Resources and Best Practices
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- 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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Tip Tuesday - Document Designer Tips and ConsiderationsThe Document Designer is a new tool for creating document templates. The Document Designer makes it easy to populate documents with current transaction data and show or … -
Embed a Doc. Designer Template in to another Doc. Designer TemplateSummary: Is it possible to embed one Document Designer Template in to another Document Designer Template? Content (required): We have multiple small Document Designer Te… -
Quote creation through CPQ Cloud - how to get CPQ cloud URL detailsSummary: We have a business requirement to create Quote in CPQ and that should be converted to a sales order in Order management, where we can start the configuration of… -
Disable "Update" action in "View Manager" for specific usersSummary: Problem statement: Consider two users A and B. A creates a view in "View Manager" and shares with other users. B clicks on "Manage" action and unchecks "Share" …
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Is there Rest API which External System can call for attachment attributeSummary: Is there Rest API which External System can call for attachment attribute Content (required): Is there Rest API which External System can call for attachment at…
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Reconfigure ItemSummary: Content (required): Hi , is there any way to tell if under a certain hierarchy an item was added/removed after a reconfigure Version oracle CPE 23B Patch 3 uest…
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Webinar Alert- CX – CPQ: Oracle CPQ Quarterly Roadmap Update -July 27thThe Oracle CPQ Product Management Team presents the Oracle CPQ Quarterly Roadmap update. Join us as we discuss the next CPQ Development Roadmap's contents. The content i…
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Import Revenue Lines - OSC product to CPQ Model through REST integrationSummary: we have a case where we are implementing Sales to CPQ revenue line import through rest API We are able to import OSC product to CPQ Part but our case if from Or… -
SOAP service to create custom Recurring Revenue in Oracle Sales Cloud from CPQSummary: Hello, Hope you are doing well!! We have a requirement to create Recurring revenue in OSC from CPQ with custom quantities (A schedule having different quantitie…
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CPQ - Product Model VisibilitySummary: Product model does not appear in the home screen of the application Content (required): On the home screen, I am unable to see my product model. Although I have… -
CPQ Refreshes - best practices questionSummary: I have found a document that tells me what to do for a CPQ refresh but would like some guidelines re best practices on when to do it. Content (required): I am w…
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CPQ Part Import from SalesforceHello, we currently run a parts sync once day (after hours) and would like to be able to also run it mid-day. The CPQ help article is mentioning the following : When you…
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Add CAD files in proposal documentSummary: Is it possible to include CAD files as attachment/images in proposal generated via document designer? Content (required): Hi All, I created a file attachment at…
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Is there any way to partial Quote Line Items Sync with SalesforceSummary: Is there any way to partial Quote Line Items Sync with Salesforce Content (required): Is there any way to partial Quote Line Items Sync with Salesforce, we have…
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Dropdown icon for Menu Type fields in Config on JET LayoutSummary: Customer wants to see the dropdown icon for Menu fields in Config. on JET Layout. Content (required): On JET Layout of a configuration, we don't see a dropdown … -
How to fix missing nav bar after proxy login?Summary: After performing a proxy login, the nav bar that contains the proxy logout link is missing entirely. Content (required): Since the proxy logout icon and all the… -
Java Script only Fires OnceSummary: I have a java script program that I run through a recommendation rule that is set to "Always True". It captures the price on the configuration page. The problem…
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Oracle CPQ connector for SalesforceSummary: As we know that Salesforce-CPQ connector will support in connecting one commerce process to invoke from salesforce opportunity. We want to know whether multiple…
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I want to replace the logo displayed on the login screen via the shopping cart.Summary: Content (required): The ORACLE logo is displayed in the login dialog that appears when adding items from the shopping cart to a commerce transaction without bei…
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What is the best way to get config data out of CPQ?Summary: We are trying to extract config data from CPQ. The purpose of the data is to be able to report and or take action on from a variety of side systems external to … -
Any way to link existing Salesforce and CPQ users without asking users to Generate TokenSummary: Any way to link Salesforce and CPQ users without asking users to Generate Token Content (required): Currently we are requesting users to go to user profile and …
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Does CPQ allow Javascript Injections?Summary: We need to know if CPQ allows Javascript Injections. Content (required): Justification- Appdynamics Browser Real User Monitoring (BRUM) uses a small Javascript …
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Why is the currency not updated after inserting the field and changing the target currency?Summary: Content (required): Hello, We need to change the currency displayed in the section order lines, but even if we push on exchange rate this does not happen after …
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How can we identify which Transaction Array Row is selected using BML?Summary: Since the Select option is available by default with Transaction Arrays, how can it be used in BML? Content (required): Hi Team, We want to identify which Trans…
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Tip Tuesday - Commerce Performance Tips (Part 1)Commerce Processes are used to create templates for the selling processes used by your company. With Commerce Processes, you set up your quoting, ordering, approval, and…
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How to verify the mapping once Oracle CPQ connector for Salesforce setup is done in SFDC?Summary: How to verify the mapping once Oracle CPQ connector for Salesforce setup is done in SFDC? Also, how we can map the custom attribute in SFDC. Content (required):…
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Display Image which is stored in File Manager through XSLSummary: Display Image which is stored in File Manager through XSL Content (required): We have the requirement to display the image(which is stored in File manager) in t…
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Display Image from File Manager through XSLSummary: Display Image from File Manager through XSL Content (required): We have the requirement to display the image(which is stored in File manager) in the Excel outpu…
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Integration Error on 'Select An Alternate Address'Summary: We recently cloned the existing commerce process to enable JET UI. In the cloned process, the CPQ standard action 'Select an alternate address' is error out Con… -
Reconfiguring after deleting a line the deleted records gets added again on coming back to commerceSummary: In LIG after deleting a line-item when we reconfigure and come back to LIG again the line-item which was deleted earlier gets added in LIG. Expected behaviour i…