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
-
export transaction dataSummary:Have a requirement to extract all historical transaction data (quotes/orders, line item config, etc..), Data cube looks like the way to do this; however, company…
-
export transaction dataSummary:Have a requirement to extract all historical transaction data (quotes/orders, line item config, etc..), Data cube looks like the way to do this; however, company…
-
Information Related to bm logHi Team We need some information related to bm log : how frequent the logs are retained or elapsed. Seems it is 5mb of size . Once file size is 5 mb is it going to delet…
-
CPQ cloud JDE integrationSummary Out of the box integration between JDE and CPQ cloudContent is there any out of the box integration facility available between CPQ cloud and JDE? if no, then wha…
-
Where is the data taken using the attribute "keyword" in advanced part search?Summary: Content (please ensure you mask any confidential information): Hello, I would like to know, in the advanced parts search standard of CPQ, using the attribute st…
-
If Delete permission is removed from Salesforce user profiles, User is unable to create a quoteSummary: We have removed delete permissions from User profiles in Salesforce, but users are not able to create quotes. CPQ is showing error "User doesnt not have correct…
-
How to read from file attachment attribute in Oracle CPQSummary: I want to read data from Excel (spreadsheet) onto an attribute Content (please ensure you mask any confidential information): I want to read data from Excel (sp…
-
Regular expression in mongoDBSummary: Content (please ensure you mask any confidential information): Hello, We would like to have a regular expression in mongoDB. We now have: SHELF_TYPE :{$regex:"|…
-
CPQ Shopify IntegrationSummary: CPQ Shopify Integration Content (please ensure you mask any confidential information): We are exploring options for integrating CPQ with Shopify. We have follow…
-
the reviewer should be able to make any changes, including remove or delete the child items in LIgthe reviewer should be able to make any changes, including remove or delete items. For example, I should be able to delete the child item underlined, but there is no del…
-
Duplicate BSID's from two Production Instances of CPQhello, there is a possibility that for a period of time company will have two Production instances of Oracle CPQ integrating to one SAP system. can you advise how Buy-Si…
-
Delete model and Line itemSummary Delete model and Child itemContent Hi , I am trying to delete both model name and Item in Transaction. Here the scenario was "Once model is deleted , its respect…
-
Is there a way to include array sets in the DataCube export?Summary: I've tried including the arrayset var name in my datacube mapping file and the result is no I'm wondering if there is an undocumented way to export an arrayset …
-
Sales Agreement QuestionsSummary: PM Team Questions for Customers Applying Customer-Specific Sales Agreement Pricing in CPQ Content (please ensure you mask any confidential information): Our PM …Ellen Beres, CPQ Product Mgmt-Oracle 32 views 0 comments 1 point Started by Ellen Beres, CPQ Product Mgmt-Oracle
-
Setting attribute values on Open Transaction process action issues.Summary: I would like to set values in a specific order on Open Transaction. Content (please ensure you mask any confidential information): There are a few questions reg…
-
How to change the attribute type from Text to Text Area for an existing highly used attribute?Summary: How to change the attribute type from Text to Text Area for an existing highly used attribute? Content (please ensure you mask any confidential information): We…
-
Is CPQ can be connected with Snowflake directlySummary: we want to explore on the connectivity options with Snowflake. From CPQ is it possible to establish a connection with Snowflake directly Content (please ensure …
-
Hide "Return to Opportunity" button for Gateway portal and shows only on SalesforceHi, We have two different portal, One is Gateway and another one is Salesforce. User can access and create a quote from both. When user creates a quote from Gateway port…
-
Is it possible to hide the Page Search from the home page for certain users or user groups?The intension is to give Part Search access to only certain users/user groups.
-
What are the different approaches to connect Oracle CPQ with Power BI.Hi Team, We have a request to integrate our CPQ sites with Power BI and making the data from CPQ available for Power BI. As I seen there is no OOTB integration available…
-
Can we restrict Deleting the records in data tables Edit AccessSummary: When providing access to multiple users, we would like to give them the ability to just add new records/ update the existing but not delete the records in table…
-
Buttons in the homepage that are still visible after hiding themSummary: Content (please ensure you mask any confidential information): Hello, When we deployed the homepage setup, it seems that buttons that previously were not shown …
-
CPQ quote proposalHi All, We are looking for an answer/feasibility if any third-party tool can be used for generating Quote Proposals in CPQ? If so, what are such available tools? Thanks,…
-
how to derive approval comments entered by user in the reason popup into a CPQ quote attribute?Summary: This is a new requirement for our project where we want to derive approval comments entered by user in the reason popup into a CPQ quote attribute. Content (req…
-
Join us today at 1:00 ET Oracle CPQ for What to think about when migrating to the Pricing Portal.Join us today at 1:00 ET Oracle CPQ Center of Excellence for What to think about when migrating to the Pricing Portal. The COE will talk about the many legacy methods fo…Graham McInnes, OPM Team at Oracle-Oracle 31 views 1 comment 1 point Most recent by Raul Lemus-Oracle
-
Collaborative Editing - how to detect when it's active on a transaction?Summary: We are enabling Collaborative Editing for our commerce process, and have added a Back action so users can explicitly exit the session. Is there any way to detec…
-
Automatically update a datatable from parts dbSummary: We have a parts integration from part master system. however this is loading the data into the CPQ Parts db. We would like to have a replica of this CPQ parts D…
-
Do you have, for the DD, an example of XLS to extract a document in function of a parameter?Summary: Content (please ensure you mask any confidential information): For the Document Designer, do you have any example to dinamically extract a document in function …
-
Is there a way to invoke CPQ rest and soap services without using usename and password through an exSummary: Content (please ensure you mask any confidential information): Hello, Is there a way to invoke CPQ rest and soap services without using usename and password thr…
-
CPQ Refresh - Delta dataSummary: Is Delta data refresh possible? Content (please ensure you mask any confidential information): Assume we have performed a CPQ refresh from Prod to DEV till 2022…