Sbqq quote line fields. Review these fields to understand data flow and the implications of overriding fields. Stack Exchange network consists of 183 Q&A communities including Stack Overflow, the largest, most trusted online community for developers to learn, share their knowledge, and build their careers. Note “SBQQ__” fields come with the Salesforce CPQ package, and “blng__” fields come with the Salesforce Billing package. May 25, 2020 · Price Rules automate price calculations and update quote line fields. Salesforce CPQ ignores Group Field if your quote’s Group Line Items field is selected. ProrateAmountDiscount__c. A Price Rule should be created to pull the value from the original Quote Line and populate the Renewal Quote Line. The particular field I would like to edit is like so, and this works in reflecting the current value of that field on that quote line: <lightning:input value="{!v. To do this, go to PandaDoc CPQ Setup > Object customization settings > SBQQ__Quote__c > Setup. Inactive pricing guidance won't appear in the quote line editor. 2 summary variables. This checkbox will then be used to control which product costs will be mapped. SBQQ__Number__c ), 3, "0") Save; 2. Explanation: SBQQ__Explanation Corresponds to the field SBQQ__Quote__c. Salesforce CPQ includes several important billingfields that map between products, quotes, orders, quote lines, and order products. Editing any field on any Quote Line attached to the Quote and clicking Save to run an asynchronous calculation that must successfully global class QCPWinter16Legacy2 implements SBQQ. Jul 28, 2023 · When Using the Quote Line Editor in Salesforce CPQ, the Quote Line object’s Line Editor Field Set controls what columns are shown in the Quote Line Editor. Which two scenarios describe when Quote Line Quantity and Opportunity Product Quantity will be different? Choose 2 answers Merge fields are always formatted to describe the source of data along with a field. CPQ fields are available in Salesforce CPQ Summer ’16 and later. API names for Billing package fields use the sbqq__ prefix. Function = MAX, Object = Quote Line, Aggregate Field = SBQQ__EndDate__c. If an Amount discount is selected the Quote Line field SBQQ__AdditionalDiscountAmount__c will populate with the user-defined value. ApplyPartnerDiscountFirst__c. We can make sure they both match. SBQQ__QuoteLine__c. You may see two Quote options. References the Sales Rep field on the quote object. Regular Price: SBQQ__RegularPrice__c: Currency(12, 2) Regular price for this Asset: Renewal Uplift (%) SBQQ Jun 4, 2024 · 8. Required Editions Available in: All Salesforce CPQ Editions Important Where possible, Apr 10, 2023 · The child Quote Lines are linked to the parent Quote Lines via the SBQQ__RequiredBy__c field on the child Quote Line record. May 12, 2023 · When Salesforce CPQ is installed or the package is upgraded, the CPQ package runs “Post Install Scripts” to align CPQ fields with proper values for CPQ functionality introduced that may feed other processes down stream. Rename the custom fields to have a different API name than the SBQQ field. Here are the differences between the API Names between the CPQ managed and custom objects: SBQQ__Subscription__c - CPQ Managed Object May 22, 2024 · The following picklist fields on the specified objects can have picklist values added to them. Configuration Attribute: SBQQ__TargetField__c Dec 11, 2020 · (SBQQ__QuoteLine__c:{Id=a4x5A000000Qnv6QAC, SBQQ__Quantity__c=3. CSS Error Select either One per quote line or One per unit. In this example, you need to tell Salesforce CPQ to use Color__c as the distinguishing field. 