Resources and Best Practices
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- Implementation and Management Series: Plan and prepare for your Oracle CX implementation
- Oracle CPQ How-To's: Short videos about CPQ
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For more information, please refer to this announcement explaining best practices for getting answers to questions.
For more information, please refer to this announcement explaining best practices for getting answers to questions.
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Discussion List
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Share Your Feedback: NextGen CPQ Redwood Administration ExperienceHi Everyone, We want to hear directly from you! Your feedback plays a key role in shaping the future of Oracle CPQ, and this thread is dedicated to gathering your insigh… -
Announcing: Oracle CX Partner Enablement Training Series (Sep 8 - Oct 2)We’re excited to invite all Oracle implementation partners to join our upcoming Oracle CX Partner Enablement Training Series, starting September 8 and running through Oc… -
Training Implementing Configure, Price and QuoteA collection of videos and resources to help you implement CPQ. This list is ever changing, so bookmark this post and come back soon for more videos and links. Introduct… -
image in emailsSummary: I put images in the email designer but they are not visible, how can I add them so they can be seen? -
Save commerce array data before reconfigSummary: Hello We have a commerce array where we are capturing some information before clicking reconfig on a quote. If we dont hit save button explicitly and hit reconf…
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Is it possible to make 15-character password mandatory for CPQ user?Summary: Requirement is to allow only 15-character password for any user created in CPQ. How can we achieve this? Content (please ensure you mask any confidential inform… -
How to add file attachment attribute in Redwood other than adding in drawer or as inline attachmentSummary: We are trying to add some attachment attribute in Redwood layout but attributes are not coming up in "Available Attributes" drop down. Currently it is possible …
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How to make a URL link in text area attribute as a hyperlink, in email designer ?Summary: I created an attribute as a text area, in this attribute, I added a URL for a PDF as a value in each quotation. How do I make this URL a hyperlink in Email Desi…
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cancel pending parallel approvals if anyone reason gets rejectedSummary: We have a scenario where 3 or more parallel approval gets triggered. If one of the reason gets rejected then the other approvals where the decision is pending, …
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How to restrict access to users to view only their quotes?Summary: We are trying to set controls on the sales user account to view only his quotations. So we created multiple sales groups, but still, all users can see all quote…
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Email Proposal XSL view picks up a default selected document.We have a custom 'Email Proposal' action in Oracle CPQ, and the standard action button is not available for reasons that are currently unclear. Currently, the Email Prop…
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How to add an attachment file to the printout that was added to the Quotation?Summary: How to add an attachment file to the printout that was added to the Quotation?
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Remove any default empty selection from the drop-down LOV in Oracle CPQ,How to Remove any default empty selection from the drop-down LOV in Oracle CPQ, so that the menu consistently displays meaningful values.
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Display Footer Only on Last Page in CPQ ProposalSummary: Use Case: In CPQ Document Designer, I need to enable a footer to appear only on the last page of the document. Kindly confirm if this is achievable and share th…
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Layout Permissions error during migrationSummary: We are migrating a process to QA environment with redwood as default the only UI layout. This is the first time migrating to QA in the instance. We are getting …
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Reconfigure inbound- Not updating prices from Pricing portalSummary: Hello We are using Redwood UI & Pricing portal for storing prices. Every time we return from config to commerce , the new line items are added but the prices ar…
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Unable to modify the text for Products Line Item Grid section details in Redwood UI.Summary: 1. Unable to modify the text for Products Line Item Grid section details in Redwood UI. We are able to update other section details but the same is not working … -
How can we remove Item entry from CPQ Pricebook when the item is Obsolete in PIMSummary: In our current integration with PIM, when Lifecycle stage of an item is updated to Obsolete, CPQ receives Expiration Start Date in a part custom field. In CPQ, …
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Contract period calculations in CPQSummary: The libraries which come as part of Subscription Mgt package (which we load in CPQ) , have contract period defined as integer. It causes issue when date differe…
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Create Package APISummary: Creation of a Migration Package using REST API : /rest/v19/migrationPackages I am able to create a migration package for all the commerce related objects. Howev… -
When searching for currency attributes in the order list, $ is automatically entered.Content (please ensure you mask any confidential information): The problem occurs in the following steps: 1.Open the order list 2.In the search bar, enter the currency a…
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How to customize the search section in LIGSummary: We need to customize the Search box by adding some new attributes and remove some of the existing attributes from this search section in LIG. Could you guide on…
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I want to hide the standard rows in Manage ColumnsContent (please ensure you mask any confidential information): I have the following questions. Open the order list. Click Actions → Manage Columns. The Manage Columns wi…
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Setting input rules for the Quick Add screenContent (please ensure you mask any confidential information): I have the following questions. Open a transaction. Click "Quick Add" in the Transaction Line. The "Quick …
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Customizing the Quick Add screenContent (please ensure you mask any confidential information): I have the following questions. Open a transaction. Click "Quick Add" in the Transaction Line. The "Quick …
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How can I insert a page break in a loop table in the document designer?Summary: Content (please ensure you mask any confidential information): Hello, In the Document Designer, I have a loop table that is used to display items in the line it…
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How to enable Multi Currency with Salesforce IntegrationSummary: We currently only use USD on our Oracle CPQ Site. Our business needs to be able to sell in CAD. We are trying to find the steps to enabled CAD Pricing on CPQ an…
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Integrate CPQ account with oracle fusionSummary: I am trying to build integration from oracle fusion into cpq i made report from fusion but there is no API or soap from cpq side so i search more in crm account…
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I want to change the character layout of the values that can be entered.Hi, We are currently rebuilding from JET UI to Redwood UI. In JET UI, input values and displayed values for amount-related items are positioned on the right. We would li…
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Performance issues with tables in the CommerceHi everyone, Has anyone experienced performance issues with tables in the Commerce module? In our implementation, the tables are extremely slow to render and lag signifi…
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comments mandartory in approvalSummary: Do you know if it is possible to make the approval submission comments and the approval or rejection mandatory?
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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…
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Date formats are coming different in action and commerce library functionsWe are getting the date format as "YYYY-MM-DD" for create date and system date in Commerce library function and it is coming as "mm/dd/yyyy" in Commerce action and we ar…