#Quote Line Group토론 중인 항목 2개

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? 

Hello,

I am trying to meet the following requirement:

1. When a new quote is created, a quote line group needs to be automatically created 

I created a flow that creates the Quote Line Group upon the creation of a quote, however the issues I am experiencing are:

1. The quote line group that is created upon quote creation, does not show up when I hit the "Edit Lines" button. In the Quote Line Editor there is no reference to the quote line group that has been created.

2. Also, when I hit the add group button within the quote line editor, it seems to no longer work or takes a very long time to load. When I deactivate the flow the "Add Group" button works with no issues.

Has anyone dealt with a requirement like this or have any suggestions on how to create a flow or even process builder that will create the Quote Line Group upon quote creation?

Thank you all so much!

Hi,

I would like to set/change the Net Total on a Quote Line Group to a custom 'Forced Total'-field on the Group. Instead of e.g. using a margin or discount on group level we want to force the total on a group to be a value of choice. For example: the net total of the group's line items amounts to $100,500. We want that total to change to $100,000 by entering this target amount in a custom field on the group level. 

Is there a way to change the Net Total field on a Quote Line Group?

thanks

Hi, 

I would like to set the (special) price on Quote Line Items based off a margin percentage set on Quote Line Group level. Is this possible? Salesforce does not seem to like using SBQQ__QuoteLineGroup__c in a price condition..

thanks!

Hi CPQ Experts, 

Did anyone tried a summary variable at Quote Line Group level. 

I see "Target Object" field is a pick list for Summary variable object and adding "Quote Line Group" isn't working. 

Not sure what i am missing there.... as we have requirements to put some validation like 1 Bundle per Group, which i am trying to do with Product rule as

In which, the complexity is we have a quote line which is specific to Promotions (where the sku's will be standalone not bundles)...rest of groups are eligible to contain bundle sku's 1 per group.

Is there any way to access the clone Quote Line Group functionality available in the Quote Line Editor from outside the Quote Line Editor through apex? I have a requirement where I need to allow cloning of groups with the related line items from the Quote Line Group record directly and I would like to know if there are any standard methods or APIs available in CPQ to do this.