2 Price Actions on the Price RUle you created. With If this asset is related to a quote line that’s part of a bundle, this field looks up to the quote line’s product option record. On the price action, define a Source Formula of SBQQ__Group__r. May 10, 2024 · The Original Quantity (SBQQ__BundledQuantity__c) field on Salesforce CPQ quote lines is used to indicate the quantity set during bundle configuration for child products. For example, you could have a template section called "Hardware Line Items" and another called "Shipping Line Items", but each would have a different Column 1 Column 2; Configuration Attributes: Quote Line. Parent ID. 9. The field API Name has to be: LineSortField__c, the type must be a formula, of type Text. Subscription Term: SBQQ__SubscriptionTerm__c: This is not required, however, it is needed to simulate CPQ behavior. But I fail. Quote Line: SBQQ__QuoteLine__c: Lookup(Quote Line) The quote line that created this asset. This field populates the Opportunity Product ID of the Opportunity Product that was generated for the Quote Line’s Parent Product, if applicable An Admin at Universal Containers has observed that the value in the Quantity field on an Opportunity Product is different from the value in the Quantity field in its associated Quote Line. For example, if a URL targets {!SBQQ__Quote__r. 8. When Salesforce CPQ Review field lookup and master-detail relationships for CPQ objects. For example, if you sold desktop cases with different covers, you could group your quote lines by the values of their Color field. Create a quote line picklist field called set_value__c with picklist values (test, prod) Create a quote line number field called CustomNumber__c. 1 for end date. This field populates the Opportunity Product ID of the Opportunity Product that was generated for the Quote Line’s Parent Product, if applicable Dec 21, 2023 · Create separate Template Content records of the type Line Items for each filtered list of quote line items. view. SBQQ__NetPrice__c, SBQQ__NetTotal__c, SBQQ__UnitCost__c, etc) are null but require a value. Change the SBQQ__ProductSubscriptionType__c and SBQQ__SubscriptionType__c fields to null. QuoteCalculatorPlugin2 { /* This QCP examples calculates and stores the effective end date on each quote line, as well as the effective term. If the product option is a component where the quantity is dependent on the parent product reference the parent product’s quantity using the quote line’s Required By lookup Apr 9, 2024 · If you plan to restrict the Markup Unit to a single picklist value, all current Markup Quote Line data must be converted to the Quote Line Markup Field that relates to the enabled picklist value, Percent is related to Markup % (SBQQ__MarkupRate__c) and Amount is related to Markup Amount (SBQQ__MarkupAmount__c). The Price Action is using the formula to apply a 30% discount (SBQQ__ListPrice__c * 0. 1 for Start Date. record SBQQ__QuoteLine__c Corresponds to SBQQ__QuoteLine__c. If you’re using lookup queries on your price rule, define your lookup object here. For Operator, choose equals. Quote Line Group Fields: SBQQ__GroupFields__c CPQ Billing Field Mapping. In this example, if a quote's Customer Discount is greater than 10%, we lock the quote's Markup Rate field from edits. Dec 21, 2023 · For example, SBQQ__CustomerPrice__c has a field definition with decimal precision of 2 (12,2). That’s great because there are all sorts of field types on the quote line, quote, and quote line group objects that you might want to control. When a price action without price conditions targets the Quote, the action evaluates the quote line or quote line group with the lowest Number__c value. salesforce. targetCustomerAmount: Decimal: The unit price forwhich this quote line is discounted The following Quote Line fields are included for each Quote Line in each transaction the following fields are sent for each Quote Line Group: Id; Name; SBQQ Apr 15, 2021 · 1) Create LineSortField field Data Type = Formula and the text as “SBQQ__Number__c” on Quote Object. Feb 7, 2024 · The Salesforce CPQ Clone with Related button on the Quote object enables the ability to clone quotes with related items such as quote lines and quote line groups. After adding the Quote object click Setup to the right under actions. Batch Quantity: SBQQ__BatchQuantity__c: Number (10,2) Quantity in one batch for products sold in batches. Use more general search terms. Now, suppose you've got a field on the Product Object that you want to see on the Quote Line as well. Configuration attributes always map to the bundle parent’s quote line. 7) Target Object: Quote Line. This is your first price action. SBQQ__MyCustomField__c}, you must also have My Custom Action in your quote’s Line Oct 17, 2023 · Create a price action with Target Object set to 'Quote Line' and Target Field set to the quote line field api name that stores the value you want to be inherited. 