Selector Experience on Quote for Sales and Billing Account

Oracle 26B introduces enhanced account selectors for Customer, Bill To, Sold To, and Ship To accounts directly in CPQ quotes when Oracle CPQ is running in Fusion. This feature does not support Oracle CPQ sites not running in Fusion. The context-aware selectors adapt to the quote's origin (from an Opportunity or standalone), providing dynamic, guided search and selection, including contact selection linked to each account.

• Removes the need for manual data entry, reducing billing and shipping errors.
• Speeds up quote creation with easy-to-use, searchable account selectors.
• Improves data completeness and compliance across sales and finance operations.
• Provides a reliable user experience even if primary ERP data is unavailable.

Steps to enable and configure

Refer to the Oracle CPQ Administration Online Help once this feature is generally available in Oracle CPQ Update 26B.