Questions tagged [quotelineitem]
The quotelineitem tag has no usage guidance.
98
questions
0
votes
0
answers
37
views
How to enable Quotes for test classes?
I'm making a managed package for SalesForce AppExchange and use Quote and QuoteLineItem objects in the code. Creating and updating those objects is done in a generic way without hardcoding those ...
0
votes
0
answers
212
views
Salesforce CPQ - Best way to determine if a quote has been saved within the QLE
I need to be able to initiate a record-triggered flow on the Quote object whenever a quote has been saved within the QLE.
I need to be able to accurately determine if a quote line have been added, ...
0
votes
0
answers
115
views
How to effectively track changes to items in Quote Calculator Plugin (QCP) in salesforce cpq?
I have a segmented product. On the product I want to avail a discount if a certain condition is met.
I've implemented this as
export function onAfterCalculate(quoteModel, quoteLineModels, conn) {
...
- 315
0
votes
1
answer
509
views
How to edit Salesforce CPQ quote line editor fields
I am trying to update the unit price on the salesforce CPQ quote line editor to say fixed price but for some reasons I cannot access it. Every topic and video I've seen points to field sets but it's ...
- 11
0
votes
1
answer
88
views
How to delete quote line items after opportunity stage set to closed won
I want to delete the duplicate quote line items of a quote. When I'm trying to delete from UI, it is throwing error saying "You are not authorized to make these changes Opportunity is already ...
0
votes
0
answers
121
views
Rollup summary on quote line editor
Is there a way to create a rollup summary field at the quote line editor level?
At the quote level object does not work for what I want to build l.
- 61
0
votes
2
answers
2k
views
Make CPQ Quote Line Editor Columns read only
We add all the relevant field inside the fieldset Line Editor and the fields show exactly as we wanted. Our customer now ask as to make some columns inside the CPQ Quote line editor read only. Is ...
- 435
0
votes
1
answer
180
views
Would flows execute before QCP script?
This might be a fairly simple question but not much available documentation around it. I have a flow on SBQQ__Quote__c object which is making some field updates on related quote lines. I also have a ...
- 445
0
votes
1
answer
529
views
In Salesforce CPQ, Do Summary Variables Count Towards Governor Limits?
Consider the following two Salesforce CPQ scenarios:
1) In one scenario, a Summary Variable can have the following values:
Aggregate Function: Sum
Aggregate Field: SBQQ__ListPrice__c
Target Object: ...
0
votes
0
answers
205
views
No QLE custom actions on new sandbox. Cannot add products on QLE
Are there any special steps during the installation proces for the CPQ Custom Actions? I have loaded CPQ into a new sandbox. I do not see the buttons for QLE and there are no buttons when I go to ...
- 3
1
vote
1
answer
934
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 ...
- 519
0
votes
1
answer
459
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 ...
- 16.1k
0
votes
0
answers
842
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 ...
- 2,275
1
vote
1
answer
58
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 ...
- 21
1
vote
0
answers
619
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 ...
- 71
0
votes
0
answers
836
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 ...
0
votes
1
answer
662
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 ...
- 47
0
votes
0
answers
2k
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 ...
- 1
3
votes
3
answers
1k
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 ...
- 3,984
5
votes
0
answers
613
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 ...
- 63
0
votes
1
answer
987
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
...
- 304
0
votes
1
answer
947
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 ...
- 304
0
votes
1
answer
2k
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 ...
- 73
0
votes
1
answer
654
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
- 1
0
votes
0
answers
497
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 ...
- 21
0
votes
1
answer
556
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
- 77
0
votes
0
answers
250
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 ...
- 3
0
votes
1
answer
493
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 ...
- 5
0
votes
1
answer
3k
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 ...
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 ...
- 1,402
0
votes
1
answer
385
views
How can i refer QuotelineItem fields from Quote Object? [closed]
Can formula field on Quote obj solve my use case?
user81938
1
vote
0
answers
1k
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 ...
- 15
2
votes
1
answer
661
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. ...
- 21.7k
1
vote
2
answers
749
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 ...
- 55
2
votes
2
answers
7k
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 ...
- 169
1
vote
1
answer
1k
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 ...
- 607
0
votes
0
answers
316
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. ...
- 1,402
0
votes
1
answer
207
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
vote
1
answer
1k
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 ...
- 187
1
vote
0
answers
245
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.
- 21
0
votes
1
answer
289
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 ...
- 389
1
vote
0
answers
506
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?
- 91
0
votes
1
answer
30
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
1
answer
413
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 ...
- 63
1
vote
1
answer
163
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 ...
- 957
4
votes
1
answer
1k
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 ...
- 866
2
votes
1
answer
825
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 ...
- 395
0
votes
0
answers
1k
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 ...
- 13k
1
vote
1
answer
2k
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, ...
- 323
0
votes
0
answers
29
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 ...
- 323