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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How to Add a new date attribute to the Date Filter for reportsSummary: Please, help us to Add a new date attribute to the Date Filter for reports We need that new attribute to be in the Date Filter list; we have attached an image i… -
Is there any way to customize the Favorites configuration page?Summary: I would like to know if there is any possibility to customize the Favorites configuration page in the same way we customize the configuration pages for example,…
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maximum number of characters in a configuration text area attributeSummary: Content (please ensure you mask any confidential information): Hello, I would like to know how many characters are allowed in a text area configuration attribut…
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Does Using “Save from Form” Affect Commerce Action Efficiency?Summary: Does using the “Save from Form” option significantly affect the performance of a Commerce Action? Content (please ensure you mask any confidential information):…
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Translations in Commerce Attributes of Oracle CPQ.Summary: My requirement is to bulk upload the translations of the commerce level attribute (header and line both). Manually, it is a tedious process, is there a way by w…
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Price lists sync from CPQ to Fusion PricingSummary: We want to sync CPQ Price lists in Pricing Portal to Fusion Pricing. Only Subscription items (Sales product type is SUBSCRIPTION in part data base) are synced t… -
Accessing CPQ from FusionSummary: while accessing Quotes from CPQ tab in fusion we are encountering " 404 page not found" error Content (please ensure you mask any confidential information): whi…
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Support Generative AI Quote Summaries for Non-Oracle CRM-Integrated Sites feature from 25C UpgradeSummary: In 25c upgrade, we have feature called "Support Generative AI Quote Summaries for Non-Oracle CRM-Integrated Sites". As our CPQ system integrated with salesforce…
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Quick Tip Video: Search Parts with Parts Custom Fields in Add Products in the Redwood Quote UISummary: Beginning in Oracle CPQ 25B, Add Products in the Redwood Quote UI will also utilize search-enabled Part Custom Fields for product search criteria and display in… -
How to customize e-signature report?Summary: We will use e-signature for miscellaneous transactions. How can I customize a e-signature PDF report? I want to add item costs.
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CPQ Eligibility Rules LimitationsWhat are the practical and system-defined limitations of Oracle CPQ Eligibility Rules? Specifically: Is there a maximum number of SKUs or customers that can be handled e…
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JournalBinaryStore has been disposedSummary: Hello Team We have a config screen , which is being used to setup data using buttons on the UI using Catalog setup. Eg : Update Pricelist , Update Shipping info…
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Background image in Document Designer Over the textSummary: Content (please ensure you mask any confidential information): Hello, In a section of the Document Designer we have a background image. However, when we add it,…
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Best place to store large qty of images and show them on CPQ screens based on different conditions.Hi All, We have a requirement where large number of image files will be placed in FTP folder and these images need to be showed on CPQ screens based on different conditi…
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Images added from file manager into RTE Text template appears brokenSummary: I added a new template to RTE attribute which has image from file manager. It appears correctly when I completed this change from Text template library. But whe… -
How we can import the line items in parent-child using excelSummary: How we can import the line items in parent-child like 1.0, 1.1, 1.2, 1.3... then 2.0, 2.1,2.2, 2.3... and so on using excel 1.0 will me model and 1.1, 1.2 so on… -
Short Video: Commerce Library BML Debugger: Redwood vs JETHere’s a short video showing the BML function debugger in Redwood vs JET.The example uses the Commerce Library function “Transaction Status”. https://videohub.oracle.com…
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Oracle CPQ + Magento “Login as Customer” — Internal vs External Users and Service Account StrategyContext We are using Oracle CPQ integrated with Magento and Okta for one of our business units. In CPQ: We use Internal CPQ users for CRM access(Dynamics) We use Externa…
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Price book is readonly in configuration pageSummary: I created a custom pricebook, it's active, but when I go to Configuration page, the price book field is read only. How can I select different price books in con… -
We are trying to invoke the Commerce _reconfig_action and Save reconfiguration(config API)Summary: We are are trying to replicate the reconfigure and Save Reconfiguration scenario through API but the Recommendation rules are not getting fired and expected fun…
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The action 'Approve Submit' has been performed successfully why is not receivedSummary: Hello All, When the approver approves the quote through email, but the approver does not receive any notification from the CPQ as The action 'Approve Submit' ha…
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Help with Mongo filter on Transaction Dynamic Menu and Or conditionSummary: we are trying to create an OR condition using MongoDB in Dynamic Menu. But its not working Content (please ensure you mask any confidential information): Versio…
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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…
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Enabling Audit trail in CPQHi, We have a specific business requirement in CPQ to enable audit trail on few fields. is there a OOB way to achieve this? or can we use attributes with data type as "H…
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Files embedded in document designerSummary: Hi, I'm working in Document Designer and I'm embedding files, but they're not displaying completely; it's as if they're zoomed in. Do you know how I can fix thi…
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How to send the Final Approval notification to submitter and approvers of the quoteSummary: How to send the Final Approval notification to submitter and approvers of the quote Content (please ensure you mask any confidential information): Version (incl…
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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…
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Email action transitioning to next step immediately on click even though user selects Cancel buttonSummary: Email action transitioning to next step immediately on click which of way i am getting permission issue to send email as prior to email sent the step transition…
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Redwood Themes: Are OSC and CPQ Redwood Themes Aligned?We are using Oracle Sales Cloud and Oracle CPQ and moving to Redwood. Requirement: Keep the themes, colors and fonts, sizes, UI UX same for OSC and CPQ. Does Oracle have…
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Managed Package v8.8 - SFDC Opportunity id is not stamping on CPQ QuoteSummary: SFDC Opportunity id is not flowing to Oracle CPQ Quote, followed the steps mentioned as per KB19756 Content (please ensure you mask any confidential information…