Questions tagged [quotelineitem]

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Summer'21: OpportunityLineItem always empty for QuoteLineItem. Now how to fill QuoteLineItem custom fields?

While performing regression tests on a Summer'21 sandbox, I noticed that custom fields were not filled in newly created QuoteLineItems. For many years, I have used the trick as described here, and ...
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15 views

Adding & Adjusting Fields for Products on the Multiline editor for Orders, Quotes, & Opportunities

I'm trying to show my product SKU information on my Order Item & Quote Items. I would like this field to be part of the multi-line page layout. I was planning on using the standard 'product SKU' ...
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0answers
45 views

Attempted to sync object 00k5b00000OlMOt which was previously synced in this transaction

When clicking "Start Sync" on a Quote under an Opportunity, we get this error: "Attempted to sync object 00k5b00000OlMOt which was previously synced in this transaction" The ...
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20 views

I would like quote line to start from 1 each time on quote template

Any solution to this issue yet? The line numbers on quote template. I would like them to start from 1 all the time, but this is what happens: They keep adding for example when I create my 3rd quote ...
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1answer
23 views

SF - Create Flow based on 'If Quote Line Items Name Contains'

I am trying to create a flow based on the following: When a Quote status changes to 'Accepted' Check all Quote Line Item Product Names If any Quote Line Item Product Names contain a certain string ...
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20 views

How to change the appearance of quote templates with custom fields to include quote line item numbers?

In my opportunity I created quotes and added quote line items. They appear very nice in here (1, 2, 3, 4, 5). However, when I click on create PDF It shows them without the line numbers. How can I ...
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1answer
26 views

Can't Access Quote Line Items through Quote Object in Process Builder

When I go to create a new process in Process Builder on the Quote Object, why are Quote Line Items not an option under field selection? See image below - The 'Line Items' that shows is just a count ...
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1answer
54 views

Opportunity LineItems is deleted when trying to sync quote

I am adding an Opportunity Line Item within my Apex code. When I create a Quote, I would like that quote to sync automatically and use the Opportunity Line Item and copy it in the Quote Line Item. I ...
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38 views

All opportunity products will be added as quote line items

For an Opportunity (Synced Quote already exists for this Opportunity & Opportunity Products are existing) whenever you try to create another Quote extra QuoteLineitems are created for the Quote. I ...
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8 views

How to prepopulate values for Quote “Add Product” button in lightning?

I've added a few custom fields to QuoteLineItems and I'd like to pre-populate some of those fields with default values when the user selects the "Add Product" button from the Quote's Line ...
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1answer
27 views

CPQ - How to conditionally renderig fields on quote edit lines

I want to render the Contracted price term field on quote edit line drawer based on Product Family
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11 views

Formula Assistance Needed

Utilizing the below formula on reports showing the calculations for quote lines QL. Herebisbthe problem, when changing prior QL to another products that has pairing products and x referencing the ...
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10 views

Use of contract item in SalesCloud

I have a question about contract object in sales cloud. Currently I'm working with manufacturing company. They have their own sales process. We are trying to implement their process to the sales cloud....
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54 views

delete QuoteLineItem automatically delete OpportunityLineitem

I have a trigger whenever a quote is marked as primary then the QuotelineItem would copy the Opportunity line item. for insertion, it's working fine but during the checkbox is checked when I tried to ...
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1answer
43 views

I would like to be ableto change the date format on the PDF quote. Expected format 21 Oct 2020. Instead of 10/21/2020

When generating quote the expected dateformat is 10 OCT 2020, How it possible to print 10 OCT 2020, date format on quote pdf
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1answer
27 views

Is there any predefined field on quotline which calculates product quatity for amendment quote

when amending the contract, If we increase quantity for allready subscrption products, When generating invoice its showing total quantity, not newly added(i.e increased) quantity
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42 views

Locking child records without locking parent record in MD relationship

Working on Quotes and Quote Line Items Scenario : Quote and Quote Line Items are linked in master detail relation ship. Scenario here is we need to Lock the quote Line Item records only and not the ...
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61 views

How to summarize line columns values in quote template?

