Resources and Best Practices
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Configure Price Quote
Discussion List
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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… -
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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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… -
How to associate lookups to Configuration and Commerce attributes?Summary: In the 25C upgrade, we received an update that lookups can now be associated with Commerce and Configuration attributes, similar to how they are linked with Pri…
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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…
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the width of a column in the transaction lineSummary: Hello, How can I define the width of a column in the transaction line? Thank you!
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Make custom integer field in transaction line in cpqSummary: Now i have to implement onhand quantity from fusion into cpq i make data table and have onhand quantity but i want to make field with function itemNum = "|_s_pa…
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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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Import BOM structure assets into CPQ via the CSV importI am trying to use the CPQ REST API process for importing a CSV file of asset records from an external system into the CPQ asset repository. Our CPQ implementation uses …
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Error is coming when custom batch job is trying to deactivate the terminated CPQ user in SFDCError (Mentioned below) is coming when custom batch job is trying to deactivate the terminated CPQ user who left the organization on Aug 4th 2025 in SFDC. Error: caused …
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override of pricing portal engineSummary: I'm using a Pricing Matrix Template to dynamically calculate the price of a CPQ Part. The Pricing Matrix Template is configured as follows. 1 input boolean cust…
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I want to put access for each organization in table dataSummary: I want to ask i have custom table called organization in oracle cpq and i want to make access for each row user_access as other column how to put user access in…
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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… -
How to get revision number from OM to CPQSummary: Whenever we create a new revision from CPQ to OM, the revision number is displayed in the header in OM. When we click the 'GetOrderDetails' button, that revisio…
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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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How to obtain error details in CPQ REST API response of modify action typeSummary: We are expecting the custom error messages of the validation rules that are triggered on CPQ action clicks, to also appear in the REST API call of that action C…
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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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What is the proccessing cycle of FTP folder in FTP Automation processSummary: Hello @bla-Oracle, @SChe Can you confirm me on what's the processing cycle of picking up the file from the FTP folder in CPQ SFTP server in the FTP Automation i…
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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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We are working on syncing currency values in Euro format from Oracle CPQ to Salesforce CRM.We are successfully syncing currency values in USD and INR formats from Oracle CPQ to Salesforce CRM. However, when attempting to sync values in Euro format, we encounte…
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Redwood configurationSummary: Hello, We want to run a test in the test environment with Redwood, but I have a question. Is it enough to perform the express import for the system to work, or …
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We want to reset the approval history based on the quote statusSummary: We perform change order multiple time and during this time we submit the quote for approval and for the second time we want to retrigger the approval the approv…
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I want to restrict access to Quote or a Transaction in Oracle CPQ based on the User GroupsSummary: Requirement 1: I want to restrict access to Quote or a Transaction in Oracle CPQ based on the User Groups Present implementation- I have setup the Steps > Parti…
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Metrics on Quote Filling and the Process Pipeline TimesHello. Our team if looking for a way to determine the time spent in the site by users as they carry out several quoting related activities, so we would like to know whic…
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Validation rule fires even though advanced condition returns falseI have a validation rule in CPQ 25B that fires, even though the advanced condition returns false. Any ideas why this happens?
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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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Import BOM Parts into Quote via excel based on child item selectionSummary: Could you please help me in below requirement . Can we import Bom part based on child item selected in excel sheet. for eg Primary PKG is Parent item and it has…