Questions tagged [quotelineitem]
The quotelineitem tag has no usage guidance.
98
questions
6
votes
2
answers
23k
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 ...
- 954
5
votes
0
answers
610
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
4
votes
4
answers
6k
views
Does Quote Line Item reference back to which OLI it relates to?
I'm trying to find out if a Quote Line Item has any reference back to which Opportunity Line Item it relates to. Does it??
The reason is that I have extra fields on the OLI which I need to pull into ...
- 3,092
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
votes
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
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
3
votes
0
answers
225
views
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
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
2
votes
2
answers
6k
views
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 ...
- 12.2k
2
votes
3
answers
2k
views
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:
...
- 4,400
2
votes
1
answer
3k
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 ...
- 2,897
2
votes
1
answer
2k
views
Creating an OrderItem from a QuoteLineItem
I'm trying to write a trigger that - when a Contract is activated it's accepted quote is converted into an order, under which the QuoteLineItems are now "copied" into OrderItems (order products to the ...
- 6,746
2
votes
2
answers
1k
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 ...
- 121
2
votes
1
answer
342
views
A quote with multiple product sections
I am attempting to customize a quote to include multiple products sections, for different categories of products.
Lets say that I am providing a quote for a home remodel. I want to have the kitchen ...
2
votes
1
answer
658
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
2
votes
1
answer
822
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
1
vote
2
answers
9k
views
SOQL query to retrieve Quote Line Item records from Quote Record [closed]
How would I retrieve all QuoteLineItem records from a Quote record?
- 557
1
vote
2
answers
1k
views
Trigger Validation on QuoteLineItem Based on Quote Status
I've made a research, try a few things...but I don't really see a good example where to understand how to do this.
I want an error messaget to be shown when I try to update or delete a QuoteLineItem ...
- 225
1
vote
2
answers
2k
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;
...
- 5,615
1
vote
2
answers
2k
views
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 ...
- 645
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
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
1
answer
924
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
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
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
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
1
vote
1
answer
796
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();
...
- 1,329
1
vote
1
answer
1k
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 ...
- 2,716
1
vote
1
answer
111
views
Can we have the quantity field as optional in quotelineitems
Is there a way we can have quote line items to have quantity field as optional?
If this cant be done, what are the other options?
We are part of a media business where we selling ad spaces on mobile ...
- 12.2k
1
vote
1
answer
91
views
Could I make a QuoteLineItem custom field that finds the name of the Product2 associated with it
Title basically explains all of my question. Links and/or examples would be very helpful!
- 117
1
vote
1
answer
1k
views
Dependent picklist across objects
Scenario: I have a Visualforce Page on which users create Quote Line Items based on a custom search function. First, they select the product. Next, they fill in some values that come from a FieldSet, ...
- 2,564
1
vote
0
answers
612
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
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
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
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
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
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
vote
0
answers
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
vote
1
answer
287
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 ...
- 13
1
vote
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
vote
0
answers
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
1
answer
1k
views
Can you use line item values in formulas on the Opportunity page? [closed]
I am wondering whether or not it is possible to extract the values of the line items from a quote and use them in formulas on the opportunity page? We're looking to show how much of a potential deal ...
- 165
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 ...
1
vote
3
answers
2k
views
Custom multiline edit for QuoteLineItems and population of description field
I need to edit the multiple page layout of the QuoteLineItem object.
I'm able to show a custom field, however I need to populate that field with a value from the pricebook2 associated to the product.
...
- 331
0
votes
1
answer
382
views
How can i refer QuotelineItem fields from Quote Object? [closed]
Can formula field on Quote obj solve my use case?
user81938
0
votes
1
answer
942
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
98
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 ...
- 1,239