Resources and Best Practices
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Configure Price Quote
Discussion List
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Create Quote list view with date created in CPQ RedwoodSummary: Create Quote list view with date created in CPQ Redwood Content (please ensure you mask any confidential information): Is it possible to create a separate Quote… -
How to get prices from Advanced (Legacy) pricing model using APISummary: How can we retrieve prices for a Part, from an Advanced (Legacy) pricing model? Content (please ensure you mask any confidential information): We're trying to b… -
400 Bad Request Error while running a Rest API "update_line_items" from Oracle CPQSummary: I'm getting the below error while trying to execute the REST API to update the Transaction Line Items for a Transaction in Oracle CPQ. I'm using the Rest API "u…
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Why is CPQ LIG Showing blank spaces after products are added (intermittent issue)?Sometimes after adding products through Configuration, we are seeing blank spaces on LIG as shown in the below screenshot. Sometimes moving cursor on quote lines populat…
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Configure search list Quote to Order ManagerSummary: Hello, Is there a way we can add additional custom attributes in the Quote to Order Manager (search list)? How much can we configure this search list in CPQ? Th…
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How to encode CPQ RichText attribute to Base64 as not accessible in any functionsSummary: We have a requirement to send CPQ Rich Text attribute values to Enterprise Contract to generate a contract, however in Enterprise Contract there is no Rich Text…
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how to create custom xml file and store it in text area fieldSummary: Hi, We have a requirment to read the Line Level Attribute and create a xml file and store it in a text area field. Later on I need to read the XML file which is…
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where do I modify page templatesSummary: 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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How to View Price Waterfall for Line Items Without Charges Configured in CPQHi everyone, We’re trying to understand how to view the Price Waterfall for each line item when no charges are set up in the system. Based on the documentation and relea…
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How to export entire data table in .csv or .zip format using Export Data Table Rest API in CPQ ?Summary: We have a requirement where we need to export a data table from production and import to a lower instance, for this we want to export the data table as a whole …
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Set the price range to expanded by default.It is possible to set the price field to expanded by default so that the user can see the prices directly.
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action export linesSummary: The export transaction lines action does not print all transaction columns and even displays incorrect data. I have disabled the option to show all accessible a…
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line grid changes should be reflected in configuration and its resp assetSummary: Saw this issue when line item is deleted in Line grid, changes were not available on reconfigure. Also, the asset was not updated. How can we make sure that all… -
email field in address set - can it accept multiple email addressesSummary: email field in address set - can it accept multiple email addresses. If so, what should be the delimiter? Content (please ensure you mask any confidential infor…
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RW Drawers: Is there a Save specific to Save the attributes on drawer?Redwood offer drawers. We want to add Save action, different from header Save. Header Save will Save complete quote. Drawer level Save will Save drawer level. Is there a…
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Approve Reject buttons not visible in non pending approval stepsSummary: I see if the quote is submitted for approval system is transitioning the quote to "Pending Approval" step and showing "Approve" / "Reject" sub actions but befor…
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How to make a text attribute to accept only unique values?Summary: I created a text attribute "Project code", and I need the code entered by the user to be unique across all quotations created before. As the code can't be repea…
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Integrate account address in cpq with oicSummary: when i am trying to update default address in oracle cpq get me these error in bulk upload The default address must be the first in the address list. payload : …
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Is it possible to enable to SSO login with CPQ without using CX Sales Module?Summary: Hello Folks, We have a requirement to enable Single Sign-On (SSO) for the CPQ application in our production environment. Below is the context of our use case: U…
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Manage Notifications for serial approvalsSummary: We have a scenario where there is 5 level serial approval hierarchy. And for each level we have two groups assigned, out of which one group is common among all …
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how to display serial approval hierarchySummary: We have a requirement to display the full serial approval hierarchy to user when quote gets submitted to the approval. Suppose i have a 5 Layer serial hierarchy…
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Applying validation rules to attributesContent (please ensure you mask any confidential information): I have a question. I would like to set input rules(or validation check) for a text-type attribute. Specifi…
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Customize the behavior when you press NotificationsContent (please ensure you mask any confidential information): I have a question. Clicking on Notifications (the bell icon) in the top right corner of the order list wil…
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Partner Organization FunctionalityHi, We have a requirement to give below access to Resellers : Creating quote through OSC ( CPQ OKTA tile will not be enabled for them ) Limited Config and Commerce funct…
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CPQ Auto approvals by system in approval flowBusiness scenario: Approvals are triggered when sales rep reduces the discount more than 10%. This logic is applicable for all configurators and quick adds. Requirement:…
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Reconfigure a Model from Commerce for the Non BOM ItemsSummary: I'm using Oracle CPQ on 25C. When I try to Reconfigure a Model and update and save it to Commerce, the Parent and the Child Items sequences are not retained in …
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Restricting Quote Versioning in Opportunity After Contract AmendmentSummary: Details: We are facing a business requirement related to quote versioning inside opportunities. Here is the scenario: We create a new quote (Version 1). This qu… -
I want to search lastUpdatedDate_t in JST in the Order ListContent (please ensure you mask any confidential information): I have a question. lastUpdatedDate_t is registered in Process Definition>**** Quote Process>Data Columns, …
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In the Order List, I want to right-justify the Currency type attribute.Content (please ensure you mask any confidential information): I have a question. In the Order List, we are displaying a Currency type attribute. This attribute is curre…
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CPQ: Can we create a new user type?Does Oracle CPQ allow us to create a new user type. Currently there are 4 user types OOTB.