Resources and Best Practices
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Configure Price Quote
Discussion List
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Oracle CPQ 24D Product Release PackBob Farvar, one of our rock star CSM's, pulled this together for his customers He gave me permission to share with the larger community. This is an excellent resourceGraham McInnes, OPM Team at Oracle-Oracle 29 views 1 comment 2 points Most recent by Pradeep Agrawal -
CPQ Release Center with Relevant Data and LinksTo make it easy for you to access, here are links to all recent release webinars and new feature summaries. Links are listed in descending date order. I hope this is use…Graham McInnes, OPM Team at Oracle-Oracle 48 views 0 comments 0 points Started by Graham McInnes, OPM Team at Oracle-Oracle
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India Partner Training 2024 - RecapThe past couple of weeks have been a whirlwind of excitement for the Oracle CX community. After what felt like an eternity, we finally hosted our India Partner Training … -
Oracle CPQ Short Video SeriesGreetings everyone, Exciting news! We're thrilled to introduce our latest initiative, the "Bytes" series. Dive into concise and short yet informative videos on Oracle CP…
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Seeking Joint Design Partner for Price Books EnhancementsSummary: The CPQ PM team is seeking a customer to participate as a joint design partner in replacing/upgrading the current Price Books functionality and integration with…Ellen Beres, CPQ Product Mgmt-Oracle 72 views 0 comments 5 points Started by Ellen Beres, CPQ Product Mgmt-Oracle -
Training Webinars for CPQ PricingSummary: This deck will provide you links to all of the relevant webinars covering CPQ Pricing Content (required): This document provides links, titles and instructions …Ellen Beres, CPQ Product Mgmt-Oracle 264 views 2 comments 6 points Most recent by Ellen Beres, CPQ Product Mgmt-Oracle
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TransactionLine attribute exposed in Transaction and TxnLine Layout to be conditionally hiddenSummary: A transactionLine attribute present in both Transaction Layout (LIG) as well as Transaction Line layout. is it possible to hide the attribute at one place but k… -
Site appears when creating User layout in Salesforce in new CPQ Connector 8.8Summary: We are implementing the new CPQ Connector to replace the old managed package for integration to Salesforce. We have added the new User Visualforce page to the u…
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in arrayset i had one Single Select Menu attribute ?in array set i had one Single Select Menu attribute if user selected apple, apple needs to prompt [apple:ball:car] field I tired with recommendation to set field if user…
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Subsription workbench showing empty pageSummary: Hi Team, The subscription workbench is not loading, It is showing a blank page. It was loading previosly but now we are facing blank page issue. Also, in custom…
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Identify Inactive Quotes to Prevention User from making changes which causes Error.Summary: Inactive Quotes - User Error Prevention Changes. We are using Oracle Fusion Sales Cloud. User creates multiple quotes from same Sales opportunity but once on an…
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Items are inactivated in Oracle Fusion but still items are fetched in CPQItems are inactivated in Oracle Fusion but still items are fetched in CPQ. QUote is created with Inactive items and order is created in Order Management but with the err…
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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… -
How can I use header level attribute of Request for calculating list price from CPQ Pricing Portal.Summary: In Pricing Portal I did not find any provision to include PriceBook. So I created a Header level Pricing Attribute called "Price Book Name (priceBookName_c)" in…
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CPQ OM Integration using OOTB Standard PackageSummary: Hello Team - We're trying to integrate Oracle CPQ with FOM using OIC as a middleware for order creation. We've the following approaches to establish this integr…
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Copy quote and Duplicate quoteRequirement: Identify quotes copied from OSC using "Duplicate" action vs identify quotes copied from CPQ using "Copy" quote action. When quote is copied using Duplicate …
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How to Archive Transaction in the folder Trash in CPQ?Summary: Only SuperUser can Archive and Delete transactions so that user will only add the transactions to Trash folder. Is it possible for the SuperUser to view that Tr…
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CPQ and Configurator Models in Product ManagementHi This is a general query on knowing the difference between the CPQ and Configure models in Product management. Conceptually both seems same except the CPQ has pricing …
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How to link a new quote to an existing price agreementhello, We have a case that a quote has generated a trade agreement valid for 3 months. In the second month, the customer would like to have an order against the valid ag… -
What are the limitations of Export Transaction Attachment REST API in Oracle CPQ.Summary: We wanted to use Export Transaction Attachment REST API to import attachments from one transaction to Another transaction, so having some questions as below: 1.…
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What is maximum size limit of transaction array set?Summary: Hi In our application current limit of transaction array set size is 1000. Can it be increased further? If yes how much? does it have any impact on performance …
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Does CPQ Docusign Integration support In person signing of documents?Summary: Hi, We've integrated CPQ with Docusign and when the user submits the document for signature, an email notification is sent to signer in the order of recipients …
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Create Account using Rest API or WebAs there is no REST /SOAP API to create accounts in CPQ, can I automate Accounts FTP using OIC, or still manual export and import is the only available solution?
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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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Feasibility of Using SSO Authentication for Oracle CPQ APISummary: We are exploring the possibility of using Single Sign-On (SSO) as the authentication method to execute the Oracle CPQ API, specifically for logged-in users rath…
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We are trying to invoke the Commerce _reconfig_action and Save reconfiguration(config API)Summary: We are are trying to replicate the reconfigure and Save Reconfiguration scenario through API but the Recommendation rules are not getting fired and expected fun…
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Pricing Transaction Lines Using a pricing engine outside CPQ (like Fusion Pricing)Summary: Would like to understand details and best practices around integrating CPQ with an external pricing engine ( like Oracle Cloud/Fusion Pricing) Content (please e…
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How to add Search bar in Transaction Manager?Is it possible to add a Search bar in Transaction Manager? The Search option in Transaction Manager is a little bit dizzy to the user and ask to have a search bar where …
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Establish relationship between different customersWe are currently storing account data in the Out-of-the-Box (OOTB) native accounts object, which includes multiple billing and shipping addresses. We have a requirement … -
Can an stand alone apex application be embedded in CPQ cloud?Summary: Can an stand alone apex application be embedded in CPQ cloud? Also, can we access the CPQ roles out side the CPQ application by any query service / API ? Conten…
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Live Data Table Updates - Can't omit a columnSummary: We have a Live Data Table that receives regular updates via an automated file import task (push to CPQ's SFTP, it triggers an automated file import). This data …
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When we add from favorite is there any way any ID is stamped on the LIGHi Team, I wanted to know when we perform Add from favorites, is there any way we can get the favorite Id or the favorite Id is stamped to differentiate between normal c…
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Integration in CPQHi @Everyone, I hope you all are doing well! I have some questions regarding the Status of the CPQ Quote to be sync back to Oracle Commerce Cloud. Issue Summary: The bus…
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multiple Contract with single quoteSummary: We have a requirement from Customer that they want to create multiple Contract with single quote and same customer but based upon line level product condition o…
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Pricing Portal: Auto update end date for One Time PriceIn Oracle CPQ Pricing Portal, One-Time Price is set with Start Date and End Date. The source system has effective start date. Is there a way to auto update the End Date?…
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Inquiry about Reference ApplicationSummary: Our CPQ Instance is provisioned with BASE reference application. We would like to change the type of reference application from BASE to SFDC to support the OOTB…