Resources and Best Practices
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Configure Price Quote
Discussion List
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Want to hide 2 workflow values from dropdown for future transactionsI’m trying to hide two specific values from the Workflow attribute on the quote for future transactions and want to retain the history of the past transaction where eith… -
OAP v1_0 login api to create session. we recently same deprecation announcementSummary: we use CPQ SOAP v1_0 login api to create session. we recently same deprecation announncement what is alternative rest api or v2_0 We have CRM and ecom integrati…
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PDF attachmentsSummary: Hello, I have two print actions, in different tabs within commerce. In one tab, I have attributes for attaching documents. However, these attributes appear in b…
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How to enable email function?Summary: I tried to use the email action to send a quotation printout, it works on the test instance and doesn't work in the production instance. What are the requiremen…
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how to configure multiple charts by using one report?I built one report, and I need to build multiple charts on this report.
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How to Implement Multi Language Email?Summary: The requirement is to send out multi-lingual email content based on the country/language (header attribute) selection on quote. Currently we are maintaining all…
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quotation statusSummary: I need to take certain actions when the quote is approved, pending approval, or rejected. Do you know how I can do this?
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How to call library functon on field change?Summary: Hi, is it possible to call a library function when a field is changed? Content (please ensure you mask any confidential information): In Transaction Line, we ha… -
Multi-Charge Price in Configuration not using BOMAccording to the documentation: "Beginning in Oracle CPQ 23C, the Bill of Materials panel will display multiple charges where applicable. When there is more than one pri…
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approver's commentSummary: Hello! I have a group approval and I want the approver's approval comment to appear in my email template. I tried performingcomment, but it doesn't give me any …
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Approval flowSummary: Hello! I have an approval flow, and the approvals work fine. The problem is that when the approval is rejected and I want to re-request it, it doesn't send me t…
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Quotation Status with Multi level ApprovalSummary: I have multiple approvers to approve my quotation based on approval level menu, so once it's Approved, the status changes to approved, then it going to the next…
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CPQ: Array sets and Dynamic Menu AttributeQuery: In CPQ, is it possible to use dynamic menu attributes within array sets? Current Setup: We are currently using simple menu attributes to display office numbers in…
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Timer user as submitterSummary: Hello We have a sequential approval where we are using timer to trigger next approval. In timer we have to choose a user for submiting to next approval. Due to …
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Multi Select Menu in Commerce Process in Oracle CPQSummary: I want to create a Multi-Select Menu in Commerce Process in Oracle CPQ Cloud? I knew in Commerce, it is not possible to create a Multi-Select Menu but only a Si…
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With Collaboration enabled, approval flow is not behaving correctlySummary: Hello Team For one of our functionality we had to enabled collaboration for our process. But enabling that is breaking our approval process. A pending approval …
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Parameter q is invalidSummary: We are trying to query a quote using a newly created text attribute draft_Order_ID_c but has this error response. What might be the issue? Content (please ensur…
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CPQ Distinguish Read-Only vs Editable CheckboxesCurrently, there is no visual distinction between editable and read-only checkboxes in the CPQ JET UI, making it difficult for users to identify which fields they can in…
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CPQ Parts Expiry: How to restrict expired partsObjective: Restrict expired parts from being added via Quick Add or Configurators in Oracle CPQ. Definition of Expired Parts: Each part in the Parts DB includes a custom…
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Clarification on Parent-Child Grouping in Config Models in CPQQuestion : Clarification on Parent-Child Grouping in Config Models in CPQ As part of the transition from the business’s legacy in-house solution to Oracle Fusion, we are… -
Tip: How To Change OCI Server NodesSummary: Upon migrating to OCI servers, error logs such as bm.log are unique per server node. It is therefore necessary to have a method for switching nodes when trouble… -
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?
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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… -
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 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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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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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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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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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?