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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forwarding rulesSummary: Hello, I'll explain. In CPQ, we have salesperson and supervisor profiles configured. I need salespeople to only see their own quotes, but supervisors to be able… -
Currency alignment between OSC and CPQWhat is Oracle’s recommended best practice for maintaining currency alignment between CPQ and Sales Cloud? Specifically, does Oracle provide a standard solution for sync…
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Deleting Parts linked with a Part Sync RequestContent (please ensure you mask any confidential information): I have the following questions. 1.Create an Item in Fusion 2.Register the Item as a Part in CPQ → Administ…
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Is it possible to rename attachment file name in CPQ?By default, file name is Document for attachment that came from generated proposal.
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Transactional Arrayset - Max rows after raising a SR ?Summary: In a Transactional Arrayset, by default there will be 500 rows by default, if we raise a SR, how many max rows can be increased further. Content (please ensure …
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Get list of All Quote List views for all usersSummary: I have around 125 users and we want to add some default Quote List views for each user. I cannot se any option where i can get the list of Quote Lists for a spe…
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Tip Tuesday - Collaborative QuotingDoes CPQ allow multiple users to work on the same quote? This is one of the customer questions we received. The answer to this is "Yes". Read out to know how? Creating a… -
revise keyword for action_var_nameSummary: 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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Add the Advanced filter option in configurator to support multiple filters with OR conditionSummary: Add the Advanced filter option in configurator on recommended page template to support multiple filters with OR condition Content (please ensure you mask any co…
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How I can configure multiple UOM for the same itemSummary: How I can configure multiple UOM with different prices for the same item Content (please ensure you mask any confidential information): We have a business requi…
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Can we close the Action Drawer on click of any action within the drawerSummary: We want to close the action drawer whenever user clicks on any action displayed anywhere within the drawer. This seems to be possible only with the Primary acti…
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Save to see changesSummary: Save to see changes Do you know if it's normal that to change steps you have to click the save button? Shouldn't it do it automatically?
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redwoodSummary: 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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How to leverage same Salesforce Managed Package solution for both CRM & PRM to access Oracle CPQ?Can we leverage same Salesforce Managed Package solution for both CRM & PRM to access Oracle CPQ? or do we need different/separate Managed Package for each experience ?
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attachment attribute from PostmanSummary: Hello, I want to attach a file to a file attachment attribute from Postman. However, I'm unsure of the method or endpoint. Do you have any information on how to…
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Enabling Custom Domains ListHi everyone, I noticed a new feature in the 25C release called “Custom Domains List.” We have SSO enabled for one of our customers using Oracle IDCS for authentication. …
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Is it possible to remove a document from an attachment attribute when the user click an action?Summary: Content (please ensure you mask any confidential information): Is it possible to remove a document from an attachment attribute when the user click an action? T…
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Is it possible to Hide Subscription Workbench actions (Modify, Terminate, Suspend, Resume, Renew)Is it possible to hide Subscription Workbench actions (Modify, Terminate, Suspend, Resume, Renew) based on the value of a commerce attribute, since users do not want to …
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API to expose Transaction header, Line and Configuration attributesContent We have a requirement to export via api all the transaction information along with configurable attribute to be consumed by external system. Does CPQ provide any…
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How to Filter Dynamic Menu Data Based on Commerce Attribute in Oracle CPQSummary: I have a table in Oracle CPQ, and I am using one of its columns to create a dynamic menu in a transaction. Now, I need to apply a filter on this menu so that it… -
How to refresh the Rest API for Data TableSummary: In the Data Table REST API, the date_modified field is not returning the actual last modified date for the table. Instead, it shows an incorrect or static value…
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Redwood Quote UI - Attribute Help Text - How Hide html CodeWhen hovering over a commerce attribute in the new Redwood UI, all of the html code appears. Looks terrible. How can get rid of this and still format this text ? Or can … -
Display Only Models Relevant to Commerce Attribute ValueSummary: We have a commerce menu attribute, and depending on its LOV value, we need to display or hide specific models on the home page. Is there a method to filter mode…
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How to get all users same generated data count in CPQ reportSummary: I have a business request that the shared report should generate a same count for all users. Is User permission or group assigned linked to Report manager. Than…
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Can I set approval logic where 2 out of 3 approvers must approve for a quote to be accepted in CPQ?I'm trying to implement an approval rule in Oracle CPQ where a quote is routed to 3 approvers in parallel. I want the quote to be approved if at least 2 of the 3 approve…
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Config Model (Non-BOM) Attribute Comparison for Each Line and Store at Transaction HeaderSummary: Business Requirement: We need to compare config model attributes which is added at Line across current & old version of a quote. The comparison should: Match li…
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How to hide line item grid quick add in steps levelSummary How to hide line item grid quick add in steps levelContent Dear All, We want to hide the quick add action in the line item grid but unable to hide that. please, …
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In data table, if we are storing Dates in a column, how can we provide validation for its Format ?Summary: In Data table we are actually storing dates to specify the validity of a record, but as multiple users upload the data, we want to ensure that if any user tries…