Resources and Best Practices
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- Hey Hello! Quick guide for helpful CPQ resources and links
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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
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… -
Transaction Line Level HTML attribute doesn't print in the document designer outputSummary: Transaction Line Level HTML attribute doesn't print in the document designer output Content (required): Transaction Line Level HTML attribute doesn't print in t… -
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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Copy Quote and Eligibility RulesContext: Inside sales need the ability to Quick Add specific SKUs. Current solution: Add a new user group (GL Pilot) which will identify inside sales. Eligibility rule w…
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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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Tip Tuesday – 7 Steps To Integrate Slack Notifications For Oracle CPQ Quote ApprovalsNote- This recipe is available as Oracle CPQ- Slack Post Notifications for Quote Approvals in the integration Store. Oracle provides this recipe as SAMPLE only. The reci… -
Is there support for mobile aprovals for iphone version OS is IOS 26.1Summary: Is there support for mobile aprovals for iphone version OS is IOS 26.1 Content (please ensure you mask any confidential information): Is there support for mobil…
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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…
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Display date in MM YYYY format.Summary: Here there is a scenario where the customer wants to see the date in MM YYYY format. Example: 12 2025. Here, the first 2 digits will indicate the month, and the…
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Managed Package v8.8 - SFDC Opportunity id is not stamping on CPQ QuoteSummary: SFDC Opportunity id is not flowing to Oracle CPQ Quote, followed the steps mentioned as per KB19756 Content (please ensure you mask any confidential information…
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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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Redwood UI- resize the column in array attributes and Line item grid attributesSummary: As an admin, we are not able to fix the width of the commerce array attributes and LIG attributes to all users on Redwood page. Is anyone see the same issue and…
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Redwood doesn't allow to place the LIG outside a tabSummary: In JET UI, we were able to place content below all the tabs, including the LIG, so it didn't matter in which tab the user was, user could access the LIG informa…
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Is it possible to specify the width of LIG columns in Redwood UI?Summary: Column headers in LIG are not displaying correctly and I haven't found a way to fix it in Redwood. In JET UI you could easily set the desired width for each LIG…
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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 … -
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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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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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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