00, SBQQ__Quote__c=a515A000000kv2YQAQ}) Even if I do a for loop and access each object individually, I'm not able to access the info. Please Jan 2, 2024 · In a fresh install, when added to the quote line's Line Editor field set, the field SBQQ__AdditionalDiscount__c on the Quote Line appears as two fields when selected To automatically split quotes into multiple orders, all you need is a quote line field that can distinguish one quote line from another. If you contracted a quote containing assets with one-per-unit asset conversion, you have several asset records for the same product. Create a quote line custom text Sort Order field. In the Pricing Items Related List begin searching Quote and select Quote Lines(SBQQ__LineItems__r) to pass in your line items. Search for the label of the field in the top Search Setup bar (i. productHasDimensions: Boolean: If true, the underlying product can be represented as a multidimensional line. Quote Line Fields: SBQQ__QuoteLineFields__c: The API names of fields on the quote object referenced by the script. On Quote Lines that were sold as an option in a bundle, it will be populated and provides a reference to the parent product’s Quote Line on that quote. Uncaught SyntaxError: Failed to execute 'querySelectorAll' on 'Document': 'div:has(>. Output. For example, you could have a section with a filter field of SBQQ__ProductFamily__c, an operator of equals, and a null filter value. Adding picklist values to CPQ picklist fields (fields with the namespace SBQQ) not specified in the list below may lead to unanticipated or unsupported behavior. If this field is dependent on another field and the dependency only allows for 1 value, it could be automatically setting this field when the parent field is changed. For example, {!quote. SBQQ__Quote__c field. The number of decimal places used for rounding this line’s quantity. Billing Frequency: SBQQ__BillingFrequency__c Jul 28, 2023 · Considerations: Reordering this picklist or removing picklist values from this picklist will change what users see in the line editor. Please find the example here. To resolve this, ensure CPQ price fields do not have null values. 2) Create 3 fields on the Quote Line: N1, N2 and N3 and add them to the Standard Line Item Drawer field set. You do this Price rules can also use lookup queries to evaluate quote fields against fields from an object outside the quote line editor, which is called a lookup object. The value presented to the user on the Quote Line record will always abide by this field definition. The field is referenced by a Quote Calculator Plugin. Regular Price: SBQQ__RegularPrice__c: Currency(12, 2) Regular price for this Asset: Renewal Uplift (%) SBQQ Tour Start here for a quick overview of the site Help Center Detailed answers to any questions you might have Aug 14, 2023 · The field is displayed in the Line Editor. embeddedServiceHelpButton)' is not a valid selector. For example: Quantity (numeric) Partner Discount (percent) Split Orders by Quote Line Field. amountDiscountProrated Boolean The unique key of this line’s group, if this line is part of a grouped quote May 20, 2024 · Renewal Model set to 'Contract Based' renewal behavior. Salesforce CPQ provides various custom managed fields for CPQ quote line groups. Create Roll-Up Summary fields on the Quote for each Product Family and add them as merge fields to the Template Too. Enter as many as 10 fields, one on each line. While you can Add Fields to the Quote Line Editor Field Set to change what fields are displayed, you can also use the Salesforce CPQ Special Field, EditLinesFieldSetName, to create a field on the Quote object to dynamically display When a sales rep clicks the custom action, the action occurs only if the URL field is visible in the quote line editor. In this blog, a Price Rule is created to update the fields in Quote Line when a field ‘RefreshPricing’ in Quote object is set to true. However, there is a functionality built-in and these fields are still matching as though they are twins. ×Sorry to interrupt. 