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
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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New Release CPQ Upgrade ProcessSummary Contains link to MOS Document that details the new release upgrade process for customersContent Hi Everyone, With the new 2016 R1 release now generally available… -
Approval Tracking via Reporting ManagerSummary Contains link to MOS Document that details the steps necessary to use the Reporting Manager and Data Columns to track pending approversContent Hi Everyone, In th… -
The usage report needs more options.Content Hi all, I'm trying to run a user report that includes: • Username • Name • Email • Date of Last Login • Location The issue I'm running in to is that the only way…User_2025-01-28-22-55-12-310 26 views 1 comment 2 points Most recent by User_2025-01-28-01-11-39-553 -
Constraint rules should allow constraining blank numbers in the action section like they used toContent Support confirmed that although this was supported in previous versions, and rules created in those versions still work, there is no way to do this or to edit on…
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Will there be a way to exempt users in Cloud CPQ 's password settings, e.g. expiry, etc.? We have usContent Will there be a way to exempt users in Cloud CPQ 's password settings, e.g. expiry, etc.? We have users which are used for frequent data load jobs, and the passw…
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BigIdea: The rule precedence in the Pipeline Viewer should match the actual rule precedenceContent According to the on-line help at Set_Up_Configuration/Rules/Viewing_Pipeline_Viewer, the rule precedence shown in the Pipeline Viewer doesn't match the actual pr…User_2025-01-28-22-55-12-310 30 views 1 comment 2 points Most recent by User_2025-01-28-01-17-48-954
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Need Legacy Admin Links?Attached is a CSV file containing legacy admin links, useful if you run into temporary roadblocks using Redwood Admin pages. There is no guarantee any of them will conti… -
Migration Center 26B not highlighting differences in source codeSummary: In release 26B we are forced to use the Redwood design which is also applied to the Migration Center. When I do a migration e.g. from a development site to a te…
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Handling Missing PricebookEntryId for Existing Quotes - v8.11 connector UpgradeSummary: We’re currently using Oracle CPQ with the Salesforce managed package v7.2 and are planning an upgrade to v8.11. In our existing setup, we don’t actively use pri… -
Replace font in Document Designer in complete documentSummary: We need to replace the font in a huge document created in Document Designer with a different font. It is not sufficient to change the font on top level as it se…
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Is Oracle Support Replacing Humans with Slop Machines?Summary: I submitted an SR on configuring an OAuth provider in CPQ, and got a nonsense reply in the SR. Is Oracle replacing actual support with this? Content (please ens…
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Switch To Classic Removed In 26B Version In Oracle CPQ?Is there any impact who are all not Moved to Redwood?
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MS Dynamics integration - error mapping option set in CRM (Issue Resolved, please disregard)Summary: We are getting error message when trying to export CPQ menu attribute back to local option set in CRM. It seems this is not a bug but instead an issue with how … -
Questions Regarding CPQ Quote Archiving Limits, Retention Configuration, and Performance BenefitsSummary: We already have Quote Archiving enabled in our CPQ site and need clarification on retention limits, SR requirements, and performance expectations. Content: Hell…
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Punchin Url to Oracle CPQ using Session Id - SOAP V1 EOL ImpactSummary: Hello Team, Currently we have a scenario whereby Users from an External Application can Create/Modify Quote/Configuration by navigating to CPQ using a System Us…
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is there Sales Order Object in CPQ?Summary: I remember as part CPQ Roadmap features, there should be Sales Order Object in CPQ. Is this Sales Order object available in OCPQ, which Version? Can we convert …
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Is there any way to hide particular Model in home page for a particular user group ?Summary: Is there any way to hide particular Model in home page for a particular user group ? Content: Scenario - I want to hide model 2 for a particular user group, do …
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Oracle CPQ can support "Digicert Global Root G2" certificate?Summary: Salesforce Certificate Chain Rotation to DigiCert Global Root G2, question Can "Oracle CPQ" support "Digicert Global Root G2" certificate? Sorry to say this Ora…
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I want to check the sending history of approval request emailsContent (please ensure you mask any confidential information): I have the following questions. I am using the standard approval request email feature, but I have receive…
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JournalBinaryStore has been disposedSummary: Hello Team We have a config screen , which is being used to setup data using buttons on the UI using Catalog setup. Eg : Update Pricelist , Update Shipping info…
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Oracle CX AI & Redwood Enablement SessionsWe invite you to join us in person for these full day, hands-on AI and Redwood enablement sessions. Don’t miss this opportunity to accelerate your transformation journey… -
Copy Quote and Eligibility RulesContext: Inside sales need the ability to Quick Add specific SKUs. Current solution: Add a new user group (GL Pilot) which will identify inside sales. Eligibility rule w…
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Can new AI Product Recommendation enabled in configuration UI ?Summary: We have a Product family for which we use CPQ configurator for selecting the product and then we directly add it to cart of Oracle commerce cloud, means we don'…
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Is it an industry best practice to remove the CPQ–OM integration and manage all change orders solelySummary:We currently operate with a CPQ–OM integration that manages updating or amending an equipment model, pricing adjustments, approvals, and other order updates, lik…
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CPQ Integration with SnapPay for Credit cardHi Everyone, We have integrated CPQ with SnapPay for Credit Card processing. Once a credit card is added we need to perform authorization of the Credit card for the sale…
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CPQ Bigmachines any videos helps us to understand the Redwood features as a part of Oracle 25A, 25BSummary: Are there any videos which helps us to understand the Redwood features as a part of Oracle 25A, Oracle 25B upgrades for Oracle CPQ bigmachines? Content (please …
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Can we Send customer details from oracle fusion AR to CPQ without using OIC or CDMSummary: We are trying to integration customer account details from oracle fusion AR to CPQ Accounts. We do not have OIC or CDM ,so id there any way we can integrate dir…
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Video - Redwood Administration in Oracle CPQRedwood Administration in Oracle CPQ With 25D, there is an optional new Redwood Administration experience in Oracle CPQ. This will become the standard (non-optional) exp… -
Error without details when trying to generate a proposal from a transactionSummary: I receive the following error when generating a proposal: Invalid white space character (0x2) in text to output (in xml 1.1, could output as a character entit C…
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How to associate lookups to Configuration and Commerce attributes?Summary: In the 25C upgrade, we received an update that lookups can now be associated with Commerce and Configuration attributes, similar to how they are linked with Pri…