I want sum all the quantity's from QTY line column, How to summarize the line columns?
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43 views

Clone a quote and mantain the relationship with its original quote line items

I'm trying to make a button which clones the quote and keeps the relationship with the original QuoteLineItem. Basically I don't know how to clone related lists. I get the quote Id from the page with ...
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1answer
62 views

Salesforce CPQ - Force users to enter a quantity

I would like to force users to enter a quantity for every line item in the quote line editor. When saving the quote, Salesforce CPQ will automatically set the quantity to 1 if any value smaller then 1 ...
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1answer
533 views

Single SOQL query to list ALL Products with ALL Quote Line Items and ALL Order Products?

While both Quote Line Item and Order Product have a lookup fields to Product, no relationship name is shown in Workbench. Further digging indicates a somewhat hidden PriceBookEntry object exists in ...
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138 views

CPQ: How can I get dynamic pricing, via a custom column, to appear on “OptionConfiguration” Field Set on “Product Option” object in CPQ?

I would like for the users of CPQ to be able to see the pricing change dynamically while they are building their quote in the "Configure Products" page. For example, if they change the ...
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1answer
439 views

Admin trying to add Field History Tracking to Quote Line Items, Insufficient Privileges?

Got a weird situation going on. I see that I can set "Field History Tracking" in my Quote Line Items, but I'm getting an unusual error: I'm not sure what solution is as I have a standard admin ...
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1answer
45 views

How can i refer QuotelineItem fields from Quote Object? [closed]

Can formula field on Quote obj solve my use case?
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0answers
351 views

CPQ Product Rule Not to functioning with “Disable and remove”

We are adding a legacy product to our org so we can track renewals, and were advised to create a Product Rule to ensure this product is only available to our grandfathered-in customers. The goal is ...
1
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1answer
145 views

“Start Sync” On Quote setting different Unit Price on Opporutuniy Line Item when Discount has many decimal places

When using the standard Start Sync button on a quote and having many decimal places in the discount, the Unit Price seems to change on the related Opportunity Line Item (OLI) attempting to be created. ...
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2answers
69 views

Discount is being added to a quote line even when there is no discount schedule or manual discount CPQ

I have a quote line where the user enters the subscription term(month) as follows. When user saves the quote line an additional discount of 10% is added automatically even when there is no discount ...
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2answers
465 views

Pricebook and PricebookEntries with different currencies

Can Pricebook and its PricebookEntries have different currencies? So, if I create a Pricebook with currency USD and its PricebookEntries with multiple currency like USD, GBP, AUD, etc., is this ...
1
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1answer
289 views

Re-parenting primary CPQ quote Line Items not rolling up to Opportunity

Within CPQ, Opportunity Line Items should automatically sync with the Primary Quote's Line Items. However, when re-parenting a primary quote from a Source Opp to a Destination Opp (Destination Opp ...
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1answer
1k views

How to transfer Opportunity Line Items to Quote with Flow

I have a custom New Quote button which has some pre-defined fields when creating a quote from an opportunity. I learned it the hard way, that using such custom actions, the Opportunity Line Items will ...
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73 views

BIZARRE Product 1 is added to lineitem twice product 2 is not

Having an odd problem. Has anyone else had unusual behavior with products and process builder? In this scenario I created a product called Repeat Customer and then added it to a Process Builder. ...
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1answer
71 views

Prevent Automatic Creation of QuoteLineItems

When you go to create a Quote, Salesforce automatically grabs the Products from the Opportunity and creates QuoteLineItems. Is there any way to override this behavior?
1
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1answer
594 views

Approval process not assgining to correct approver , Approval process not working as expexted!

if Discount 0 to <=5 area manager if Discount 5> to <=10 sales manager if Discount 10> CEO i have two fields on the user object area manager & sales manager(i will assigin this two ...
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0answers
60 views

Why can't I change the end date of a Quote Line. from 3/31/2025 to 5/31/2025 [closed]

I am not able to change the end date of a quote line in CPQ. Why is that.
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1answer
121 views

Using lineitemsort.jsp - VF Javascript function not defined

Salesforce uses the lineitemsort.jsp to reorder opportunity and quote line items. I am trying to create a visualforce page with Javascript fucntion (and apex controller) that includes the ability to ...
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0answers
251 views

Help Text on a Configuration Attribute in CPQ Line Editor

I am trying to accomplish what I think would be a simple task. Is it possible to add help text of some sort to a configuration attribute in the line editor of Salesforce CPQ?
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1answer
23 views

How to store only product type/range on Opportunity when specific product choice unknown?

