Quote
Discussion List
-
Make custom integer field in transaction line in cpqSummary: Now i have to implement onhand quantity from fusion into cpq i make data table and have onhand quantity but i want to make field with function itemNum = "|_s_pa… -
Copy Line item and select the attribute on copy screenSummary: Current Standard Behavior: When a user selects a line item and clicks Copy, a standard Pop-up Screen appears. In this screen, the user can change the Quantity b…
-
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 …Vaibhav Verma-167352 107 views 2 comments 2 points Most recent by Rameshkumar Alagarsamy Configure Price Quote
-
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…
-
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_…
-
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…
-
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.…
-
Is there a way to update the part attributes to the newest when a CPQ quote is cloned?Summary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t…
-
Email action not workingSummary: Hello, I created an email action. When I executed it in my quote, the sending was not completed, and in the error log, I saw the following error: [ERROR] - Erro…
-
Price Agreement in CPQSummary: I'm trying to test the ability to create sales agreement in CPQ quote which results in a Price agreement being created automatically in Pricing Portal. However,…
-
Is there any way to accomodate multilanguage email as well as the flexibility to incorporate BCC&CC?We have a requirement to send out multi-language email to customers (conditionally). customization of BCC/CC is also a must have (which can be done via using standard em…Surabhi Kukreti 14 views 1 comment 0 points Most recent by Rashmi Sinha- Support-Oracle Configure Price Quote
-
How to Restrict "Create Order" Action on Other Versions Once a Quote Is Ordered?Summary: In our CPQ implementation, we maintain multiple versions of a quote. Once any one of the quote versions reaches the state 'Quote Ordered', we want to ensure tha…
-
Hide transaction manager data from Sales Users when there is an error during "clone and move"Summary: We use Salesforce CRM and recently enabled "Clone and Move" feature. If there is an exception/error when performing this, the Sales User is redirected to Transa…
-
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…
-
How do I hide/disable custom actions when no lines are selected in the LIGSummary: Custom actions such as Reconfigure, Delete Line items, Copy Line Items are enabled for user selection with No lines selected in the LIG and upon clicking them w…
-
Restricting the visibility of quote in Transaction ManagerSummary: We have business in multiple countries. As the quoting process is same across the countries, we are planning to implement same Process for all the countries in … -
Can we apply hiding/Access rule to the html attribute added in BannerSummary: "I've added an HTML attribute with a message and linked it to a banner in the Redwood UI in Oracle CPQ. However, I want to hide this banner based on certain con…
-
Translation for Custom Views in Redwood Quote UI ScreenRequirement: We want to add translations for Customized Views in Redwood Quote UI Area. However, there is no way of adding a translation to these tabs. Let us know if an…
-
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… -
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… -
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
-
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 …
-
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…Ashok Kumar Mittapalli 33 views 5 comments 0 points Most recent by Sushmita Singh-Support-Oracle Configure Price Quote
-
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…Raja Siva Krishna 32 views 6 comments 0 points Most recent by Ellen Beres, CPQ Product Mgmt-Oracle Configure Price Quote
-
How to Set a Default Search Criteria in CPQ Based on User Group or Other Conditions?I’m currently working on configuring Oracle CPQ and I’m trying to achieve the following behavior: Set a default search filter (criteria) in the Search page that automati…
-
_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…Yusuke Shibuya -Oracle 22 views 3 comments 0 points Most recent by Paul Pederson Configure Price Quote
-
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…
-
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…
-
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…