Questions tagged [quotelineitem]
The quotelineitem tag has no usage guidance.
70
questions
0
votes
2answers
35 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 ...
0
votes
0answers
29 views
Quote Line Item Multi-Line Layout
I entered the product code field (standard field - product2 object) in the layout but this is not displayed in the layout. Why?
0
votes
2answers
22 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
vote
1answer
73 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 ...
0
votes
0answers
172 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 ...
0
votes
0answers
24 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. ...
0
votes
1answer
35 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?
0
votes
1answer
105 views
Button Section Not Visible in Page Layout's Related List - Quote Line Items
I have a custom Object and from Quote Line Item I've created a lookup for my custom object and added it as a related list. For some reason I can't see the button section in the related list settings ...
1
vote
1answer
160 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 ...
0
votes
0answers
73 views
Sorting Line Items CPQ
I am trying to sort line items on the output document in a specific order; the order being by Product Code but in a specific way other than Ascending. Is this a feature I can utilize?
Ex.
...
1
vote
0answers
36 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.
0
votes
1answer
70 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 ...
1
vote
0answers
123 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?
0
votes
1answer
22 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
vote
1answer
34 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
vote
1answer
79 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
votes
0answers
278 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
votes
1answer
158 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 ...
0
votes
0answers
424 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
vote
1answer
190 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, ...
0
votes
0answers
26 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 ...
0
votes
1answer
88 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
votes
1answer
955 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
votes
1answer
145 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 ...
0
votes
2answers
581 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
...
0
votes
0answers
78 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 ...
0
votes
1answer
904 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 ...
0
votes
0answers
183 views
Creating QuoteLineItem after creating Opportunity Line Item
I have created a webservice to create Opportunity, OpportunityLineItem and related Quote. When I do the same activity in configuration. QuoteLineItem gets created automatically. But when i do that ...
0
votes
2answers
653 views
Cloning Opportunity with Synced Quote and its Quote Line Items
I'm trying to clone an Opportunity and its Synced Quote along with the Quote Line Items associated with that Synced Quote, but I can't seem to insert the cloned Quote Line Items. It doesn't throw any ...
0
votes
1answer
36 views
Where do Existing Quote Records Go after Quotes are Disabled?
We need to disable Quotes in our org. Standard help does not provide information on what happens with Quote records and related Quote Line Items after Quotes are disabled.
I assume the existing Quote ...
1
vote
0answers
283 views
How to display Quote line items discount in Items to approve
I have a requirement to display discount in Items to approve,
Opportunity -------> Quote --------> Quote Line Item
Now, Opportunity have Approval history related list and i need to display Quote ...
0
votes
0answers
82 views
PriceBookEntry associated with QuoteLineItem
I have created a quote and associated a price book with it in trigger and after that I have created quotelineitems and attached them with quote. But it is not getting any pricebookentry it. Due to ...
1
vote
2answers
1k views
Steelbrick - how to add product options when selecting product bundle in Apex
In steelbrick, I'm creating a quote and quote line through Apex.
//create quote line item
SBQQ__QuoteLine__c qli = new SBQQ__QuoteLine__c();
qli.SBQQ__Quote__c = quote.Id;
qli.SBQQ__Bundle__c = True;
...
0
votes
1answer
237 views
Sort Order In OpportunityLineItem Preview
We have Sort button in OpportunityLineItem. Using this, customer may able to sort the products in the order they want, but in Preview (Visualforce page preview) it's dispaying default order (...
1
vote
2answers
4k views
SOQL query to retrieve Quote Line Item records from Quote Record [closed]
How would I retrieve all QuoteLineItem records from a Quote record?
2
votes
1answer
418 views
Quote Line Item Description vs Product Description
I don't understand the relationship between Product Description and Quote Line Item. They seem to be the same, yet they're not.
I'm trying to create Rich Text description for a Line Item
In a Quote ...
0
votes
1answer
46 views
Make UnitPrice read Only using triggers
Currently I am trying to block certain profiles from changing UnitPrice within Quote. I used validation rules under customize> QuoteLineItem and worked perfectly fine. However those validation rules ...
0
votes
1answer
239 views
Create a blank line/description line in quote line items
I have been doing research and I haven't seen anyone post this as a question or answer it anywhere and I can't be the only person who wants to do this. I want to add in either blank lines or ...
-5
votes
2answers
1k views
Need help On Quote Line Item [closed]
Requirement 1:-I need to add custom field Product_Services__c picklist
Requirement 2:-I need to show picklist values based on Product.If product A then Picklist Values P1,P2,P3.IF product B then P3,...
0
votes
1answer
137 views
Test class code coverage - Syncing custom fields between quotes and opportunities (Custom Quote Sync)
I have copied the code from the blog amitsalesforce for syncing custom fields from Opportunity Line Item to Quote Line Item on creation of Quote.
Made small changes in that code and that works fine ...
0
votes
1answer
48 views
How to query the customfield in the OpportunityProduct by apex?
to all Now I am trying to the update trigger the concept of this trigger is if I written something in the QuoteLineItemTextArea__c in the custom field from the quoteLineItem in the opportunity is ...
1
vote
1answer
163 views
How can I insert a nested object graph using the Force.com .NET toolkit?
I am using the .NET toolkit to integrate a website I am developing into Salesforce. Primarily the client wants to push entire quotes into Salesforce with the website. At the moment I am creating the ...
0
votes
1answer
648 views
Field calculation in CPQ steelbricks
I want to do some calculation between some fields before the quote is generated, on Edit Quote Lines page. Do anyone have any idea how to achieve the above requirement. I am totally new with CPQ (...
0
votes
1answer
463 views
Unable to Add quote line items : facing error insufficient priviledges
I am getting error "insufficient priviledeges while adding quote line item.
Checked with permission setting for profile but still same. i have access to quote object.
Got to the one point, when we ...
0
votes
0answers
37 views
Order of records retrieved
We have an visualforce email template which display all the Quote line items of the quote in a table format. We use apex:repeat with relatedTo.QuoteLineItems for this. What is the order in which the ...
1
vote
1answer
515 views
Quote Id returns null in extension controller
Controller :
public with sharing class QLICustomerPricing{
Quote qte;
public QLICustomerPricing(ApexPages.StandardController controller){
this.qte = (Quote)controller.getRecord();
...
0
votes
1answer
390 views
Rule Requiring Quote Line Item Based on Another field in quote object [closed]
i was trying to write a validation rule for a field (Partner) in that field if verizon is entered and it should select only product related to verizon in quote line editor can anyone help me with a ...
4
votes
0answers
64 views
How to use Reduction Orders with decimal / non-integer quantities?
I'm considering using Reduction Orders to model the partial refund of an annual service. Example:
Create and Activate new Order A with one line, Quantity = 1, Price = $15000
Create and Activate ...
0
votes
1answer
50 views
Generate quote on Products by Year/Length
I am trying to have Many quotes on 1 Opportunity however, use case is:
1 Opportunity can have the same product quoted for 1 year, 2 years, 3 years.
I want to add this product and show the 3 different ...
1
vote
0answers
37 views
How does the sort in Quotelineitems work?
How does Sort button work on Quotelineitems?
I am trying to get the same way of sorting on VF page. I am opening a VF page to add and edit lineitems. i want the VF page to show the same sorting which ...
