the session. Is there any way to detec… -
CPQ Refresh - Delta dataSummary: Is Delta data refresh possible? Content (please ensure you mask any confidential information): Assume we have performed a CPQ refresh from Prod to DEV till 2022…
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Tip Tuesday - Application Boundaries and Magic NumbersApproval Workflow 256 characters for the approve/reject comment in Approval Workflow 4000 characters for the Submit Comment in Approval Workflow Attributes 16 digits max…
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can we refresh instances having different major versions?Summary: Lets say if we have production as 23B and Dev as 23C, Can we perform Dev refresh with production instance? If Yes, what will be the version of DEV after refresh…
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How can I change CPQ Line Item Export output from .xls to .xlsx?We are sending the line item grid export document in .xls format to the users via email on approval. If we want to change the export output format from .xls to .xlsx is …