Resources and Best Practices
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For more information, please refer to this announcement explaining best practices for getting answers to questions.
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Configure Price Quote
Discussion List
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How to Set a Default Search Criteria in CPQ Based on User Group or Other Conditions?I’m currently working on configuring Oracle CPQ and I’m trying to achieve the following behavior: Set a default search filter (criteria) in the Search page that automati… -
Configuration from AssetSummary: We have finished configuring model1 and have successfully created an ABO asset. Our next step involves retrieving the configuration selections that were made fo…
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How to implement the BML function/Pricing rules for B2B and B2C quote orders in CPQ?Summary: How to implement the BML function/Pricing rules for B2B and B2C quote orders? The goal is to differentiate pricing based on the type of user placing the quote o…
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How to export transactions/lines to csv format?Summary: Hi, We need to export all transactions/lines to CSV format, in CPQ Standard version (doesn't have Report Manager functionality). Bulk download only exports to X… -
How to distinguish Read Only and Editable attribute(s) in LIG in Redwood UISummary: Distinguish Read Only attribute and Editable attribute in LIG because it's looks pretty even and similar. Clear visual differentiation between the two is essent…
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Display Editable Field Icons exact functionalitySummary: Hi, We have enabled the Display Editable Field Icons (Display Editable Field Icons - Select this option to display indicator icons for editable JET Transaction …
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Issue with Quote Having Product Linked to Inactive Pricebook EntrySummary: We’re trying to determine if there is a way to handle the following scenario: A product was added to a quote while its pricebook entry was active. The pricebook…
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Auto Forwarding Rule: Does AFR trigger on status transition to same stepWe are trying to trigger AFR on a quote status without changing the quote status. Created an action which will transition the quote from "In Progress" to "In Progress". …
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Is it possible to use SPIM without any CRM integration in the Integration Center?Is it possible to use SPIM without any CRM integration in the Integration Center? If not, is there any way I can sync Oracle CPQ parts to what's in Fusion PIM? because r…
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Customer shipTo bill to fields not retreived in REST -Get callSummary: Hello We are trying to get transaction header information through REST get call, but the customer ship to & bill to fields are not retreived in the response. Ge…
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CPQ Password ExpirationSummary: Can the following users have their passwords indefinitely? Job_System_User (user used in integration) cpq_impl (setup user) Do SSO users also need to reset thei…
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Customize Transaction Manager in Redwood UIRequirement: Transaction Manager should only show the Transactions/ Quotes which belongs to a user logged in or user group that user is a part of. Other quotes should no…
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Should RelayState be used to land directly in CPQ Transaction Manager via SSO login (SAML URL), or iShould RelayState be used to land directly in CPQ Transaction Manager via SSO login (SAML URL), or is there an alternative approach available?
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CPQ on Fusion (Roadmap, Timelines, Release)We heard Oracle say that CPQ will be on Fusion. Please update the timelines and road map. Currently, the sales reps are selecting customers in Oracle Sales Cloud. Then t…Yashasvi Seethalam 166 views 2 comments 0 points Most recent by Ellen Beres, CPQ Product Mgmt-Oracle
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Fetch Approvals Pending on user in CPQ without opening CPQ quotationsIs any possibility without opening a CPQ transaction, we can identify quotes pending for user approvals. we have a requirement, of inactivating the users as a prerequisi…
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How to use HTML tags/ beautify email body in Email Action in Oracle CPQRequirement: A sales agent want to share quote proposal pdf with some dynamic email body content at any quote stage. Approach: An email action is created to share this i…
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What are the options to update CPQ's Account object from an external system i.e. Oracle FusionSummary: Need to know the method(s) to update CPQ's native Accounts object (master & address data) from outside CPQ. Customer master being an external system (Oracle Fus…
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Multi-Line Deletion Capability in Oracle CPQ Line Item GridHello All, Could you confirm if Oracle CPQ includes any standard (OOTB) functionality that allows users to delete multiple lines simultaneously in the Line Item Grid? Th…
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Can we access AOR and Delegation from Line Manager login with out having admin access in Oracle HCMSummary: Is there a way to access AOR and Delegation rules from a Line Manager Login without the line manager having access to Admin roles (IT Security Manager). Content…
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CPQ data table update trackerSummary: There is a data table in CPQ which is updated from EBS via integration. This update happens every 30 minutes. Requirements: Need to track CPQ data table is upda…
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How to hide Request Signature for one esignature attribute not other conditionallySummary: Hi @bla-Oracle, Oracle CPQ allows the creation of only one eSignature Action Set action. However, it does allow multiple eSignature Set attributes, and in our c…
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New Generative AI Quote Summary feature throwing error in Oracle CPQ Cloud Version 25BSummary: New Generative AI Quote Summary feature throwing error in Oracle CPQ Cloud Content (please ensure you mask any confidential information): Here is the Error rece…
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Video: Adding Products In Fusion and Synchronizing to CPQVideo: Adding Products In Fusion and Synchronizing to CPQ This video builds upon the setup in the previous, showing how products added in Fusion (specifically in Sales) … -
Oracle CPQ Config model via excel dataWe have a requirement to Configure the Model (Non-BOM Model) via uploading the excel/csv file. We are able to achieve this for Non-Array Attribute. But for Array facing …
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work according to a user's profileI need to work according to a user's profile, but if I work with different languages, the name of this profile will change. How can I manage this so I don't have problem…
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What's the querying limit for parts in CPQ? "Result set is too large. Please refine your criteria."Hello, We're using the getParts operation from the following CPQ SOAP Web Service: /v2_0/receiver/parts?wsdl When running said operation a few days ago, we received the …
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_system_User_Groups : Active and Inactive groupsHello Team , OOTB system attribute _system_User_Groups holding both active and inactive user group details ? Is this expected ? Do we have any parameter to check if user… -
Is there a way to clone a document designer to other commerce process?Hi Community, Wanted to know if there is a way where i can clone a Document designer from Commerce A to Commerce B? Thanks
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Is CPQ merging with Oracle Fusion from BigmachinesSummary: I have heard a rumour that CPQ is going to be included in Oracle Fusion and will no longer be Bigmachines. The timeline I heard was July 2026. Can anybody confi… -
Video: Connecting the Oracle Sales and Oracle CPQ Systems to Each OtherConnecting the Oracle Sales and Oracle CPQ Systems to Each Other: This is the second video in a series to demonstration and understand working across Oracle Sales opport…