Questions tagged [quotelineitem]
The quotelineitem tag has no usage guidance.
98
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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
...
CommunityBot
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1
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811
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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 (...
CommunityBot
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94
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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 ...
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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 ...
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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 ...
CommunityBot
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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 ...
CommunityBot
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1
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776
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Pricing issues on quotes when adding duplicate product codes to opportunities
We've just noticed that when adding the same product code multiple times to an opportunity and then producing a quotation, that the pricing for those duplicate products gets mixed up on the quote. The ...
CommunityBot
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220
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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, ...
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119
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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) {
...
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182
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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 ...
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522
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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 ...
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122
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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
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2
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2k
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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 ...
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532
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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: ...
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940
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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 ...
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205
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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 ...
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2
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23k
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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 ...
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459
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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 ...
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849
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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 ...
- 2,305
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58
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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 ...
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622
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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 ...
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836
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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 ...
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667
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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 ...
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3
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1k
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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 ...
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2k
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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 ...
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291
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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 ...
CommunityBot
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662
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"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. ...
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614
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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 ...
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654
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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
- 1,109
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442
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How to auto-number quote line items 1,2,3... but for each quote?
When I create a quote with say 3 items surely these items appear enumerated as 1,2,3. But then when you create a new quote it keeps going to 4,5,6...
Does anyone know how to create a custom flied ...
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949
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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 ...
- 6,967
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2k
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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 ...
- 21.8k
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2
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1k
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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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498
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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 ...
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2k
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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 ...
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1
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556
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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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250
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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 ...
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494
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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 ...
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3k
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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 ...
- 70k
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386
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How can i refer QuotelineItem fields from Quote Object? [closed]
Can formula field on Quote obj solve my use case?
CommunityBot
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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 ...
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2
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What really is a difference between Contracts and service Contracts
I am working for a media company and they provide advertising sales for the clients. We are trying to implement the quotes, contracts and orders. I see that there is no option for contract line items ...
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2
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755
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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 ...
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2
answers
7k
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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 ...
- 481k
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317
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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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207
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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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1k
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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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2
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2k
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Syncing custom fields between QuoteLineItem and OpportunityLineItem
I'm trying to syncronize between two custom fields on QuoteLineItem and OpportunityLineItem named Field1__c and Field2__c.
So after inserting the QuoteLineItem the two fields will be updated on the ...
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248
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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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3
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2k
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Why is Salesforce hiding Discount, UnitPrice and TotalPrice decimals?
I've been migrating some QuoteLineItem and OpportunityLineItem records, and I noticed an odd behavior of the Salesforce platform.
First, here are the field definitions:
Here, we can see that:
...
- 102k