Resources and Best Practices
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Configure Price Quote
Discussion List
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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 … -
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…
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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…
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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…