Resources and Best Practices
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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.
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Discussion List
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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… -
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…
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Ia it possible to filter or sort the value on excel exported from Report manager?Summary: I want to sort and filter the value on excel exported from Report Manager. I know it can be used group function but the purpose is not to be grouped, just sort …
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How are the .dat files send through Data Cubes, related to each other for each quote?When we are sending the .dat file through Datacube, we receive multiple .dat and .ctl files, based on the transaction and transaction lines and the arraysets. Now we wan…
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How can I avoid garbled text on Excel expored from Report Manager?Summary: I want to know advanced setting for Excel export from report manager. When I export Excel from Report Manager, the garbled text appeared on currency attributes …
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Filtering homepage using JavaScriptSummary: We have a custom homepage built with JavaScript. We want to filter the page based on the contract type, which is a commerce attribute, but are having trouble fe… -
Can the Favorites List be customized?We are planning to place a personalized message at the top of the Model (Highlighted in Yellow color in the screenshot) according to specific conditions. Is this feasibl…
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Is it feasible for two separate user groups to log in directly to their respective CPQ commerceSummary: Is it feasible for two separate user groups to log in directly to their respective CPQ commerce process? We have a situation where two distinct business units i…
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Site Backup Process and different optionsSummary: Site Backup Process and different options Content (please ensure you mask any confidential information): We would like to understand site backup options possibl…
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Manage Package do not redirect to CPQ Transaction ManagerSummary: This is a topic related to the Managed Package in SalesForce. We have decommissioned our old Managed Package CPQ (7.X.X) and kept only the most recent version (…
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Content Security Policy (CSP) ImportsSummary: In Oracle 25B upgrade we are having under Important actions and Considerations section the changes required for Content Security Policy (CSP) & Content Security…
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Email Notification for SPIM to CPQ real time integrationSummary: Is there any update on real-time integration from SPIM to CPQ, especially for the email notification after the run is completed? Content (please ensure you mask…
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How does the Quote import integration from Salesforce work in the Managed Package?Summary: In the new managed package, there is an integration action of Quote Import. It appears that this would pull in data from the quote in SalesForce, mainly for Acc…
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How can we dynamically reference the File Manager path in CPQ Document Designer?Summary: The Global XSL currently does not allow the use of a dynamic variable within the tag. We are attempting to access the file path from the File Manager, located …
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Kindly let us know if we can remove the pagination from transaction arraysHi Team, We have the following questions related to the transaction arrays: By default we have the pagination option to set on the array, can we remove that option total…
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Unable to set the Negative price using the "configurablePrice" node from the BOM Mapping rule.Hi Team, As per my project requirement I supposed to set the calculated Negative value as listPrice for One of the SKU. I was trying to set it from the BOM Mapping rule …