Resources and Best Practices
- Check out the latest Release Update here
- 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
-
Expand/collapse commerce JET UI tabs based upon condiitonsSummary: Expand/Collapse commerce JET UI sections/tabs based upon conditions Content (required): I am trying to expand / collapse commerce JET UI tabs based upon some co… -
Tip Tuesday - Verifying Process DeploymentsThere are several ways to validate if a deployment has been successfully completed. Use the deployment center to review any running tasks and last deployed date. The bel… -
Friday Fun Quiz - BMLHello all, Happy Friday :) This week's Quiz topic is BML. BML Knowledge Check 1) Which functions are best used with BML Loops to set the number of array elements/loop it… -
How to Integrate CPQ-SAP and handle complex pricingHi, We have a requirement to integrate oracle CPQ with SAP. We are planning to use OIC as middleware. Business wants to store pricing in SAP only. They have a lot of mul…Vaibhav Verma-167352 111 views 2 comments 0 points Most recent by Ellen Beres, CPQ Product Mgmt-Oracle -
API to create product lines, Models, attributes, and Configuration rules**This post was created as part of a How to Service Request (SR) Release: 23 A Patch 1 Summary of the question: API to create product lines, Models, attributes, and Conf…Haripriya Samasi-Support-Oracle 21 views 1 comment 0 points Most recent by Haripriya Samasi-Support-Oracle -
Is it possible to add new part on recommended items table while configuring the configurator?Summary: Content (required): We have a requirement to add Part number and Qty manually on configuration screen to the recommended items table along with existing recomme… -
How to configure return to Sales Cloud back to record in Workspace instead of record in object.Summary: We have multiple options to exist the CPQ quote including returning back to the opportunity in Oracle Sales Cloud. This returns the user back to the opportunity… -
How can I integrate with MS Dynamics 365 using a service account instead of the CPQ userSummary: Some of our quote approvers do not use MS D365 often. I've found that when I had the "Export to CRM" integration on the Submit action, the approvers were gettin… -
How to manually change column width on document designer?**This post was created as part of a How to Service Request (SR) Release: 23A Summary of the question: How to manually change column width on document designer? Supporti… -
Webinar Alert - 23A Release- Join our COE team to Deep Dive "What's In It For You in 23A Release"?23 A Release Deep Dive Webinar! Join the Oracle CPQ Center of Excellence team to see how to best take advantage of the latest updates in the 23 A release. The COE team w… -
Is there a way to retain original Zoom % of Embedded PDF file during Document Designer template ?Summary: We are embedding PDF file in the Document Designer Template. The Original PDF file (which is getting embedded) has 25% zoom only. However when we are previewing… -
Caching Issues after each UpgradeSummary: We have noticed after each upgrade of CPQ that users need to refresh their cache in Chrome. If they do not we see all sorts of weird issues. For example, today … -
Setting boolean values from separate boolean triggerSummary: Commerce - There are 3 boolean attributes in the form of switches; A, B, C. At any given time, when one of those attributes have been set to true, the rest shou…User_2025-07-18-15-41-01-946 73 views 2 comments 0 points Most recent by User_2025-07-18-15-41-01-946 -
How to get a user last login report?**This post was created as part of a How to Service Request (SR) Release: 23A Summary of the question: Need API Details for My Approval Search API Supporting Documents i… -
How Can A File Be Attached To A Quote And Exported to SalesForce In A Single Click?**This post was created as part of a How to Service Request (SR) Release: 22D.7 Summary of the question: How could we build an action that will generate a document, atta… -
Is it possible to use multiple instances of the same sub-model in Asset Based Ordering?Summary: When saving configurations with multiple instances of the same sub-model as Asset, the configuration on second and third instance is missing when opening the as…
-
Reasons for SalesForce CPQ user integration failSummary: Though the CPQ user creation is automated from SalesForce, The chances of users getting created in CPQ is 50-60%. Admin either creates the user in CPQ manually … -
Which are actions to avoid in order to have a correct granular migration?Summary: Migration Tool - Granular Migration Content (required): Hi, using granular migration we've found some issues that cause side effects like for example on array-s… -
Multiple watermark images in Document Designer templateSummary: I am trying to add multiple watermark images (more than 2) in Document designer template. Seems with current capability only upto 2 watermark images are support… -
Leap Year logic in BMLSummary: Based on start date, need to set end date by checking if the end date is falling in a leap year. Content (required): Script to auto populate end date based on s… -
Tip Tuesday - Creating custom CSS for JET UIsIf you are new to creating CSS, here are some tips and best practices: Classes can be reused as needed throughout your site. In CSS a class name always begins with a ".E… -
How can My Approval Search be queried via API?**This post was created as part of a How to Service Request (SR) Release: 22D Summary of the question: Need API Details for My Approval Search API Supporting Documents i… -
Code to call any apiSummary: How to call any API using BML Content (required): Say on selecting a product, I should call an API to fetch the product price and populate against respective at… -
How to insert additional line items on a quote based on a value on the existing line itemSummary: Script to insert additional lines based on a value on a quote or a line item Content (required): Need script for below use cases: Use case 1: Based on a quote a… -
Trying to encode html string which I need to set inside html html tableSummary: Hi, Trying to create table with content which has html tags and update it in rich text field. This rich text need to be used on document designer template. but … -
Navigating to Product Line Configuration Flow using "Add From Catalog" type actionSummary: Navigating to Product Line Configuration Flow using "Add From Catalog" type action Content (required): We have a requirement where in based on selection in prod… -
Tip Tuesday - 3 ways to dynamically Merge different PDF files in Document Designer.Use multiple Embed Document with conditions. The conditions allow for the correct PDF to show up in the output per requirement. Use an XSL snippet and utilize for this.… -
Details on REST API for _configureInSystemSummary: I have a system configuration which has been designed to handle multiple models under same path which is being provisioned by Client using data tables. In order… -
Error for mobile approvals in 22DSummary: After upgrade to 22D an issue just started for mobile approvals, users are not able to respond via email, we are receiving an email with error below: "An error … -
Price Book error when reconfiguring Favorites from a TransactionSummary: When a Favorite have been added to a Transaction, the configuration can not be reconfigured without giving this error: "The value _default_price_book is an inva…