Resources and Best Practices
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Configure Price Quote
Discussion List
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Set the price range to expanded by default.It is possible to set the price field to expanded by default so that the user can see the prices directly. -
action export linesSummary: The export transaction lines action does not print all transaction columns and even displays incorrect data. I have disabled the option to show all accessible a…
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line grid changes should be reflected in configuration and its resp assetSummary: Saw this issue when line item is deleted in Line grid, changes were not available on reconfigure. Also, the asset was not updated. How can we make sure that all… -
email field in address set - can it accept multiple email addressesSummary: email field in address set - can it accept multiple email addresses. If so, what should be the delimiter? Content (please ensure you mask any confidential infor…
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RW Drawers: Is there a Save specific to Save the attributes on drawer?Redwood offer drawers. We want to add Save action, different from header Save. Header Save will Save complete quote. Drawer level Save will Save drawer level. Is there a…
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Approve Reject buttons not visible in non pending approval stepsSummary: I see if the quote is submitted for approval system is transitioning the quote to "Pending Approval" step and showing "Approve" / "Reject" sub actions but befor…
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How to make a text attribute to accept only unique values?Summary: I created a text attribute "Project code", and I need the code entered by the user to be unique across all quotations created before. As the code can't be repea…
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Integrate account address in cpq with oicSummary: when i am trying to update default address in oracle cpq get me these error in bulk upload The default address must be the first in the address list. payload : …
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Is it possible to enable to SSO login with CPQ without using CX Sales Module?Summary: Hello Folks, We have a requirement to enable Single Sign-On (SSO) for the CPQ application in our production environment. Below is the context of our use case: U…
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Manage Notifications for serial approvalsSummary: We have a scenario where there is 5 level serial approval hierarchy. And for each level we have two groups assigned, out of which one group is common among all …
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how to display serial approval hierarchySummary: We have a requirement to display the full serial approval hierarchy to user when quote gets submitted to the approval. Suppose i have a 5 Layer serial hierarchy…
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Applying validation rules to attributesContent (please ensure you mask any confidential information): I have a question. I would like to set input rules(or validation check) for a text-type attribute. Specifi…
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Customize the behavior when you press NotificationsContent (please ensure you mask any confidential information): I have a question. Clicking on Notifications (the bell icon) in the top right corner of the order list wil…
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Partner Organization FunctionalityHi, We have a requirement to give below access to Resellers : Creating quote through OSC ( CPQ OKTA tile will not be enabled for them ) Limited Config and Commerce funct…
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CPQ Auto approvals by system in approval flowBusiness scenario: Approvals are triggered when sales rep reduces the discount more than 10%. This logic is applicable for all configurators and quick adds. Requirement:…
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Reconfigure a Model from Commerce for the Non BOM ItemsSummary: I'm using Oracle CPQ on 25C. When I try to Reconfigure a Model and update and save it to Commerce, the Parent and the Child Items sequences are not retained in …
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Restricting Quote Versioning in Opportunity After Contract AmendmentSummary: Details: We are facing a business requirement related to quote versioning inside opportunities. Here is the scenario: We create a new quote (Version 1). This qu… -
I want to search lastUpdatedDate_t in JST in the Order ListContent (please ensure you mask any confidential information): I have a question. lastUpdatedDate_t is registered in Process Definition>**** Quote Process>Data Columns, …
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In the Order List, I want to right-justify the Currency type attribute.Content (please ensure you mask any confidential information): I have a question. In the Order List, we are displaying a Currency type attribute. This attribute is curre…
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CPQ: Can we create a new user type?Does Oracle CPQ allow us to create a new user type. Currently there are 4 user types OOTB.
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Is there any possibility to add multiple separate models on quotation by configure flowHello, I have a scenario for adding two different, separate models in one quotation: 1- Configure a model, then click Add convert to quote to add what you configured to …
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Issues with Dynamic Menu on Transaction LineSummary: Hi, I have created a Dynamic Menu at the Transaction Line level. The menu points to a live data table which looks something like this: The filter on the Dynamic… -
How to search for account with any part of the name?Summary: On the quotation i use the browse action to search for an account but, its required to search with the same name, for example, if i have company name with two p…
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How many Bill To & Ship To sites can be added to an Account in the Accounts objectSummary: Hello, I need to know how many Bill To & Ship To addresses can be added to a particular Account in the Accounts object in CPQ. Oracle ERP doesn't have any limit…
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Single-Sign-On(SSO) feature which works everywhere in CPQHi, We wanted to know if there is any SSO feature which can be used everywhere in CPQ, for example :- We are login to Migration Centre for migration, and we put our cred…
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I want to return a null value in a formulaContent (please ensure you mask any confidential information): I have the following questions: Process Definition>Quote Process>Documents>Transaction Line>Attributes Cus…
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The authority of sales agent role when it use as API callSummary: I want to know about the authority of API permissions for the Sales Agent User for CPQ API Call. When calling the API using “Actions” in the Commerce screen to …
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How to change the currency after creating the quotation?Summary: I enabled this option, "Allow Users to Select Currency for Quotes Created from the Transaction Manager" from Commerce Options, so after creating the quotation w…
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How to Handle Substitute or Alternate Parts in Oracle CPQ?Hello everyone, I’m working on a quoting process in Oracle CPQ where we need to offer substitute or alternate parts when a primary part is unavailable or discontinued. I…
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The version quotation number doesn't workSummary: When I use the version transaction, it creates a copy without numbering, the version number still 1 Content (please ensure you mask any confidential information…