- Created by Anne Krieg , last modified by Phu Nguyen (Unlicensed) on Dec 09, 2021
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Introduction
For the quoting process in appero quote, the focus is on the product (product2). It has been extended for appero quote with special information for the quoting process. Also included in the package is the page layout apoProduct Layout, which maps these extensions.
Object structure
Technical specification
API Name | Label EN |
Product2 | Product |
Fieldname | Label EN | Type | Commentary |
|---|---|---|---|
Name | Product Name | Text (255) | Mandatory field. Displayed in appero quote. |
Description | Product Description | Text (4000) | The description appears under the product name in the quote document. |
sf42_quotefx__SF42_DescriptionDetail__c | Description (Detail) | Long Text Area (32000) | The detail description should be used if the space of 4000 characters of the normal description is not sufficient for your product data. For this purpose, please activate the Setup Text UseDescriptionDetail . |
isActive | Active | Checkbox | Only active products can be offered in appero quote. |
ProductCode | Product Code | Text(255) | Optionally, a product code/art. no. can be stored here and output in the quote. |
sf42_quotefx__SF42_Product_Group__c | Product Group | Lookup(Product Group) | Lookup relationship to the product group |
sf42_quotefx__SF42_Product_Group_2__c | secondary Product Group | Lookup(Product Group) | Up to two product groups can be assigned to one product. |
sf42_quotefx__SF42_VE__c | PU | Number(11, 5) | Additional quantity field, "Packing Unit" , to include this in the calculation, the setup parameter CalculatePackingunit must be set to true. See also |
sf42_quotefx__SF42_editableListprice__c | Listprice is editable | Checkbox | Enables manual overwriting of the Listprice in the quoting process. If the Listprice is changed by Product Properties (price calculation from sum or product or Product Properties with calculation and operator "="), the Listprice can not be edited regardless of the checkbox. |
Family | Product Family | Picklist | Optional. Enables grouping into so-called Product Families |
sf42_quotefx__SF42_IsDiscountProduct__c | Is Discount Product | Checkbox | Identifies a product as a discount product. A so-called discount product cannot be quoted as a product, but is necessary for the allocation of Sum Discounts. See also |
sf42_quotefx__SF42_IgnoreOppSync__c | Ignore for Opportunity Sync | Checkbox | If this checkbox is active, the product will not be created as an Opportunity product when it is transferred to Opportunity and therefore will not be counted towards the Opportunity amount; useful e.g. for postage costs that are included in the quote but are not counted towards sales. |
QuantityUnitOfMeasure | Quantity Unit Of Measure | Picklist | In this Picklist you can define individual units of measure for your products, e.g. days, meters, CPM... and use them in appero quote both for the product search and as a separate column. Important: The assigned values must be entered in identical form (API name) also on the corresponding Picklist sf42_quotefx__SF42_QuoLI_QuantityUnitOfMeasure__c on the object Position sf42_quotefx__SF42_GenLineItem__c, as well as on the Opportunity Product in the field sf42_quotefx__SF42_QuantityUnitofMeasure__c, if you want to save the selection there. |
sf42_quotefx__SF42_notDiscountable__c | not discountable | Checkbox | If this checkbox is set, no manual discounts can be assigned for this product in the Discount, Discount 2, Discount 3 and Discount 4 columns. Discounts from scale rules or on sum level will nevertheless take effect. For products that are marked as non-discountable, the Endprice column in the quote editor is automatically locked for editing. This means that it is not possible to indirectly apply a discount by reducing the final price. |
sf42_quotefx__SF42_isOverrideProduct__c | is Override Product | Checkbox | Enables manual overwriting of the product name in the editor |
sf42_quotefx__SF42_xColumn1__c | Optional 1 | Text | Existing values are written to the corresponding column in the appero quote editor. |
sf42_quotefx__SF42_xColumn2__c | Optional 2 | Text | Existing values are written to the corresponding column in the appero quote editor. |
sf42_quotefx__SF42_QuantityMultiplier__c | Quantity Multiplier | Number | Additional quantity field, to include this in the calculation, the setup parameter CalculateQuantityMultiplier must be set to true. See also |
sf42_quotefx__SF42_SkipDetailDialogOnAdd__c | Skip Detail-Dialog on Insert | Checkbox | If this checkbox is active, the detail dialog will be skipped when inserting a product and the product will be placed directly in the quote document. Exceptions:
|
sf42_quotefx__SF42_QuantitiesNotEditable__c | Quantities not editable | Picklist | You can use this Picklist to block the editing of quantity columns in the quote editor. The following are available for selection:
By default, no selection is made, so all quantity columns can be freely edited by the user. |
Note on the use of xcolumn1 and 2 on the product
If you want to fill the formula columns xcolumn1 and xcolumn2 from the product data set, the following conditions must be met.
The Setup Text formularXColumn1(2)Formatter is set as type "String".
The Setup Text formularXColumn1(2) is empty.
Otherwise, the values are taken from the Setup Texts. A possible alternative is the use of Custom Columns.
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