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rajesh kamath 16
Auto QuoteLineItem Creation on bulk insert of quote
Hello Geeks,
I had a query and would be much appreciated for any kinda help.
Firstly, when I create a quote record, is it a standard behaviour that QLI's get created automatically?
Secondly, When I create a quote manually, QLI's gets created automatically, this is correct behaviour as per our functionality...
But when I insert the bulk quote records through dataloader, the quote gets created but its respective QLI's are not geting created...
Please let me know why this issue is happening and any answers on solving it. Prior thanks...
I had a query and would be much appreciated for any kinda help.
Firstly, when I create a quote record, is it a standard behaviour that QLI's get created automatically?
Secondly, When I create a quote manually, QLI's gets created automatically, this is correct behaviour as per our functionality...
But when I insert the bulk quote records through dataloader, the quote gets created but its respective QLI's are not geting created...
Please let me know why this issue is happening and any answers on solving it. Prior thanks...
All Answers
It's Salesforce standard behavior that whenever you create a new Quote, it is going to copy the opportunity products to the new quote as quote line items. So Whenever you upload quote through dataloader, please make sure that related oportunity does have related product items or not?