Resources and Best Practices
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Discussion List
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Invoicing Rule/Accounting Rule in CPQSummary Invoicing and Defaulting Rules in CPQContent Hi, We have the Invoicing Rule (in Advance) & Accounting Rules defaulting on Sales orders and this info seems to be … -
Custom Part Fields - Limitation on Number Type FieldsSummary Can we have more than 3 Number Type Custom Part FieldsContent Currently we have a limitation of only 3 Number Type Custom Part fields. For one of our projects, w…
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Enable ajax for Commerce hiding rules with Action Type as Advanced functionSummary Currently the hiding rule is not triggered in ajax mode if the rule has Always true condition and Action type as Advanced function.Content It is expected that th…User_2025-02-11-00-36-54-229 26 views 2 comments 0 points Most recent by User_2025-02-11-00-36-54-229 -
Password reset email customizationContent 1. How to customize the password email while creating/resetting the password. Sample email when new user created, I want to add my content here. How can we achie…
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Last page footer - Document DesignerContent Is there a way to identify the last page of the template in the document designer? We need to add some content before the footer like "Computer generated documen… -
Delete items in reconfigure causes loss of subsequent line item updates from quoteContent Our quote LIG has a couple fields that can be updated with line specific information that aren't part of configuration. If we reconfigure and delete a line, when…
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Number in WordsContent Hi, Do we have any standard option to convert the Numbers into word? Thanks, Mohan
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Calculation in Document DesignerContent Hi, Can we use simple real time calculation like addition & minus in Document Designer? Thanks, Mohan
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Sequence number in Document DesignerContent Hi, How to generate sequence number realtime in the Document Designer loop? We are not going to show model in template. We are just showing the items/parts in th…
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String functions in inside bmql queryContent I would like to use some string functions inside the bmql specifically lower and upper functions For example: In SQL we can do this: SELECT LOWER(department_name…
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How can I show Quote Number & Customer Name at the top of each tab in Commerce without creating sepaSummary We have 9 tabs in Commerce. It would be beneficial to show the quote number and customer name on each tabContent Does anyone have a slick way of displaying the s…
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CPQJS.onActionCompleteSummary CPQJS.onActionComplete not working for auto update in ConfigContent CPQJS.onActionComplete works in Configuration when you click a button like "_update". However…
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Invoking an Integration to update a data table from Sales Force to CPQ (OnDemand Or Scheduled)Summary Invoking an Integration to update a data table from Sales Force to CPQ (OnDemand Or Scheduled)Content Hello All, We have a Custom data table in CPQ and data for …
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Error in accessing the image located in file manager in CPQSummary Error in accessing the image located in file manager in CPQContent dear all, We are facing an issue with an image which was worked fine earlier now getting an is…
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Can performance logs in CPQ be used to capture Jitterbit connection issues?Content Hello Community, We use Jitterbit to pass data between CPQ and our ERP system. We have been finding that there are occasions where data is being sent to Jitterbi…
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Restricting the visibility of quote in transaction manager.Content Hi, The quotes which are visible in transaction manager should be the quotes which the user has created or has come to his approval. How can we do this steps? Th…
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Update in CPQ Business Case approval hierarchy.Summary Business Cases having Pay Back of 9 Months or under are to be approved by Atif Javed as final approval after line manager . As per previous practice for all case…
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Multiple Paramters for filtering in Dynamic MenuContent I want to use multiple parameters in Dynamic Menu for filtering. According to MongoDB docs, this one is valid: {DistributorId:"|_customer_id|",Username:"|userNam…
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Partner Application for CPQSummary Avaialblility of partner application for CPQContent Hello All Is there a partner application available for CPQ ? This need to be used to extend CPQ Restricted vi…
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Transaction Attributes gets hidden in a during a particular transition stepContent Hi. In Transaction level, we have an attribute called Sub-Category. We have no hiding rule for that field. Also in the Document View, it is in Read/Write. But it…
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How to Trigger Print/Modify Action automatically - CPQ 21ASummary How to Trigger Print/Modify Action automatically - CPQ 21AContent Hello All, How to trigger an action automatically. Using Standard DocuSign integration we are s…
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Live tablesContent Hi Experts, Could you please let me know under what circumstance as best practice would one want to create a live data table instead of a deployable one? Thanks,… -
Is there a way to handle the BOM map errors in config pages and give more user friendly messages?Summary Is there a way to handle the BOM map errors in config layouts and give more user friendly messages?Content When there is a BOM attr map error its displayed on to… -
Import Transaction quote from a legacy systemSummary How to import quotes from Legacy System to CPQContent Hi. How can we move the transaction data from the legacy system to the Oracle CPQ production environment? D…
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Any way to restrict user from Deleting Data table?Summary Any way to restrict user from Deleting Data table?Content Is there a way to restrict the delete Data table access to users? As at times people are accidentally d…
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Can I turn off "Check box selection" for arraysContent The "Check box selection" is great for the Line Item Grid, but it is confusing to my users on editable arrays. Is there an way to selectively turn off the Check …
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DocuSign LicensingSummary DocuSign licensing and pricingContent Hi. We have DocuSign integration for CPQ and need some clarity on licensing part of DocuSign. We send quotation documents t…
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Digital Signatures supported by CPQContent What are the digital signatures supported by CPQ? Is DocuSign the only OOTB digital signature in CPQ? Regards Kavin
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How to write a condition to enter a value if field is empty in Document DesignerSummary Write a condition to enter a value if field is empty in Document DesignerContent Hi, We created a document through Document Designer. There is a field in our doc… -
Disable one actionSummary Disabling the action on certain conditionContent I have a requirement to disable one action for certain stages of the quote, I can see in the admin page that I h…