How can I only show product bundles specific to login user based on the profile or any other field? Does custom actions like conditional or default work?
Cannot activate this Order Product because it is missing one or more rules on the Order Item Consumption Schedule.
Salesforce CPQ error: "Cannot activate this Order Product because it is missing one or more rules on the Order Item Consumption Schedule."
Can anyone help me with this error? This error is coming while activating Order with Usage/Consumption products.
I created Product Bundle. When I am selection Product in Quote, Why I am getting this:
Please see the attchment.
- upgrade or downgrade subscriptions
- terminate subscriptions
I'm trying to understand if there are any relationship field(s) between Contract Line Items and Assets. Let me give an example:
Say, I have a Bundle Product with a License and one maintenance(Subscription) product related to it. When I Order and then Contract the same I can see a Service Contract, one Contract Line Item and an Asset Record (visible under Account) .
What I want to know?
If there are relationship fields from Contract / Contract Line to the Asset Line or the other way round ? I can see field named Current Contract Line Item on Asset and a field named Asset Name(lookup to asset) from Contract Line Item but there aren't any values in any of these fields.
For example, if you have a rackmount server with 5 blades for a total of $12,000, and a single support SKU that is 10%/year of the configured hardware cost (thus $1,200 in this case), you'd get 1 contract line item for the support, 5 assets for the blades, and 5 entitlements that link each asset to the support SKU.
Aside from the percent-of-total pricing scenario, there is no connection between Assets and Contract/Service Contract, or Subscriptions/ContractLineItems out of the box. You can of course create the automation to do this. It's not a hard query because what these records all DO have is relationships to the Quote Line from which they were created. Quote Line gets you Quote, so you can match an asset to its ContractLineItem by tracking what Quote they were sourced from.
Is there a limitation on the quantity of Configuration Attributes that may be assigned to a product?
I discovered an API name typo in the source field after clearing all of my attributes
and adding them back in one by one coupled with a page refresh.
The quote line field and target field picklist entries were spelled correctly,
but the product option had an extra letter in the API name.
I guess my request would be to see an error message or flagged attribute instead of a blank screen
to give some clue as to what the issue is (thought now I know what to look for).
Is this something we could build using a custom cost settlement field and a price rule? How would you determine the prior year services for specific type students?
I am thinking this would take quite a bit of design and maybe some apex?
We also have a similar request based on Revenue Capture of cost settlement.
If you want to lean into CPQ functionalities, this sounds like a use case that can be met with a percent of total product. You may need to creatively add back in these covered products without charging the customer for them, but a PoT may provide the most flexibilty as it will always take 3% of whichever the price of the prior year services are.
I did same steps. but its not showing in Quote PDF. please help
- Create a Document record.
- Give your document a name and then upload the file you want to serve as the watermark.
- Salesforce CPQ has a standard “Draft” watermark image available by default. You can find it in the Document Folder field within the Documents tab of Salesforce CPQ package settings.
- Select Externally Available Image and then click Save.
- Copy the SFDC ID from the URL of your document record.
- Your SFDC ID is the string of letters and numbers following the final slash in your record’s URL.
- Go to the quote template where you enable the watermark for draft documents. Add your SFDC ID to the Watermark ID field.
- Save your quote template.
We are missing a step in the documentation. On your Quote, you have to set the SBQQ__WatermarkShown__c field to TRUE to show the watermark. You can use a workflow rule to do this based on status or your own criteria. I will let our docs team know to add this.
I have my price book with prices defined with 4 decimal places, given the use case I am working on has products that are priced in cents, such as 18.92 cents ($0.1892).
I have set the CPQ package settings so the unit price scale also matches that setting:
However, when selecting a product, the quote line rounds that unit price to 2 decimal places, though displaying the value with 4 decimal places, as shown below, which then results in a wrong calculation of the net price:
Has anyone faced such issue? Any help would be highly appreciated!
Many thanks in advance :)