Resources and Best Practices
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- CPQ Help Center
- Hey Hello! Quick guide for helpful CPQ resources and links
- Discover CPQ Best Practices: Get to know CPQ features, migration tips, and more!
- Configure, Price, Quote [CPQ] learning subscription - Earn the Explorer Badge!
- Implementation and Management Series: Plan and prepare for your Oracle CX implementation
- Oracle CPQ How-To's: Short videos about CPQ
To ensure that questions get required attention from community members and are NOT left unanswered, it’s important for the author to indicate (by selecting “Yes” or “No” when prompted) whether the question was answered. (newly added) Please note that it is also important to respond to EACH comment your question receives. Your Yes or No response ensures an accurate status for your question.
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… -
Call for Use Cases: Table-based Configuration RulesHi Everyone, As you know, we’re releasing a new Redwood administration experience in Oracle CPQ with 25D. On a future release, we'd like to redesign the definition of Ta… -
New! AI Agent Collaboration CenterWe are excited to introduce the AI Agent Collaboration Center – a dedicated space for our community members and Oracle, to showcase, exchange and explore real-world AI A… -
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… -
Missing Quotes and Opportunity Products in Salesforce from CPQSummary: Sometimes, Salesforce Opportunities are missing the associated quote or products even though the quote exists in CPQ. We ensure that the quote is saved when it … -
Can we update transaction attribute using BOM Attribute Mapping tableCan we use BOM attribute mapping table to update transaction (Quote) level attribute, what should be the Target Type in this case. we understand that LINE_ATTRIBUTE is u… -
Files embedded in document designerSummary: Hi, I'm working in Document Designer and I'm embedding files, but they're not displaying completely; it's as if they're zoomed in. Do you know how I can fix thi…
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Redwood UI in CPQ ConfigurationSummary: I Observed that in 25D Oracle released redwood for admin area and even for the Product Configuration section. But do we have a idea on when does the Redwood con…
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how to access the selected records in Transactional arrayset?Summary: How to access the selected OOB Boolean in the Transactional arrayset in libraries? Content (please ensure you mask any confidential information): Version (inclu…
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XSLT : Parse XML formatted data in XSLT stored in text area attribute in QuoteSummary: I have xml formatted data stored in Quote text area type of attribute. I would like to parse this data in Document Designer XSL template using xpath expression.…
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how to create custom xml file and store it in text area fieldSummary: Hi, We have a requirment to read the Line Level Attribute and create a xml file and store it in a text area field. Later on I need to read the XML file which is…
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Where can I edit the XSL file for Deprecated Document Engine?I am in the process of rebuilding my output documents on Document Designer, but I need an immediate language change for our existing documents in Document Engine. From w…
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How to send the Final Approval notification to submitter and approvers of the quoteSummary: How to send the Final Approval notification to submitter and approvers of the quote Content (please ensure you mask any confidential information): Version (incl…
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Can we modify the original asset in CPQ if a subscription is renewed early?If a subscription is renewed early, CPQ is not showing the current running active assets, but only the future start date renewed asset. Thus, if any changes are to be ma…
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How to change the pop-up message after the proposal downloaded?After I click generate proposal, a pop-up appears with a loading message, and even though the file is downloaded, the loading icon is still working, so I need to change …
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Doc Designer- conditionals leaving blank space even when criteria not metSummary: In our document designer template, we have a table for the line items. 1 field that holds product descriptions, has some conditoinal statements to only print te…
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How to add a model with Quick Add?Summary: Using the Quick Add function on the Line item grid, but putting the parts under a model. Hi, Our current setup, all our parts go under a model. Quick Add will a…
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usersessionset and usersessionget deprecated in SOAP V1 - What are the altenatives?Summary: We are taking preparations for the news of SOAP V1 APIs deprecating. In a specific project we have - we have a Library BML UTIL that used SOAP V1 calls (it call…
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I want to check the registration date of a partContent (please ensure you mask any confidential information): I have the following question: I would like to check the registration date (creation date) of parts regist…
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Delete parts created by Sales Catalogue IntegrationContent (please ensure you mask any confidential information): I have the following questions. ①Products>Parts ②Search for Part by Part Number →Enter Part Number: →Press…
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forwarding rulesSummary: Hello, I'll explain. In CPQ, we have salesperson and supervisor profiles configured. I need salespeople to only see their own quotes, but supervisors to be able…
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Currency alignment between OSC and CPQWhat is Oracle’s recommended best practice for maintaining currency alignment between CPQ and Sales Cloud? Specifically, does Oracle provide a standard solution for sync…
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Deleting Parts linked with a Part Sync RequestContent (please ensure you mask any confidential information): I have the following questions. 1.Create an Item in Fusion 2.Register the Item as a Part in CPQ → Administ…
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Is it possible to rename attachment file name in CPQ?By default, file name is Document for attachment that came from generated proposal.
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Transactional Arrayset - Max rows after raising a SR ?Summary: In a Transactional Arrayset, by default there will be 500 rows by default, if we raise a SR, how many max rows can be increased further. Content (please ensure …
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Get list of All Quote List views for all usersSummary: I have around 125 users and we want to add some default Quote List views for each user. I cannot se any option where i can get the list of Quote Lists for a spe…
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Tip Tuesday - Collaborative QuotingDoes CPQ allow multiple users to work on the same quote? This is one of the customer questions we received. The answer to this is "Yes". Read out to know how? Creating a… -
revise keyword for action_var_nameSummary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t…
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Add the Advanced filter option in configurator to support multiple filters with OR conditionSummary: Add the Advanced filter option in configurator on recommended page template to support multiple filters with OR condition Content (please ensure you mask any co…
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How I can configure multiple UOM for the same itemSummary: How I can configure multiple UOM with different prices for the same item Content (please ensure you mask any confidential information): We have a business requi…
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Can we close the Action Drawer on click of any action within the drawerSummary: We want to close the action drawer whenever user clicks on any action displayed anywhere within the drawer. This seems to be possible only with the Primary acti…
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Save to see changesSummary: Save to see changes Do you know if it's normal that to change steps you have to click the save button? Shouldn't it do it automatically?
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redwoodSummary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t…