Resources and Best Practices
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Configure Price Quote
Discussion List
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where do I modify page templatesSummary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t… -
Is it possible to enable to SSO login with CPQ without using CX Sales Module?Summary: Hello Folks, We have a requirement to enable Single Sign-On (SSO) for the CPQ application in our production environment. Below is the context of our use case: U…
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What is the impact of CPQ Direct Login having end of life in 25CSummary: Oracle announces the end of life of "Direct Login" for 25C. What is the impact of this? Will the login screen (username, password) be gone once you access .bigm…
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email field in address set - can it accept multiple email addressesSummary: email field in address set - can it accept multiple email addresses. If so, what should be the delimiter? Content (please ensure you mask any confidential infor… -
Approve Reject buttons not visible in non pending approval stepsSummary: I see if the quote is submitted for approval system is transitioning the quote to "Pending Approval" step and showing "Approve" / "Reject" sub actions but befor…
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Tip Tuesday : Hide Views if all attributes are hidden in CPQ redwoodSummary: This is a short video showing how you can set up views in CPQ redwood to be hidden when there are no attributes visible to the user in the current step. Steps: … -
Set the price range to expanded by default.It is possible to set the price field to expanded by default so that the user can see the prices directly.
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Salesforce version limitation will impact the CPQ ?Summary: The upcoming Salesforce upgrade will not support the version below of 30.0 will this impact CPQ managed packages installed in the Salesforce. Will this impact a…
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line grid changes should be reflected in configuration and its resp assetSummary: Saw this issue when line item is deleted in Line grid, changes were not available on reconfigure. Also, the asset was not updated. How can we make sure that all…
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How to Handle Substitute or Alternate Parts in Oracle CPQ?Hello everyone, I’m working on a quoting process in Oracle CPQ where we need to offer substitute or alternate parts when a primary part is unavailable or discontinued. I…
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Single-Sign-On(SSO) feature which works everywhere in CPQHi, We wanted to know if there is any SSO feature which can be used everywhere in CPQ, for example :- We are login to Migration Centre for migration, and we put our cred…
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Video - Redwood Administration in Oracle CPQRedwood Administration in Oracle CPQ With 25D, there is an optional new Redwood Administration experience in Oracle CPQ. This will become the standard (non-optional) exp… -
Error without details when trying to generate a proposal from a transactionSummary: I receive the following error when generating a proposal: Invalid white space character (0x2) in text to output (in xml 1.1, could output as a character entit C…
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Manage Notifications for serial approvalsSummary: We have a scenario where there is 5 level serial approval hierarchy. And for each level we have two groups assigned, out of which one group is common among all …
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Reconfigure a Model from Commerce for the Non BOM ItemsSummary: I'm using Oracle CPQ on 25C. When I try to Reconfigure a Model and update and save it to Commerce, the Parent and the Child Items sequences are not retained in …
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how to display serial approval hierarchySummary: We have a requirement to display the full serial approval hierarchy to user when quote gets submitted to the approval. Suppose i have a 5 Layer serial hierarchy…
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from which release superuser account get deprecated?Summary: when we logged as superuser we observed superuser account get deprecated notification so wanted to know from which release this account get deprecated? please u…
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CPQ Auto approvals by system in approval flowBusiness scenario: Approvals are triggered when sales rep reduces the discount more than 10%. This logic is applicable for all configurators and quick adds. Requirement:…
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Restricting Quote Versioning in Opportunity After Contract AmendmentSummary: Details: We are facing a business requirement related to quote versioning inside opportunities. Here is the scenario: We create a new quote (Version 1). This qu… -
Does CPQ Redwood UI support Javascript methods?Summary: Hello Team - Does CPQ Redwood UI support the Javascript methods (getAttributeVal, onAttributeChange) called from an HTML type attribute on config/commerce e.g. …
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CPQ: Can we create a new user type?Does Oracle CPQ allow us to create a new user type. Currently there are 4 user types OOTB.
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disable attachments in a single print actionSummary: Hello , I have two print actions, in different tabs within commerce. And the same attachments appear in both actions, and I want them to only appear in one of t…
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PDF attachmentsSummary: Hello, I have two print actions, in different tabs within commerce. In one tab, I have attributes for attaching documents. However, these attributes appear in b…
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How to enable Multi Currency with Salesforce IntegrationSummary: We currently only use USD on our Oracle CPQ Site. Our business needs to be able to sell in CAD. We are trying to find the steps to enabled CAD Pricing on CPQ an…
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Is there any possibility to add multiple separate models on quotation by configure flowHello, I have a scenario for adding two different, separate models in one quotation: 1- Configure a model, then click Add convert to quote to add what you configured to …
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I want to return a null value in a formulaContent (please ensure you mask any confidential information): I have the following questions: Process Definition>Quote Process>Documents>Transaction Line>Attributes Cus…
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Auto-Populate Last Price on Transaction Line in CPQHello CPQ Community, I’m working on a requirement in Oracle CPQ and need guidance on the best way to implement it. Here’s the scenario: Requirement: On the Transaction L…
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Issues with Dynamic Menu on Transaction LineSummary: Hi, I have created a Dynamic Menu at the Transaction Line level. The menu points to a live data table which looks something like this: The filter on the Dynamic… -
How to search for account with any part of the name?Summary: On the quotation i use the browse action to search for an account but, its required to search with the same name, for example, if i have company name with two p…
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Approval Sequence IN CPQSummary: I am trying to make Action Called Approve status Changed Approved because i have multiple status Waiting for approvals and Approvals , so i have multiple approv…