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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- Implementation and Management Series: Plan and prepare for your Oracle CX implementation
- Oracle CPQ How-To's: Short videos about CPQ
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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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How to freeze LIG columns in Redwood Quote UI?Summary: would like to freeze certain desired columns in the LIG section of the Redwood Quote UI. Is there any way to achieve this functionality in Redwood? Content (ple… -
Oracle CPQ: Performance Impact Due to Extensive Save LogicIn our Oracle CPQ implementation, the Save action is being used to set multiple attributes at both the header and line item grid (LIG) levels. Over time, this has led to…
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Delete favorites with expired pricingSummary: We’re working on retrieving a complete list of favorites across the system in order to identify and remove those associated with expired pricing method. While w…
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Price Agreement in CPQSummary: I'm trying to test the ability to create sales agreement in CPQ quote which results in a Price agreement being created automatically in Pricing Portal. However,…
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Moving from myservices to OCI admin centre - Lost reports and functionalitySummary: Hello Community, I am seeking some support please. Earlier this year we moved from the old myservices.em2.oraclecloud.com website for managing our EPM instances…
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Want to call custom CPQ ACTION endpoint URL in iframe of SFDCScenario - We are hiding the model line in LIG , so we have created custom RECONFIGURE button and in this the end point URL is from the code itself which is working fine…
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Part changes Not Shown On Existing quotesWhen the part information is modified and the part is already a part of the quote, the quote will reflect the part information that was present during the quote creation…
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Does Oracle CPQ configurator support 3D Modelling?Summary: In the above video, I have seen the 3D Modelling in the CPQ Configurator at 1:10. How can we achieve this? Content (please ensure you mask any confidential info…
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How to enhance the Oracle CPQ Configurator UI like a websiteSummary: I want to enhance the Oracle CPQ Configurator UI like a website. Kindly see the attached screenshot. Is it possible to make the Configurator UI like the attache…
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How to Restrict "Create Order" Action on Other Versions Once a Quote Is Ordered?Summary: In our CPQ implementation, we maintain multiple versions of a quote. Once any one of the quote versions reaches the state 'Quote Ordered', we want to ensure tha…
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Can reordering and drag-and-drop of line items be enabled in the Redwood LIG?Summary: We are transitioning from JET UI to Redwood Quote UI. One of the existing functionalities in JET UI is the ability to reorder line items and drag and drop line …
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Multiple rows insert in CPQ Data TablesSummary: Multiple rows insert in CPQ Data Tables Content (please ensure you mask any confidential information): I would like to insert multiple records at once using bmq…
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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…
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Need to capture the Audit Logs when Email are sent using _send_email actionSummary: As out of the box feature, when we use the Email Action it shows the popup with email from, to, cc etc field and user can can modify the field and then click ei… -
Clarification on Supported CPQ Access Models for External Users via Standard LoginSummary: Hello Dears, I have a question regarding CPQ, as we are currently implementing Oracle CPQ Cloud and evaluating supported options for exposing certain capabiliti…
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Hide transaction manager data from Sales Users when there is an error during "clone and move"Summary: We use Salesforce CRM and recently enabled "Clone and Move" feature. If there is an exception/error when performing this, the Sales User is redirected to Transa…
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Is there any way to accomodate multilanguage email as well as the flexibility to incorporate BCC&CC?We have a requirement to send out multi-language email to customers (conditionally). customization of BCC/CC is also a must have (which can be done via using standard em…
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Quote Visibility in Transaction Search through Custom AttributeWe are currently struggling with Quote Visibility Approach and need inputs: Our requirement is as per below: A person belongs to Company A in Country IT and Territory X.…
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Is it possible to restrict access to specific saved reports in Oracle CPQ ?Is it possible to restrict access to specific saved reports in Oracle CPQ so that users can only view reports assigned to their user group, and cannot see or export repo…
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SPIM to CPQ BOM SyncSummary: We are currently syncing SPIM with CPQ parts and the Bill of Materials (BOM). During the BOM synchronization, each parent item is being created as a separate ro…
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Managing users after setting “SSO Only” in CPQHello, I am configuring Single Sign-On (SSO) for some users in Oracle CPQ, and I noticed that once a user is set to “SSO Only”, I can no longer: Change the option back t…
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Add My name into recipients list of Upgrade notificationsSummary: I am the only developer in Conduent for Oracle CPQ. Somehow I am missing the upgrade notifications of Oracle CPQ from Oracle. I want to be there in the recipien…
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Oracle CPQ Data table validationsOracle CPQ Data Table Validation Currently, Oracle CPQ data tables are manually updated by users. In one of our use cases, we require a Boolean column to be consistently…
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Performance when adding around 100 attributes to Data ColumnsContent (please ensure you mask any confidential information): I am trying to add an attribute to Data Columns in order to add it to the Manage Columns and search filter…
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How to send pdf attachment as raw binary data from transaction using urldata to external systemSummary: We have a requirement of sending pdf attached to transaction to external system, how can we do this from BML Content (please ensure you mask any confidential in…
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style sheets in the CPQ configuratorSummary: Hello I understand that Redwood doesn't support style sheets, but I created a configurator and want to see if style sheets can be applied to it. I tried it with…
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Application Administrator: Additional license usage for Partner Organization companiesSummary: Hello Everyone, Want to know what are the implication of not having Application Administrator users for a Partner Organization company. We don't have any FullAc… -
how to restrict transactions based on the owner in CPQWe have a requirement to restrict transaction visibility in the Transaction List based on the Owner attribute. Specifically, one user (such as a manager or Admin) should…
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How to encrypt the data while exporting from CPQ via SFTP ?Summary: We want to encrypt the data while exporting from integration center via SFTP. Kindly suggest. Content (please ensure you mask any confidential information): Ver…
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Transaction Number Customization on Create Action in Oracle CPQWe have a requirement where as soon as a quote is created either via Configuration, Integration or Manually by clicking on Create Button in Quote Process UI, a quote wit…