Hello! If you’re here, you’re looking for how to pull groups into your amendments and/or renewals! You might have come from the Salesforce Idea page or perhaps google search….
This package is now on the AppExchange! Go install it!
There is a checkbox field, a trigger and a Price Rule involved. Fear not! All of it is right here.
This Price Rule is only for the legacy Renewal service (see the second note at the top). The new Renewal service does not have an issue with setting the Grouped Line Items checkbox on Quote but the legacy service does. We have no idea which service you’re using so this solution accommodates both!
Price Rule Name: Quote – Inject TRUE to Group Line Items
Here are some special fields you can create to get more control over when you pull line groups into renewals and amendments. They can be formula fields or editable checkboxes. You can then apply your own logic to determine when to pull groups.
Note: if these fields do not exist, the system will pull groups into renewals and amendments, respectively, all of the time.
|Pull_Line_Groups_Renewals||Contract||Checkbox||Create a checkbox field! This can be a formula field or editable field. When checked, CPQ will pull Quote Line Groups from the original contract into your renewal Quotes.|
|Pull_Line_Groups_Amendments||Contract||Checkbox||Create a checkbox field! This can be a formula field or editable field. When checked, CPQ will pull Quote Line Groups from the original contract into your amendment Quotes.|