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
-
Disable SSO in Fusion impacting SSO connection in CPQSummary: We are running Oracle CRM and integrated this with CPQ. We have SSO configured from Fusion front-end and when connecting to CPQ from CRM. Due to a new requireme… -
Restricting view ( saved searches) in Transaction Manager based on user groupsSummary: In our Organization, we have multiple user groups who carry out specific tasks in the quote life cycle. As an admin , i want to create views in transaction mana…
-
SFDC Community User integration with Oracle Partner Organization userSummary: There is a Partner/Community User in SFDC which needs to be integrated with CPQ Partner Organization user. Content (please ensure you mask any confidential info… -
How to see the all comment and action of approval in another version of transaction.Summary: My customer want to see comment and action of all last transaction version. How can I build it? Content (please ensure you mask any confidential information): V…
-
_Send_email not working when action trigger by Sales repHi, We have a requirement to send notification to submitter and quote owner on approve action. For example, on request approval action if 1 user approve quote then submi…
-
Characteristics of 'Display History' and it's limitations in Oracle CPQSummary: We'd like to know the feature and limitations of 'Display History' type of actions in Oracle CPQ - is there a way to capture all the transaction history and how…
-
How to reset/default child attribute based on change of parent attribute in Oracle CPQ commerceSummary: I have two Commerce attributes: Country (single select) and Name (single select, dynamic options from a Data Table filtered by Country). When I select Country =…
-
Dual Managed Package version in same sandbox with same organization idWe would like to upgrade to latest version of CPQ managed package from v7.2 Can we continue to use v7.2 for 2 businesses and do migration of data of 1 business to the ne…
-
Where is the snapshot option when trying to perform a migration using CPQ Redwood?Summary: I am trying to get used to Redwood from the admin side and doing my first migration. I noticed there's no "include snapshot?" option like there was in legacy. H…
-
Can OAuth be used for the XML integration outbound callSummary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t…
-
How to add custom address attributes in CPQ Accounts objectSummary: Hello @bla-Oracle, @SChe As mentioned in the CPQ Help document (see below screenshot & help link) users are allowed to add custom address attributes (range of 1…
-
Commerce(Email action button is not working)Summary Email action button to send the proposal document through mail is not workingContent Dear All, In the commerce transaction-level email action button is not worki…
-
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…
-
How to assign all transaction to a specific group using bulk updateSummary: i need to assign all transaction to spcific user group using bulk update. let me know how to do it Content (please ensure you mask any confidential information)…
-
D365 - CPQ Connector package not able to downloadSummary: Hi Team, I am trying to download connector package for OCPQ from the oracle provided reference link, but I am not able to download it, Could you please suggest … -
Synchronize Prices items with CPQ in errorHi, We are trying to integrate price lists from fusion to CPQ. Extract event is successful and transform is ended in error with the following message. { "RecordsToTranfo…
-
rebate calculationSummary: We are currently working with a client in the energy distribution sector where, during the quoting process, we are required to calculate rebate amounts related …
-
Is possible to hide the Group By feature in the transaction line?Summary: I would like to hide the newly introduced Group By feature in the Commerce Redwood UI Content (please ensure you mask any confidential information): Version (in…
-
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,…
-
Not able to hide price books using alternate stylesheet following documentation stepsSummary: We're integrating OCC and CPQ and we want to hide the Price Book field. Content (please ensure you mask any confidential information): We're following this docu… -
how to style a row of an array set in redwood using html attributeSummary: I have an arrayset where rows were styled with different colors in jet ui using html attribute. but in redwood its not working. how to achieve this functionalit…
-
Domain "bigmachines.com" needs to be configurable.Need the ability to change the domain name for emails triggered from CPQ. We are receiving the email from instance name "@mobileapproval-prdocius.bigmachines.com" or "bi…
-
Need to change the version of Apex class in salesforce which is managed by CPQSummary: In the salesforce, we need to change the version of Apex classes if the version is less than 42. Some of the apex classes are managed by CPQ which is having the…
-
is there Sales Order Object in CPQ?Summary: I remember as part CPQ Roadmap features, there should be Sales Order Object in CPQ. Is this Sales Order object available in OCPQ, which Version? Can we convert …
-
Is "Allow Table Height Control" in Redwood CPQSummary: In 24B, with JET UI, we were given the ability to "Allow Table Height Control" so that users could pick how many rows of the LIG to display on the screen. We we… -
We need to enable SSO for our Oracle CPQSummary: I seen that SSO will be mandatory for Oracle CPQ application from 26A. However, our org is not yet enabled SSO. Do we need to go with SR to enable SSO? or some …
-
Negative Pricing in BOMSummary: We are storing negative prices for some of our items in Pricebook, so while configuring we are getting negative prices for these items and they are not being co…
-
How to disable add and delete action from array set ?Summary: In the approved step, I need to disable the add and delete actions. However, there are two arraysets, one with actions disabled and the other with actions enabl…
-
Can I add a confirmation request when the user clicks on a specific action?For example, once the user clicks on the version transaction, it should send a confirmation request first to the manager
-
Use Import Line Items to update Text Area attribute in LIGSummary: We used the Import Line Item to update a text area attribute in LIG; however, the value is not being reflected. There is another related question on this topic,…