Resources and Best Practices
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- CPQ Help Center
- Hey Hello! Quick guide for helpful CPQ resources and links
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- 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.
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Discussion List
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Where to find Edit Custom Master LayoutsSummary: Trying to implement multi-select menu to attach PDFs to an output Document but not able to find Edit Custom Master Layouts Content (required): Trying to impleme… -
where to get Favorite ID in the JET UI configurationSummary: In the Legacy UI, to debug some thing in the Configuration, we can click on add to Favorite in the configuration and after clicking on the Model, we can take th…
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Tip Tuesday: Define a Sorting Method for the Line Item GridSummary: How to change the default sorting of the line item grid (LIG). Tuesday Tip😊 The line item grid (LIG) is usually sorted by the document number of the line items … -
How can we reach the real in error rule from the message in the log?Summary: Content (required): Hello, Sometimes we see in the log messages like the one attached to this request the do not show the rule that goes in error. How can we re…
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Is there any function available in CPQ to fetch only system current time using BMLSummary: Is there any function available in CPQ to fetch only system current time using BML Content (required): Is there any function available in CPQ to fetch only syst…
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How can we use a web service with the currently connected user?Summary: Content (required): Hello, We would like to use a web service in a quotation and we need to use it with the currently connected user. Is there a way to switch t…
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Can Menu Attributes be edited programatically?We have thousands of Menu Attributes which get complex very quickly. Is there a way to manage Menu Attributes programmatically without having to manually type each into …
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Ask Me Anything with Akhil Ahmed!Hello and welcome to the July Ask Me Anything Session! The AMA session will go on as follows: This AMA session is text-based. Your question can be posted in the comments… -
Is it possible to output a document designer as a word doc instead of pdfSummary: We have a request to output our proposal as a word doc instead of pdf. Content (required): I have search KB and forums and cannot see how this would be done. If…
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How to send meter template from CPQ to Oracle Subscription Cloud for consumption based productsSummary: How to send meter template from CPQ to Oracle Subscription Cloud for consumption-based products Content (required): How to send meter template from CPQ to Oracl…
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How to automate archivingSummary: Archiving is a manual process. instead, is there a way to push specific criteria quotes to archive so that the system auto deletes the transaction in a day (Set…
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How to delete a transaction in CPQ using REST APISummary: The current delete REST API is a soft delete with read-only access, but looking for a permanent delete api. Content (required): REST API to delete a transaction…
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Oracle CPQ available Out of the Box Integrations availabilitySummary: Hi All, As part of our implementation we are integrating Oracle CPQ with Oracle Cloud ERP and other boundary applications. Please let us know the available out …
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CPQ to perform Explode LI before submitting Sales OrderSummary: Content (required): Customer ha requested this functionality in CPQ: users should be able to request some specific SKU with whatever quantity they need BUT, whe…
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Collapse Models in Line Item GridSummary: We have a complex BOM structure with multiple models in a Quote . Sales Rep wants to Collapse models and do not want to see the components/Items. Also, User do …
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Dynamic Menu filter based on another tableSummary: Is there any way to leverage different table in Dynamic Menu filter. Content (required): Is there any way to leverage different table in Dynamic Menu filter. Ve…
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Event Alert - CPQ: Key Highlights and Best Practices Related to CPQ 23CJoin the Oracle CPQ Center of Excellence team to see how to best take advantage of the latest updates in release CPQ 23C. The COE team will dive into key functional area…
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Add quotes with certain statuses to different folders/tabs in transaction manager screenSummary:Ask from business is to sort quotes with the end statuses in CPQ and add them to dedicated folders/tabs so they are off the main screen in "Oracle Quote to Order… -
question on the behavior of system setting for user password expiration dateSummary: I have a question on the behavior of system setting for user password expiration date. Content (required): If this system setting is extended, will the system a…
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Is it possible to print approve_history_submit_t comment in email templateSummary: We have a requirement to update approver comment in pending approval/Approved email template . As per requirement user will add comment while approving the quot…
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Event Alert - You are Invited: Join us for an Exclusive In-Person Event at LondonWe are hosting an in-person event for our CX customers & partners specializing in the implementation of Oracle Sales solutions. You are invited to join Oracle team for a…
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External configurator setupSummary: Clarification on the Advanced Save for external configurator Content (required): Hello everybody, I was able to follow the help topic for setting up an external…
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How to get CPQ Proposal URLSummary: Content (required): When CPQ sends the Sales Order to FOM, we need to place into the Sales Order's payload the URL of the generated proposal document, that the …
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Tip Tuesday - Share your Tips and Tricks with the Community!Hello Community, It's been a while since we started the Tip Tuesday Community Engagement program on CPQ Community. Tip Tuesdays are where we share Tips and Best Practice…
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Attribute Mapping DisabledSummary: Attribute Mapping Disabled in Integration Content (required): We are implementing CPQ to CRM Integration. We see that under response mapping, it says that : Map…
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Quote creation through CPQ Cloud - how to get CPQ cloud URL detailsSummary: We have a business requirement to create Quote in CPQ and that should be converted to a sales order in Order management, where we can start the configuration of…
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CPQ BOM Part number qty as a decimalSummary: Typically most parts put into a BOM in CPQ is a whole item. so usually that follows that we use a whole integer. However, in scenarios where the part represents… -
Moved: How to Collapse the Constraint Error messages in ConfigurationThis discussion has been moved.
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How can we set Arrayset's Single select picklist attribute value as blank from recommendation rule?Summary: Customer selected value in arrayset's dynamic SSPL attribute and after that there was requirement to set that value as blank when particular boolean is checked.…