Because it's not possible to change a product once added to an opportunity, what's the standard way to store product family, qty, specifications, etc. while customer decides on the specific product? ...
1
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1answer
103 views

QuoteLine Item Standard object “Discount”

Scenario : If Check box field "Referencing Pricing" is true then set discount 100 % . I created a workflow and set the value for discount as 100. But when i am testing this functionality and check ...
1
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1answer
107 views

Failure when inserting records via dataloader, however anonymous apex inserts fine

I'm getting the following error when running dataloader (inserting new quotelineitems), however an identifcal anonymous apex works fine - any thoughts? Error: The price book entry is in a different ...
3
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0answers
609 views

INSUFFICIENT_ACCESS_OR_READONLY - Cannot Delete QuoteLineItem

17 QuoteLineItem records were loaded into the org via Dataloader with the incorrect product2id listed. When trying to delete the records in the GUI while logged in as a System Administrator, the ...
2
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1answer
327 views

TotalPrice (rollup summary field) on quote shows wrong values

I have a quote with quotelineitems (worth 1000). The totalprice displayed on quote details page shows $1000 , the right value, but when i query the total price i see 9,99.99999 And we have quiet few ...
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0answers
597 views

CPQ QuoteLine Editor page got attempt to de-reference null object error when we introduce recordType.name in the formula

In Salesforce CPQ, in quote, when we have a formula like below: IF(Contains(SBQQ__Opportunity2__r.RecordType.Name, "Agent"), "Agent", "") The QuoteLine Editor will throw attempt to de-reference a ...
1
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1answer
532 views

How are QuoteLineItems related to OpportunityLineItems

How does the QuoteLineItems Generated from the OpportunityLineItems, Can I add Fields that It can copy? How? I'm looking for a way to add fields to copy from the opportunity items to the quote items, ...
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28 views

What is the best way to enhance the back process when creating a Quote (for example)?

I've noticed that in salesforce, there are certain "processes" that automatically trigger, like When Creating a Quote from an opportunity, It takes the opportunity line items, and generates quote line ...
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1answer
183 views

Illegal assignment from List<Quote> to List<Quote>

I'm doing a sync with OpportunityLineItem and QuoteLineItem based on this tutorial: http://rajgulshan.blogspot.com/2017/05/sync-quote-line-item-custom-fields-with.html I've got a problem here: ...
2
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1answer
2k views

Are quote line items automatically created when inserting a quote in apex

I was reading this trailhead and it says quote lines are automatically created from the opportunity products when a quote is created. At this point, he selects the quote, and he sees that the ...
0
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1answer
185 views

Add multiple Item on quotes with VF Page by a Button [closed]

Hello I am embarking on an important project. I wish to know if it is possible, since a quotation, to add several article by clicking on a button? the goal is the following: to build a quote with all ...
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2answers
1k views

FIELD_INTEGRITY_EXCEPTION, The price book entry is in a different price book than the one assigned to the Quote, or Quote has

FIELD_INTEGRITY_EXCEPTION, The price book entry is in a different price book than the one assigned to the Quote, or Quote has no price book assigned.: Price Book Entry ID: This is my below code ...
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0answers
81 views

QuoteLineItems Stop Adding Opportunity Products

We need to be able to add opportunity products without adding them to the quotelineitems. This is because our special pricing desk needs to inspect each product before it is added to an appended ...
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1answer
1k views

Create Quote and QuoteLineItem in the same Visualforce form

I have a requirement to cover the quote and quote line item creation from one form in a visualforce. In the image below you can see the visualforce design: The product information that will be ...