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Known Issues · Salesforce CPQ (Configure-Price-Quote)

[Advanced Approvals] When using Dynamic Approvals and the approver has a delegate, the approval is not assigned to the correct record

Salesforce CPQ (Configure-Price-Quote)

When using Dynamic Approvals and the approver has a delegate, the approval is not assigned to the correct record

In Review ·Reported By 27 ·Updated Yesterday

Unexpected Multiple Contracts Generated from Order w/MDQ Products Created from Groups - Second Contract Generates Wrong Dates

Salesforce CPQ (Configure-Price-Quote)

A second Contract is unexpectedly created when contracting an Order containing two Quote Line Groups with different MDQ Segment Start Dates and End Dates.

In Review ·Reported By 10 ·Updated Yesterday

CPQ Quote fields does not always update when saving out of Quote Line Editor in a Lightning Community

Salesforce CPQ (Configure-Price-Quote)

In a lightning community, making changes in the Quote Line Editor that updates certain currency fields in the quote record such as Net Amount does not always reflect the up to date value. A refresh in the quote record page is needed to see the most current value.

In Review ·Reported By 9 ·Updated Yesterday

Price Rules changing fields in the Standard Line Item Drawer don’t show until after second calculate when Improve Browser Performance enabled

Salesforce CPQ (Configure-Price-Quote)

When "Improve Browser Performance" package setting is enabled and a field in the Standard Line Item Drawer triggers a price rule to change the value of another field in the Standard Line Item Drawer, the price rule works. However, the changed field does not have its new value reflected by the UI unless...

In Review ·Reported By 5 ·Updated Yesterday

New!Renewal Pricing Incorrect for MDQ products when using Renewal Method Uplift, Special Price, and a longer Renewal Term for the Renewal

Salesforce CPQ (Configure-Price-Quote)

When using an Account that has Renewal Method "Uplift", MDQ Products with Special Price, and having a longer Renewal Term, the renewal pricing for the "new" MDQ Products is using List Price Instead of the Renewal Price from the first segment's Subscription record.

In Review ·Reported By 3 ·Updated Today

MDQ Quote Line with Cross Ordered Discount Schedule, Price of 0 and existing overlap segment does not create Subscription

Salesforce CPQ (Configure-Price-Quote)

MDQ Quote Line with Cross Ordered Discount Schedule and the following criteria does not create subscriptions -Same Segment Date as an existing Active Subscription -Same Quantity -Price of Zero

No Fix ·Reported By 3 ·Updated Yesterday

New!Asset Order Products have Contracted=TRUE despite Contracting Method=”Do Not Contract” when splitting Assets over multiple Orders from the same Quote

Salesforce CPQ (Configure-Price-Quote)

When splitting an Asset between multiple Orders from a single Quote, if the first Asset Order Product creates an Asset, any subsequent Order Products of the same Asset will have Contracted enabled when the Order is Contracted, even if Order Product Contracting Method = “Do Not Contract”. This results...

In Review ·Reported By 1 ·Updated Yesterday

Guided selling is not Displaying the Correct products as Suggested

Salesforce CPQ (Configure-Price-Quote)

When we load the Guided selling prompt, the value for the checkboxes is null. As a result, if we do not change them ,they get filtered out of the query later on and we present more products to choose from. This is confusing as the end customer is only expecting a subset of the products to be displayed....

In Review ·Reported By 1 ·Updated Yesterday

Renewal quote doesn't bring in all assets that are part of a bundle if the Quantity of the parent asset was increased during amendment

Salesforce CPQ (Configure-Price-Quote)

If a Quantity of a parent asset product was increased during amendment and a new child asset was added during amendment process, a Renewal quote doesn't bring in all assets ( it doesn't contain the newly added child asset).

In Review ·Reported By 1 ·Updated Yesterday

Non-CPQ Users are unable to update the Order Products when 'Perform Enhanced Access Check' is enabled

Salesforce CPQ (Configure-Price-Quote) , Salesforce Order Management

SUMMARY In an Org where Salesforce CPQ is installed, when a user without Permissions to CPQ objects tries to update a non-CPQ related custom field on the CPQ Order product i.e Order product has an associated Quote line, the Order Saving process fails due to enhanced security changes.

In Review ·Reported By 5 ·Updated 2 days ago

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