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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Rec Items rule is not getting fired.?We use advanced Recommended Item Rule to get the parts. The Recommended Item is working in Debugger, but not working on Model Configuration page.in debuggers we are gett… -
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How to resolve error :An error occurred while communicating with the partner siteCould not perform Action: Update Opportunity During commerce integration Process ID: 36244034, Name: OSC - Create Revenue Items An error occurred while communicating wit…
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How to remove "Charge Details" action button from Line Item GridHello, On the process sub document, I clicked on "Synchronize Charge definitions" which I think that made visible on the LIG a new button called "Charge Details". Could …
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Location of Change Password (Save Changed Password) Button for Change Password ProcessSummary: The location of the reset password button is causing users to fail resetting their password. Content (please ensure you mask any confidential information): Most…
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Will the system restart loads all the latest changes to the users browser.Summary: we have partner users who are not clearing the cache to get the latest browser script changes. We want to know if the system restart will push the latest change…
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What is the best way to export all the historical quotes with limited set of attributesSummary: Requirement is to export all the Quotes (no quote left) created in a CPQ site with limited number of attributes (header + Line) for auditing purpose on daily/we… -
Created By Quotes are showing to the users inspite of Auto Forwarding rules applied.Summary: Do we have any way so that we can update the created by of the quotes so as the visibility can be set by AFR Content (please ensure you mask any confidential in…
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Do we have any provision to create the user groups in bulk when multiple groups needs to be createdSummary: We need to create multiple user groups but there is no bulk creation scenario to create groups in bulk Content (please ensure you mask any confidential informat…
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How to call Commerce Action from Mass Update Query in Oracle CPQ Application ?Summary: There is an requirement for updating the attribute for existing quotes for which the values are showing incorrect. If we call Synch (Custom Action), that will a…
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Can we "select all" filtered assets for renewal and terminationSummary: Hi, Can we do a "Select All" for multiple assets for Renewal or termination ABO operations on Asset Workbench? Currently we have to manually select each asset l…
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Change Opportunity Field Data type in Oracle Quote Object in SFDC for the SFDC-CPQ ConnectorSummary: Currently Oracle Quote object which is part of CPQ Connector managed package has "cafsl_Opportunity__c" field which is lookup relationship to Opportunity. Can w…
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Change Position of New Quote Button in SF controlled by the SFDC Managed PackageSummary: Is it possible to change the location of the New Quote Button in SF? We'd like to have a button at the opportunity level, but we are limited by the SFDC managed…
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Can approvals be tiered?Is it possible to setup the approvals in CPQ to be tiered ? I.e. sent to person 1 for approval If person 1 doesn’t do it in 48 hours then escalate to the next level appr…
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Quote Line Item to Opportunity Line Item Sync in Salesforce with Manage Package 8.6We are using Manage Package 8.6 . We don't want to sync the CPQ Quote Line Item to the Opportunity Line Item in Salesforce. Is there any OOB way to disable this function…
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Multiple currencies in reportsSummary: Hello everybody, is it possible to create reports that include currency type attributes without choosing a specific currency? This would allow to have reports t…
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Week of the Year calculation in BMLSummary: Looking for options to calculate week of the year in BML code. We have a requirement to find if current week is Even week or an Odd number week - this is to han… -
How can I change the ordered list style in Document Designer?Summary: How can I change the style of the ordered lists in Oracle CPQ Document Designer from the default of Arabic numerals? Content (please ensure you mask any confide…
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I am trying to use get parts rest api through postman, using query parameter "q"The oracle CPQ rest api get parts is not working by using query parameter "q". Attached the error while trying to invoke the api through postman. I want to query the par…
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Email designer functionality standard fieldsSummary: Content (please ensure you mask any confidential information): Hello, We decided to customize the email received by a customer when a request for approval is ap…
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How can we import items with their BOM in commerce with import excel functionality?Summary: Content (please ensure you mask any confidential information): Hello, In commerce there is the functionaliy Import Excel that is needed to import items in the l…
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Need to get the details on the following parameters related to Oracle CPQSummary: Hello, Can someone please help me with details on below parameters related to Oracle CPQ. Please answer whatever you can. Content (please ensure you mask any co…
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Is it possible to have the approval notification for each step of the approval workflow?Summary: Content (please ensure you mask any confidential information): Hello, When we have an approval workflow with multiple level of approval, the email of approval i…