Resources and Best Practices
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Configure Price Quote
Discussion List
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How to re-size the columns in LIG in Redwood LayoutSummary: In Redwood Quote UI, we are trying to re-size the columns available in LIG. It is allowing us to do it in Design mode, but the changes don't exists permanently.… -
CPQ- Redwood UI- Unable to add parts via Import file functionalitySummary: We are getting the error in Redwood UI when trying to add parts via Import functionality but its working fine in Jet UI. Content (please ensure you mask any con…
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Any Seeded way of attaching files from CPQ transaction to fusion OrderSummary: We want to send file attachments added in CPQ transactions to fusion order, is there any seeded way of sending the file attachments to fusion order? Content (pl…
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How to pull config info from assetSummary: Hello, We have a requirement to pull asset configuration data into a separate quote to check data dependency with current quote. In all help document the APIs a…
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I want attribute B to be reset when attribute A is updatedContent (please ensure you mask any confidential information): Question: What I want to do is simple: when I update attribute A of Type Dynamic Menu, I want to reset att…
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Need input on the Data Range in the DataCube Extract in CPQNeed inputs on the Date Range in the datacube extract. If we give n number of days to extract , where does the counting of date starts. For example, if I schedule it for…
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Create a report with User's AttributesSummary: We are trying to create a report to get the users list whose last login is more than 90 days ago. To prepare the report from the reporting Manager, I am not abl…
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How to Set a Default Search Criteria in CPQ Based on User Group or Other Conditions?I’m currently working on configuring Oracle CPQ and I’m trying to achieve the following behavior: Set a default search filter (criteria) in the Search page that automati…
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Configuration from AssetSummary: We have finished configuring model1 and have successfully created an ABO asset. Our next step involves retrieving the configuration selections that were made fo…
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How to implement the BML function/Pricing rules for B2B and B2C quote orders in CPQ?Summary: How to implement the BML function/Pricing rules for B2B and B2C quote orders? The goal is to differentiate pricing based on the type of user placing the quote o…
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How to export transactions/lines to csv format?Summary: Hi, We need to export all transactions/lines to CSV format, in CPQ Standard version (doesn't have Report Manager functionality). Bulk download only exports to X… -
How to distinguish Read Only and Editable attribute(s) in LIG in Redwood UISummary: Distinguish Read Only attribute and Editable attribute in LIG because it's looks pretty even and similar. Clear visual differentiation between the two is essent…
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Display Editable Field Icons exact functionalitySummary: Hi, We have enabled the Display Editable Field Icons (Display Editable Field Icons - Select this option to display indicator icons for editable JET Transaction …
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Issue with Quote Having Product Linked to Inactive Pricebook EntrySummary: We’re trying to determine if there is a way to handle the following scenario: A product was added to a quote while its pricebook entry was active. The pricebook…
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Auto Forwarding Rule: Does AFR trigger on status transition to same stepWe are trying to trigger AFR on a quote status without changing the quote status. Created an action which will transition the quote from "In Progress" to "In Progress". …
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Is it possible to use SPIM without any CRM integration in the Integration Center?Is it possible to use SPIM without any CRM integration in the Integration Center? If not, is there any way I can sync Oracle CPQ parts to what's in Fusion PIM? because r…
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Customer shipTo bill to fields not retreived in REST -Get callSummary: Hello We are trying to get transaction header information through REST get call, but the customer ship to & bill to fields are not retreived in the response. Ge…
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How to add composite data type attributes in redwood layoutSummary: We are trying to add some composite data type attributes in Redwood layout but the attributes are not coming up in "Available Attributes" drop down. Eg: _config…
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How to add file attachment attribute in Redwood other than adding in drawer or as inline attachmentSummary: We are trying to add some attachment attribute in Redwood layout but attributes are not coming up in "Available Attributes" drop down. Currently it is possible …
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CPQ Password ExpirationSummary: Can the following users have their passwords indefinitely? Job_System_User (user used in integration) cpq_impl (setup user) Do SSO users also need to reset thei…
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Customize Transaction Manager in Redwood UIRequirement: Transaction Manager should only show the Transactions/ Quotes which belongs to a user logged in or user group that user is a part of. Other quotes should no…
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CPQ SOAP Services v1 Deprecation 25CSummary: We noticed in the 25C release notes some deprecation around SOAP services. We assume that you are referring to the attached web services. We reviewed each tab a… -
Video: Opportunity to Quote Oracle Modern Best PracticesVideo: Opportunity to Quote Oracle Modern Best Practices: An overview of the capabilities from opportunity to quoting to enable your sellers to sell more, avoid distract… -
Should RelayState be used to land directly in CPQ Transaction Manager via SSO login (SAML URL), or iShould RelayState be used to land directly in CPQ Transaction Manager via SSO login (SAML URL), or is there an alternative approach available?
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CPQ on Fusion (Roadmap, Timelines, Release)We heard Oracle say that CPQ will be on Fusion. Please update the timelines and road map. Currently, the sales reps are selecting customers in Oracle Sales Cloud. Then t…Yashasvi Seethalam 285 views 2 comments 0 points Most recent by Ellen Beres, CPQ Product Mgmt-Oracle
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Fetch Approvals Pending on user in CPQ without opening CPQ quotationsIs any possibility without opening a CPQ transaction, we can identify quotes pending for user approvals. we have a requirement, of inactivating the users as a prerequisi…
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How to use HTML tags/ beautify email body in Email Action in Oracle CPQRequirement: A sales agent want to share quote proposal pdf with some dynamic email body content at any quote stage. Approach: An email action is created to share this i…
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What are the options to update CPQ's Account object from an external system i.e. Oracle FusionSummary: Need to know the method(s) to update CPQ's native Accounts object (master & address data) from outside CPQ. Customer master being an external system (Oracle Fus…
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Multi-Line Deletion Capability in Oracle CPQ Line Item GridHello All, Could you confirm if Oracle CPQ includes any standard (OOTB) functionality that allows users to delete multiple lines simultaneously in the Line Item Grid? Th…
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Can we access AOR and Delegation from Line Manager login with out having admin access in Oracle HCMSummary: Is there a way to access AOR and Delegation rules from a Line Manager Login without the line manager having access to Admin roles (IT Security Manager). Content…