Questions tagged [quotelineitem]

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24 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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20 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
30 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?
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1answer
27 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 ...
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1answer
55 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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47 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. ...
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31 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
55 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
70 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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19 views

Quote Line Item

I have one standard field Quantity and one custom field Size on quote line item object.I want to have new custom field to record size per quantity. For ex- I want to purchase total 4 jeans of ...
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1answer
20 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? ...
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195 views

How to apply theme for standard line item drawer field set in CPQ Quote object Records view?

I have applyed genaral themes for Quote object Records view. when am clicking EDIT LINES standard button it will be redicting to Quote records and Quote line field sets. Here my requirement is i want ...
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1answer
23 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 ...
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1answer
65 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 ...
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0answers
189 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 ...
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1answer
103 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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336 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 ...
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1answer
114 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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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 ...
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1answer
71 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: ...
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1answer
755 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 ...
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1answer
128 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
394 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
76 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
705 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 ...
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0answers
155 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 ...
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2answers
547 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 ...
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1answer
34 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 ...
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0answers
269 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 ...
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0answers
69 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 ...
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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; ...
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1answer
211 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 (...
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2answers
3k views

SOQL query to retrieve Quote Line Item records from Quote Record [closed]

How would I retrieve all QuoteLineItem records from a Quote record?
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1answer
376 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 ...
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1answer
45 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 ...
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1answer
188 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 ...
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2answers
899 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,...
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1answer
123 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 ...
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1answer
42 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 ...
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1answer
148 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 ...
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1answer
608 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 (...
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1answer
404 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 ...
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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 ...
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1answer
468 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(); ...
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1answer
340 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
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0answers
63 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 ...
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1answer
47 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 ...
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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 ...
2
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2answers
7k views

STANDARD_PRICE_NOT_DEFINED, No standard price defined for this product: []

I am creating a wizard for Opportunity, Quote and QuoteLineItems. I am getting this error STANDARD_PRICE_NOT_DEFINED, No standard price defined for this product: [] while creating ...
1
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1answer
603 views

QuoteLineItem related list, Add Line Item => Select Button Override with Visualforce

I am wanting to override the Select button on the Product Selection page for a quote, where you add QuoteLineItem's with a Visualforce page. Which you get to by clicking the Add Line Item button on ...