Resources and Best Practices
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Configure Price Quote
Discussion List
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Add Excel File into Document Designer OutputSummary: We would like to allow a user to attach an excel file to the quote and have this pulled into the quote output. We can create the attribute to attach the excel f… -
Multiple Salesforce with Single CPQ or Multiple CPQ instance with single SalesforceHI, As per my knowledge, we can connect multiple salesforce with single CPQ instance and vice versa. If we have to connect multiple salesforce with single CPQ instance, …
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Update Quote status as fulfilled manually in CPQSummary: There is one error while updating fulfillment status from OIC to CPQ. how can we update the line level and header level fulfillment status manually in CPQ? Cont…
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Interface catalog- REST not working for Cloned commerce Transaction processSummary: When Commerce process is Cloned, REST Service is not working Interface catalogs for Commerce Process Transaction (both OOTB and Cloned Process Transaction. Cont… -
Unable to perform any actions (Modify, Suspend, Renew, Resume, Terminate) in Subscription WorkbenchSummary: We have used a custom commerce process (cloned). When we try to perform any action on subscription workbench, it is failing and throwing an error. Content (requ…
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Error while creating quote in Oracle CPQ (CPQ-SFDC integration)Summary: Unable to create quote from SFDC. When tried creating, getting error message Content (required): While I am creating a new Transaction in Oracle CPQ, I am getti…
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Use _copy_transaction API to copy only specific Transaction LinesSummary: Hi all, We need to use the _copy_transaction API to create a new transaction copy of one existing transaction. When using this API it will automatically copy al…
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Fetching Charges (Price) for standard items in OOTB CPQ-OM Integration packageSummary: Fetching charges from Data table (created from OOTB CPQ-OM Integration package), is working for a model but not for Parts. Content (required): We enabled OOTB I… -
Version action not workingSummary: Version action is not creating a new version of the quote in CPQ. Content (required): Version action is not creating a new version of the quote in CPQ. We have …
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Add additional detail to the migration log in Admin.Content We are being forced to add portions of Oracle CPQ to our scope for Sarbanes-Oxley 404. I have been able to limit this to workflow thus far. We are able to pick o…
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Allow customising of the Address LookupContent We normally need to add fields, even have two different address lookups, or edit the layout of the Select Contact popup. This is apparently not an option today, … -
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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functionality when the back button on the browser is executed.Content When the back button on the browser is executed, quote data from a previous sate is being reloaded and committed to the quote. Many users use browser buttons to … -
Quote is not converted to Asset in CPQ - ABOSummary: I have one quote created in CPQ which is fulfilled properly. But no asset is created for the same. Customer Deployment is blank. Please confirm how can we creat…
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Convert a Attribute variable from Array to actual Attribute ValueSummary: in an array I have a field which is datafileld with the variable of a user input Attribute and want to get the actual value Content (required): in the Array I m…User_2025-02-11-03-24-41-964 52 views 1 comment 0 points Most recent by User_2025-02-11-03-24-41-964
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Retrieve AttributeValue in Configuration BML --- CPQ ---Summary: Content (required): Hi, for a business request in which there is an incompatibility matrix (to be managed with constraints) where the logic is: "A" incompatible…
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SSPL how get values from External ServiceSummary: The business idea is to enhance the elements of an SSPL (in Configuration or Commerce) by retrieving the values from an external service (eg REST call). it's …
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Limits of number of Configuration AttributesHi guys, I am not able to find in the help link support in CPQ, the limits of Configurations Attributes (only for array is explained). Do you know where I can find limit…
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SSPL how to get value from BOMSummary: How to get SSPL values from BOM tabel Hi all, I need to understand when I create a Single Select Picklist configuration I would like to configure as follow: Dom…
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How to auto-update children in a system configurator hierarchySummary: Is there a way to update child models in a system configuration setup? Content (required): To simplify and expedite the process, for most quotes, we simply need…
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How to flag an idea as DeliveredI have been fortunate to have a number of Ideas implemented that I originated, but they're not always flagged as Delivered. Is there a straightforward way to request an … -
Hide Start Over buttonHI, As per our business requirement, user do not want Start Over button over config page. Is there any way to remove Start Over button.
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Rename Return - Quote to Return To QuoteWe wanted to rename "Return - Quote" button on config page to "Return To Quote" basically this is return to quote button. I am unable to find this name on Text Administr…
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How find config attribute from the IDSummary: How find config attribute from the ID Content (required): I am getting errors that config attribute # 54521858 is missing. How do I determine which attribute na… -
DocuSign LicensingSummary DocuSign licensing and pricingContent Hi. We have DocuSign integration for CPQ and need some clarity on licensing part of DocuSign. We send quotation documents t…
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Reuse Rich Text Field for multiple Rich Text Templates DynamicallySummary: Reuse Rich Text Field for multiple Rich Text Templates Dynamically to improve application performance Content (required): The client is using Rich Text to updat…
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DocumentGenerator url to external environmentHi, We have a requirement to send the proposal document to the third party. We are using the documentGenerator rest APi which generates the URL of document but when we s…
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How to read rich text contentWe have a requirement to send the rich Text attribute content to external system. Is there any way to read the rich text content. How to read the rich text content. I tr…
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System Configuration IssueSummary: We have configured system configuration, but instead of configuring the child model, the parent model is coming as child in the navigation panel. Content (requi…
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Issue In Search Flow/Guided SellingSummary: Not able to see the search flow in the application Content (required): I have created one product family with one product line and two product models. I have cr…