Resources and Best Practices
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Configure Price Quote
Discussion List
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Create Quote list view with date created in CPQ RedwoodSummary: Create Quote list view with date created in CPQ Redwood Content (please ensure you mask any confidential information): Is it possible to create a separate Quote… -
cancel pending parallel approvals if anyone reason gets rejectedSummary: We have a scenario where 3 or more parallel approval gets triggered. If one of the reason gets rejected then the other approvals where the decision is pending, …
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Why is CPQ LIG Showing blank spaces after products are added (intermittent issue)?Sometimes after adding products through Configuration, we are seeing blank spaces on LIG as shown in the below screenshot. Sometimes moving cursor on quote lines populat…
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How to get Pricing portal prices in ConfigOur goal is to display the part prices in configuration, which are defined in the Pricing portal. We could only get the prices in Config through BOM, but we want them in…
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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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400 Bad Request Error while running a Rest API "update_line_items" from Oracle CPQSummary: I'm getting the below error while trying to execute the REST API to update the Transaction Line Items for a Transaction in Oracle CPQ. I'm using the Rest API "u…
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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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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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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… -
Configure search list Quote to Order ManagerSummary: Hello, Is there a way we can add additional custom attributes in the Quote to Order Manager (search list)? How much can we configure this search list in CPQ? Th…
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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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How to encode CPQ RichText attribute to Base64 as not accessible in any functionsSummary: We have a requirement to send CPQ Rich Text attribute values to Enterprise Contract to generate a contract, however in Enterprise Contract there is no Rich Text…
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where do I modify page templatesSummary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t…
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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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What is the impact of CPQ Direct Login having end of life in 25CSummary: Oracle announces the end of life of "Direct Login" for 25C. What is the impact of this? Will the login screen (username, password) be gone once you access .bigm…
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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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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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Tip Tuesday : Hide Views if all attributes are hidden in CPQ redwoodSummary: This is a short video showing how you can set up views in CPQ redwood to be hidden when there are no attributes visible to the user in the current step. Steps: … -
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.
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Salesforce version limitation will impact the CPQ ?Summary: The upcoming Salesforce upgrade will not support the version below of 30.0 will this impact CPQ managed packages installed in the Salesforce. Will this impact 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…
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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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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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Video - Redwood Administration in Oracle CPQRedwood Administration in Oracle CPQ With 25D, there is an optional new Redwood Administration experience in Oracle CPQ. This will become the standard (non-optional) exp… -
Error without details when trying to generate a proposal from a transactionSummary: I receive the following error when generating a proposal: Invalid white space character (0x2) in text to output (in xml 1.1, could output as a character entit C…
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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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from which release superuser account get deprecated?Summary: when we logged as superuser we observed superuser account get deprecated notification so wanted to know from which release this account get deprecated? please u…
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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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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…