Best Practices
Discussion List
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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 (… -
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… -
Create new candidate selection workflow or update steps/status in current workflow (Best Practice)Summary: We are wanting to remove a step in our current workflow and add/remove/rename some of the statuses. Looking to understand best practice for this. 1. It is bette… -
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 62 views 1 comment 0 points Most recent by Emmanuel Zambrano-Support-Oracle Configure Price Quote -
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… -
Can we add custom properties attributes into Taleo / OAS exported documentsSummary: Can we add custom properties attributes into the Taleo documents (e.g. printed Offer letter / submission, downloaded attachments, exported embedded / OAS report… -
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 13 views 2 comments 0 points Most recent by Sayantan Saha-Oracle Configure Price Quote -
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… -
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 -
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… -
External email serviceSummary: We want to use an external email service Content (please ensure you mask any confidential information): We performed the configurations according to the documen… -
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 65 views 1 comment 0 points Most recent by Emmanuel Zambrano-Support-Oracle Configure Price Quote -
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 -
occs-agent change historySummary: Changes using occs-agent (client data) Content (please ensure you mask any confidential information): Where can I view customer data change logs using the ...oc… -
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 41 views 5 comments 0 points Most recent by Emmanuel Zambrano-Support-Oracle Configure Price Quote -
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… -
SOC1Summary: What is the most recent copy of the SOC1 Report for Oracle CPQ and how can I get a copy of the SOC Reports and Compliance Bridge Letters as they become availabl… -
Quantity with decimal of a Product in line item gridSummary: When trying to enter a decimal quantity for an item in LIG, we get error "Format is incorrect. You must enter a positive integer". Content (please ensure you ma… -
What you need to keep in mind when you refresh a SandboxThis discussion was created from a submission from @Ioana Stofor - LogDMS.com to: 🦉 Ready to level up your Eloqua game? Ready for some Eloqua Wisdom? -
Busy reception/publication serviceHello We have a process in the backend to update stock and we also have an interface that updates products/prices, however we noticed that cx-commerce only uses one rece… -
how consulting data of datatables CPQ from external platformSummary: I need to obtain data from 2 CPQ tables by crossing the data. Content (please ensure you mask any confidential information): It is required to obtain data from … -
Enabling login through SSO in CPQ CloudHi, We are exploring the possibilities of enabling SSO in our CPQ Cloud instance with IDP as Microsoft Azure. We already raised an SR to get SSO enabled and it has been … -
CPQ - Asset creation - How to define which product must track as assetSummary: We have CPQ integrated with FOM, and we use PIM as part master. We would like to have that: some products, once delivery is completed, go in asset in CPQ (workb… -
There's an automatic data table backup recurring?Summary: Data Table Backup Content (please ensure you mask any confidential information): Hi, there's an recurring data tables backup planned? From online help I see: Or…Domenico V 51 views 5 comments 0 points Most recent by Emmanuel Zambrano-Support-Oracle Configure Price Quote -
🦉 Ready to level up your Eloqua game? Ready for some Eloqua Wisdom?Eloqua Wisdom is your go-to series for unlocking the powerful features, hidden tricks, and expert strategies that transform your marketing automation. Whether you’re an … -
Wage Theft Forms/NoticesSummary: What approaches are you taking with completing wage theft forms/notices in states like NY, California and Minnesota, and delivering them to new hires? Content (… -
Is there a way to convert an attribute from a Single Select Menu to a Dynamic Menu?Summary: We have several attributes set as single select menus that should really be dynamic menus. Is there a way to convert the attribute to a dynamic menu without nee… -
I want to Introduce Walk me for Oracle CPQ is it possible?Summary: WalkMe is a digital adoption platform that provides on-screen guidance and assistance to users, making it easier for them to navigate and use software applicati…Papireddy LingalaDinne 31 views 2 comments 0 points Most recent by cpqEvanglist-Oracle Configure Price Quote -
The evaluation orders are incorrect for the dynamic calculations in validation result of merit planSummary:i had this warning when i validate result of merit compensation plan ,"The evaluation orders are incorrect for the dynamic calculations on column recommended inc… -
Join us Feb 28th for Key highlights and best practices related to CPQ 24AJoin the Oracle CPQ Center of Excellence team to see how to best take advantage of the latest updates in release CPQ 24A. The COE team will dive into key functional area…Graham McInnes, OPM Team-Oracle 11 views 0 comments 0 points Started by Graham McInnes, OPM Team-Oracle Configure Price Quote