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#Order Products0 debatiendo

Hi all,

 

Is there a way I can hide Subscriptions or Order Products with negative quantities? For example, when I amend or renew a contract the line items cannot be deleted so we have to make their quantity 0 and they show up as negative in Subscriptions and Order Products. I only want to see active line items or line items with a positive quantity.

 

Thanks in advance

4 comentarios
  1. 1 abr 2022, 13:30

    @Ammar Muhammad

    when a quote is amended and order is created, you can split quote into multiple orders, one with order product qty > 0 and other with 0. so user looking at orders will have clear separations. This may not work for certain scenarios e.g. bundle option is terminated, it can not be on a different order

     

    on contract, filter your subscription related list and show subscriptions with terminated date = null

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#Salesforce Admin #Opportunity Products #Add Products #Products #Order Products Hi - I want to create a product 'bundle' whereby if you add this bundle to an opp or order - it will automatically add the relevant products within that bundle. Important as some of the products within that bundle are passive income and others are active - and so we need to track revenue accordingly.  Any ideas? Is this possible? 

2 respuestas
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Is there something I can do to limit a product to one order at a time?

 

For example - Product A is already associated with Order 1.

 

I create order 2 and try to select Product A but it will not let me. I have to select a different product. 

 

If this can be done I also need to be able to close Order 1 once complete and Product A then becomes available for selection again...

 

I can't work out if my brain isn't working properly or I'm trying to get blood out of a stone! 

 

#Order Management  #Order Products  #Orders

3 respuestas
  1. 22 oct 2021, 10:40

    Hi,

     

    Sorry for taking so long to reply. No I don't think this helps as we're not using quotes, just orders. Unless I need to implement another step to create what I'm trying to do. I think my problem lies within the product itself. 

     

    To create the order you need to select a product - I want this product to be only associated with this order whilst the order is in progress. Once the order is complete, I want to be able to select the same product again (but only once the first is complete and not in progress). 

     

    Eventually I need to be able to run a report to see 'All Products'  and 'All products available/not available' (available meaning they are not associated with a live order. 

     

    Hope this explains a bit more what I'm trying to achieve. 

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Hi all,

 

Is there a way I can hide Subscriptions or Order Products with negative quantities? For example, when I amend or renew a contract the line items cannot be deleted so we have to make their quantity 0 and they show up as negative in Subscriptions and Order Products. I only want to see active line items or line items with a positive quantity.

 

Thanks in advance

1 comentario
  1. 28 may 2021, 13:31
    following. I'm sorry I don't have anything to add on this topic yet; we are relatively new to CPQ and have not actually started processing amendments or renewals yet.
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Hi all,

Question regarding Automating Order Cancellation Process.

 

Currently in Salesforce CPQ there is a process to Cancel an Order manually by creating an amendment and making the quantity to 0 in the Order Products. This generates Quote,Opp,Order and cancels the Subscription and the Contract. However i'm looking for a way to automate this process skipping the manual process.Any suggestions,available solutions or documents?

 

Link that i referred to Cancel an Order manually: https://help.salesforce.com/articleView?id=blng_improved_invoice_cancellation.htm&type=5

2 comentarios
  1. 25 feb 2021, 18:44
    @Vivek Prasad No we did not find any solution as of now. Let me know if you find one.
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Good Morning, I'm seeking help.  I'm trying to create a flow that clones an order and the order products.  I am successful at creating the order, but the order products are empty.  Any help would be awesome.

7 comentarios
  1. 13 nov 2020, 15:57
    Okay so in the Get Records you need to use a similar setup to what I did. You'll get all Records of the Order Product (vs. Oppty Product) object where the OrderId (vs. OpptyId) equals $Record.Id - since the record that started your flow is the Order. In my case, I needed to Get the Opportunity first so I used the Oppty from my Get records. Hope this helps!
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Hi All,

 

I am receiving the following error.

Contracted order or Order products cannot be deactivated. 

 

I want to revoke and delete my orders so I can regenerate them from quotes.

 

I am not able to trace my steps back when I uncheck the contracted checkbox and try to save. It saves without an error message but the checkbox value is populated again.

There is no contract associated with the said order as well. I am not sure how I can revert or proceed further. 

 

Any and all help is much appreciated. 

I am in kind of a deadlock where I can't go ahead or back.

 

#CPQ  #CPQAskAnExpert 

Thanks,

Siri.

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We have bundle product which is setup as asset (one per unit) and one option which is subscription product. On Quote line, user enters this bundle multiple times, each with quantity 1 so that there are individual assets and individual subscription records, each with Qty = 1 will get created

 

Each bundle can be fulfilled separately on different days. So we want to create asset and subscription for each bundle when fulfillment activity is completed.

 

Since bundle can not be contracted by checking 'Contracted' on 'Activated' products on the bundle (like standalone lines), we have to contract entire order. I activated the order and then individually unchecked 'Activated' on each Order Product. Then I contracted the Order. I thought it may create empty contract but will not create any assets or subscription since those order products are not activated. But creating contract from the order, creates assets and subscription records even though order products are not active.

 

Is there a way we can contract individual bundles on same order separately?

