Approvals
Discussion List
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Approve Reject buttons not visible in non pending approval stepsSummary: I see if the quote is submitted for approval system is transitioning the quote to "Pending Approval" step and showing "Approve" / "Reject" sub actions but befor…
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Manage Notifications for serial approvalsSummary: We have a scenario where there is 5 level serial approval hierarchy. And for each level we have two groups assigned, out of which one group is common among all …
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how to display serial approval hierarchySummary: We have a requirement to display the full serial approval hierarchy to user when quote gets submitted to the approval. Suppose i have a 5 Layer serial hierarchy…
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CPQ Auto approvals by system in approval flowBusiness scenario: Approvals are triggered when sales rep reduces the discount more than 10%. This logic is applicable for all configurators and quick adds. Requirement:…
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Approval Sequence IN CPQSummary: I am trying to make Action Called Approve status Changed Approved because i have multiple status Waiting for approvals and Approvals , so i have multiple approv…
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Want to hide 2 workflow values from dropdown for future transactionsI’m trying to hide two specific values from the Workflow attribute on the quote for future transactions and want to retain the history of the past transaction where eith…
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quotation statusSummary: I need to take certain actions when the quote is approved, pending approval, or rejected. Do you know how I can do this?
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approver's commentSummary: Hello! I have a group approval and I want the approver's approval comment to appear in my email template. I tried performingcomment, but it doesn't give me any …
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Approval flowSummary: Hello! I have an approval flow, and the approvals work fine. The problem is that when the approval is rejected and I want to re-request it, it doesn't send me t…
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With Collaboration enabled, approval flow is not behaving correctlySummary: Hello Team For one of our functionality we had to enabled collaboration for our process. But enabling that is breaking our approval process. A pending approval …
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Quotation Status with Multi level ApprovalSummary: I have multiple approvers to approve my quotation based on approval level menu, so once it's Approved, the status changes to approved, then it going to the next…
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Timer user as submitterSummary: Hello We have a sequential approval where we are using timer to trigger next approval. In timer we have to choose a user for submiting to next approval. Due to …
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cancel pending parallel approvals if anyone reason gets rejectedSummary: We have a scenario where 3 or more parallel approval gets triggered. If one of the reason gets rejected then the other approvals where the decision is pending, …
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comments mandartory in approvalSummary: Do you know if it is possible to make the approval submission comments and the approval or rejection mandatory?
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We want to reset the approval history based on the quote statusSummary: We perform change order multiple time and during this time we submit the quote for approval and for the second time we want to retrigger the approval the approv…
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Is it possible to automatically call 'Save' action as soon as user Approve the Quote.Summary: Is it possible to automatically call 'Save' action as soon as user Approve the Quote using Approval Icon (green color) Content (please ensure you mask any confi…
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Are the emails sent from CPQ saved?We need proof that an email for an order was sent from the approval process. Are emails sent by CPQ archived or stored somewhere on the Oracle server?
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I got error email when i try to approve the quotationI got this error email when I tried to approve the quotation from the approve action link that I received in an email.
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Can I set approval logic where 2 out of 3 approvers must approve for a quote to be accepted in CPQ?I'm trying to implement an approval rule in Oracle CPQ where a quote is routed to 3 approvers in parallel. I want the quote to be approved if at least 2 of the 3 approve…
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How to initiate the Approval Flow in Oracle CPQ based on some condition.Question- How to initiate the Approval Flow in Oracle CPQ based on some condition. Hi All, I have a below requirement. Current Approval flow is- Sales Director Quote Man…
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Can Internal approval when resubmit can start from the same level it was rejected by the approver?Summary: When the internal approval is resubmitted after getting rejected by one of the approvers, the approval should trigger back from the same approver when resubmitt…
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CPQ Revise action clears approvalsCPQ OOTB Revise action clears approvals on the quote. One terminal status is Dormant status and quotes move to this status with approvals. We need to clear out pending a…
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Approve status will not change until all approvals are passed.Summary: I have a submit action that has three approvals in parallel. However, when an approver approves, it moves on to the next step. I need to change steps until all …User_7THI6 11 views 4 comments 0 points Most recent by Dillon Witt-Support-Oracle Configure Price Quote
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Reassign Approvers on quote which is pending for approvalSummary: We would like to change currently assigned approvers for the reason which triggered the approval. During pending approval step, assigned approvers would select …
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Fetch Approvals Pending on user in CPQ without opening CPQ quotationsIs any possibility without opening a CPQ transaction, we can identify quotes pending for user approvals. we have a requirement, of inactivating the users as a prerequisi…
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We need to set the custom email subject in Advanced Notification to Approver.Summary: As per the business requirement, Each BU have individual approvers, and each approver should be received their own BU related line items. We are able to achieve…
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I want to set the email subject in Notification To Approver>Advanced.Content (please ensure you mask any confidential information): Process Definition>**** Quote Process>documents Transaction>actions Submit>Edit Approvals>Approvers>Approv…Yusuke Shibuya -Oracle 21 views 9 comments 0 points Most recent by Yusuke Shibuya -Oracle Configure Price Quote
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Email Approval/Rejection ResponseSummary: I'm not sure how email approvals work, as this is my first time working with them, but the quote is not updated Content (please ensure you mask any confidential…
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Can we hide Submit action from the Standard Popup in Oracle CPQ-Redwood UIHi We tried to hide the Standard submit from the Redwood UI (Approval Popup), but this is not getting hidden .vallapudasrenuka 11 views 1 comment 0 points Most recent by Emmanuel Zambrano-Support-Oracle Configure Price Quote
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CPQ Approvals feasibility in mobile applications. What are all the prerequisites and setupSummary: We have business requirement where the option of CPQ approval by mobile applications is requirement. We want to know the prerequisites and setup to achieve the …