Resources and Best Practices
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Discussion List
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How do I identify bad character data within my customer address tables?Summary: We went live with Oracle EBS and CPQ in November 2021. In CPQ, our customer address data was uploaded using Excel files. We are now trying to audit CPQ data vs.… -
Join us Feb 28th for Key highlights and best practices related to CPQ 24AJoin the Oracle CPQ Center of Excellence team to see how to best take advantage of the latest updates in release CPQ 24A. The COE team will dive into key functional area…Graham McInnes, OPM Team-Oracle 11 views 0 comments 0 points Started by Graham McInnes, OPM Team-Oracle -
How can I insert a page break in a loop table in the document designer?Summary: Content (please ensure you mask any confidential information): Hello, In the Document Designer, I have a loop table that is used to display items in the line it… -
Manage Package User License in CPQSummary: How are licenses assigned by Oracle to users using Managed Package for SFDC. Is it per user per instance? user1 can use license1 in env1 whereas user2 can use s…
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Creating assets via API without existing transactionI am trying to directly create assets via REST in CPQ without any in-progress transaction. I encountered one issue. I dont know where to get or how to generate assetKey …
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Can we change the label name of object in salesforce once it is created?Summary: 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 the document number gets associated with the line item after each reconfiguration in 23D releaseSummary: Before reconfiguration, whatever the document numbers are mapped to each line in line item grid; they get changes after reconfiguration for few lines. is this t…
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Hide parts based on fields a transaction levelSummary: Is there a way to drive a part's visibility based on fields/conditions at transaction level? We would like to: collect information from transaction (for example…
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Alternate address in CPQ quoteHello, We are implementing CPQ and CRM on 23D. When creating a quote from an opportunity, the system populates the party name and default primary address. We are unable … -
User Sync to CPQ from Salesforce restricting admin access for SFDC AdminsSummary: We would like to restrict admin access to Salesforce admins who are currently creating users in SFDC and syncing them to CPQ in all non-prod instances but we wa…
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Modify child model in system configuration (ABO)Content We have System configuration implemented in our environment We are in the process of enabling ABO Example of our structure Root Model Child Model 1 Child Model 2…
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If I define a BOM on a fictitious item, can I change the value displayed as a part number?Summary: Content (please ensure you mask any confidential information) Hello, If I define a BOM on a fictitious item, can I change the value displayed as a part number u…Silvia Locarno 11 views 2 comments 0 points Most recent by Elsa Alves-CPQ Product Mng-Products-Oracle
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CPQ Part Import from SalesforceHello, we currently run a parts sync once day (after hours) and would like to be able to also run it mid-day. The CPQ help article is mentioning the following : When you…
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Customization in CPQ - New tableSummary: I have to create table on CPQ, is recommendable? Content: We need to know if we add a new table to CPQ could impact in the performance or any other issue. Versi… -
Provide CPQ users access to data filtered based on a column value in data tablesSummary: We're looking to provide users access to data filtered based on a column value in data tables, so that a user can only access that filtered data and don't have …
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Steps: Quotes in "start_step" are visible to Partner Users, How to restrict the quotes?We want to restrict set of quotes created by the X group users (host company), that should not be visible for Y group (Partner Org users). Group of X is creating quotes … -
Creation of a process without standard process optionSummary: Content (please ensure you mask any confidential information): Hello, Is it possible to create a process without standard process option in a way that is comple…
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Oracle CPQ: ABO ImplementationSummary: We are looking to enable ABO feature on our CPQ implementation. Everything is now installed/enabled. I was just wondering if CPQ ABO is capable of handling this…
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How to add a validation rule to require a File AttachmentSummary: We have a number of files that need to be uploaded. I tried to add a validation rule to check on a specific Action but in the Components to Validate any attribu…
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CPQ FontsSummary: Is there any font available which will accept both korean characters and font formatting( bold, italic). We have verified the fonts available in 24A as well but…
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Array Sets Quantity Assignment IssueSummary: We use Array sets in our models and users added quantity against some of the items in the array to configure the model. When user reconfigure and in a case that…
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Can I set a dynamic approval reason?I have multiple approval reasons and want to show the approver the reason for approval without requiring multiple approvals from the same user. Is there a way to set the…
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How long is a configuration staying in the pending configuration page?Summary: Content (please ensure you mask any confidential information): Hello, We would like to extend the time frame in which a not saved configuration stays in the pen…
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Quote Access vs Auto Forwarding RulesRequirement: Restrict quote access based on the office number. Use auto forwarding rules (AFRs) and restrict the quote access to specific sales office user groups. This …
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Masking Transactional PII data post Clone refresh from Production in Oracle CPQHi Team, We would like to have a refresh of our CPQ Clone instance from Production weekly/daily but concern is to mask PII data in Clone post refresh from Production in …
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Connector for Salesforce UpgradeWe are looking into installing the new CPQ Connector for Salesforce 8.x, as we are currently still in Managed Package 7. I found the documentation and sample integration…
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Can we move multiple quotes from 1 opportunity to another in salesforceCan we move multiple Oracle CPQ Quotes from one opportunity to another at the same time in Salesforce. How is this functionality handled. Is it through Managed package o…
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Is there a plan to fix the use of document number in the Error panel for validation rules?Summary: Error panel shows document number instead of sequence number leading to confusion when reviewing output from Validation Rules. Content (please ensure you mask a… -
Are there any plans to add other digital signature or eSignature providers to CPQSummary: Docusign is the only OOTB eSignature integration available in CPQ, we however use Adobe eSign as our corporate standard provider. This question has been asked i…
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Is the export SFTP file not editable during the export?Summary: Content (please ensure you mask any confidential information): Hello, Can you guarantee that the SFTP export file is not editable during the export? Is there an…