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
-
Data Cube : How to filter IsNull or IsEmptySummary: In my organization CPQ is running for a long time. So the system have so many unused attributes . How can a i take a Data Cube report with filter, where a speci…
-
Automatically get latest details of _part_custom_fields in commerceSummary: is it possible to Automatically get latest details of _part_custom_fields in commerce we are using PartsDB and we have extended Information for Parts. Some of t…
-
Error on the standard CPQ procedure get of the dictionarySummary: Content (please ensure you mask any confidential information): Hello, We have an error on the standard CPQ procedure get of the dictionary. The dictionary if pr…
-
How can I access default email template fields?I'm trying to create an email template in Email Designer. I want something very similar to the default approval template but want to add some additional information but …
-
Can the error message that appears in case of issues with account login be changed?Summary: Content (please ensure you mask any confidential information): Hello, We have noticed that the following “error message” is appearing when there is an issue wit…
-
How to customize the alert message shown to the users who dosn't have access to CPQHi, We want to replace the standard Oracle CPQ message that a user gets when they don't have the CPQ access with the customized messages. If a User doesn’t have a CPQ ac…
-
Is it possible to dynamically change the label of attributes and flow in function of something else?Summary: Content (please ensure you mask any confidential information): Hello, We have a page that is related to the configuration of Expenses for a service. We have mul…
-
Seeking Joint Design Partner for Price Books EnhancementsSummary: The CPQ PM team is seeking a customer to participate as a joint design partner in replacing/upgrading the current Price Books functionality and integration with…Ellen Beres, CPQ Product Mgmt-Oracle 81 views 0 comments 5 points Started by Ellen Beres, CPQ Product Mgmt-Oracle
-
Unable to access the Quote history changes of previous versions through CPQ screenSummary: We would like to view the previous version history changes of a quote from CPQ qouting screen. We don't find it as oracle standard CPQ functionality and we need…
-
Launch CPQ based on Salesforce ConditionSummary: We have two commerce process integrated with a single Salesforce instance. We have requirement to launch a particular CPQ Commerce Process based on a condition …
-
Implementation of Quote Line Level ApprovalsSummary: Implementation of Quote Line Level Approvals Content (required): Any one has implemented Quote approval process based on each Line. In our case each Quote Line …
-
How do I identify bad character data within my customer address tables?Summary: We went live with Oracle EBS and CPQ in November 2021. In CPQ, our customer address data was uploaded using Excel files. We are now trying to audit CPQ data vs.…
-
Join us Feb 28th for Key highlights and best practices related to CPQ 24AJoin the Oracle CPQ Center of Excellence team to see how to best take advantage of the latest updates in release CPQ 24A. The COE team will dive into key functional area…Graham McInnes, OPM Team at Oracle-Oracle 11 views 0 comments 0 points Started by Graham McInnes, OPM Team at Oracle-Oracle
-
How can I insert a page break in a loop table in the document designer?Summary: Content (please ensure you mask any confidential information): Hello, In the Document Designer, I have a loop table that is used to display items in the line it…
-
Manage Package User License in CPQSummary: How are licenses assigned by Oracle to users using Managed Package for SFDC. Is it per user per instance? user1 can use license1 in env1 whereas user2 can use s…
-
Creating assets via API without existing transactionI am trying to directly create assets via REST in CPQ without any in-progress transaction. I encountered one issue. I dont know where to get or how to generate assetKey …
-
Can we change the label name of object in salesforce once it is created?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…
-
How the document number gets associated with the line item after each reconfiguration in 23D releaseSummary: Before reconfiguration, whatever the document numbers are mapped to each line in line item grid; they get changes after reconfiguration for few lines. is this t…
-
Hide parts based on fields a transaction levelSummary: Is there a way to drive a part's visibility based on fields/conditions at transaction level? We would like to: collect information from transaction (for example…
-
Alternate address in CPQ quoteHello, We are implementing CPQ and CRM on 23D. When creating a quote from an opportunity, the system populates the party name and default primary address. We are unable …
-
User Sync to CPQ from Salesforce restricting admin access for SFDC AdminsSummary: We would like to restrict admin access to Salesforce admins who are currently creating users in SFDC and syncing them to CPQ in all non-prod instances but we wa…
-
Modify child model in system configuration (ABO)Content We have System configuration implemented in our environment We are in the process of enabling ABO Example of our structure Root Model Child Model 1 Child Model 2…
-
If I define a BOM on a fictitious item, can I change the value displayed as a part number?Summary: Content (please ensure you mask any confidential information) Hello, If I define a BOM on a fictitious item, can I change the value displayed as a part number u…Silvia Locarno 11 views 2 comments 0 points Most recent by Elsa Alves-CPQ Product Mng-Products-Oracle
-
CPQ Part Import from SalesforceHello, we currently run a parts sync once day (after hours) and would like to be able to also run it mid-day. The CPQ help article is mentioning the following : When you…
-
Customization in CPQ - New tableSummary: I have to create table on CPQ, is recommendable? Content: We need to know if we add a new table to CPQ could impact in the performance or any other issue. Versi…
-
Provide CPQ users access to data filtered based on a column value in data tablesSummary: We're looking to provide users access to data filtered based on a column value in data tables, so that a user can only access that filtered data and don't have …
-
Steps: Quotes in "start_step" are visible to Partner Users, How to restrict the quotes?We want to restrict set of quotes created by the X group users (host company), that should not be visible for Y group (Partner Org users). Group of X is creating quotes …
-
Creation of a process without standard process optionSummary: Content (please ensure you mask any confidential information): Hello, Is it possible to create a process without standard process option in a way that is comple…
-
Oracle CPQ: ABO ImplementationSummary: We are looking to enable ABO feature on our CPQ implementation. Everything is now installed/enabled. I was just wondering if CPQ ABO is capable of handling this…
-
How to add a validation rule to require a File AttachmentSummary: We have a number of files that need to be uploaded. I tried to add a validation rule to check on a specific Action but in the Components to Validate any attribu…