Questions tagged [quotelineitem]
The quotelineitem tag has no usage guidance.
83
questions
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0answers
7 views
Quotes sorted by date instead of by name
Is there a way to sort quote items by date the products has been added to the quote instead of by name?
Thank you In advance
0
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0answers
7 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....
0
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0answers
36 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 ...
0
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1answer
40 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
0
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1answer
21 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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0answers
41 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 ...
0
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0answers
53 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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0answers
33 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 ...
0
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1answer
49 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 ...
0
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1answer
334 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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0answers
98 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 ...
0
votes
1answer
253 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 ...
0
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1answer
38 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
204 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
vote
1answer
89 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. ...
0
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2answers
57 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
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2answers
229 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
221 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
1answer
811 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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0answers
56 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
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1answer
63 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
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1answer
416 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
489 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 ...
1
vote
0answers
55 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
108 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
227 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
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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
vote
1answer
79 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
102 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
549 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
290 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
564 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
424 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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0answers
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 ...
0
votes
1answer
156 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
1k 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
177 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 ...
-1
votes
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
...
0
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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 ...
0
votes
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 ...
0
votes
0answers
211 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
877 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
41 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
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0answers
297 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
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0answers
92 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
2k 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
282 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
5k 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
2answers
552 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
68 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 ...
