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
-
-
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,…
-
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 …
-
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…
-
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…
-
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…
-
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!
-
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…
-
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
-
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…
-
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 …
-
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?
-
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…
-
Quotes emails sent from Oracle CPQ are put in quarantine by the Microsoft security systemSummary: Hi All, One of our customers recommends using Microsoft 365’s SMTP server to send emails from the Oracle application, instead of allowing Oracle’s servers to se…
-
How can i highlight the item lines that gives error on the quotation?If there is an error that displays on the header, the users don't know where this error comes from
-
How can i configure the response that comes to the user after approved on his quotation?Summary: This is an example of a response that I received: Dear user@invalid.com Your quote with transaction CPQ-54 has been completely approved.
-
How to reject the old quotes from Production after go-liveSummary: How to reject the old quotes which were in approval pending stage before go-live. Content (please ensure you mask any confidential information): How to reject t… -
How to find the approval email received to CPQ after approveHow to find the approval email received to CPQ after approving and where to find the received email are stored in CPQ. Please give us the detailed steps to see the email…
-
Sorting by transaction number in the quote to order managerI need to sort by the transaction number from the first quotation to the last quotation, but the sorting is not correct.
-
I want to change the reply email text for approveLinkContent (please ensure you mask any confidential information): I have the following questions: When editing an email in Email Designer, you can insert a standard [approv…
-
About the Associate Product buttonContent (please ensure you mask any confidential information): Ask the following questions: The order details show a button that you have never seen before. The button i…
-
Enable Redwood Based on GroupsSummary: Is it possible to enable redwood only to specific users initially ? if Yes, how can we do it? Content (please ensure you mask any confidential information): Ver…
-
Scheduled day for implementing quarterly updates to CPQThe scheduled day for implementing quarterly updates to Fusion production environment is the third Friday of the target month. Is the scheduled day for implementing quar…
-
ORacle cpq how to change currency in configurationSummary: Hi , we have scenario where CPQ model config is directly opened in Iframe. We have SSO individual users logged in. let say for my user currency is set as GBP . …
-
Hide the selection list for switching Quote ProcessesContent (please ensure you mask any confidential information): I have the following questions: When you open the Order List, you will now see a toggle option that wasn't…
-
How to create a chaining delegate approverSummary: How to create a chaining delegate approver where I need a A has a delegate approver B and B has a delegate approver C so when there is an approval so the A is a…
-
Does Header & Footer code affects redwood in anyway ?Summary: I am doing some some testing for redwood UI, we have some .js and .css files/code referenced in Header & Footer (Admin > Styles and Templates), I wanted to know…
-
Running an advanced modify for a transaction line action only in the context of the modified lineSummary: Our customer business process requires the creation of a lot of different transaction lines. They can edit a particular line by clicking on the part number of t…
-
Advanced condition for access rule for ReadonlyHi Team, can anyone try to write advance access rule condition to make read-only for attributes?@Girish Kumar Reddy-Support-Oracle @bla-Oracle