Questions tagged [quotelineitem]

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Additional Discount Field Is Non-Editable When Products are segmented

On Quote Line Editor, we have a custom field named "Additional Discount".(Data Type Percentage). We have added product and created two segments and we land up into an issue, where for ...
Nachiket Deshpande's user avatar
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0 answers
41 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 ...
John John's user avatar
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431 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, ...
gjohnson282's user avatar
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0 answers
175 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) { ...
N_H1922's user avatar
  • 315
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1 answer
709 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 ...
Tomi's user avatar
  • 11
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1 answer
133 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 ...
sfdcdevsathy's user avatar
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0 answers
133 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.
Neto0291's user avatar
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 ...
L.benedettini's user avatar
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1 answer
280 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 ...
Ayush Goyal's user avatar
0 votes
1 answer
626 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: ...
Sully Cooper's user avatar
1 vote
1 answer
1k 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 ...
Virendra's user avatar
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1 answer
529 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 ...
Patlatus's user avatar
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0 answers
975 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 ...
Felix van Hove's user avatar
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 ...
Alex Barón's user avatar
1 vote
0 answers
707 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 ...
Chandlerbeen's user avatar
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0 answers
905 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 ...
salesforceheather's user avatar
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1 answer
738 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 ...
Charlie's user avatar
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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 ...
Jshrewey's user avatar
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 ...
Sander de Jong's user avatar
5 votes
0 answers
672 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 ...
Cory_16's user avatar
  • 63
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1 answer
1k 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 ...
Alexis Frisch's user avatar
0 votes
1 answer
990 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 ...
Alexis Frisch's user avatar
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 ...
Eric's user avatar
  • 73
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1 answer
714 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
Purna's user avatar
  • 1
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0 answers
535 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 ...
starboy The's user avatar
0 votes
1 answer
606 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
purna's user avatar
  • 77
0 votes
0 answers
271 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 ...
ochiatt's user avatar
0 votes
1 answer
521 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 ...
Leo's user avatar
  • 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 ...
Alexis Kasperavičius's user avatar
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 ...
thinker's user avatar
  • 1,402
0 votes
1 answer
429 views

How can i refer QuotelineItem fields from Quote Object? [closed]

Can formula field on Quote obj solve my use case?
user avatar
1 vote
0 answers
2k 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 ...
Kaitlyn's user avatar
  • 15
2 votes
1 answer
689 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. ...
Kris Goncalves's user avatar
1 vote
2 answers
832 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 ...
gopal1007's user avatar
2 votes
2 answers
8k 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 ...
Nilang Pandey's user avatar
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 ...
Mike Paisner's user avatar
0 votes
0 answers
335 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. ...
thinker's user avatar
  • 1,402
0 votes
1 answer
225 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?
just_chilling's user avatar
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 ...
Umesh Beti's user avatar
1 vote
0 answers
281 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.
Andre g's user avatar
  • 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 ...
Rory's user avatar
  • 409
1 vote
0 answers
535 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?
Alarmed_Win's user avatar
0 votes
1 answer
34 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? ...
Alexis Kasperavičius's user avatar
1 vote
1 answer
442 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 ...
Ravina 's user avatar
1 vote
1 answer
170 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 ...
rmarq423's user avatar
  • 967
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 ...
KB145's user avatar
  • 866
2 votes
1 answer
865 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 ...
naruto-sfdc's user avatar
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 ...
Lance Shi's user avatar
  • 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, ...
ekiim's user avatar
  • 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 ...
ekiim's user avatar
  • 323