7 comentarios
  1. 11 ago 2020, 17:17

    Asset (bundle parent) is setup One per Unit. Subscription (Option) is component

    On Quote, one Bundle parent and One option with Qty = 3 each. Split into 3 orders each with one Asset and one Subscription. Contracted each order and created 3 assets and 3 subscriptions.

    When I try to amend the contract or renew, it gives error 'Can't find parent record for...'. I looked into RequiredBy ID and Root ID of each subscription and that's where the values are wrong. First sub has Root Id = second asset ID and second sub has it of the third asset. The third sub has Root Id blank

    May be its a bug.

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Flow Advise - Flow journey

 

Good afternoon, continuing my journey with flows and I am trying to solve the following (Apologies for the long post).

 

Order // Order Products // Price Bools and Inventory Monitoring.

 

The scenario is as follows:

The firm has many Products which in turn have many Product Items (serialised)

The firm has many Price Books

The firm sells Products to Accounts and wants to incorporate Inventory Monitor and also streamline - automate the process for the user.

 

How to provide automation to the users - Steps below

 

1. Created Contracts and related them to Accounts and to Price Books so that when creating an order no price book selection needed.

2. For a first level Inventory monitoring created a trigger on Product Item to roll up - COUNT - the quantity of Product Items to the related Product on a custom field - Available_Quantity__C - so that users when choosing desired products they can see how many are available.

 

The Issue I am facing now is the following, how to automatically adjust the Quantity Field on Product Items once an order is - Activated. I know that this will not solve the issue for when multiple ORDERS enter the system at the same time. For now I will leave it aside - Baby steps.

 

So I thought of my good old trusted friend the visual flow, but I ran on some issues

 

First Attempt

1. Fast LookUp Order Item (varTorderId passed from Process Builder)

2. Decision Element - Check if  SObjCvarProductItem is NOT empty

3. If NOT empty Loop through the SObjCvarProductItem and pass the details to SObjVarOrderItems

4. Assign the details of the SObjVarOrderItems to the SObjVarIndividualOrderItems plus some more details

5. Assign the SObjVarIndividualOrderItems TO a new SObjCvarCapturedOrderItems

 

The issue with this solution is that I cannot do an SOQL look up with flow based on a collection variable

 

Second attempt

1. Fast LookUp Order Item (varTorderId passed from Process Builder)

2. Decision Element - Check if  SObjCvarProductItem is NOT empty

3. If NOT empty Loop through the SObjCvarProductItem and pass the details to SObjVarOrderItems

4. Assign the details of the SObjVarOrderItems to the SObjVarIndividualOrderItems plus some more details

5. Decision Element - Check if SObjCvarProductItem is Empty 

   If NO - Back to loop

   If YES - Fast LookUp

where: {!SObjCvarOrderItem} is null {!$GlobalConstant.True}

 

Complete failure

 

Third attempt

 

1. Fast LookUp Order Item (varTorderId passed from Process Builder)

2. Assign element that will count the captured records

    {!varNcountSObjCvarOrderItems} equals counts {!SObjCvarOrderItem}

2. Decision Element - Check if  SObjCvarProductItem is NOT empty

3. If NOT empty Loop through the SObjCvarProductItem and pass the details to SObjVarOrderItems

4. Assign the details of the SObjVarOrderItems to the SObjVarIndividualOrderItems plus some more details.

I also included in this element the following: 

{!varNcountSObjCvarOrderItems} subtract 1

 

5. Decision Element - Check if varNcountSObjCvarOrderItems is Emptu

{!varNcountSObjCvarOrderItems} is null {!$GlobalConstant.True} 

   If NO - Back to loop

   If YES - Fast LookUp

where: {!SObjCvarOrderItem} is null {!$GlobalConstant.True}

 

Success the loop stops correctly BUT the issue now is that because my Assignment element is within the flow it only retains the last values passed from the flow.

 

I know that best practises dictate that record create / record lookup elements should not be nested within a flow

 

Any assistance on the design so that I can fast Lookup all necessary records will be much appreciated

 

With regards

Dimitrios

2 comentarios
  1. 8 oct 2019, 18:43

    Solved it - No need to jump to Product Item Transactions Object.

    Only works for Non-Serialised Product Items and it needs a formula variable.

    Flow design attached.

    Special thanks to

    @David Litton

    for his articles on flow

    Now I have to address the issue of how to deal with Serialised Product Items.

    With regards

    Dimitrios

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Hello,

 

I've a requirement where user would remove the maintenance while configuring a license product , order and then contracts the same. Later, they would come like to reconfigure and add the maintenance product . 

 

For this scenario, I suggested using 'Amend Assets' feature. Users would go to the Account record detail page , click on Amend Asset button , select the Asset, and then on Amendment Quote cart reconfigure the license line (i.e. the Asset) and now select the maintenance. So, now on saving the cart there would be 2 lines , a license and a related maintenance line.

 

The problem is on creation of Order , no Order Products are getting created. 

 

I did notice that on changing the quantity on the license line on Amendment Quote, Order Products are getting created however I do not want any change on quantity for the license line.

 

Am I doing something wrong, is there any other way to achieve this apart from changing the quantity on the license line? 

 

Thanks,

Sagnik.

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