Resources and Best Practices
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Configure Price Quote
Discussion List
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how we can launch configuration directly from SFDC on click of create quote action in SFDCSummary: We want to launch CPQ configuration page directly from SFDC Content (please ensure you mask any confidential information): We want to launch CPQ configuration p… -
How to restrict the access for only see the user administrationSummary: Content (please ensure you mask any confidential information): We wanted to handover the user management like user creation and deactivation process to GHD team…
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How to setup cpq-toolkit on a Mac system.Summary: While we've been able to setup cpq developer tool-kit on windows seamlessly, we were confused on how to do so on Mac. We're adding the bin folder to path variab…
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'Create Order' option disabled after submitting Transaction Number in CPQ.Upon submitting Transaction number and approval, 'Create Order' option gets disabled. Please find screenshots:- Before submitting Transaction:- After submitting Transact…
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Partner users asset view to be restricted in subscription workbenchSummary: Partners should be able to see only assets pertaining to their quotes only. How to control the visibility of asset view. Whereas now assets are shown based on A…
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Proposal documents in two languages but system GUI in several languagesSummary: Content (please ensure you mask any confidential information): Hello, I followed this link: https://help.bigmachines.com/BMIHelp/#DocumentDesigner/Document_Desi…
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CPQ Model upload through 3rd party IntegrationSummary: CPQ Model upload through 3rd party Integration Content (please ensure you mask any confidential information): Version (include the version you are using, if app…
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Oracle CPQ Migration Center Unusable During Upgrade PeriodSummary: We are unable to use the Oracle CPQ Migration Center during the 2-week upgrade period where the development environment is upgraded first, followed by our produ…
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Approval DelegationSummary: if approval is already submitted, when the approver is not available then we need to change the approvers. is there any possible way to do this scenario? Conten…
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Is there a way to link the change of the value of a LOV to an action in the commerce?Summary: Content (please ensure you mask any confidential information): Hello, I would like to know, is it possible, in commerce, to trigger an action when the value of …
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Query data table or session data in result parser XSLSummary: We have a Parts sync integration with Salesforce and we have a requirement where we want to set some data into session cache / or data table and capture the sam…
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Hello! Is there a way to calculate KPI with Reporting Manager?Summary: Using Reporting Manager I can create reports that can be exported to Excel. These Excel reports contain data that my client can use to calculate some KPIs. The …
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I want to Introduce Walk me for Oracle CPQ is it possible?Summary: WalkMe is a digital adoption platform that provides on-screen guidance and assistance to users, making it easier for them to navigate and use software applicati…
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A particular Line level attribute not available from the REST call - URLDATASummary: Instance ID line level attribute not available from the REST call - URLDATA Content (please ensure you mask any confidential information): I am trying to fetch …
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How to create a custom template for QUOTE with pre populated values in CPQ cloud?Summary: How to create a custom template for QUOTE with pre populated values in CPQ cloud? The requirement is like we need to re use these templates to create multiple q…
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Get image file content from file manager in BML and convert to base 64 formatSummary: Get image file content from file manager in BML and convert to base 64 format Content (please ensure you mask any confidential information): I am trying to get …
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How to configure and add System Configuration using webservice through a middlewareSummary: We want to move quotes from one commerce process to another. And we are using System Configuration where the root system model is the same for both commerce pro… -
How "Currency_t" attribute gets its value in CPQSummary: For quote currency in CPQ we see the currency is saved in attribute "currency_quote" but it only fetches the value "_system_current_document_currency_pref" whic…
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how to upload pdf files into document designerSummary: 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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Extract data where floar1 in $field1Summary: Content (please ensure you mask any confidential information): This code (that has been extracted by the guide) allow to extract data where the field float1 = f…
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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…
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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…
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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 …
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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…
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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…
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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…
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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…
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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 …