Resources and Best Practices
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- CPQ Help Center
- 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
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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.
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Discussion List
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Integration Use case between Dynamics ERP And CPQ BOM Item DefinitionSummary: We need to integrate products between Dynamics ERP and CPQ. We are using OIC to orchestrate this integration, but we were wondering if there are any success use… -
Can reordering and drag-and-drop of line items be enabled in the Redwood LIG?Summary: We are transitioning from JET UI to Redwood Quote UI. One of the existing functionalities in JET UI is the ability to reorder line items and drag and drop line … -
Multiple rows insert in CPQ Data TablesSummary: Multiple rows insert in CPQ Data Tables Content (please ensure you mask any confidential information): I would like to insert multiple records at once using bmq… -
Can the 'Add Product' button in Redwood Layout LIG be made always visible?Summary: The "Add Product" button in the Redwood LIG is only available when there are no items in the LIG. Once an item is added, the button gets hidden — this is the de… -
Need to capture the Audit Logs when Email are sent using _send_email actionSummary: As out of the box feature, when we use the Email Action it shows the popup with email from, to, cc etc field and user can can modify the field and then click ei… -
Clarification on Supported CPQ Access Models for External Users via Standard LoginSummary: Hello Dears, I have a question regarding CPQ, as we are currently implementing Oracle CPQ Cloud and evaluating supported options for exposing certain capabiliti… -
Hide transaction manager data from Sales Users when there is an error during "clone and move"Summary: We use Salesforce CRM and recently enabled "Clone and Move" feature. If there is an exception/error when performing this, the Sales User is redirected to Transa… -
Translation for Custom Views in Redwood Quote UI ScreenRequirement: We want to add translations for Customized Views in Redwood Quote UI Area. However, there is no way of adding a translation to these tabs. Let us know if an… -
Is there any way to accomodate multilanguage email as well as the flexibility to incorporate BCC&CC?We have a requirement to send out multi-language email to customers (conditionally). customization of BCC/CC is also a must have (which can be done via using standard em… -
Quote Visibility in Transaction Search through Custom AttributeWe are currently struggling with Quote Visibility Approach and need inputs: Our requirement is as per below: A person belongs to Company A in Country IT and Territory X.… -
Is it possible to restrict access to specific saved reports in Oracle CPQ ?Is it possible to restrict access to specific saved reports in Oracle CPQ so that users can only view reports assigned to their user group, and cannot see or export repo… -
SPIM to CPQ BOM SyncSummary: We are currently syncing SPIM with CPQ parts and the Bill of Materials (BOM). During the BOM synchronization, each parent item is being created as a separate ro… -
Managing users after setting “SSO Only” in CPQHello, I am configuring Single Sign-On (SSO) for some users in Oracle CPQ, and I noticed that once a user is set to “SSO Only”, I can no longer: Change the option back t… -
Add My name into recipients list of Upgrade notificationsSummary: I am the only developer in Conduent for Oracle CPQ. Somehow I am missing the upgrade notifications of Oracle CPQ from Oracle. I want to be there in the recipien… -
Oracle CPQ Search: Restore Total Quote Count DisplayPreviously, Oracle CPQ displayed the total number of quotes that matched the search criteria, visible in the bottom-right corner of the search results. This has now been… -
Oracle CPQ Data table validationsOracle CPQ Data Table Validation Currently, Oracle CPQ data tables are manually updated by users. In one of our use cases, we require a Boolean column to be consistently… -
Performance when adding around 100 attributes to Data ColumnsContent (please ensure you mask any confidential information): I am trying to add an attribute to Data Columns in order to add it to the Manage Columns and search filter… -
How to send pdf attachment as raw binary data from transaction using urldata to external systemSummary: We have a requirement of sending pdf attached to transaction to external system, how can we do this from BML Content (please ensure you mask any confidential in… -
Video: Generative AI based Quote Assistant in Redwood QuotingGenerative AI based Quote Assistant in Redwood Quoting: With 25C, you can interact with an expert generative AI service in the quoting experience. The Quote Assistant al… -
style sheets in the CPQ configuratorSummary: Hello I understand that Redwood doesn't support style sheets, but I created a configurator and want to see if style sheets can be applied to it. I tried it with… -
Application Administrator: Additional license usage for Partner Organization companiesSummary: Hello Everyone, Want to know what are the implication of not having Application Administrator users for a Partner Organization company. We don't have any FullAc… -
CPQ Redwood - How to enable the "Quick Add" functionality for the Line Item GridSummary: Hello, We have enabled the Redwood UI for our CPQ instance but we cannot figure out how to enable the "Quick Add" functionality on it. Any help would be appreci… -
how to restrict transactions based on the owner in CPQWe have a requirement to restrict transaction visibility in the Transaction List based on the Owner attribute. Specifically, one user (such as a manager or Admin) should… -
How to encrypt the data while exporting from CPQ via SFTP ?Summary: We want to encrypt the data while exporting from integration center via SFTP. Kindly suggest. Content (please ensure you mask any confidential information): Ver… -
Transaction Number Customization on Create Action in Oracle CPQWe have a requirement where as soon as a quote is created either via Configuration, Integration or Manually by clicking on Create Button in Quote Process UI, a quote wit… -
Documentid in "_bulkAddToTxn" rest apiSummary: -This is resolved- Pls ignore. Hello We are using the rest api : /rest/v18/config/actions/_bulkAddToTxn to create a line under a transaction from external syste… -
Ability to Hide Currency in Transaction Line (Redwood UI)Summary: Request to restore the ability to hide the currency symbol at the transaction line level in Redwood UI, a feature previously available in Jet UI. Content: Dears… -
Get any user details using BML functionRequirement: We want to give access to users based on the user groups through Commerce process steps. However, we are not able to fetch the user details like user group,… -
CPQ mandatory item cannot be deleted without parent ?Summary: Trying to delete line item with API and getting error "Mandatory item cannot be deleted without parent" Here is the code. We hard coded values just to check if … -
Can we apply hiding/Access rule to the html attribute added in BannerSummary: "I've added an HTML attribute with a message and linked it to a banner in the Redwood UI in Oracle CPQ. However, I want to hide this banner based on certain con…