Resources and Best Practices
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Configure Price Quote
Discussion List
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Stop Approval completion Notification emailSummary: We want to Stop Approval completion Notification Email, that is being send to the Quote Submitter. Hi Team, Is there a way to stop the Notification for approval… -
Add the display approver first name attribute in email templateSummary: We are using SSO login for our CPQ Login which is using the email address of the user. We have build approval email template where we are sending the email to a…
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When an order is cancelled, is there a way to have it be approved before cancelling?Summary: A large order has been created and is ready to process when it is decided that it should be cancelled. Customer service can cancel the order without Sales Manag…
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CPQ searchable columns limitCPQ allows search of quotes using different dimensions which are added in filter attributes and column attributes. Is there a limit in the number of attributes which can…
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column can be dynamic in single select picklist attribute?Hi Team, Description:There is one SSPL attribute where column names are listed out base on selected column, that column values need to show in another SSPL attribute fro…
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Run BML script on schedule basis in CPQSummary: We are using Salesforce (SF) as our CRM, we are facing issue with mismatch in data between SF and CPQ due to various reasons. like, Scenario 1: Most approvers w… -
Add email hyperlink in Printer Friendly XSL Output documentSummary: I am trying to embed an email hyperlink in Printer Friendly XSL Output document but it is not rendering. I need to add a 'mailto:abc@aa.com' against a text in X…
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OCR IN Oracle CPQSummary: We have a requirement where in contents of a PDF needs to be identified, specially a QR Code which resolves to a specific keyword. This is needed to identify a …
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Is it possible to add a file with an .eml extension as an attachment?Summary: Is it possible to add a file with an .eml extension as an attachment? Content (please ensure you mask any confidential information): Version (include the versio…
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How can we Modify/Renew a child Item Asset under Root AssetSummary: Hello Team, we have a requirement, where we have 2 level hierarchy asset structure. eg. : RootItem Asset - RootChild Asset 1. Child Asset1 2. Child Asset2 Here …
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CPQ Parts price upload to price booksPD PIM uploads the parts to CPQ price books. For the prices to be uploaded into CPQ, is a non zero price required? Example: Option class part numbers and children of ATO…
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System Configuration Change in Parent should Auto fire Rules in Child ModelIn System Configuration, we have a recommendation Rule in the child model to fetch value from parent configuration and update it in the Child model.Right now , the value…
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CPQ Line Item GridSummary: Hi Team, How to disable or restrict user to reconfigure/edit/delete any line item once the quote status is Pricing Approved/Submitted to customer/Order Fulfille… -
how do we identify that we are in amendment flowSummary: Dear Team, When we select an asset from workbench and click on Modify button it takes you to configurator. At this point of time we need a identifier for us to …
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Attach Proposal Document to eSignature attachment field without using a Print ActionThe need is to be able to attach the generated proposal document to a eSIgnature file attachment attribute on a click of a button (Other than Print - A pop up box is not…
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Default Precision of the currency attributeSummary: We have a business requirement for which we need to increase the precision of one of our currency attributes to 4 decimal places. On modifying the host company …
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Can we update fulfillment line flexfields using the CPQ-OM Accelerator?Can we update fulfillment line flexfields using the CPQ-OM Accelerator?
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How can we enable the Quick Registration Subscription type for Partner organization?Summary: With the 24C upgrade, we have received a new feature under Integration: Enable Single Sign-On for a Quick Registration Company. As part of this update, a dropdo…
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Hello, how can we change the superuser email?Summary: Content (please ensure you mask any confidential information): Hello, We would like to change the superuser to another email in PROD environment. How can we do …
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multiple Contract with single quoteSummary: We have a requirement from Customer that they want to create multiple Contract with single quote and same customer but based upon line level product condition o…
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populate action is not working on AccountsSummary: when we try to populate account information on the customer details screen nothin happened Content (please ensure you mask any confidential information): Versio… -
what is the different document said "Full Access users." and "Host Company Full Access users."Summary: we see this in the user detail This permission is only available to Full Access users. Web Services Only Web Services Only users are special user accounts which…
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special character search in commerce dynamic attributeSummary: When we search the special characters in commerce dynamic menu attribute then we are not any results. example : This menu entry is present in the list "Lăcrămio…
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Need API for CPQ process Model Configuration.Summary: Hi Team, We attach a csv file in the commerce transaction and click on an action button named Add to Line items, such that all the lines present in the csv file…
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How to provide translations for configuration page standard actions?Summary: Content (please ensure you mask any confidential information): Hi Team, We're currently working on translating the standard actions on our configuration page, s…
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CPQ and Murphy's Law - just for fun!"If there's more than one way to do a job, and one of those ways will result in disaster, then someone will do it that way." Or, more commonly, "Whatever can go wrong, w… -
in Admin log, , is there a way to see user access changes?Summary: In the admin Log, I attach the Jun 2024 log for jill.pfalzgraf@assurant.com who was added in May, but the log do not show much detail, what is the ref_ID 847573…
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How to extract Configuration data from CPQ with REST/SOAP serviceswe are looking REST/SOAP service to extract configuration data from CPQ in bulk.
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How to store previously selected values in array set in Configuration.Summary: In Config,I have 2 text attributes(Country and State)and one Array set(2 columns,Select(Boolean),City(text)),And I enter values in to these text attributes(Cons…
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How to get the dynamic token from _transaction_approve_link and _transaction_reject_linkHello Team, We need to customize the email approval response as per the business requirement. In the approval email we need to show the approve and reject links as image…