Quote
Discussion List
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action export linesSummary: The export transaction lines action does not print all transaction columns and even displays incorrect data. I have disabled the option to show all accessible a… -
How to Handle Substitute or Alternate Parts in Oracle CPQ?Hello everyone, I’m working on a quoting process in Oracle CPQ where we need to offer substitute or alternate parts when a primary part is unavailable or discontinued. I…
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How to make a text attribute to accept only unique values?Summary: I created a text attribute "Project code", and I need the code entered by the user to be unique across all quotations created before. As the code can't be repea… -
Restricting Quote Versioning in Opportunity After Contract AmendmentSummary: Details: We are facing a business requirement related to quote versioning inside opportunities. Here is the scenario: We create a new quote (Version 1). This qu… -
disable attachments in a single print actionSummary: Hello , I have two print actions, in different tabs within commerce. And the same attachments appear in both actions, and I want them to only appear in one of t…User_7THI6 16 views 1 comment 0 points Most recent by Dillon Witt-Support-Oracle Configure Price Quote
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PDF attachmentsSummary: Hello, I have two print actions, in different tabs within commerce. In one tab, I have attributes for attaching documents. However, these attributes appear in b…User_7THI6 13 views 3 comments 0 points Most recent by Dillon Witt-Support-Oracle Configure Price Quote
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How to change the currency after creating the quotation?Summary: I enabled this option, "Allow Users to Select Currency for Quotes Created from the Transaction Manager" from Commerce Options, so after creating the quotation w…
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How to enable email function?Summary: I tried to use the email action to send a quotation printout, it works on the test instance and doesn't work in the production instance. What are the requiremen…
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Multi Select Menu in Commerce Process in Oracle CPQSummary: I want to create a Multi-Select Menu in Commerce Process in Oracle CPQ Cloud? I knew in Commerce, it is not possible to create a Multi-Select Menu but only a Si…
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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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Price Agreement in CPQSummary: I'm trying to test the ability to create sales agreement in CPQ quote which results in a Price agreement being created automatically in Pricing Portal. However,…Bhavna_Somani 11 views 1 comment 0 points Most recent by Sushmita Singh-Support-Oracle Configure Price Quote
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Performance issues with tables in the CommerceHi everyone, Has anyone experienced performance issues with tables in the Commerce module? In our implementation, the tables are extremely slow to render and lag signifi…
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Copy Line item and select the attribute on copy screenSummary: Current Standard Behavior: When a user selects a line item and clicks Copy, a standard Pop-up Screen appears. In this screen, the user can change the Quantity b…
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the width of a column in the transaction lineSummary: Hello, How can I define the width of a column in the transaction line? Thank you!
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Make custom integer field in transaction line in cpqSummary: Now i have to implement onhand quantity from fusion into cpq i make data table and have onhand quantity but i want to make field with function itemNum = "|_s_pa…
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Restrict Access to the quote based on userSummary Hi, We want to restrict the quote based on user. We want the quote should be visible in transaction manager only for those users who created them.Content Hi, We …Vaibhav Verma-167352 102 views 2 comments 2 points Most recent by Rameshkumar Alagarsamy Configure Price Quote
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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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change step when copying quoteSummary: Hello, I'm working with a copy of the quote. I need it to return to a specific step when I copy the quote. I understand this depends on the System_step_current_…
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Copy process action in the headerSummary: Can the copy process action be added to the quote in transaction manager header? Currently, in my system, the copy option is where the list of quotes made is di…
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Quote Visibility in Transaction Search through Custom AttributeWe are currently struggling with Quote Visibility Approach and need inputs: Our requirement is as per below: A person belongs to Company A in Country IT and Territory X.…
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Is there a way to update the part attributes to the newest when a CPQ quote is cloned?Summary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t…
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Email action not workingSummary: Hello, I created an email action. When I executed it in my quote, the sending was not completed, and in the error log, I saw the following error: [ERROR] - Erro…
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Is there any way to accomodate multilanguage email as well as the flexibility to incorporate BCC&CC?We have a requirement to send out multi-language email to customers (conditionally). customization of BCC/CC is also a must have (which can be done via using standard em…Surabhi Kukreti 11 views 1 comment 0 points Most recent by Rashmi Sinha- Support-Oracle Configure Price Quote
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How to Restrict "Create Order" Action on Other Versions Once a Quote Is Ordered?Summary: In our CPQ implementation, we maintain multiple versions of a quote. Once any one of the quote versions reaches the state 'Quote Ordered', we want to ensure tha…
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Hide transaction manager data from Sales Users when there is an error during "clone and move"Summary: We use Salesforce CRM and recently enabled "Clone and Move" feature. If there is an exception/error when performing this, the Sales User is redirected to Transa…
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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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How do I hide/disable custom actions when no lines are selected in the LIGSummary: Custom actions such as Reconfigure, Delete Line items, Copy Line Items are enabled for user selection with No lines selected in the LIG and upon clicking them w…
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Restricting the visibility of quote in Transaction ManagerSummary: We have business in multiple countries. As the quoting process is same across the countries, we are planning to implement same Process for all the countries in … -
Can we apply hiding/Access rule to the html attribute added in BannerSummary: "I've added an HTML attribute with a message and linked it to a banner in the Redwood UI in Oracle CPQ. However, I want to hide this banner based on certain con…
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Translation for Custom Views in Redwood Quote UI ScreenRequirement: We want to add translations for Customized Views in Redwood Quote UI Area. However, there is no way of adding a translation to these tabs. Let us know if an…