Questions tagged [quotelineitem]
The quotelineitem tag has no usage guidance.
46
questions with no upvoted or accepted answers
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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 ...
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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
4
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0
answers
116
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 ...
- 32.5k
3
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0
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225
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Sort Products on QuoteLineItems
I am using Salesforce API 27 in .net tool to sync quote and opportunity from external system. However quote in external system and salesforce has not the same order. Salesforce is performing sorting ...
- 449
1
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0
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612
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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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1
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0
answers
1k
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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 ...
- 15
1
vote
2
answers
744
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
1
vote
1
answer
1k
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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 ...
- 607
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
1
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0
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453
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 ...
- 197
1
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0
answers
51
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 ...
- 12.2k
1
vote
1
answer
774
views
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 ...
- 11
1
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0
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51
views
Adding a free form field to a quote-template
The end goal here is to create quote line items that have a somewhat broad product name, then a field right below this general name that is more specific. For example:
Custom Cabinets
...
1
vote
0
answers
441
views
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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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
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0
answers
188
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
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0
answers
114
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
496
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
87
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
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0
answers
120
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
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1
answer
176
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
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203
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 ...
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0
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0
answers
835
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
0
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0
answers
833
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
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0
answers
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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0
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1
answer
977
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
652
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
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0
answers
494
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
0
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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
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314
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
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1
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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?
0
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1
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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
0
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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?
...
0
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answers
1k
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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
0
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0
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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
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139
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 ...
- 333
0
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0
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291
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 ...
- 961
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0
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233
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 ...
- 961
0
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1
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476
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 (...
0
votes
1
answer
615
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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0
votes
1
answer
199
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 ...
- 1,329
0
votes
1
answer
810
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 (...
- 3,817
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45
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 ...
- 1,754
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1
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84
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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0
answers
498
views
Custom Quote Sync appexchange for syncing custom fields between quote line item and opportunity line item
I installed the Custom Quote Sync appechange, wich synchronize the custom fields between quote line item and opportunity line item. But It seems it doesnt work if there are any validation rules on QLI ...
- 645
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1
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407
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how to get the quotelineitem field in quote object while creating vf page
Can any help me out on this.Im creating a visual force pages related to quote , quotelineitems and custom object named as competitor.now i would like to get the field names of quotelineitems ans ...
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