Resources and Best Practices
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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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Desktop Layout - How to Clone configuration layout within a modelSummary: Business has decided to have Regional Product models/ US vs Other regions. I'd like to copy the Configuration Layout of my business that is selling the product … -
Mobile Approval Failed for specific userSummary: We have a user experiencing an issue when he tried to approve using a keyword, we have verified his response its correct, first line , no blank spaces, but CPQ …
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Can this Error during migration be ignored?Summary: We have encountered below error during migration. Further investigation we found that _part_custom_field8 is migrated correctly and has all the values from sour…
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Approval from Email is throwing errorSummary: When user is trying to approve a quote from email, he is getting error that error doing operation approve, "Current User is not a valid user for the approval". …
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Best approach to use Middleware to update data tables**This post was created as part of a How to Service Request (SR)** Release: 22B Summary of the question: When using middleware to send updates to the CPQ Data Tables, wh…
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After enabling Guest User in CPQ, anyone able to access CPQ configuration page without login to appSummary: To implement OCC CPQ integration, we have enabled the guest user access in general site setting. After click on configure button in OCC user is taken to model c…
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How Can ABO Action Codes Be Calculated Before A Model Is Added To A Transaction?**This post was created as part of a How to Service Request (SR) Release: 22C.1 Summary of the question: How can the OOTB ABO util functions be utilized to calculate ABO…
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CPQ EBS OM integration (Quote -> Sales Agreement)Summary: Hi All, For our use case, when CPQ quote is submitted for SO creation, we will create a sales agreement instead of sales order in EBS Order Management. Has anyo… -
How to find all rules using _BM_USER_GROUPSSummary: I can do a Global Search on BML and find all the BML code that uses it but was wondering how to find any of the GUI based rules that are using it in Simply Simp… -
Collaborative Quoting - issue editing new JET UI inline rich text attributesSummary: Users are having issues editing text in the new JET UI in line rich text attributes when they are in a collaborative quoting session Content (required): When ed… -
Best way to store Partner Standard Price Book Entry IdSummary: Best way to store Partner Standard Price Book Entry Id Content (required): We are in process to store Salesforce Price Book Entry Id in Parts Master field of "P…
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Filter data table on a SKU with - (dashes) in itSummary: so weird I searched for a part number 4550V2-101-0050 in a data table with prices and a bunch of records come up because the records have 4550 in a different co…
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Handshake Error while SOA to CPQ IntegrationSummary: Hello, We are getting handshake error when SOA is sending request to CPQ. But CPQ is able to send requests to SOA. Content (required): We are using SOA as a mid… -
has anyone had any issues with JSON Strings needing to be be converted from text to text Area as parSummary: json strings started showing up blank and realized the common field was the String Attribute was defiend as text instead of Text Area Content (required): once w…
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Salesforce IntegrationSummary: Multi Process intgeration with Salesforce i.e 1 Salesforce site is connecting to two different Commerce process in CPQ. Require help with the Field mapping poin… -
How to add analytics to CPQ -Transaction Line UISummary: How to add analytics graph to CPQ -Transaction Line UI Content (required): I have created a scatter plot analytics graph for a process. How to add this graph to…
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How to add analytics to CPQ -Transaction Line UISummary: How to add analytics graph to CPQ -Transaction Line UI Content (required): I have created a scatter plot analytics graph for a process. How to add this graph to…
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Are there logs to track proxy login activity in CPQ?Summary: For cloud configure, price, quote (CPQ) our company has this application under public audit control and we need a way to know which actual user may have proxy l…
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bmql select best options when fields can be blankSummary: wondering if there is a way to find best record option when 3 of the fields can be blank meaning any input Content (required): we have a table that we use a lar…
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create a util to count number of records in a recordsetSummary: often we need to see how many records are in a record set or to see if its empty. isnull or isempyty don't work so we have to manually count it using a for each…
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Perform a main doc action on multiple selected items in the line item gridSummary: How to set boolean value to True through _system_selected_document_number for multiple selected products in the line item grid while performing a main doc actio…
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How to Clear all Records from Datatable using SOAP API?Summary: To clear all records from a data table using a SOAP call. Content (required): I want to clear all records from a datatable using SOAP. Im able to see the option… -
How to get an attribute from model A to model B in System Configuration?Summary: Get an attribute from model A to model B in System Configuration using Recommendation Rule. Content (required): How can we get configuration attribute from one …
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How can we schedule a recurring batch job to run an action on a subset of CPQ quotes?**This post was created as part of a How to Service Request (SR) Release: 22B.6 Summary of the question: How can a recurring job be configured in CPQ that will parse ove…
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Email Approve/Reject notificaitonSummary: The quote doesn't get approved even after replying "approve" in the email Content (required): I have set up Email approval which goes for L1 and then L2 (Serial…
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CPQ to Salesforce Export AttachmentSummary: Not able to send CPQ PDF Output document in Salesforce Opportunity. Content (required): Followed below steps to enable sending CPQ PDF Output document to Salesf…
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Quote- how to get each approver --Approved On Date in a variable.DO we have any attribute for this.Summary: Quote- how to get each approver --Approved On Date in a variable.DO we have any attribute for this. Content (required): We need to caprute each approver data in… -
Is it possible to format std text in BML editor as bold/italic/underlined?Summary: Content (required): I am using BML Editor to print a text, ex. user signature, and would like to know if it is possible to format some parts of it as bold / ita…
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Is there a way to extract all the questions raised on CPQ communitySummary: Is there a way to extract all the questions raised on CPQ community? Content (required): Having the questions raised on CPQ community as a FAQ downloadable docu…
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How to Trigger Print/Modify Action automatically - CPQ 21ASummary How to Trigger Print/Modify Action automatically - CPQ 21AContent Hello All, How to trigger an action automatically. Using Standard DocuSign integration we are s…