7. Edit Order Product Quantities. Mar 28, 2024 · Fields & Relationships | Filter Field; Add the custom field IsTopLevelBundle__c to the Filter Field picklist. An asynchronous calculation successfully completes and writes the resulting values back to the Quote. Name Type Description The record that this model represents. Lookup Product Field The API name of the lookup object field that serves as a product action’s product lookup. You can also insert an End Date (SBQQ__EndDate__c) field instead of Nov 26, 2019 · Second, You can check for price rules. Navigate to Setup | Objects | Quote Line; Create a new field called Sort Order Data Type: Text; Field Label: Sort Order; Field Name: Sort_Order; Save; 3. NOTE: SBQQ__OptionLevel__c is a Quote Line field populated on any Quote Line representing a Product Option; the field provides the position of the QL in the Bundle hierarchy of the Quote. SBQQ__ParentID__c. Quantity entered in the quote line is divided by this value and rounded up to the nearest integer. Apr 16, 2024 · If you are seeing the Attempt to de-reference a null object error, it usually means that one or more related Quote Lines price fields (e. Here are some search tips. Navigate to the amendment quote line. Contract the Opportunity. In this case, price rules targeting the quote line use the quote line’s USD price without converting it to EUR. Renewal Quote Lines. Same thing with filters as above. Attempt to run your calculation from the Quote Line Editor - This does Apr 22, 2024 · The Group Field on the Quote Template can be used to group your quote lines by a field you specify. Et voila! Salesforce CPQ does all the magic If you don’t select this field, your bundles appear on the renewal quote as if you added them to the quote for the first time. com I am trying to automatically created Quote Line Groups when a new CPQ Quote is created, based on some fields on the Opportunity products. 6. When cloning a quote to a new opportunity, in order for the quote lines to sync with opportunity products, the new opportunity must have a price book defined. Consumption Schedule Fields: SBQQ__ConsumptionScheduleFields__c: The API names of consumption schedule fields referenced in this script. Enter one field per line, but don’t enter fields you don’t need. Open all of the results and compare which field API names are the same as the managed field API names (without the "SBQQ__" prefix). That formula filed needs to return the API Name of the SBQQ__QuoteLine__c field, which values will be used for sorting the lines. Create a price action with Jul 5, 2024 · The Quote Line model represents a quote line data model in Salesforce CPQ. Renewal Forecast: SBQQ__RenewalForecast__c: Checkbox Jun 28, 2024 · The RequiredBy field on the Quote Line (SBQQ__RequiredBy__r) is a lookup field. For instances requiring more versatility, a Price Rule can also be used to populate the Discount Schedule lookup field on the Quote Line. Create an HTML Template Content record with three tables to represent each Product Family Jul 28, 2023 · Clicking Edit Lines and then clicking Quick Save or Save in the Quote Line Editor; Editing a Calculating field on the Quote and clicking Save to run an asynchronous calculation that must successfully complete. Name is a standard Salesforce field, so it doesn't need the "SBQQ__" prefix. Fields that aren’t listed can’t be used in the script. Quote: SBQQ__Quote__c: Lookup(Quote) If a sales rep contracted an opportunity to create this contract, this field references that opportunity’s primary quote. Quote lines groups store information about how lines on a quote are organized into groups. Custom Package Total Calculation The sample JavaScript script can be used in the Quote Line Calculator to calculate the total price for all components in a quote Feb 16, 2024 · Create a quote line number field called numberF__c. If this asset is related to a quote line that’s part of a bundle, this field looks up to the quote line’s product option record. Apr 27, 2023 · Stack Exchange Network. e. CONSIDERATIONS To pass Quote line fields to a PandaDoc pricing table, first, make sure that the Quote line-related list is mapped to the pricing items-related list of the Quote object. Feb 7, 2020 · Hello! when trying to Amend a Contract (the original Quote has Subscription Lines and Asset Lines), the Assets Quote Lines on the Amended Quote do not have a value on the SBQQ__Group__c field. D. SBQQ__LastCalculatedOn__c receives