Salesforce CPQ Order Management

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  • Опубликовано: 30 окт 2024

Комментарии • 10

  • @ashishjolly7296
    @ashishjolly7296 5 месяцев назад

    if same quote lines need to be shipped (with same quantity) to two different locations how can i achieve that do i have to use Order by on Quote?

    • @SalesforceCPQ
      @SalesforceCPQ  5 месяцев назад

      create location specific quote line groups

  • @revanthkumar6735
    @revanthkumar6735 4 года назад +1

    Thank you... Please do more videos daily

  • @sanjusystica
    @sanjusystica 2 года назад

    Thanks for the video. My quote status is 'Approved', but I'm getting this error while converting the quote to order.
    "Status: bad value for restricted picklist field: Draft"

    • @SalesforceCPQ
      @SalesforceCPQ  2 года назад

      There are like two status fields on quote. Check thoes first. I not sure if you have approval status field as well. Please confirm

    • @sanjusystica
      @sanjusystica 2 года назад

      @@SalesforceCPQ Thanks for the reply. I can see two status fields on quote(SBQQ__Quote__c) that is 'status' and 'document status'. There is no restricted picklist in both cases.

    • @SalesforceCPQ
      @SalesforceCPQ  2 года назад

      @@sanjusystica set the automation for status field from approval status and mark it as approved as well

  • @satyasiva1662
    @satyasiva1662 3 года назад

    I am unable to create order when I check the Quote 'ordered' programatically.
    Can some one let me know the issue, please?

    • @SalesforceCPQ
      @SalesforceCPQ  3 года назад

      Sometime immediate order creations might fails due to quote calculation is still in progress .. so keep delay between quote calculation and order creation .