Resources and Best Practices
- Check out the latest Release Update here
- CPQ Help Center
- Hey Hello! Quick guide for helpful CPQ resources and links
- Discover CPQ Best Practices: Get to know CPQ features, migration tips, and more!
- Configure, Price, Quote [CPQ] learning subscription - Earn the Explorer Badge!
- Implementation and Management Series: Plan and prepare for your Oracle CX implementation
- Oracle CPQ How-To's: Short videos about CPQ
To ensure that questions get required attention from community members and are NOT left unanswered, it’s important for the author to indicate (by selecting “Yes” or “No” when prompted) whether the question was answered. (newly added) Please note that it is also important to respond to EACH comment your question receives. Your Yes or No response ensures an accurate status for your question.
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
-
In the Order List, I want to right-justify the Currency type attribute.Content (please ensure you mask any confidential information): I have a question. In the Order List, we are displaying a Currency type attribute. This attribute is curre… -
CPQ: Can we create a new user type?Does Oracle CPQ allow us to create a new user type. Currently there are 4 user types OOTB.
-
Is there any possibility to add multiple separate models on quotation by configure flowHello, I have a scenario for adding two different, separate models in one quotation: 1- Configure a model, then click Add convert to quote to add what you configured to …
-
Issues with Dynamic Menu on Transaction LineSummary: Hi, I have created a Dynamic Menu at the Transaction Line level. The menu points to a live data table which looks something like this: The filter on the Dynamic… -
How to search for account with any part of the name?Summary: On the quotation i use the browse action to search for an account but, its required to search with the same name, for example, if i have company name with two p…
-
How many Bill To & Ship To sites can be added to an Account in the Accounts objectSummary: Hello, I need to know how many Bill To & Ship To addresses can be added to a particular Account in the Accounts object in CPQ. Oracle ERP doesn't have any limit…
-
Single-Sign-On(SSO) feature which works everywhere in CPQHi, We wanted to know if there is any SSO feature which can be used everywhere in CPQ, for example :- We are login to Migration Centre for migration, and we put our cred…
-
I want to return a null value in a formulaContent (please ensure you mask any confidential information): I have the following questions: Process Definition>Quote Process>Documents>Transaction Line>Attributes Cus…
-
The authority of sales agent role when it use as API callSummary: I want to know about the authority of API permissions for the Sales Agent User for CPQ API Call. When calling the API using “Actions” in the Commerce screen to …
-
How to change the currency after creating the quotation?Summary: I enabled this option, "Allow Users to Select Currency for Quotes Created from the Transaction Manager" from Commerce Options, so after creating the quotation w…
-
How to Handle Substitute or Alternate Parts in Oracle CPQ?Hello everyone, I’m working on a quoting process in Oracle CPQ where we need to offer substitute or alternate parts when a primary part is unavailable or discontinued. I…
-
The version quotation number doesn't workSummary: When I use the version transaction, it creates a copy without numbering, the version number still 1 Content (please ensure you mask any confidential information…
-
Auto-Populate Last Price on Transaction Line in CPQHello CPQ Community, I’m working on a requirement in Oracle CPQ and need guidance on the best way to implement it. Here’s the scenario: Requirement: On the Transaction L…
-
Remove file from file attachment attributeSummary: I have an attribute of type file attachment and I would like to use a commerce library function to remove the file that was attached/uploaded. I am not sure wha…
-
Questions Regarding Version Upgrade to 26AHi Everybody, I have a few questions regarding the upcoming Version Upgrade to 26A, and would appreciate your guidance on the following points: Impact of Direct Login De…
-
Approval Sequence IN CPQSummary: I am trying to make Action Called Approve status Changed Approved because i have multiple status Waiting for approvals and Approvals , so i have multiple approv…
-
I got error when i trying to copy a QuotationSummary: I got this error when I tried to copy a quotation: "A conversion rate doesn't exist for the document's currency preferences."
-
Index check restrictions and effects for Data ColumnsContent (please ensure you mask any confidential information): I have the following questions. Quote Process>Data Columns We have added several Transaction attributes to…
-
disable attachments in a single print actionSummary: Hello , I have two print actions, in different tabs within commerce. And the same attachments appear in both actions, and I want them to only appear in one of t…
-
What are the following Reasons for double time save action ?user needs to click two times save then only values are updating correctly in commerce ? What are following reasons to get this issue ? how can we resolve this ? @bla-Or…
-
What does mean by direct login discontinue in CPQ from 26 ASummary: Notification received from Oracle which says direct login page login method will not be available from 26A. Does this mean that CPQ login page like below screen…
-
Remove XSL view on Email Action CPQSummary: Requirement is to send the Additional Attachment using Email Action. However Email Action is associated with XSL View and unable to remove that. Is there any wa… -
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…
-
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…
-
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…
-
how to configure multiple charts by using one report?I built one report, and I need to build multiple charts on this report.
-
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…
-
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?
-
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…