{"id":993,"date":"2021-05-25T17:18:48","date_gmt":"2021-05-25T17:18:48","guid":{"rendered":"http:\/\/morecpq.com\/?p=993"},"modified":"2022-10-20T18:25:56","modified_gmt":"2022-10-20T18:25:56","slug":"cpq-consortia-quote-by-location","status":"publish","type":"post","link":"https:\/\/morecpq.com\/index.php\/2021\/05\/25\/cpq-consortia-quote-by-location\/","title":{"rendered":"CPQ – Consortia! (Quote by Location)"},"content":{"rendered":"\n

Have you ever wanted to Quote by location? Do you have a client who MUST be able to quote by location? Look no further! Well, look a LITTLE further. Like down this article. This solution involves Account Hierarchy, some Custom Fields, Quote Line Groups, a Fieldset, a Process Builder, a Price Rule, and a QCP! But have no fear, it is all right HERE!<\/p>\n\n\n\n

Set Up Account Hierarchy
<\/strong>This solution works with the out of the box Account Hierarchy mechanism in Salesforce. Make sure your accounts are set up accordingly. Parent Accounts that have child (location) Accounts.<\/p>\n\n\n

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Custom Fields
<\/strong>Quote Line Group
<\/em>– Add Location Field. Lookup(Account)
– Make sure you set up the filter to only show Accounts where Quote Line Group: Account ID = Location: Parent Account ID<\/p>\n\n\n

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– Add Location Name Field. Formula -> point this to Location__r.Name<\/p>\n\n\n

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Quote Line, Opportunity Product, Subscription, Asset, Order Product
<\/em>– Add Location Field. Lookup(Account) (Same field! All objects!)<\/p>\n\n\n

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Quote Line Groups
<\/strong>Add the Location field to the Line Editor fieldset on Quote Line Group.<\/p>\n\n\n

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Account
<\/strong>Create fieldset called “CPQ_Lookup” with Account Name and Address fields in it.<\/p>\n\n\n

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Custom Script – QCP
<\/strong>Here is the QCP (Javascript) code that copies the Location account’s Name value to the Quote Line Group’s Name field.<\/p>\n\n\n\n

export function onAfterCalculate(quote, lines, conn) {\n    quote.groups.forEach(function(group) {\n        if (group.record != null) {\n            group.record['SBQQ__Account__c'] = quote.record['SBQQ__Account__c'];\n            if(group.record['Location_Name__c'] != null && group.record['Location_Name__c'] != '') {\n                group.record['Name'] = group.record['Location_Name__c'];\n            }\n        }\n    });\n    return Promise.resolve();\n}<\/code><\/pre>\n\n\n\n
Create the QCP as a Custom Script record.
– Quote Fields
SBQQ__Account__c

– Quote Line Group Fields
SBQQ__Account__c
Name
Location_Name__c<\/p>\n\n\n\n
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Configure the Custom Script as the Quote Calculator Plugin in the CPQ Package Settings.<\/p>\n\n\n\n
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Price Rule
<\/strong>A Price Rule to copy the Location lookup field value from Quote Line Group to Quote Line.  
– No conditions, after calculate.
– Target Field: Location__c
– Formula: SBQQ__Group__r.Location__c<\/p>\n\n\n\n
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Process Builder (Optional)
<\/strong>A Process Builder to automatically set Ordered = True on the Primary Quote when Stage changes to Closed Won.  You don’t really need this.  It’s a nice to have automation.<\/p>\n\n\n\n
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Install Links
<\/strong>You made it!  Here’s some install links for your time and dedication to your (your customer’s) configuration needs.
Sandbox<\/a> | Production<\/a><\/p>\n\n\n\n
After Install
<\/strong>– Setup -> Objects -> Order -> Page Layout -> Order Product Related List -> Add Location Field
– Setup -> Objects -> Quote Line Group -> Fieldsets -> Line Editor -> Add the Location field.
– Run the below script in the execute anonymous popup in the developer console.  This installs the Price Rule record and Custom Script record.  
(Click here<\/a> to open the developer console in production and here<\/a> to open it in sandbox.)
NOTE: Do not forget the step after the script below… \ud83d\ude03 <\/p>\n\n\n\n
MoreCPQPostInstall.QuoteByLocation_PostInstall();<\/code><\/pre>\n\n\n\n
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– Setup -> Salesforce CPQ -> Configure -> Plugins Tab -> Quote Calculator Plugin Field -> QCP<\/p>\n","protected":false},"excerpt":{"rendered":"
Have you ever wanted to Quote by location? Do you have a client who MUST be able to quote by location? Look no further! Well, look a LITTLE further. Like down this article. This solution involves Account Hierarchy, some Custom Fields, Quote Line Groups, a Fieldset, a Process Builder, a Price Rule, and a QCP! …
Continue reading CPQ – Consortia! (Quote by Location)<\/span><\/a><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"jetpack_post_was_ever_published":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[1],"tags":[],"class_list":["post-993","post","type-post","status-publish","format-standard","hentry","category-uncategorized"],"jetpack_featured_media_url":"","jetpack-related-posts":[],"jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/morecpq.com\/index.php\/wp-json\/wp\/v2\/posts\/993","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/morecpq.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/morecpq.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/morecpq.com\/index.php\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/morecpq.com\/index.php\/wp-json\/wp\/v2\/comments?post=993"}],"version-history":[{"count":50,"href":"https:\/\/morecpq.com\/index.php\/wp-json\/wp\/v2\/posts\/993\/revisions"}],"predecessor-version":[{"id":2137,"href":"https:\/\/morecpq.com\/index.php\/wp-json\/wp\/v2\/posts\/993\/revisions\/2137"}],"wp:attachment":[{"href":"https:\/\/morecpq.com\/index.php\/wp-json\/wp\/v2\/media?parent=993"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/morecpq.com\/index.php\/wp-json\/wp\/v2\/categories?post=993"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/morecpq.com\/index.php\/wp-json\/wp\/v2\/tags?post=993"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}