Best Practices
Discussion List
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CPQ HostingHi, Can the CPQ instance be hosted in more than one data center as this is ask from customer Thanks
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CPQ - load in advance respect to selling dateHi all we have this business requirement: load PARTs in PRODUCTION on date t0 let the PARTs be sellable from t1, having t1 > t0 We plan to adopt this custom approach: we…
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Order is under credit check but credit analyst is not able to see order in credit checkSummary: Hi Team, m facing issue with credit check for the orders having Credit limit is zero. Order is under credit check but credit analyst is not able to see order in…
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Audit in CPQSummary: In Oracle CPQ, Auditing feature is available using the "Administration Logs" page. Data retention policies require to ensure no audit data is stored after a cer…
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Inquiry about Reference ApplicationSummary: Our CPQ Instance is provisioned with BASE reference application. We would like to change the type of reference application from BASE to SFDC to support the OOTB…
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CPQ Release Center with Relevant Data and LinksTo make it easy for you to access, here are links to all recent release webinars and new feature summaries. Links are listed in descending date order. I hope this is use…Graham McInnes, OPM Team at Oracle-Oracle 112 views 0 comments 0 points Started by Graham McInnes, OPM Team at Oracle-Oracle Configure Price Quote
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what are the issues facing after upgrading 24b to 24c environment?I have seen in oracle support one issue Redwood Quotes List actions don't work after upgrade to 24C Can anyone face any other issues?raju11 22 views 1 comment 0 points Most recent by Sushmita Singh-Support-Oracle Configure Price Quote
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CPQ extract best practicesSummary: What are the best practices for extracting data from CPQ? Additionally, we need real-time data from CPQ to be available in external systems. Any insights or rec…
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EA cost for EPICSummary: Where is Purchasing Attribute located in Oracle. EPIC is requesting to document EA unit cost if the item comes in an extended packaging string. In the BPA the u…
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Experiences in upgrading managed package 7.x for Salesforce to CPQ ConnectorSummary: Looking to hear of other's experiences in upgrading from the old managed package to the CPQ Connnector 8.6 for Salesforce. Content (please ensure you mask any c…Rich Boom 21 views 3 comments 0 points Most recent by Emmanuel Zambrano-Support-Oracle Configure Price Quote
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how to make image to be dynamic depending on itemHello, in the picture below, I want the image to be dynamic depending on the item, and I want the best practice for the quotation in CPQ Document Designer Thank you.
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Help icon for commerce actionSummary: Is there any OOB way to display a help message/tool tip for commerce actions ? I could see this option for attributes only not actions. Any other ways to achiev…Anoop Eaton 11 views 1 comment 0 points Most recent by Rene CPQ Support-Oracle Configure Price Quote
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how to add static image on RTF template for DOR lettersSummary: We have requirement to add static image on 200+ document of letter template where we need one static image to be added on all letters but the image can be chang…
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Validation message attribute duplicateSummary: As per the existing behavior if any validation message displayed in CPQ it comes with attributes name duplicated. Please find the below screenshot the attribute…
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can we have two different sources to a single target CPQ environmentSummary: Is it okay to migrate from two different source CPQ instance to a single target CPQ instance? Will it cause any issues during migration or post migration? Conte…Raja Siva Krishna 41 views 1 comment 0 points Most recent by Sushmita Singh-Support-Oracle Configure Price Quote
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Change the button of Quick addSummary: Can we change the visual of Quick add button? My customer said that it is not clear and hard to find this button. So I want to add new button same as the action…Ayami Fujita-Oracle 11 views 4 comments 0 points Most recent by Ayami Fujita-Oracle Configure Price Quote
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How to extract CPQ Price Book together with PART informationIn our application we use simple products (PARTS) and we have the price 1:1 with PART. We need now to create a new price list and we need to extract it for an external/l…Luca Angheben 21 views 4 comments 0 points Most recent by Ellen Beres, CPQ Product Mgmt-Oracle Configure Price Quote
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After Mass Update Script execution - Step Transition happening and all quotes are updatedSummary: Whenever we execute mass update script we see all/ most of the quotes are getting updated/ step transitioned even for a single attribute value change. Content (…
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How to call a Commerce Action in Mass Update of Transactions in Oracle CPQ?Summary: We have a commerce action called "Sync", which passes the line item details to ICM through a REST Call. There is a requirement for Syncing for existing quotes f…
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Configure CPQ to use Azure Active Directory for AuthenticationSummary: We use Azure AD as our IDP and need to integrate CPQ (Version: 24B Patch 3) so that when a CPQ user logs in from to our CPQ site their credentials will be authe…Kgod 11 views 1 comment 0 points Most recent by Emmanuel Zambrano-Support-Oracle Configure Price Quote
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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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the health check script for roles after P2T refreshSummary: Need health check script for roles after P2T refresh Content (please ensure you mask any confidential information): Version (include the version you are using, …Sayantan Saha-Oracle 11 views 2 comments 0 points Most recent by Sayantan Saha-Oracle Configure Price Quote
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Where can I find the IP Address of a CPQ Server?Summary: Where can I find the IP Address of a CPQ Server? We need to Whitelist our CPQ Servers for another system. Content (please ensure you mask any confidential infor…
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Question Parent Objects of the "Move" Button in Salesforce that allows you to move a QuoteSummary: The move button in salesforce allows you to move a quote from one parent object to another parent object. For instance you can move a quote from one opportunity…
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Pre/Post Upgrade for SAASSummary: Hi Team, we are looking for the genric document for Finance/HCM for Pre/POST upgrade steps. Content (please ensure you mask any confidential information): Versi…Sayantan Saha-Oracle 21 views 3 comments 0 points Most recent by Sayantan Saha-Oracle Configure Price Quote
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Can we customize the Line Item Removal confirmation modal to add the selected line item numbers ?Summary: After adding the Parts to the Line Item Grid through Quick add, we can select number of parts and we click on Delete(_remove_line_process/remove_transaction_lin…
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Create Bulk Transaction Line Item with Model Item and Part item in hierarchySummary: We have the need to allow a WEB portal (Apex empowered) to create Sales Order (new products activation) Quote with its lines in CPQ. WEB portal (that design tim…Domenico Ligato 51 views 1 comment 0 points Most recent by Emmanuel Zambrano-Support-Oracle Configure Price Quote
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Date attribute used in DataCube reporting page for "Number of days of data to export"?Summary: In the datacube reporting page we have a field named "Number of days of data to export" Could you please confirm the CPQ date field which is used for this field…Willy Cordero Sr. 11 views 1 comment 0 points Most recent by Maksim Khatamov-Oracle Configure Price Quote
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Error when previewing a document:Summary: We are trying to upload the PDF file in Attachment and trying to print that in output document. Getting below error while printing: Error when previewing a docu…Yogesh Deshpande 31 views 5 comments 0 points Most recent by Emmanuel Zambrano-Support-Oracle Configure Price Quote
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Show Product Image in Advanced Parts Search ResultSummary: Hi all we want to use in CPQ only Simple Product. We want to use Part Search and quick add method to add Simple Product, but seem in not possible to associate a…