Resources and Best Practices
- Check out the latest Release Update here
- CPQ Help Center
- Hey Hello! Quick guide for helpful CPQ resources and links
- Discover CPQ Best Practices: Get to know CPQ features, migration tips, and more!
- 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.
Configure Price Quote
Discussion List
-
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… -
Remove file from file attachment attributeSummary: I have an attribute of type file attachment and I would like to use a commerce library function to remove the file that was attached/uploaded. I am not sure wha… -
how to configure multiple charts by using one report?I built one report, and I need to build multiple charts on this report. -
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 … -
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… -
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… -
Index check restrictions and effects for Data ColumnsContent (please ensure you mask any confidential information): I have the following questions. Quote Process>Data Columns We have added several Transaction attributes to… -
CPQ Parts Expiry: How to restrict expired partsObjective: Restrict expired parts from being added via Quick Add or Configurators in Oracle CPQ. Definition of Expired Parts: Each part in the Parts DB includes a custom… -
How to enable email function?Summary: I tried to use the email action to send a quotation printout, it works on the test instance and doesn't work in the production instance. What are the requiremen… -
I got error when i trying to copy a QuotationSummary: I got this error when I tried to copy a quotation: "A conversion rate doesn't exist for the document's currency preferences." -
Multi Select Menu in Commerce Process in Oracle CPQSummary: I want to create a Multi-Select Menu in Commerce Process in Oracle CPQ Cloud? I knew in Commerce, it is not possible to create a Multi-Select Menu but only a Si… -
OAP v1_0 login api to create session. we recently same deprecation announcementSummary: we use CPQ SOAP v1_0 login api to create session. we recently same deprecation announncement what is alternative rest api or v2_0 We have CRM and ecom integrati… -
Want to hide 2 workflow values from dropdown for future transactionsI’m trying to hide two specific values from the Workflow attribute on the quote for future transactions and want to retain the history of the past transaction where eith… -
What does mean by direct login discontinue in CPQ from 26 ASummary: Notification received from Oracle which says direct login page login method will not be available from 26A. Does this mean that CPQ login page like below screen… -
What are the following Reasons for double time save action ?user needs to click two times save then only values are updating correctly in commerce ? What are following reasons to get this issue ? how can we resolve this ? @bla-Or… -
Remove XSL view on Email Action CPQSummary: Requirement is to send the Additional Attachment using Email Action. However Email Action is associated with XSL View and unable to remove that. Is there any wa… -
Email Proposal XSL view picks up a default selected document.We have a custom 'Email Proposal' action in Oracle CPQ, and the standard action button is not available for reasons that are currently unclear. Currently, the Email Prop… -
How to Implement Multi Language Email?Summary: The requirement is to send out multi-lingual email content based on the country/language (header attribute) selection on quote. Currently we are maintaining all… -
Question on deprecation of the SOAP v1 Web Services for Oracle CPQ in 25CSummary: Regarding deprecation of the SOAP v1 Web Services 1) SOAP v2 will be available right? 2) Are there any plans to deprecate SOAP v2 also in near future? 3) SOAP v… -
How to call library functon on field change?Summary: Hi, is it possible to call a library function when a field is changed? Content (please ensure you mask any confidential information): In Transaction Line, we ha… -
quotation statusSummary: I need to take certain actions when the quote is approved, pending approval, or rejected. Do you know how I can do this? -
Clarification on Parent-Child Grouping in Config Models in CPQQuestion : Clarification on Parent-Child Grouping in Config Models in CPQ As part of the transition from the business’s legacy in-house solution to Oracle Fusion, we are… -
Multi-Charge Price in Configuration not using BOMAccording to the documentation: "Beginning in Oracle CPQ 23C, the Bill of Materials panel will display multiple charges where applicable. When there is more than one pri… -
Can the 'Add Product' button in Redwood Layout LIG be made always visible?Summary: The "Add Product" button in the Redwood LIG is only available when there are no items in the LIG. Once an item is added, the button gets hidden — this is the de… -
approver's commentSummary: Hello! I have a group approval and I want the approver's approval comment to appear in my email template. I tried performingcomment, but it doesn't give me any … -
Approval flowSummary: Hello! I have an approval flow, and the approvals work fine. The problem is that when the approval is rejected and I want to re-request it, it doesn't send me t… -
Is there a way to dynamically name a generic child model in the System Configuration PanelSummary: We are looking possible ways to dynamically name/label the child models within a System Configuration Panel so that we do not need to create a model for each po… -
image in emailsSummary: I put images in the email designer but they are not visible, how can I add them so they can be seen? -
Tip: How To Change OCI Server NodesSummary: Upon migrating to OCI servers, error logs such as bm.log are unique per server node. It is therefore necessary to have a method for switching nodes when trouble… -
CPQ Distinguish Read-Only vs Editable CheckboxesCurrently, there is no visual distinction between editable and read-only checkboxes in the CPQ JET UI, making it difficult for users to identify which fields they can in…