Resources and Best Practices
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Discussion List
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“Back (Type - Back)” saves data when “Collaborative Mode” is enabled in any organization.Summary: We are facing an issue with the “Back (Type - Back)” action, which only saves data when “Collaborative Mode” is enabled in the organization. Since our system is… -
Visibility Of Transaction based on User groupsWe are trying this approach to transactions visibility based on User groups, results = ""; bu = businessUnitId_t; company = _system_company_name; pp = _system_current_pp…
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CPQ Rich Text to set a default Font and Size for text as expectedSummary: CPQ Rich Text is defaulted to Times Roman font and size as 12, however in Email template we don't have Times Roman font available. I have tried to overwrite the…
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How to run the REST API on a scheduled basis for a Data Table using a library function?Summary: 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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Need to show only model and actual items in View BOM on Configuration BOM PageSummary: Currently system is showing all items in View BOM, but business only wants model and its actual items, option classes need to be hidden Content (please ensure y…
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How to map the table count into another tableSummary: How to map the table count into another table in CPQ eg: Table A → Total record is 1000 Table B → Total record is 200 Target Table TableName Count Last Modified…
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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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What is the ideal way to assign sequence numbers for this hierarchy?Summary: Level Hierarchy Sequence Number Level 1 Root 1 Level 2 Model 1 2 Level 3 Sub Parent 1 3 Level 4 Child 1 4 Level 5 Grand Child 5 Level 3 Sub Parent 2 6 Level 4 C…
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Embed DocumentsSummary: Hello, I'm using the document designer and I've added several embedded documents that are populated via file attachments. These same documents are included in t…
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How to send notification for the user?I need to add constraints to a date-type attribute so that when the due date has passed, the user receives a notification.
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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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attach an Array Set in the document designerSummary: Hi! Do you know if it's possible to attach an Array Set in the document designer? Thanks for your help. Regards!
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Confirmation popup on action clickSummary: I have to implement a requirement in CPQ, when user clicks on cancel action it should show a popup for asking the confirmation from user. How to achieve this ? … -
What is the function to encode AES256 encryption, able to see only encode base64 in the functionsWe need to Encode our CPQ BS_ID in CPQ using AES 256 encryption , is there any workaround or steps as we need to pass BS_ID value in AES256 encryption only.
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To Auto-populate the line-level fields (Spec&grade) value based on the item(Product) in CPQ module.Summary: In the CPQ module, the requirement is to auto-populate the line-level attributes Spec and Grade after the user selects the Product (item). These attribute value…
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Quote Transaction NumberSummary: We have a requirement in our project where the quote transaction number should follow a specific sequence, such as AAA001 to AAA999 and then continue as AAB001,…
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header freezingSummary: Hi, is it possible to prevent the quote header from freezing? When I scroll down, it always stays at the top of the screen, and they don't want that; they want …
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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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Copy a CPQ Quote and Link It to a Different Opportunity in Oracle CX SalesSummary: In our current Oracle CX Sales and Oracle CPQ integrated setup, Sales Reps create an Opportunity in CX Sales and generate a Quote in CPQ using the standard inte…
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Attachments CPQSummary: Hello! When attaching files in CPQ, I would like to know: a) what types of files are allowed, and what files should be validated or blocked (e.g., .exe, .bat, e…
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login session timeoutSummary: Hello, I would like to know the inactivity closure time in CPQ and, if possible, how it can be changed? Thank you!
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File Attachment Attribute Supported at Model (Configuration) Level in Oracle CPQ?Summary: We need official confirmation on whether File Attachment (Attachment/File Upload) attributes are supported at the Model Configuration (Configurator) level in Or…
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Refreshing CPQ UAT System From ProductionHi Experts, In Oracle CPQ, s there any way to get all the quotes from the production to UAT by refreshing UAT? Thanks, Suresh
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Can we migrate a CPQ process from a PROD environment to another PROD environment?Summary: Content (please ensure you mask any confidential information): Hello, We have one PROD environment: clientUSA.bigmachines.com We will have another PROD environm…
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Need recommendations for using Timer in high volume transactionsSummary: We have the following implementation in our system: 1) CPQ Submits Order payload to fusion via OIC asynchronously. 2) If due to any reason, OIC doesn't provide …
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Can Oracle CPQ quote line allow assetId from different OrgCan an Oracle CPQ quote line reference an assetId belonging to a different Org, or must the asset be associated with the quote account’s Org?
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Reminder: Revenue Transformation demo hour (CPQ/Subscription Management) today at 2PM ETHave you seen a demo of our Revenue Transformation Solution Suite? Responding to customer feedback and interest, we’ve launched an ongoing series of regularly scheduled … -
Pricing agreement: Account idSummary: Hello We are testing a basic pricing agreement for customer specific pricing using pricing portal. We have a base pricing model for default prices. For few cust…