Resources and Best Practices
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Configure Price Quote
Discussion List
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Rest API to update customer profiles instead of using ReceivablesCustomerProfileService WSDLSummary: Our customer prefers using REST API over SOAP, Do we have REST API to update customer profiles Content (please ensure you mask any confidential information): Ve… -
The forwarding rule makes the return combination but the quotation still appear to everyoneI am trying to make the salesmen to not see each others quotations and the admin can see all : I tried these codes and I didn't work : 1st attempt: resulstr = _system_us…
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In Config, Highlight tab when there is a required selectionWe have a model that has multiple tabs, under some conditions a field that is on another tab is a mandatory selection. There is no visual indication to the user that the…
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How to approve quotes in CPQ through emailSummary: We have a requirement to display a link in the approval request email, clicking on which quote should be approved or rejected. The way we have implemented right…
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Is there an option to hide OOTB Configure gear icon from LIG for a particular quote step ?Is there an option to hide OOTB Configure gear icon from LIG for a particular quote step ? I can see option to HIDE / UNHIDE this gear icon in Layout in general , but i …
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How can we check whether a value is NULL or blank in a CPQ rule in Redwood UI?Summary: How can we check whether a value is NULL or blank in a CPQ rule in Redwood UI? Content (please ensure you mask any confidential information): In the Jet UI, we …
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configuring email action in CPQ, the 'From' email defaults to user email and comes as non-editableSummary: During configuring email action in CPQ, the 'From' email defaults to user email and comes as non-editable. Is this thing happening because of new update of CPQ …
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Need to associate modify action with email actionSummary: Hi, I need to associate modify action with email action or vise verse Is there any automatic follow up mail generate after any particular date with user interve…
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a shared report in Report Manager is not displaying data for other usersSummary: Report owner complains of partial data displaying in the report whereas Admin user unable to any data. what could be the reason? Content (please ensure you mask…
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How do we disable/hide add and delete icons in array sets in Redwood for any sales groupSummary: We have to disable addition and deletions in an array for SalesRep user group for Change Order quotes. We can enable or disable it for all users in Redwood but …
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We are trying to test the Customer Pricing we have enabled the Customer pricing in features, we haveWe are trying to test the Customer Pricing, we have enabled the Customer pricing feature, we have created the price list and configured the customer pricing and add pric…
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Oracle CPQ Connector for SalesforceSummary: With the latest updates to the Salesforce.com managed package for Oracle CPQ- It was noted that the Oracle CPQ Connector for Salesforce is no longer needed and …
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getConfigurations soap API not workingSummary: getConfigurations soap API is not working as expected. We are integrating OCC and CPQ and in the final step (checkou) we have a webhook to validate the prices b… -
Access Item charges from multiple price models from Recommended Item RuleWe have pricing requirements where Unit cost and List price will be maintained in two Price Models in CPQ. Each of these Price Models correspond Price List in fusion pri…
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Regarding the Link URL function for read-only text or HTML.Content (please ensure you mask any confidential information): I have the following questions. admin Home > Processes > **** Quote Process > manage transaction > Attribu…
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Oracle CPQ running in Fusion - Inactivating a UserSummary: Follow the steps to inactivate CPQ users for sites running in Oracle Fusion. Content: To prevent a user from accessing CPQ : 1) Steps for Fusion-CPQ customers n… -
CPQ Data Cube SFTP(Azure Blob Storage) connection failsSummary: CPQ Data Cube SFTP(Azure Blob Storage) connection fails if CPQ instance is not whitelisted in Azure. But due to company policy unable to whitelist Oracle CPQ Ip…
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Oracle CPQ Commerce Redwood: "Multiple" Line-Item-GridsHi, We would like to place multiple line-item-grids in the Redwood CPQ commerce UI. From what we understand, in the past there was capability to have multiple line-item-… -
Pricing Portal RoundingHi, When applying % Discount to a Price List in the Pricing Portal, the rounding logic overwrites the applied percents when looking at in the Price Waterfall from the Qu… -
Is there a limit to the number of full Access Users in CPQ?Summary: We have processes where users are currently able to perform operations that create part items in tables in CPQ. With the setup of the new Administrator Groups i…
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how do i upgrade salesforce CPQ extension and connections 8.2 to 8.11Summary: how do i upgrade salesforce CPQ extension and connections 8.2 to 8.11 Content (please ensure you mask any confidential information): Version (include the versio…
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How to access mandatory part comment inside the pricing portalSummary: How do we access mandatory part comments inside the pricing portal? I need this comment information to calculate the price while in the configuration module. Co…
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Using date attribute, a notification should be triggered upon clicking on submitSummary: Requirement: Based on the value of a date attribute, a notification should be triggered to a set of users upon clicking the Submit action. Setup: Configured Ste…
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How to add dynamic adjustment to prices in model configuration pages?Summary: How to add dynamic adjustment to prices in model configuration pages, using price models? Content (please ensure you mask any confidential information): We have…
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Migration Center 26B not highlighting differences in source codeSummary: In release 26B we are forced to use the Redwood design which is also applied to the Migration Center. When I do a migration e.g. from a development site to a te…
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How can I configure the AI Agent in Redwood UI for Oracle CPQ on non-Oracle CRM integrated sitesHow can I configure the AI Agent in Redwood UI for Oracle CPQ on non-Oracle CRM integrated sites (such as Salesforce or Microsoft Dynamics)? I already created a Generic …
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Is there a way to select only Month and Year from a commerce date field in CPQ?Summary: We have a requirement to select Month & Year as Month of loading; Customer expect to have a date field to choose Month and Year and select it instead of a drop …
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CPQ Attributes: Last Updated Date and Date ModifiedSummary: What is the difference between CPQ attributes Last Updated Date and Date Modified? Content (please ensure you mask any confidential information): Version (inclu… -
HOW TO DISPLAY COMPLETE DATA WHEN EXPORTING TRANSACTION LINES IN AN .XSL FILEHello team, We need your help, please. We're not seeing all the transaction lines after exporting our .xsl file. Even if the "show all" option is selected. I've attached…
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Finding the object being deployed in Redwood in CPQSummary: In the classic administration interface, we have quick links that you are able to see what attribute, action, rule, etc needs to be deployed. In Redwood I do no…