I'm trying to build a product rule but it's not working as expected. Here is what I have:
I have Product Rule
Type: validation
Scope: Quote
Evalution Event: Tried both Always and Save
Error Condition:
Tested Obj:Quote
Tested field: PlanNumber__c
Filter Type: Value
Operator = equals
Filter value = 12
where "PlanNumber__c" is a rollup Summary field that aggregates MAX of a field "Product_Plan_Numberon__c" on Quote Lines. (Product_Plan_Numberon__c is a twin field with product)
Issue: If I create a quote and add products to in the Quote Line Editor it works for the first time but if I Edit Lines and change the bundle to a different bundle the product rule still fires based on the last saved quote lines and it seems that it first kicks off the product rule and then calculates the rollup summary field.
Is this expected? I know that I can go with Summary variable but I need to know the expected behaviour with the rollup summary field and product rules.
Thanks,
5 answers
You can "see" the value of a summary variable by creating a price rule which writes its value to a field on the quote object. That effectively makes the functionality identical to (yet better than) rollup summaries.
