Resources and Best Practices
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Configure Price Quote
Discussion List
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How to setup user access to edit certain CPQ tables?Hello - We are looking to allow certain users through the use of groups to be able to edit data within certain tables. It appears that this capability is available in CP… -
Facing cacheInstanceId issue when trying to create a Quote in CPQ from CX.Hi All, We are receiving below error when trying to create a quote in CPQ from CX Sales. Any help to resolve this issue would be appreciated. You have attempted an actio…
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How to delete specific transaction line in CPQ under a model?Summary: We need to delete specific transaction lines in the Line item grid based on certain condition. Configuration setup - we have system configuration to have the st… -
Guidance on enabling Generative AI Quote Summaries in Oracle CPQ CloudSummary: I have completed the setup for the Generative AI Quote Summaries feature in Oracle CPQ Cloud. However, when I try to trigger the action, I'm encountering the fo…
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Oracle Confirmation Needed: Quick Registration Type Partner User Licensing and RestrictionsHello Team , We are planning to use the "Quick Registration Type" for Partner organizations and users to support Dealer functionality. Before proceeding, we would like c… -
Convert setSessionCurrency SOAP API to REST APISummary: I want to convert setSessionCurrency SOAP API to REST API since by 25C SOAP v1 is getting deprecated. I saw in the help section to convert this to REST "_change…
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Adding multiple rows in datatable using REST APISummary: As SOAP v1 is getting deprecated we are converting our SOAP API code to REST API. We have one SOAP API that inserts multiple rows into datatable. Is there any R…
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Steps email notification not triggering when modify action is performedSummary: In a particular step, there is modify action which is clicked, when this action is performed the step remains same and a email notification is expected to be se…
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Anyone used Microsoft Power automate to connect with CPQSummary: We Need to Connect Microsoft Power automate with CPQ to transfer data Content (please ensure you mask any confidential information): Version (include the versio…
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We are getting the error while adding favoritesSummary: When we trying to add favorites from the favorite list we are getting the below error: The favorite you are attempting to invoke has an altered item list. Pleas…
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Deactivate users in CPQ from salesforceSummary: In the Salesforce managed package there is the section that allows you to populate fields to create users in CPQ automatically. However, I don't see a way to de…
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Database server information in Datacube integrationSummary: How to get Database Server, Username and password information in Datacube Integration. Content (please ensure you mask any confidential information): Version (i…
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I want to determine whether the approver is the second approver or the final approver in BML.Content (please ensure you mask any confidential information): Process Definition>**** Quote Process>Documents>List>Transaction>Actions>List>Approve I am setting up BML …
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We are having some queries regarding oracle CPQ. Please anyone help on this.Summary: As Reporting Manager in CPQ doesn't allow attributes like File Attachment to extract into a report, please let us know how to find out how many deals having the…
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Is There a way in which we can inactivate the bin (delete button) for specific row but be active?Summary: Hi Community, Is There a way in which we can inactivate the bin (delete button) for specific row but be active? Thanks Content (please ensure you mask any confi…
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Why html attribute hyperlink with redwood link is not displaying on email template in CPQ ?In email template of oracle CPQ, when i use html attribute with tag to add hyperlink with redwood link it is not getting populated in the template. But when i use jet l…
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Is there a way to remove default checkbox from config arraysetsSummary: We want to remove the default checkbox of arrayset in config. Currently we have the Redwood UI. If it can be done via css can you help me with the syntax. Attac…
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Import / Export in Price model via SFTP or APIAs of now, we do have Import / Export in price model. Will SFTP / API support the Import / Export in price model. If not , as part of which release will this be availabl…
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How can we have multiple watermark images conditionally in CPQ in single doc-designer templateSummary: To Implement Multiple (30-40) watermark images conditionally in single Document Designer Template in Oracle CPQ Content (please ensure you mask any confidential…
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_select_alternate_address Action does not show any data in PopupSummary: Hello Everyone, We are currently experiencing an issue in Oracle CPQ when using the "Select an Alternate Address" action. Although the pop-up window appears upo…
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How to maintain the custom name on standard attribute after updating application version.Summary: I use transactionName_t for "名称・物件名" so I change name in Japanese. However, after version updating the name return to original "transaction name." Is it p…
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File Size Limits for ImportSummary: I would like to understand the maximum and optimal limits for the number of records and the file size supported by the Data Table Import REST API ({{baseUrl}}/d…
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Why is Quantity field not editable for the parts line in LIG ?Quantity field in LIG is not editable for Parts line added, whereas it is editable for model line of LIG. Did check in all the aspects like, It is marked as "Editable" i…
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How to Retrieve Display Labels for Commerce Menu Attributes via SOAP API in Oracle CPQSummary: Currently, the SOAP API returns only the API names for menu attribute values in the Commerce. We need a way to retrieve the corresponding display labels without…
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How to capture printing errors on bm_print_xslfo.logSummary: We are currently implementing CPQ solution for another country but it is failing on printing customer outputs and would like to debug the logs, but seems that n…
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CPQ Quote History UpgradesWe need the ability to select the actions and attributes which can be captured in Quote History. Currently only Action/Attribute counts can be provided. Only the 1st n a…
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Can we automate CPQ Datatable export/import between CPQ instancesWe have a usecase from the customer's team where a team of people updates datatable in CPQ non-production instance and production instance. Need automation/scheduler to …
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CPQ Parts Expiry: What is Oracle recommended process for expiring parts?We have Oracle Fusion, Oracle Sales Cloud, Oracle CPQ Cloud, and Oracle EBS. Parts are maintained in PD PIM and interfaced to different applications: Sales Cloud, CPQ an…
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Can we associate Email Templates with any action other than "Submit Type" action.Summary: Can we associate Email Templates with any action other than "Submit Type" action. Can we associate Email-Templates ONLY in Approval Notifications and in Step Tr…
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Configure email notification on mass update of transactions in oracle cpqSummary: We have bulk updated the quotes through Mass Update of Transactions from Deployment Centre. We need to configure email notification if the quotes are updated th…