Hi all,
I'm trying to create an approval condition that will be part of an approval rule on Quotes in an org with CPQ so running on the SBQQ__Quote__c object. The condition should check a variable called JobPrice to see if it is less than 22 (the price of a job product should be less than £22). This variable should aggregate the Net Price field on the Quote Line of the quote that's in the approval rule and filter it to check if the SBQQ__ProductCode__c field contains the word "Job" (this field stores the names of products). This currently isn't working and seems to fire whenever any product is less than £22 per unit whether its name contains the word "Job" or not. I believe I just want the approval variable to capture and store the price if there's a product on the quote that has the word "job" in it, the next assessment - whether or not that price is less than 22 per unit would be handled by the approval condition, is that right?
Just to make sure I'm clear - The idea is that quotes should have to be approved if they have a product that contains the word "Job" in its name and if the unit price of that product is less than £22.
I've attached screenshots of the condition and the variable, let me know if you want to see the approval rule.
Also if anyone has any clever ways of debugging approval rules, that would be amazing. I've found it very difficult to know for sure which condition was met to fire the rule other than looking at the quote and the condition and assuming.
Thanks everybody,
Matt
@Matthew Webber - this approval rule needs 2 checks-
1. whether "Job" product is present on the quote?
- you need to create another Approval Variable "JobPresent" like Count - ID - Product Code - Contains - Job OR SUM - QUANTITY - Product Code - Contains - Job
- use it in another Approval Condition as JobPresent > 0
2. if #1 above is Yes, whether the JobPrice < 22 - you have taken care of this part already