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
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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.
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Discussion List
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How can we enable JET UI in the configuration?Summary: I am not sure whether our Configuration instance is enabled for JET UI or not. From some documentation, we got to know that we can enable the JET UI from the "L… -
Send data to SFDC opportunity ObjectSummary: Send data to SFDC opportunity Object Content (required): We already have an integration placed which maps/send data from Oracle CPQ commerce to SFDC Oracle Obje…
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CPQ: Post Approval FYI NotificationHi, How can I send post approval FYI notification to a certain user? Once the transaction is approved, I want to send FYI notification. Regards, Essmaeel -
How can we generate a QR code in a Commerce quote?Summary: We would like to ask a recommendation for QRCODE generation service Content (required): Hello, we are trying to generate in CPQ in a Commerce quote a QRCODE fro…
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How to attach multiple attachments in approval notification(s)?Hello Folks, How can we attach multiple attachments to the quote approval notifications? I could only find option of attaching one document. Our requirement is to attach…
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How to Bulk upload in parts at CPQSummary: Content (required): Version (include the version you are using, if applicable): Code Snippet (add any code snippets that support your topic, if applicable): -
Is it possible to save an Advance Filter on transaction lines?Summary: Every time users have modified an asset, they apply an Advanced Filter to the tranaction lines, in order to validate lines with Action Code from "No Update". I… -
How to hide custom action for the users who have read only access to the recordsSummary: How to hide custom action for the users who have read only access to the records Content (required): Steps to re-produce the issue 1. Login to the Application a…
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How can I map 2 different JET CSS files for 2 different commerce Processes?Summary: Need to map 2 JET CSS files to 2 different Commerce Processes. Content (required): We are using 2 different commerce processes in our project. We have a common … -
Tip Tuesday - 3 ways to dynamically Merge different PDF files in Document Designer.Use multiple Embed Document with conditions. The conditions allow for the correct PDF to show up in the output per requirement. Use an XSL snippet and utilize for this.… -
Trash TransactionsSummary: Will the transactions moved to trash get auto deleted? Content (required): Will the transactions moved to trash get auto deleted? Version (include the version y…
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Tip Tuesday - 5 tips you must know before Archiving transaction in CPQAfter a Transaction is archived, it can no longer be accessed from within the CPQ Cloud admin interface, and all record of it will eventually be erased from the server. …
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How to use SSO to get TokenSummary: Content (required): Version (include the version you are using, if applicable): Code Snippet (add any code snippets that support your topic, if applicable):
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criteria for reconfigure icon to be enabled on LIGSummary: What is the criteria for reconfigure icon to be enabled, if I have a model line attributes updated on any line item, what is the specific attribute by which rec…
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Is there any way to convert Standard material to config one.Summary: Is there any way to convert Standard material to config one., There is a requirement where we need to identify some standard parts as config materials and add t…
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Fetch API data on clicking Create TransactionSummary: Based on certain conditions, The moment I click create transaction, I would like to call a REST API to retrieve some data and populate on quote. How to do this?…
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Deprecation of the Native Lightning UISummary Notes from 23B release: "We are announcing the deprecation of the Native Lightning UI, also known as the “Lightning Mode”, in the Salesforce managed package. The…
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Blog Post Alert - OIC to CPQOIC to CPQ Integration This post covers using the Oracle CPQ adapter as well as the generic OIC REST adapter to interface with Oracle CPQ. The use case is very simple - …
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Is there any other way apart from Bulk Services download for Parts dataSummary: Is there any other way apart from Bulk Services download for Parts data, it takes more than 8 hours to download it Content (required): Is there any other way ap…
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Is there any way to change From Email in Reporting moduleSummary: Is there any way to change From Email in Reporting module Content (required): Is there any way to change From Email in Reporting module? It takes user profile e…
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Incorrect child model is getting removed from BOMSummary: Unable to remove selected child model configuration from the parent model. It copies the configuration of the deleted child model to another existing child mode…
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Way if I click "Add to Quote" on the add parts screen that it doesn't return me to previous screen?Summary:Is there a way if I click "Add to Quote" on the add parts screen that it doesn't return me to the previous window. I want to stay on this screen while I add all …
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Is there a way to reduce the payload for the adapter for CPQ->OIC->Subscription ManagementSummary: The SOAP payload generated using the provided CPQ to Sub Management (OSS) Adapter is causing Subscriptions over 500 lines to exceed Oracle Integration Cloud (OI…
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Is there a way to delete all rows in Transaction Array via REST APISummary: We have requirement to delete existing records in a commerce array, before new records are added - this is to be done via integration using REST APIs. Content (… -
Ask Me Anything With Craig Zilm!Hello everyone, Welcome to the Ask Me Anything session! My name is Chitra and I'm the Community Manager for the CPQ Forum. This month's topic is - Working effectively wi…
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Can we use BMQL query where condition using case insensitive text comparing Data table column text?Summary: In Oracle CPQ cloud we have some data in data table column that has in different cases. so is it possible to query using bmql irrespective of the case of text a…
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Is there any system attribute saving Last modified by?Summary: Is there any system attribute saving Last modified by? Content (required): In revision history XML, elements are showing actions/attributes modified and the use…
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How to create children quotes in CPQSummary: Create children quotes Content (required): We have a scenario where different products should trigger different approval flows at same time. For that we're thin… -
Tip Tuesday - Sync Quote Lines to CX SalesCX Sales lets users create and manage quotes from accounts and opportunities. Users can also mark individual quotes on an opportunity as active, which will synchronize t…
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Method to hide items from Quick Add and Parts Search?Summary: We have a handful of parts that we need to keep active, but do not want users to add via the quick add (lightning bolt in Jet UI) nor the part search. Content (…