Resources and Best Practices
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- 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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Delegated approver: Both parties are getting notification/emailSummary: In CPQ, I set Person B as the delegated approver. However, after submitting the quote for approval, both the original approver and the delegated approver are re… -
CPQ to Order Management Fusion integrationSummary: Seeking guidance on CPQ to Oracle Fusion Order Management integration . Got a note KB83568 CPQ Standard Process – Order Management Integration. In that unable t…
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How can we control the PDF that is generated out of Doc designer in terms of it being locked?We have 2 sites that have been aroud since the BigMachines days. We don't have the context as to why they are setup the way they are and I am not finding any documentati…
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How to send an email in CPQ to some email address.Hi, I have a requirement which says when Quote status is changes from Returned to Field Review (By clicking on Submit button), I need to send an email to an email addres…
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Opportunity to Quote Currency QuestionsWe are evaluating currency management between Oracle Sales Cloud and Oracle CPQ and would appreciate Oracle's guidance on the following: What is Oracle's recommended app…
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Clarification on File Attachment Attributes and LimitsSummary: Could you please clarify the following regarding Commerce File Attachment attributes? Content (please ensure you mask any confidential information): Do attachme…
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Video: Opportunity to Quote Oracle Modern Best PracticesVideo: Opportunity to Quote Oracle Modern Best Practices: An overview of the capabilities from opportunity to quoting to enable your sellers to sell more, avoid distract… -
Need to convert CPQ JET UI to CPQ Redwood UISummary: Hello Team, We are using Oracle CPQ since 2020 and we are using JET UI so far, I would like to know that, Is there any auto migration utility where it will conv…
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what is the difference between cancel approval, rejection and versions in oracleI need to know is it the standard behavior in CPQ that their can't be changes on the lines (Quantity , discount ,etc) after sending for approval even for the approver sh…
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Can I make a Full access user see qoutation in his group onlyCan I make a Full access user see quotation in his group only whenever I use the forwarding rules the full access users can see all the quotations when they are not in t…
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Can we display multiple columns in Dynamic Menu In Oracle cpq, like Item and descriptionSummary: Need a way to display site name and customer name in the same dynamic menu. Is this possible. Content (please ensure you mask any confidential information): Ver…
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Using webservice in CPQ Running in FusionSummary: In CPQ Running in Fusion, how to call CPQ webservices Content (please ensure you mask any confidential information): We want to call CPQ webservices, CPQ is run…
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Deal Pricing AI-Assist Agent not availableSummary: 26C new feature Goal Seek/ Deal Pricing Agent not available Content (please ensure you mask any confidential information): We want to use new feature as given o…
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Is It Possible to Hide Default Search Filters (My Approvals!) in the Quote List UI?Summary: I couldn't find any option to hide the default search filters in the Quote List UI, similar to how it's possible in My Approvals. Is there any supported way to …
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Redwood UI Commerce how to skip to the last attributeSummary: In Redwood UI in Manage Transaction- I want to skip to the last transaction. I can only see how to search by name or scroll page by page. I don't see a way to j…
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The current user does not have access permission to view current data in this step.Summary: 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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Authentication Methods for Invoking Oracle CPQ REST APIs from Salesforce on Logged-In UserSummary: Need guidance on supported authentication methods for invoking Oracle CPQ REST APIs from Salesforce on behalf of the currently authenticated Salesforce user whe…
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Feasibility of Using SSO Authentication for Oracle CPQ APISummary: We are exploring the possibility of using Single Sign-On (SSO) as the authentication method to execute the Oracle CPQ API, specifically for logged-in users rath…
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REST API using Azure IDP as SSOSummary: How CAn we invoke CPQ REST API using SSO where Microsoft Azure is the IDP Content (please ensure you mask any confidential information): Version (include the ve…
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Oracle CPQ: Is there a way to detect/track when a row is added or a value is edited in an Array Set?I have a line-level Array Set, "Other Charges" (otherChargesArrayset_c), with a child attribute others_c(Float). I need to detect whenever a user adds a new row or edits…
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Data columnsSummary: How can I use a single select menu attribute that is populated from a table as a data column? Content (please ensure you mask any confidential information): Tha…
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Error Access Select QuotesSummary: We are intermittently seeing users get errors on some quotes when opening them from Salesforce.com. When clicking on the quote number to open the error reads "E…
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Is there another place to update the read write access in CPQIs there another place to update the read write access in CPQ rather than the attribute design access and the steps and there is no rule to make it read only
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Advance Legacy Vs Advance Price Model ApproachSummary: Current Implementation: We have an Advanced Legacy Price Model, where we have all the pricing logic to calculate the list price and then the contractual price (…
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Redwood UI expand screen on editSummary: When editing in Redwood UI, the Edit screen is a little challenging. The edit screen only opens to a little less than half the page. There are times it would be…
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User-defined navigation menu in Redwood -- broken links?Summary: User-defined navigation menu custom links break in Redwood…? Content (please ensure you mask any confidential information): We have some user-defined menu navig…
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Error during commerce task : Fatal error occurred during uploading. Aborting upload.I can't clone the process or import it in another instance what is this error and how to solve the problem: Error during commerce task : Fatal error occurred during uplo…
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Guidance on Implementing Standard Asset-Based Ordering (ABO) in Oracle CPQ CloudSummary: Seeking guidance on prerequisites, implementation steps, and asset structure behavior (BOM vs flat SKU) for Standard ABO in Oracle CPQ Cloud. Content (please en…
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Custom esignature set is not available to add to quote layoutI have create custom esignature set attribute and assigned the proposal attachment attribute to hold the generated proposal. But when I try to add it to the layout Iam n…