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
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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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How can we change the entityID in CPQ?Summary: We're looking to change the entity ID so the site can be owned internally for SSO/integration/security reasons. How can this be done? Content (please ensure you… -
Bulk export data from CPQ every 30 minutes for data lake integrationSummary: Hi Team, we want to bulk export data from CPQ every 30 minutes for data lake integration. What is the recommend approach. Currently we have limit with Data Cube…
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How to change currency symbol in CPQ Host Company SettingsSummary: We are implementing quoting for few of our LATAM business; the current currency symbols for ARS, MXN, COP,CLP all align as $ symbol for the currency. We need to…
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How to add copy/print process actions in transaction manager page in oracle CPQSummary: Please share the steps to add copy and print actions in the transaction manager page. By default I can see only new transaction, search and Refresh actions. Con…
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CPQ Password Expiration for SSO UsersHi Team , Does the Password Expiration policy apply to SSO-enabled users, including those who use only SSO and those who use both SSO and direct login? I would like to u… -
Oracle CPQ - Dynamics 365 Implementation GuideHi, I can see MS Dynamics and Oracle CPQ cloud implementation guide version is Sep 2020 [Oracle CPQ - Dynamics 365 Implementation Guides (Doc ID 2364513.1)]. Is this the…
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Renewed Assets not retaining configuration attribute valuesSummary: Renewed Assets not retaining configuration attribute values Content (please ensure you mask any confidential information): Scenario - A new CPQ quote is created…
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What is the purpose of Validate Configuration Flow in OCC-CPQ Configuration Flow Integration?Summary: In OCC-CPQ Configuration Flow integration, while checkout Configuration Flow gets validated through OIC. I checked for it's purpose in the implementation guide …
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Export Line Items throwing errorSummary: Suddenly it starts throwing below error when i tried to click on Export line item action, You have attempted an action that could not be completed. Please verif…
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Can we call the system_calculations_process (commerce library) in Save action Before formulas?We are using OOTB standard commerce process. As per the business requirement, we have modified some standard attribute calculations in the Formula Management (discountAm…
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Redwood Quote UI: Apply Color styles to commerce attributesSummary: Using JET UI, we use HTML attributes to set the color of certain attributes based on conditions. Please let us know if Redwood UI also support the color styles …
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Where are uploaded files stored before importing assets?Summary: Hi, I can import assets using the APIs below. Before importing, I upload the assets CSV file using: https://___.bigmachines.com/rest/v17/files From the response…
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How to add Custom submit action's Approval status and history in Oracle CPQ RedWood UI?Summary: Not getting Approval History and Approval status in the Available attributes of Oracle CPQ redwood UI Content (please ensure you mask any confidential informati…
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Invitation: Total Commerce Dinner with PaychexJoin us for an evening of dinner, drinks, and great conversation featuring a live Q&A with Krishna Doddi from Paychex. We will discuss the following topics: How Paychex … -
I am not able to configure Machine.Summary: Whenever I try to create a quote via "Add a Model" action, it does not allow me to add a machine. Version (include the version you are using, if applicable): Or…
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Mass Update without BML codeSummary: We have a need for Operations team to Mass Update transactions (Quote Headers). They can't do BML code - Is there a File Upload or something similar to update f…
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css for arrayset in redwood UISummary: Content (please ensure you mask any confidential information): Auto update from the Arrraset sc Version (include the version you are using, if applicable): Code…
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AI-powered automated quotation preparation solutionsSummary: AI-powered automated quotation preparation solutions Content (please ensure you mask any confidential information): Our sales users are looking for AI solutions…
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copy sections from one document to another in document designerSummary: Hello, is it posible to copy sections from one document to another in document designer? Content (please ensure you mask any confidential information): Version …
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Partner OrganizationSummary: Hi Team, We have below queries regarding 25 A on partner organization. 1, Shall we know if the Superuser will not be there for Partner Organizations also? 2, if…
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How many minutes can I set the interval for SPIM integration on parts?Summary: I want to know how many minutes can I set the interval for SPIM integration on parts and the use case or best practice. Following the manual, we can change the …
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When exactly pricing portal run when we click on an ActionSummary: I wanted to know what is the sequence when an action is clicked to run the pricing portal. Is below sequence correct? otherwise could you please confirm on the …
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Is there a possible to use the single sign on between the CPQ and the fusion without using CRM?I Need to log in to CPQ with the same user that I log in to Fusion (order management)
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How do I give archive security to other users?Summary: We have a need to give users outside of SUPERUSER the ability to archive transactions in CPQ. Content (please ensure you mask any confidential information): Is …
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how do I enable price guidance ensuring we aren't providing guidance without significant dataSummary: We want to enable price guidance from history however in our floor, target, min, max etc in the line item gride see frequently the same value for everything. Me…
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Is redwood layout compatible with MSD 365 integration package?Hi, We are working on a project where we are going to integrate Oracle CPQ with MSD 365 managed package. We are also implementing redwood layout for customer so I want t… -
Show partial allocation/split order line in CPQ lines from FOMCPQ is integrated with FOM. In CPQ a customer can order 100 units of product X, but SCM availability for the product is only 80. There are no constraints or validations …
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How to filter in LIG using Boolean type of attribute?Summary: We have a requirement that sales users should be able to filter lines in LIG using advanced filters on boolean attributes. We are unable to find the boolean att…
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The start and end dates on the asset are one day behind the passed contract start and end datesSummary: The Contract Start Date mapped to the asset is January 1, 2025. However, when we create the assets by clicking on the "Update Asset" action, the Start Date refl…
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Oracle CPQ Short Video SeriesGreetings everyone, Exciting news! We're thrilled to introduce our latest initiative, the "Bytes" series. Dive into concise and short yet informative videos on Oracle CP…