an update in the following scenarios: A Quote is successfully saved from the Quote Line Editor. The best method of Jun 22, 2023 · SBQQ__Opportunity2__c : Price Book: SBQQ__PricebookId__c : Start Date: SBQQ__StartDate__c: This is not required, however, it is needed to simulate CPQ behavior. channelDiscountsOffList: Boolean: Corresponds to the field SBQQ__Quote__c. Salesforce Billing fields are available in Salesforce Billing Winter ’18 and later. Every quote line is related to a product record, which is perfect because each row in the custom object has a lookup to a product record too. Create a Quote Line Formula Field named netform__c - Formula value should be “numberF__c/2” Price Rule 1 Setup: Jun 25, 2024 · When a Product is added to a new Quote, the price resides in two Quote Line fields for the Product: SBQQ__OriginalPrice__c; SBQQ__ListPrice__c; Both of these fields reflect the Pricebook Entry from the corresponding Pricebook and currency. The more fields you enter, the slower the script runs. In a trigger on SBQQ__QuoteLine__c I group the quote lines into sensible groups, and then create the group itself: Aug 8, 2022 · The Workaround worked for me, On Quote Line, I updated the Child Product SBQQ__Number__c Field as the same that we have on its Bundle Product, SBQQ__RequiredBy__c. May 20, 2024 · Renewal Model set to 'Contract Based' renewal behavior. Price Action. Without fu Jun 30, 2023 · An admin creates a custom object labeled Subscription, with an API Name of Subscription__c. Apr 25, 2024 · The following use case details how to use a price rule and a quote field's value to assign a discount schedule in Salesforce CPQ. QuoteCalculatorPlugin, SBQQ. MyQuoteLineGroupField__c. With the Salesforce CPQ Special Field A twin field should be created on both the Asset and Subscription objects to bring back to Renewal Quote Lines. Jun 1, 2023 · If a % discount is selected the Quote Line field SBQQ__Discount__c will populate with the user-defined value. ChannelDiscountsOffList__c. Field Name: The quote line field that supplies the data for the table cell. Options at the first level of configuration Sep 19, 2018 · If “SBQQ__SalesRep__c” field is added in the Field Metadata custom setting, Quote’s Sales Rep field is pre-filled with the value from Opportunity’s Owner field. Oct 27, 2023 · LPAD( TEXT( SBQQ__Feature__r. This field is not populated until a Save action causes CPQ to write the Quote Line to the database, thereby May 14, 2024 · Consumption Rate Fields: SBQQ__ConsumptionRateFields__c: The API names of consumption rate fields referenced in this script. The first action sets your source lookup field to find the value of your quote line’s discount field and sends that value to your promotional discount field. Back on the AW Proposal quote template: In the Line Columns related list, for the PART # record, click Edit from the menu. Jan 2, 2024 · In a fresh install, when added to the quote line's Line Editor field set, the field SBQQ__AdditionalDiscount__c on the Quote Line appears as two fields when selected To automatically split quotes into multiple orders, all you need is a quote line field that can distinguish one quote line from another. If the renewal Quote Line has an effective quantity not greater than 0 and Renewal field is true, the Quote Line is not expected to sync to the Opportunity. salesRep. 7 (apply a 30% discount) Create Quote. customerTotal: Decimal: SBQQ__Quote__c. For example: Object: Quote Line CPQ Quote to Order Field Mapping. For Tested Object, choose Quote Line. This resulted in the endless spinning because some of the Quote Lines have blank Groups. Navigate to the Opportunity on which you want to create a new Quote, go-to Quotes Related List and click New button. These out-of-the-box columns are a good start, but let’s tweak the columns a bit for a nicer output, starting with the part number line column. Oct 2, 2023 · Quote Line. The default is not to group the quote lines. If a % discount is selected, the Quote Line field SBQQ__Discount__c populates with the user-defined value. Check the spelling of your keywords. Renewal Forecast is made TRUE. dimensionType: String: The type of MDQ dimension that this line represents. Amend the contract. If an Amount discount is selected, the Quote