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#Quote Line Item2 debatiendo

In Salesforce Revenue Cloud (not CPQ), the standard QuoteLineGroupId lookup field on Quote Line Item won't persist when set via the Transaction Line Editor, even though the Context Definition has an attribute (SalesTransactionItemGroup) mapped to it under the SalesTransactionItem node's Object Mapping; I've confirmed the attribute is Input/Output enabled and mapped correctly, ruled out any downstream trigger/flow overwriting the value (direct API updates to QuoteLineGroupId hold fine), and ruled out a data-type mismatch since other Text-attribute-to-Lookup-field mappings on the same node (Vendor__c, OEM__c, Contract_Vehicle__c) work without issue — the key difference with QuoteLineGroupId is that its target object, SalesTransactionGroup (mapped to QuoteLineGroup), is itself a node within the same Context Definition tree rather than an arbitrary external lookup, and I suspect there's a Node Relationship configuration between SalesTransactionItem and SalesTransactionGroup that's competing with or overriding the manual Object Mapping for that field; has anyone run into this specific case of a standard grouping field not sticking when its target is also a context node, and if so, where in the Node Relationship setup should I be looking to resolve it?  

 

UPDATE: This is the response from SFDC Support as of 8/1/2026:  

 

 The behavior you are experiencing is a known limitation and is currently considered expected behavior in the Transaction Line Editor (TLE) within Revenue Cloud Transaction Management. 

 

Root Cause 

 

The QuoteLineGroup object is not configured as a valid custom foreign key target. Specifically, the entity definition for QuoteLineGroup does not include the canBeCustomForeignKeyTarget="true" configuration, which is available on most other standard entities. As a result, the TLE is unable to properly persist updates to the QuoteLineGroupId lookup field in the same way it does for other lookup fields. 

 

This behavior is also consistent with the broader known limitation that standard Salesforce lookup filters and certain lookup field behaviors are not fully supported within the TLE, unlike on a standard Lightning record page. 

 

This has been assessed internally as a feature request for the QuoteLineGroup object—specifically, to enable canBeCustomForeignKeyTarget, allowing the object to function as a standard foreign key lookup target within the TLE.

 

#Revenue Cloud  #TLE  #Quote Line Items  #Quote Line Item  #Quote Line Group  #Quote Line Groups

1 respuesta
  1. 1 ago, 19:56

    Hi @Kieran Campbell -  I don't think the Object Mapping is the issue. Since QuoteLineGroup is also a node in the same Context Definition, TLE is likely using the Node Relationship to determine the group and overwriting the QuoteLineGroupId during save. I'd start by reviewing the SalesTransactionItem to SalesTransactionGroup relationship and how it's configured to resolve group membership. The fact that API updates stick but TLE updates don't is a strong clue. 

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Hi, 

I have a formula (percentage) field that calculates the margin based on Net Total and Cost for a Quote Line Item.

Now that one of our target markets needs Quotes that always have VAT included in the pricing, I created a price rule that adds VAT to the Quote Line's Unit Net Price if 'VAT included' is checked on the Quote Record.

Any idea on how to change my formula field (that displays the margin), so the margin is still displayed without taking VAT into account? I cannot use the Net Total anymore as this has VAT included. I tried to create additional fields for Unit Net Price (without VAT) and Net Total (without VAT), but the resulting values don't seem to add up.

Thanks

2 comentarios
  1. 30 mar 2021, 15:26

    Thanks for stopping me overthinking it.

    I have formula fields now that add VAT to Package Total and Grand Total (Which are the only ones that'll be displayed on the Quote Doc).

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Hi! I'm trying to unlock the Product Schedules. I have enabled the schedules on Settings, I have set up the types and and other schedule fields in my Products. I can see in the Product view that the revenue scheduling is enabled. But when I'm in the Quote Line Item, the schedule checkbox is unchecked and it is Read Only. I cannot change the Schedule checkbox in Quote Line Item.

Am I missing something to unlock the schedule checkbox?

Thank you!

1 comentario
  1. 10 nov 2020, 17:08
    ok! Got it. In the Opportunity Product Page, I have to edit the page and add a related list section. In the Layout, I have to add the Product Schedules related list. Solved. Thank you, me!
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Learn the difference between Sales Price field and List Price field in Opportunity Line Item or Quote Line Item.

 

Click 👇 to learn more!

Difference between Sales and List Price

1 comentario
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Hi all,

I'm quite new to automation, although I have implemented a handful of simple processes. What I would like to do is create a button/flow/link which launches a default button from another screen. Namely, I would like to 'Establish Schedules' for Opportunity Products but from the Quote Line Item rather than the product itself.

 

Is this possible?

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Great News! SortOrder in Quote Line Item and Opportunity Product objects are updatable now in Winter'20 (API 47.0). You can now sort Quote Line Items with Easy Pricing for Quote, and the sorted quote line items can be populated onto a Quote PDF.

Sort Quote Line Items and Create PDF Made Easy in #Salesforce

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Hi! @Josh Robinson Let's discuss your clone quote and sync quote issue in a new post. Did you clone a synced quote or non-synced quote in your new sandbox? Please try both and see there's any difference, and if the issue only happens to the synced quote, then you may need to enhance the condition logic in your sync quote process.

BTW, our "Easy Price for Quote" app also comes with the sync quote feature (we support Quote Line Item custom field sync), and our Clone Quote and Sync Quote feature works together, you may want to give it a try.

4 comentarios
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I'm looking for some help designing a process that will move the "Product Description" on the Product object into the "Line Item Description" on the Quote Line Item object. Does anyone have an example process I can copy? Is this even possible?

 

I'm also wondering if there is away to have the "Line Item Description" appear on the "Edit Selected Quote Line Items" screen where you enter the quantity (screenshot: https://acddirect-my.sharepoint.com/:w:/p/louise_watson/Eb6iIMCzdyJCn638GFfKo4QBoeU-oOFCEFPun9NjqEFRMA?e=AjQWdf). Any help would be much appreciated. Thanks!

1 comentario
  1. 17 nov 2018, 21:04
    Louise did you ever figure this out? I am trying to accomplish the same thing. Have the product name copy into line item description and make it editable
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Why is the standard Subtotal field on Quote Line Item object Not available as a merge field when creating a custom formula field?

 

Is this because it's a formula in itself? Documentation: Subtotal = The line item’s sales price multiplied by the quantity.

 

Is there a workaround?

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