Resources and Best Practices
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Configure Price Quote
Discussion List
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Best way to transition a quote to Expired based on Quote Expiration dateSummary: If the quote is expired as per the date field 'Quote expiration Date', it should transition to 'Expired' step automatically Content (please ensure you mask any … -
How get the action code updated when we modify simple productsSummary: We have simple products(quick add items) created as asset. When we want to modify the simple product from ABO work bench, the item is being added with "-"(no up… -
How to Add a Recipient to Maintenance and Upgrade Notification Emails (Fleet Manager) Doc ID 3044595We are checking this DOC ID Below is the 1st step but we do not find Service User Console in our oracle cloud login Once logged in, navigate to the Dashboard. On the rig…
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CPQ Order ClosureHi all Context: we create CPQ Order and submit it to FOM Sales Order. FOM notifies back the fulfillment line status. We have this requirement: when all CPQ transaction l…
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Is there a way to export commerce data from one environment to another without the clone?Summary: Content (please ensure you mask any confidential information): Hello, We would like to export commerce data from the PROD environment to the TEST environment. H…
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Not able to populate Dynamic Menu attribute via REST API while creating commerce transactionSummary: Hi, I am trying to use the below REST API to create new transaction in one of our commerce process. /rest/v16/commerceDocuments{ProcessVarName}{MainDocVarName}/…
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Updating ABO asstets and configuration from customer portalCurrently we have an ABO setup where most line items are children of a "Service Location" Here is an example of what we are trying to do. We make a signup quote to creat…
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Asset Creation via API with configurationWe are trying to create an asset via API in Oracle CPQ. We are successful in creating the asset via API. However, there is a problem in storing the existing configuratio…
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Document designer XSL snippets - how to align them in table cells VERTICALLY?Summary: Document designer XSL snippets - how to align them in table cells VERTICALLY? Content (please ensure you mask any confidential information): Many of the table c…
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Is it possible to have the list of BOM in the left panel hidden by default?Summary: Content (please ensure you mask any confidential information): Hello, During configuration we have something like that: We would like to have by default opened …
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Save quote on reconfigure is taking more time than create transaction on first goSummary: When we are adding models we click on create transaction or add to transaction button, that takes less time, but when we are re-configuring a model and saving i…
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How to not repeat a value in Print out?Summary: I need to not repeat the Project value if it has the same name in the Printout I need this result : Content (please ensure you mask any confidential information…
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Validation messages in CPQThere are validation messages added on LIG columns. When there are 100 lines, 20 per page on LIG then validation message is displayed for all the lines on LIG. This is n…
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What is essential difference between CPQ configuration Vs Cloud OM configuration?Content Hello, I am new to CPQ world. we have implementation where CPQ is being implemented along with Cloud OM. Question- does CPQ configuration needs to be imported in…
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We want to customize the favorites dialog boxSummary: We want to customize the favorited dialog box to achieve some functionality so wanted to know if that is achieveable Content (please ensure you mask any confide…
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bom mappingSummary: In the advanced BOM mapping rule, we are passing mapping to the transaction line-level attribute. But attributes are not taking BOM values; they are taking valu…
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How can we sync SCM with CPQ parts?Summary: I know we can sync CX Sales (SPIM) with CPQ Parts. However, there are some customers who don't use cx sales. In that case, can we use parts sync with SCM? Conte…
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Add the display approver first name attribute in email templateSummary: We are using SSO login for our CPQ Login which is using the email address of the user. We have build approval email template where we are sending the email to a…
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Run BML script on schedule basis in CPQSummary: We are using Salesforce (SF) as our CRM, we are facing issue with mismatch in data between SF and CPQ due to various reasons. like, Scenario 1: Most approvers w… -
CPQ Approval Emails to Quote OwnerWhen a quote is approved or auto approved or rejected, email is triggered to Submitter of action. This is mentioned in approve action ,reject action as OOTB behavior. Re…
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How do I use a logical OR filter in the CPQ transaction manager?Summary: How do I use a logical OR operator in a transaction search in CPQ? Content (please ensure you mask any confidential information): I need to search for quotes in…
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How can we Modify/Renew a child Item Asset under Root AssetSummary: Hello Team, we have a requirement, where we have 2 level hierarchy asset structure. eg. : RootItem Asset - RootChild Asset 1. Child Asset1 2. Child Asset2 Here …
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Attach Proposal Document to eSignature attachment field without using a Print ActionThe need is to be able to attach the generated proposal document to a eSIgnature file attachment attribute on a click of a button (Other than Print - A pop up box is not…
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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…
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Stop Approval completion Notification emailSummary: We want to Stop Approval completion Notification Email, that is being send to the Quote Submitter. Hi Team, Is there a way to stop the Notification for approval…
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When an order is cancelled, is there a way to have it be approved before cancelling?Summary: A large order has been created and is ready to process when it is decided that it should be cancelled. Customer service can cancel the order without Sales Manag…
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How to store previously selected values in array set in Configuration.Summary: In Config,I have 2 text attributes(Country and State)and one Array set(2 columns,Select(Boolean),City(text)),And I enter values in to these text attributes(Cons…
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How can i delete an item from the model on the Level of the quotation?How can I delete an item from the model on the Level of the quotation?
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Final Approval Notification in CPQIs there a way to suppress the Final Approval Notification that goes to the quote creator, when the quote does not actually go through an approval process. Only certain …
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CPQ searchable columns limitCPQ allows search of quotes using different dimensions which are added in filter attributes and column attributes. Is there a limit in the number of attributes which can…