Line field SBQQ__AdditionalDiscountAmount__c populates with the user-defined value. For example, if you removed 'Percent' picklist value, users could no longer apply a Percentage discount and would be limited to applying an Amount, Unit Override, or Total Override discount in the quote line editor. Target Object: Quote Line; Target Field: SBQQ__Quantity__c; Formula: CEILING(SBQQ__Quantity__c) Order: 2; When a user performs a calculation in the quote line editor, Salesforce CPQ considers all quote lines where the Product Code equals WIFIAP. What you have to do is to go and create a field with the same API name and of the same type. You do this Aug 8, 2022 · The Workaround worked for me, On Quote Line, I updated the Child Product SBQQ__Number__c Field as the same that we have on its Bundle Product, SBQQ__RequiredBy__c. throws at https://help Loading. Type_of_Transaction__c} In this case, the admin made a custom Type of Transaction field. You will then be prompted to set up the pricing mapping Jun 28, 2024 · To troubleshoot this issue, ensure that the following fields are populated on all Quote Line records: Quantity; List Unit Price OR Special Price; With the necessary permissions to access the Developer Console, you can use the Query Editor tab and paste the SOQL query below to find the required fields for price calculations: Apr 11, 2023 · 4. 2. Use SBQQ__LookupData__c or any custom object other than SBQQ__Quote__c or SBQQ__QuoteLine__c. For example, you could have a custom field named Color__c. The correct Quote will have the SBQQ__Quote__c object name. Enter as many as 10 fields, one on This exercise illustrates another great thing about price rules: you can use them to update non-pricing fields, such as Special Price Type. They create Quote Line and Opportunity Product lookup fields on the custom Subscription__c object. SBQQ__BillingName__c} points to the quote as the source of data, and SBQQ__BillingName__c as the field to insert. After Auto-Update Number. No filters, unless you need the start/end date of specific lines. Exceptions are quote, quote line, and quote line group ID fields, which are always available. The source always begins with an exclamation point, a period separates source and field, and everything is wrapped in curly Apr 23, 2024 · When Using the Quote Line Editor in Salesforce CPQ, the Quote Line object’s Line Editor Field Set controls which fields are shown in the quote line editor. Jul 6, 2020 · One field on the SBQQ__Quote__c object and the other on the SBQQ__QuoteLine__c object. For Match Type, choose Field Value. We recommend using price conditions to ensure that your price action targets Jul 5, 2024 · Use JavaScript to make a Quote Line Calculator plugin that calculates values and stores maximum values for the custom quote line fields True Effective End Date and True Effective Term. Price Rules can be created to target either the ‘Configurator’ or the ‘Calculator’ on the Quote Line Editor. Another area to check is field dependencies. Function = Min, Object = Quote Line, Aggregate Field = SBQQ__StartDate. They map to the bundle’s child products only when the configuration attribute’s Apply to Product Options field is enabled. The second action pulls the promotional discount into a formula to determine your quote line’s final list price. Add the Fixed Price Subscription Product to the Primary Quote, and Save. {!quote. Organize the quote document’s line items into groups based on shared field values. . Now, In Quote Line Editor Thanks, Everyone to Support. 3) Create an active price rule as follows:-Evaluation Scope = calculator-Evaluation Event = On Initialization; Before Calculate; On SBQQ__AssetQuantitiesCombined__c: Checkbox: Combine multiple asset records for the same product into one quote line on your renewal quote. Go to Quote Line Editor and do the testing: Initially the price is as follows: See full list on trailhead. Feb 8, 2024 · 2. If a Contract for an Account is Forecasted for Renewal with CPQ (Renewal Forecast on the Contract is marked TRUE), a Renewal Opportunity will be created (unless one is defined in the Renewal Opportunity field on the Contract), and a temporary "ghost" Quote and related Quote Lines are created. Unit: SBQQ__Unit__c: Picklist: Choose the recommendation unit that this pricing guidance applies in the quote line editor. 