Resources and Best Practices
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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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CPQ | Return to Sales Cloud | Update Link to go to the Digital Sales OpportunitySummary: Hi @Everyone, Hope everyone is doing well! Related: CPQ - Fusion sales Integration Question: We have Return to sales Action button which is currently integrated… -
PIM import overwrites part fields that are not specified in the XSL fileSummary: In our implementation of the Import Parts integration to import parts from PIM to CPQ, we are using the default Result Parser XSL file to map the PIM fields to … -
Oracle CPQ Quote page launches in same tab using SFDC-CPQ ConnectorSummary: On create quote action from SFDC, the CPQ create quote page is getting launched in the same tab. Is there a setting to launch it in a new tab? Content (please e… -
Oracle CPQ Connector Setup in SFDC Community (Partner Portal)Summary: In SFDC Partner Portal, the New button in the Oracle Quote page does not seem to work. 1. As per the Connector Setup v8.6 guide, we have overridden the “New” bu… -
Can we perform milestone based billing from CPQ in OSSSummary: Dear All, In Oracle Subscription Management Cloud, you can upload a milestone excel template for milestone based billing. Can this be fulfilled from CPQ when it… -
How to restrict the access for only see the user administrationSummary: Content (please ensure you mask any confidential information): We wanted to handover the user management like user creation and deactivation process to GHD team… -
How to read existing CPQ attribute value in Result Parser XSL in SOA IntegrationSummary: How to read existing CPQ attribute value in Result Parser XSL in SOA Integration? tried using but no luck. Content (please ensure you mask any confidential inf… -
How to setup cpq-toolkit on a Mac system.Summary: While we've been able to setup cpq developer tool-kit on windows seamlessly, we were confused on how to do so on Mac. We're adding the bin folder to path variab… -
'Create Order' option disabled after submitting Transaction Number in CPQ.Upon submitting Transaction number and approval, 'Create Order' option gets disabled. Please find screenshots:- Before submitting Transaction:- After submitting Transact… -
How to perform subscription operations on legacy assets in CPQSummary: Hi All, How to perform subscription operations on legacy assets in CPQ. We don't have quotes/configurations (with BOM Mapping) for these assets. Most of these l… -
Partner users asset view to be restricted in subscription workbenchSummary: Partners should be able to see only assets pertaining to their quotes only. How to control the visibility of asset view. Whereas now assets are shown based on A… -
Product Workbench and Effective Date PricingSummary: When is effective date pricing at a part level planned to be implemented in Product Workbench. Ex: A part ABC can have multiple prices. Past: Starting Jan 1 202… -
Can we send unzipped file to CPQ FTP Server?Summary: CPQ FTP Server allows only zipped file. The external system which is going to send files to CPQ FTP location cannot zip the files. Is there any way to send unzi… -
"Mark as Active" button default behaviorSummary: In the new Connector there is a button called "Mark as Active" which sets the quote to primary. The default behavior of this button seems to be that no quotes, … -
Price List ValidityRequirement from client:- After entering Validity Start Date and Validity End Date, client wants to have notification from CPQ prior to 2 months from validity end date. … -
Proposal documents in two languages but system GUI in several languagesSummary: Content (please ensure you mask any confidential information): Hello, I followed this link: https://help.bigmachines.com/BMIHelp/#DocumentDesigner/Document_Desi… -
Price List ValidityRequirement from client:- After entering Validity Start Date and Validity End Date, client wants to have notification from CPQ prior to 2 months from validity end date. … -
how we can launch configuration directly from SFDC on click of create quote action in SFDCSummary: We want to launch CPQ configuration page directly from SFDC Content (please ensure you mask any confidential information): We want to launch CPQ configuration p… -
Is there a way to link the change of the value of a LOV to an action in the commerce?Summary: Content (please ensure you mask any confidential information): Hello, I would like to know, is it possible, in commerce, to trigger an action when the value of … -
Hello! Is there a way to calculate KPI with Reporting Manager?Summary: Using Reporting Manager I can create reports that can be exported to Excel. These Excel reports contain data that my client can use to calculate some KPIs. The … -
Oracle CPQ Migration Center Unusable During Upgrade PeriodSummary: We are unable to use the Oracle CPQ Migration Center during the 2-week upgrade period where the development environment is upgraded first, followed by our produ… -
Query data table or session data in result parser XSLSummary: We have a Parts sync integration with Salesforce and we have a requirement where we want to set some data into session cache / or data table and capture the sam… -
I want to Introduce Walk me for Oracle CPQ is it possible?Summary: WalkMe is a digital adoption platform that provides on-screen guidance and assistance to users, making it easier for them to navigate and use software applicati… -
CPQ Model upload through 3rd party IntegrationSummary: CPQ Model upload through 3rd party Integration Content (please ensure you mask any confidential information): Version (include the version you are using, if app… -
A particular Line level attribute not available from the REST call - URLDATASummary: Instance ID line level attribute not available from the REST call - URLDATA Content (please ensure you mask any confidential information): I am trying to fetch … -
How to create a custom template for QUOTE with pre populated values in CPQ cloud?Summary: How to create a custom template for QUOTE with pre populated values in CPQ cloud? The requirement is like we need to re use these templates to create multiple q… -
Invoke Pricing Engine QuerySummary: I want to understand that how pricing engine will work in the below scenario. Scenario : I understand that Pricing Engine will invoke automatically whenever we … -
Invoke pricing engine if any changes in the line grid attribute ValuesSummary: In one of our project we are implementing price calculations using Pricing Engine.. I noticed that whenever i change any line grid values manually and click on … -
How to automatically calculates the price of the root item?Summary: Content (please ensure you mask any confidential information): Hello, Does it exist something that automatically calculates the price of the root item as the su… -
Approval DelegationSummary: if approval is already submitted, when the approver is not available then we need to change the approvers. is there any possible way to do this scenario? Conten…