Questions tagged [quotelineitem]

The tag has no usage guidance.

Filter by
Sorted by
Tagged with
1 vote
1 answer
43 views

CPQ Quote Line Records Bundle Hierarchies with Flow

While I am creating Quote Line records from the Flow. Where products are in the form of Bundle & configured Products. I have filled up the required by field on the child product Quote Line, but ...
user avatar
0 votes
0 answers
17 views

CPQ Favorites dynamic filtering

I'm trying to provide dynamic Favorites filtering within the CPQ configurator. What I want to achieve is to display only Favorite records that will be matched by the custom field from Favorite and ...
user avatar
0 votes
1 answer
11 views

In which order are displayed Quote Line Items when SortOrder values are blank and order by SortOrder is selected?

In which order are displayed Quote Line Items when SortOrder values are blank and order by SortOrder is selected? We try to sort Quote line items in our custom package the same way how they are ...
user avatar
  • 13.4k
0 votes
0 answers
39 views

Avoid rounding errors and fractions in Prices of QuoteLineItems

We are expecting problems with decimals in our Sales Prices (aka UnitPrice). We are setting up a Sales process (Advanced Currency Management enabled). Sales reps are to sell goods for the product of ...
user avatar
0 votes
0 answers
167 views

CPQ Quote Line Group Sub Total is not showing the correct amount when its Optional

In CPQ quote line editor when I change the Quote Line Group as optional all the quote line items are change to optional. But the subtotal is showing the sum of quote lines. But its should be 0 since ...
user avatar
1 vote
1 answer
49 views

Logic problem, it is possible? Add more quotelineitems if it has more than 1 on quantity

Hello Guys. My method does not work correctly. What it does is call another method inside a loop, the functionality is to take each quotelineitem from the quote until it finishes collecting all the ...
user avatar
0 votes
0 answers
19 views

Add quotelineitem depending of quantity

Hello Guys. My method does not work correctly. What it does is call another method inside a loop, the functionality is to take each quotelineitem from the quote until it finishes collecting all the ...
user avatar
1 vote
0 answers
155 views

I can't create quote line items with community user

From a community, I need users to be able to create quotes and their quote line items. With the community user, I create the opportunity, then I create the quote. Then when trying to create a ...
user avatar
0 votes
0 answers
165 views

Field Integrity Exception: Unknown when updating a price in sandbox

In sandbox, I am trying to update a price for a product in the standard price book through the UI. When I change the List Price and click save, I get the following error. These are referencing ...
user avatar
0 votes
1 answer
125 views

Update Quote line Grouping thru QCP

I have field in Quote line that looks up to the Quote line Group [groupA__c]. When that field is populated in the parent Quote line of a bundle, that bundle should be reassigned to the group indicated ...
user avatar
  • 37
0 votes
0 answers
701 views

Pushing Custom Fields from Opportunity Line items to new Quote Line Items

So - I know there are some answers for this already in the form of a couple of apps available on the AppExchange, plus one from "douglascayers" which seems to do exactly what I'm trying to ...
user avatar
0 votes
0 answers
40 views

Clone Quotelines

Is it possible to use the clone line functionality in QLE by another custom button placed on the top of the QLE (along with the Add Products button, etc.)? When the button is clicked, a bundle with ...
user avatar
  • 37
0 votes
0 answers
31 views

Quotelineitems aren't creating from OpporunityLineItems in apex test class

My problem is that QuoteLineItem records aren't creating from OpporunityLineItem records in apex test class. As I know it is a standard functionality of salesforce to create QuoteLineItem records when ...
user avatar
3 votes
3 answers
755 views

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 ...
user avatar
5 votes
0 answers
373 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 ...
user avatar
  • 53
0 votes
1 answer
310 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 ...
user avatar
0 votes
1 answer
495 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 ...
user avatar
0 votes
1 answer
780 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 ...
user avatar
  • 73
0 votes
1 answer
160 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
user avatar
  • 3
0 votes
0 answers
206 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 ...
user avatar
0 votes
1 answer
238 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
user avatar
  • 75
0 votes
1 answer
169 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
user avatar
  • 75
0 votes
0 answers
119 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 ...
user avatar
0 votes
1 answer
175 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 ...
user avatar
  • 5
0 votes
1 answer
2k 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 ...
user avatar
1 vote
1 answer
2k 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 ...
user avatar
  • 1,298
0 votes
1 answer
113 views

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

Can formula field on Quote obj solve my use case?
user avatar
1 vote
0 answers
763 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 ...
user avatar
  • 15
2 votes
1 answer
421 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. ...
user avatar
0 votes
2 answers
203 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 ...
user avatar
0 votes
2 answers
3k 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 ...
user avatar
1 vote
1 answer
668 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 ...
user avatar
0 votes
0 answers
175 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. ...
user avatar
  • 1,298
0 votes
1 answer
128 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?
user avatar
1 vote
1 answer
884 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 ...
user avatar
1 vote
0 answers
118 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.
user avatar
  • 21
0 votes
1 answer
201 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 ...
user avatar
  • 317
1 vote
0 answers
345 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?
user avatar
0 votes
1 answer
29 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? ...
user avatar
1 vote
1 answer
255 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 ...
user avatar
1 vote
1 answer
130 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 ...
user avatar
  • 889
4 votes
0 answers
806 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 ...
user avatar
  • 836
2 votes
1 answer
560 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 ...
user avatar
0 votes
0 answers
864 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 ...
user avatar
  • 12.7k
1 vote
1 answer
1k 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, ...
user avatar
  • 313
0 votes
0 answers
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 ...
user avatar
  • 313
0 votes
1 answer
305 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: ...
user avatar
2 votes
1 answer
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 ...
user avatar
  • 2,615
0 votes
1 answer
297 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 ...
user avatar
-1 votes
2 answers
2k 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 ...
user avatar
  • 217