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
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Accessing CPQ from Salesforce.com via Safari on Mobile deviceWe have a number of users who have gotten new iPhones. Previously via Safari they were able to log into Salesforce.com and open a quote and have Oracle CPQ open without … -
What is recommended SSO implementation method for CPQ Direct Login which having end of life in 25C?Summary: Hi , As per the release notes, direct CPQ login will have an end of life by 25C. We would like to know which SSO method oracle recommends if Oracle CPQ instance…
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Connecting Two Salesforce instance to One CPQ commerce processSummary: We are currently in the process of revamping our SFDC system. To meet our, we aim to integrate two SFDC instances that share the same CPQ commerce process. Part…
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Latest price agreement per part number per accountSummary: In CPQ, for an Account having multiple trade agreements, how can we get the list of agreements that have the enddate >= Today then we need sort by startdate des… -
Do we need OAuth integration to support OAuth for inbound CPQ REST calls, managed package in use?We have enabled Dynamics CRM integration on the site and there is a requirement for CRM to invoke REST API calls into CPQ outside of the provided managed package. To sup…
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Additional information on the process of archiving quotesWe're looking to understand the process of archiving quotes and have few questions after going through the documentation. Thanks Documentation states that the default se…
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How to restrict migration capability without affecting the global search in datatablesSummary: If a user is created with admin access but not migration capability, they are not able to do a global search on the tables to see where all a SKU is referenced …
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Getting error in Datacube reporting as Error While generating reports.Hello Team, I'm getting the below error in the Datacube reporting, please help me with solution here. Thanks in Advance!!
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I want to display the Currency attribute with a commaContent (please ensure you mask any confidential information): Process Definition>**** Quote Process>documents Transaction>actions Submit>Edit Approvals>Approvers>Approv…
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Disable email notification for all Application AdministratorsWe would like to disable the email notifications that are sent to all the application administrator as we receive a lot of Bulk update related notifications. This seems …
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Maximum Number of files we can upload in SFTPSummary: For integration we need to upload 132 data table files together via SFTP to be loaded in CPQ, We want to know if it is possible to put all 132 files on the SFTP…
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How can I map quote's step variable name in Data cube reportingSummary: I need to export the quote's step variable name to a data column in the data cube reporting, how can I do the mapping in data cube mapping file, I tried with "_…
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Hide Renew/Modify ActionsSummary: We have the requirement to hide certain actions in the subscription workbench based on the selected Transaction Type in commerce. When the Transaction Type is s…
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How can we prevent tabs from being visible when all attributes under them are hidden?Summary: We are facing a problem where multiple tabs remain visible on the interface, even though all attributes within these tabs have been hidden. We need advice on ho…
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How can we ensure that custom actions are displayed directly on the layout to reduce user clicks?Summary: We are encountering an issue where custom actions are not appearing directly on the layout, resulting in increased user clicks and decreased efficiency. We need…
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How can we restrict access to the Design and Live Redwood Layout for specific administrative users?Summary: We are experiencing difficulties in restricting access to the Design and Live Redwood Layout for specific administrative users. We need guidance on how to imple…
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Can I copy a transaction AND the BOM Instance using the Copy Transaction Process Action?Greetings! I need to be able to copy a transaction that has a complex System Configuration attached to it, and the new transaction needs to have the exact same selection…
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Where are the Proposal documents storedSummary: OOTB, where are the proposal documents that are shared with customers stored in CPQ? Content (please ensure you mask any confidential information): View all the…
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Error Navigating to Oracle Quote to Order - Reporting ManagerSummary: I am getting the error below when I try to open the "Oracle Quote to Order—Reporting Manager." Please let me know if any setup/access is required. Content (plea…
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Can the part sync frequency be changed?Summary: I want to shorten the frequency of synchronization of parts. Content (please ensure you mask any confidential information): Set up synchronization of Parts betw…
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Default setting section "View" line item gridSummary: Content (please ensure you mask any confidential information): Hello, Is there a way to set "Wrap Cell Content" in the view of the line item grid as default? Ho…
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I want to set the email subject in Notification To Approver>Advanced.Content (please ensure you mask any confidential information): Process Definition>**** Quote Process>documents Transaction>actions Submit>Edit Approvals>Approvers>Approv…
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Questions on Datacube reportingIs it possible to rename the zip folder that is sent to the FTP server. Our Prod and QA uses the same FTP server and we want them to have different names so that the ana…
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Email Approval/Rejection ResponseSummary: I'm not sure how email approvals work, as this is my first time working with them, but the quote is not updated Content (please ensure you mask any confidential…
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How to add a validation on Quick add?Hi Community! As per current design the standard 'Quick Add' feature is available for users to add parts to LIG directly. Business wants to add validation so that a spec…
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Process to expire favorites and usage of custom Data table.Summary: Whenever we are doing config modification as per the spec change, we have custom Table called ConfiguratorVersion where we update the currentVersion. At the LIG…
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Customer Order Data-Predictive Custom: Field type used for the 'ORDER' and 'ORDER LINE' listsThe standard ORDER and ORDER LINE supplemental data tables are created by Responsys. But, what field type is used to fill the 'ORDER' and 'ORDER LINE' lists of CLV?
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Can we hide Submit action from the Standard Popup in Oracle CPQ-Redwood UIHi We tried to hide the Standard submit from the Redwood UI (Approval Popup), but this is not getting hidden .
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How to change the serial number after sorting the Parts based on any LIG attribute?Summary: Hi Community! We have a commerce process where we want to add parts at a random sequence, but after that we want to sort it on any random attribute from the LIG…
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How to get Parent Quote status in the current quote using attribute called "Parent Transaction Id"Summary: How to get Parent Quote status in the current quote using attribute called "Parent Transaction Id". I have a field on the using called " Parent Transaction Id[V…