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
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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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Homepage links are not working when homepage is accessed through Add from Catalog - 23D upgradeHi, We are experiencing an issue on our homepage where the product families are not clickable (it doesn't show the links to Product Lines on hover) after the 23D upgrade… -
Splunk integration with CPQSummary: We want to understand if Splunk can be integrated with Oracle CPQ if so can you please provide us some documentation or steps to perform the same even if we hav…
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In 23D, hierarchical models/products are displayed in collapsed mode by default in line item gridSummary: How to make line item grid hierarchy expanded by default (as before). Content (please ensure you mask any confidential information): As of the release documenta…
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How can we send line details as Email attachment in CPQSummary: 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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Is there any way to differentiate the Auto approved quotes and quote approved by the user in CPQ?Summary: Is there any way to differentiate the Auto approved quotes and quote approved by the user in CPQ? Content (please ensure you mask any confidential information):…
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Data Table User Friendly Functionality PossibilitiesHi Everyone, I had a questions to see if the data table functionality can be expanded. I reached out to Support and they asked me to open a question here. 1. Is there a …
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The function globaldictget is causing system slownessSummary: Inside a BML util library function globaldictget() is getting called. Whenever it is called the CPQ system gets slowed down for 10 mins and commerce quotes do n… -
is there a way to parse information from a collection (from sales) to an array set within CPQ.Summary: I've been trying to parse data from a collection in Sales to CPQ but I wasn't able to find proper information since we are still using SOAP req/res. In a nuthse…
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FTP settings after site refreshSummary: If we do the site refresh from another instance, do we need to update the FTP settings again? Lets say we have 2 sites: Site1 & Site2 both are configured to dif…
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Oracle named a Leader in the 2023 Gartner® Magic Quadrant™ for Configure, Price, Quote ApplicationsRead the blog post here https://blogs.oracle.com/cx/post/oracle-named-a-leader-in-the-2023-gartner-magic-quadrant-for-configure-price-and-quote-applicationsGraham McInnes, OPM Team-Oracle 1 view 1 comment 1 point Most recent by Emmanuel Zambrano-Support-Oracle -
Is there a way to ignore duplicates when filtering in the data table in CPQ?Summary: Is there any way to ignore duplicates while we are filtering the data table in CPQ? Content (please ensure you mask any confidential information): Is there any …
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Can we have single Oracle CPQ URL for SSO and non-SSO usersSummary: We need to have single CPQ URL for SSO as well as non-SSO users. Is it possible ? Content (please ensure you mask any confidential information): Version (includ…
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Need configuration array data of transaction line levelSummary: We need data of transaction and transaction line and line level configuration data. We are using standard Oracle Adaptor in OIC. We have tried APIs for transact… -
How to insert new DocuSign Connect Certificate without Deleting Integration?Summary: I am looking for a way to replace the current Connect Certificate for an eSignature (DocuSign) integration. Currently, our Certificate is expired. The only way …
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Symbol Need to show based on KeystrokeSummary: Need to show some symbol in configuration side and this symbol will be derived based on Font and keystroke. Content (please ensure you mask any confidential inf…
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Unable to read file - error message while opening the Excel generated by CPQSummary: We were just upgraded to 23D and currently we are experiencing on all our environments the error message "Unable to read file" while opening the Excel file whic…
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CPQ Environment SetupSummary: Hi Team, How to do environment setup in CPQ? Thanks, Kapil Content (please ensure you mask any confidential information): Version (include the version you are u…
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Multi EnglishSummary: Hi Team, What is the use of multi-English language in Document designer? Thanks, Kapil Content (please ensure you mask any confidential information): Version (i…
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How can we account for frequent username field changes in SFDC for the user sync in CPQ?Summary: Currently the SFDC username needs to be in sync with the Login field in Under User Integration in CPQ, we are trying to analyze if any other field from SFDC suc…
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Parallel Processing (Multi-Threading) of CPQ APISummary: Currently we are using Create New Transactions and a few other APIs for transaction data load activity. Content (please ensure you mask any confidential informa…
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How to get all line items data for all quotesSummary: How to get all line items data for all quotes Content (please ensure you mask any confidential information): I need to get all line-level attribute data for all…
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How can we assign the User Group to a new user, when user is created in CPQ from IDCS?Summary: We have setup the IDCS to assign new users created in Fusion to CPQ and we can assign the user type such as "SALES_AGENT" or "FULL_ACCESS" to the new user. But,…
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How do I edit the buttons on commerce navigation results page (list of quotes)I'm trying to hide the 'Search' and 'Refresh' buttons that are showing in a sub header but need help on where to configure that. Any advice would be appreciated. Thanks,…
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I have a requirement users don't want to select more than one lineI want to customize LIG(line item grid). I have a requirement users don't want to select more than one line. Requirement: in the line item grid if the user added 3 lines…
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How to change the Project leader name format.Summary: In oracle sales>opportunity creation page in the field of project leader the name appears in first,middle and last name order, customer wants the name format to…
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Hide Approvers / Assignees in Approval NotificationSummary: Hide all or future approvers in approval notification Content: Hi all, we need to hide future approvers during an approval. So the current approver should only …
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CPQ change history for parts and overallSummary: CPQ change history for parts and overall Content (please ensure you mask any confidential information): Is it possible to get change history (audit log) for any… -
Need to add Configuration Array set in the Document DesignerSummary: Need to add Configuration Array set in the Document Designer Content (please ensure you mask any confidential information): Team, This is the first time I am us…
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CPQ PerformanceSummary: Question after encountering slowness in CPQ. We would like to know how much we support we can expect from SR. Content (please ensure you mask any confidential i…
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CPQ Recommending empty string to SSPLSummary: I am trying to use a recommendation rule to set a sspl to empty. It works if not an array attribute but doesn't make any change to an attribute in an array even…