Resources and Best Practices
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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.
Configure Price Quote
Discussion List
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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… -
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How can we remove Item entry from CPQ Pricebook when the item is Obsolete in PIMSummary: In our current integration with PIM, when Lifecycle stage of an item is updated to Obsolete, CPQ receives Expiration Start Date in a part custom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…
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change step when copying quoteSummary: Hello, I'm working with a copy of the quote. I need it to return to a specific step when I copy the quote. I understand this depends on the System_step_current_…
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Video - Demonstration of the Integrated Seller and Buyer Collaborative Quoting featuresVideo - Demonstration of the Integrated Seller and Buyer Collaborative Quoting features View the exciting integrated support for quoting for the seller in CPQ and the bu… -
Is there a way to include Employee ID in the User Profile section in CPQSummary: We create CPQ users from SFDC using managed package integration. We want to include employee ID in CPQ for reporting purposes, but this requires us to maintain …
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I need to add an additional pause in the orchestration processSummary: On the basis of the header BU, and the Freight Terms on the line level, I need to introduce a pause in the Orchestration Process. Only once the order is shipped…
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Rest API to update customer profiles instead of using ReceivablesCustomerProfileService WSDLSummary: Our customer prefers using REST API over SOAP, Do we have REST API to update customer profiles Content (please ensure you mask any confidential information): Ve…
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Edit Quotes after placing orderSummary: We have a use case where client want to edit the quote (for updating payment terms or change start/end date of a subscription by keeping duration intact ) after… -
Are the emails sent from CPQ saved?We need proof that an email for an order was sent from the approval process. Are emails sent by CPQ archived or stored somewhere on the Oracle server?
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Is it possible to automatically call 'Save' action as soon as user Approve the Quote.Summary: Is it possible to automatically call 'Save' action as soon as user Approve the Quote using Approval Icon (green color) Content (please ensure you mask any confi…
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I got error email when i try to approve the quotationI got this error email when I tried to approve the quotation from the approve action link that I received in an email.
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Copy process action in the headerSummary: Can the copy process action be added to the quote in transaction manager header? Currently, in my system, the copy option is where the list of quotes made is di…
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How to Constraint Next Button In Oracle CPQ ConfigurationRequirement: Business want to constraint Next button as Model have multi step model. The next button will be visible but if the attributes in the first configuration flo…
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Can we add filter only on the Quick Add product list?Summary: Below is our Business Requirements for Quick Add: For the new business unit: - Only spare part numbers should be visible under Quick Add. - Configured parts sho… -
About the $like operator in Dynamic Menu FilterContent (please ensure you mask any confidential information): Regarding Dynamic Menu Filter, I am trying to do the following: {$and: [ {Code:{$like:"xx%"}} ]} This work…
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How to add custom address attributes in CPQ Accounts objectSummary: Hello @bla-Oracle, @SChe As mentioned in the CPQ Help document (see below screenshot & help link) users are allowed to add custom address attributes (range of 1…
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Is there a way to update the part attributes to the newest when a CPQ quote is cloned?Summary: 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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I want to avoid the 250 item limit of Dynamic MenuContent (please ensure you mask any confidential information): I created a Dynamic Menu attribute, but it seems I can only display a maximum of 250 items. Currently I ha…
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Video: AI Machine Learning Based Product RecommendationsAI Machine Learning Based Product Recommendations The 25C release included a feature to recommend products to add to your quote, based on your historical data. It compar…
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Adjustable JET Interface to RedwoodSummary: Hello I currently still have the adjustable JET UI on my test system. I'd like to test how to migrate to Redwood, how long it would take, how complicated it is,…
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Announcing: Oracle CX Partner Enablement Training Series (Sep 8 - Oct 2)We’re excited to invite all Oracle implementation partners to join our upcoming Oracle CX Partner Enablement Training Series, starting September 8 and running through Oc… -
In Redwood, the status is not moving ahead once approved.Summary: In our project, we have certain step transitions after transaction is approved. The step transitions are happening correctly but the label is showing as "Approv…
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Error is coming in Redwood UISummary: Error is coming in Redwood UI when export type of action is performed to attach the document in SF via BML Integration between CPQ and Salesforse. Error detail-…
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Copy Array Set row from one to N numberSummary: We need to implement this requirement from Customer. Can anyone help us to resolve this? 1. Array Set Copy Functionality "How can we implement a feature in Orac…
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How to get CPQ report manager data from api?Summary: We have an usecase, where it would be usefull if we can automatically extract data from the report manager via API. However, we could not find any API routes fo…
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MigrationSummary: Content (please ensure you mask any confidential information): Dear Team, Request your help to load Sales Contracts data in CPQ using FBDI / AD- FDI or any othe…