Questions tagged [quotelineitem]

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37 questions with no upvoted or accepted answers
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0answers
70 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 ...
3
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0answers
520 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 ...
2
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0answers
103 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 ...
1
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0answers
148 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 ...
1
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1answer
191 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 ...
1
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0answers
209 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?
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0answers
294 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 ...
1
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0answers
39 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 ...
1
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1answer
388 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 ...
1
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0answers
38 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 ...
0
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0answers
32 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 ...
0
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0answers
41 views

Locking child records without locking parent record in MD relationship

Working on Quotes and Quote Line Items Scenario : Quote and Quote Line Items are linked in master detail relation ship. Scenario here is we need to Lock the quote Line Item records only and not the ...
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0answers
47 views

How to summarize line columns values in quote template?

I want sum all the quantity's from QTY line column, How to summarize the line columns?
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0answers
31 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 ...
0
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0answers
87 views

CPQ: How can I get dynamic pricing, via a custom column, to appear on “OptionConfiguration” Field Set on “Product Option” object in CPQ?

I would like for the users of CPQ to be able to see the pricing change dynamically while they are building their quote in the "Configure Products" page. For example, if they change the ...
0
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2answers
53 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 ...
0
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1answer
684 views

How to transfer Opportunity Line Items to Quote with Flow

I have a custom New Quote button which has some pre-defined fields when creating a quote from an opportunity. I learned it the hard way, that using such custom actions, the Opportunity Line Items will ...
0
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0answers
50 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. ...
0
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1answer
62 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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1answer
359 views

Button Section Not Visible in Page Layout's Related List - Quote Line Items

I have a custom Object and from Quote Line Item I've created a lookup for my custom object and added it as a related list. For some reason I can't see the button section in the related list settings ...
0
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1answer
100 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 ...
0
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1answer
23 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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0answers
545 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 ...
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0answers
27 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 ...
0
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0answers
81 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 ...
0
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1answer
1k views

Create Quote and QuoteLineItem in the same Visualforce form

I have a requirement to cover the quote and quote line item creation from one form in a visualforce. In the image below you can see the visualforce design: The product information that will be ...
0
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0answers
208 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 ...
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0answers
92 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 ...
0
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1answer
278 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
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1answer
289 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 ...
0
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1answer
156 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 ...
0
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1answer
679 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 (...
0
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1answer
578 views

Unable to Add quote line items : facing error insufficient priviledges

I am getting error "insufficient priviledeges while adding quote line item. Checked with permission setting for profile but still same. i have access to quote object. Got to the one point, when we ...
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0answers
40 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 ...
0
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1answer
56 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 ...
0
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0answers
388 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 ...
0
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1answer
258 views

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 ...