4. Salesforce CPQ includes several important fields that map between products, quotes, orders, quote lines, and order products. Guidelines for Splitting Orders. This should reference the quote line group field you want the quote line to inherit a value from. Stack Exchange Network. Quote Line Group Fields: SBQQ__GroupFields__c Mar 28, 2024 · Target Object: Quote Line; Target Field: SBQQ__Quantity__c; Formula: <use a formula to calculate the quantity based on the configuration attribute’s value. Despite their name, they can be used to set any field value. Populating the SBQQ__ProductOption__c field will not automatically attach child lines to a parent bundle because it is possible for there to be multiple occurrences of a bundle within a single Quote. However, the value stored to the database will be aligned with whatever is defined for the unit price scale in the package settings. This field is marked true on non-subscription products when Quote type is Renewal. "distributor discount"); 3. This field is unselected by default. Target Object Quote Line One function can also evaluate and act on quote and quote line fields at the same time, including twin fields. Target Field: SBQQ__ ListPrice __c (to adjust the net price of menu items) Formula: SBQQ__ListPrice__c * 0. Create a “catch-all” filter for any line items that do not fit within the filtered lists. Mar 4, 2024 · For example, should the Discount Schedule lookup be populated on both the Product Option (#3) and the Contracted Price (#1), the lookup on the Contracted Price takes precedence and be applied to Quote Line. Apr 24, 2024 · Create a checkbox field (Example API Name: 'Checkbox_Field__c') on the Product and the Quote Line objects, using the same API name to pass the value by Mapping Custom Fields Between Objects. While you can Add Fields to the Quote Line Editor Field Set to change what fields are displayed, this doesn't include quote fields specifically. SBQQ__Quantity__c}" /> Upon updating this value, say from 1 to 5, and then clicking the save button, the following method in my lightning controller runs, and this also works fine: Jun 15, 2023 · SBQQ__IsActive__c: Checkbox: Enable this pricing guidance for use on associated product. After that, it will auto-update the Quote Line Number Field. A Price Condition references the field in its Tested Formula or Filter Formula, or uses it as a Tested Field. Select fewer filters to broaden your search. Each color would result in a separate order. Create a Line Items section and set SBQQ_ProductFamily__c as the Roll-Up field, B. A. C. CONSIDERATIONS Group Field. Navigate to the Contract the associated Subscription. 5. This merge field references the Type of Transaction field on the quote object. For Tested Field, choose SBQQ__Product__c. Create Template Section records for each filtered list of line items to be displayed. In this example The API name of the object that stores your lookup data. With certain page layout and field-level security settings, some fields aren’t visible or editable. A custom formula field should look up through the SBQQ_Source_c Quote Line lookup to the original Quote Line. Create a price rule with a formula to determine the value of the Sort Order field Jun 18, 2024 · Quote Line. This field populates with the Quote Line that generated the Opportunity Product when a Quote is made Primary . SBQQ__CustomerAmount__c is a roll-up summary field, so its accuracy is guaranteed only after a quote has been saved. If the quote line's Distributor Discount is greater than 10%, we hide the quote line's Markup Rate field. Product Legacy Calculator only: Assigns a price rule to a specific product. Review information about these fields to understand data flow and the implications of overriding fields. g. Jul 25, 2024 · The SBQQ__JobId__c field contains the ID of the Apex Job associated with the Record Job. Ultimately , I want to access a field called Active at the Opportunity Level. The SBQQ__Renewal__c checkbox on the Quote Line indicates that the line is a renewal. Aug 7, 2023 · SBQQ__LastSavedOn__c receives an update in the following scenarios: Every time a Quote record is saved. dazlscelglvghygimiclekyfqzqchrfacrzijkscljd