Resources and Best Practices
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- 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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CPQ FontsSummary: Is there any font available which will accept both korean characters and font formatting( bold, italic). We have verified the fonts available in 24A as well but… -
Array Sets Quantity Assignment IssueSummary: We use Array sets in our models and users added quantity against some of the items in the array to configure the model. When user reconfigure and in a case that…
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Can I set a dynamic approval reason?I have multiple approval reasons and want to show the approver the reason for approval without requiring multiple approvals from the same user. Is there a way to set the…
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How long is a configuration staying in the pending configuration page?Summary: Content (please ensure you mask any confidential information): Hello, We would like to extend the time frame in which a not saved configuration stays in the pen…
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Quote Access vs Auto Forwarding RulesRequirement: Restrict quote access based on the office number. Use auto forwarding rules (AFRs) and restrict the quote access to specific sales office user groups. This …
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Masking Transactional PII data post Clone refresh from Production in Oracle CPQHi Team, We would like to have a refresh of our CPQ Clone instance from Production weekly/daily but concern is to mask PII data in Clone post refresh from Production in …
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Connector for Salesforce UpgradeWe are looking into installing the new CPQ Connector for Salesforce 8.x, as we are currently still in Managed Package 7. I found the documentation and sample integration…
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Can we move multiple quotes from 1 opportunity to another in salesforceCan we move multiple Oracle CPQ Quotes from one opportunity to another at the same time in Salesforce. How is this functionality handled. Is it through Managed package o…
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Is there a plan to fix the use of document number in the Error panel for validation rules?Summary: Error panel shows document number instead of sequence number leading to confusion when reviewing output from Validation Rules. Content (please ensure you mask a… -
Are there any plans to add other digital signature or eSignature providers to CPQSummary: Docusign is the only OOTB eSignature integration available in CPQ, we however use Adobe eSign as our corporate standard provider. This question has been asked i…
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Is the export SFTP file not editable during the export?Summary: Content (please ensure you mask any confidential information): Hello, Can you guarantee that the SFTP export file is not editable during the export? Is there an…
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i am unable to forward quotehello all, i am unable to forward quote by using forward action in the Quote manager. how the user will know we have forwarded a quote to them can anyone please explain …
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Is there a way to eliminate the standard pop up that says the the maximum number of char is 256?Summary: Content (please ensure you mask any confidential information): Hello, we have a standard text field Legal Office Address: And we limited its number of character…
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Queries on CPQ HostingSummary: I've been asked some details on CPQ's hosting, for which I'm not really sure where to start searching: What country is this hosting running in? What region or r…
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Oracle CPQSummary: Hi Team, What is difference in Dictionary , Array and JSON . which one is more efficient and how to decide when to use dictionary or json/array? Thanks Content …
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It is possible to change Model Configuration into something else?Summary: Content (please ensure you mask any confidential information): Hello, We would like to change "Model Configuration" and to display instead "Customer Configurati…
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Viewing approval sequence reasonsHow can I view the approval sequence reasons in a more condensed view without having to scroll across enormous gaps to see the next entry? using Version: 23D Patch 3
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How can a warning be implemented from standard?Summary: Content (please ensure you mask any confidential information): Hello, I would like to know, how can be implemented a warning from standard? Regards, Silvia Vers…
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How to keep a read only field of an array only read also post updateSummary: Content (please ensure you mask any confidential information): Hello, I have an array that is populated when i click a button. Item Result is the array and it i…
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How to get the recent quote created in Oracle CPQ and post it as sales order in FusionHello everyone, I have a requirement, integration between Oracle CPQ and Oracle Fusion. The flow is get the recent quote created in Oracle CPQ and post it as a sale orde…
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Hi, Is there any potential difference between variables with _q and _c suffiix?Summary: Hi, We observed new attributes are getting created with _c suffix in variable name after 23D upgrade, Is there any potential difference between variables with _…
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How to validate a date in the advanced action rule in commerce validation ruleSummary: I am trying to validate a date value (derived using BML), and would like to allow only certain values to be updated on the line-level attribute. I have created …
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Rearrange the product lines in Configuration areaSummary: Is there any way to rearrange the product lines in Configuration area? Content (please ensure you mask any confidential information): We want to arrange the pro…
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Is it mandatory to have Customer part number in Item master in Oracle CPQ?is it mandatory to have Customer part number in Item master in Oracle CPQ.
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Pricing Engine QuerySummary: Hello Team, Need oracle's suggestion on the below use case, We have around 40k accounts and 50k products. We have a standard price list stored in data table We …
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Is it possible to increase the number of results to be displayed in Single Select Pick List AttributSummary: Hello, We need to increase the number of results to be displayed in Single Select Pick List Attribute to 1500 results. (Products / Configuration Settings / Sing… -
How to change status of Transaction after updating a field valueSummary I want to change the status after updating a field valueContent How to change status of Transaction after updating a field value? Exmaple: user enters a date fie… -
REST API to extract Config AttributesSummary: I am looking for a REST API to extract all config attributes from the CPQ system. Content (please ensure you mask any confidential information): None Version (i…
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CPQ action button associated to multiple XSL viewsSummary: Content (please ensure you mask any confidential information): Hello, I would like to know if it is possible to have only one button, instead of multiple button…
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How to to delete a product in the line item grid and not the entire modelSummary: Content (please ensure you mask any confidential information): Hello, When I have added in a quotation more than one product together I can only delete from the…