Quote Item Builder 2017 Updates

Quote Item Builder 70

Release Details

  • Released November 1, 2017

New Features

New Stage Pricing feature for Quotes (863)

The Stage Pricing feature is now available for quotes. This gives you the ability to apply a fixed price to a collection of quote items.

Refer to the Stage Pricing Setup article for instructions on how to set up this feature.

New Barcode Scanning feature (1015)

You can now scan barcodes on items to add them to quotes.

Refer to the Quote Item Builder Setup article for instructions on how to set up and use this feature.

Bug Fixes

# Area Description

741

Permissions

Permissions didn’t control access to quote item record types correctly.

911

Bulk Edit

The "Too many SOQL queries" error displayed when you tried to edit more than 25 items at once.

974

Item grid

Lookups with filters didn’t work.

982

Item picker

Currency fields didn’t display blank values correctly.

998

Item grid

Currency labels didn’t display correctly.

1049

Permissions

You could still add and delete items even if you didn’t have Create and Delete permission for the Quote Item object.

1063

Item grid

Monetary values didn’t always display right justified in Currency fields.

1067

Item grid

Dependent fields didn’t work correctly.

1069

Item grid

You could edit values in locked fields.

1082

Item grid

An error displayed when you selected to edit certain quote items.

1086

Item picker

The Item Type picklist displayed duplicate values if you deleted quote items before trying to add new items.

Quote Item Builder 52

Release Details

  • Released July 27, 2017

Bug Fixes

# Area Description

894

Item grid

When you edited a child item, the sort order of all items under the parent changed.

898

Bulk Update

Items didn’t update correctly if you had FieldFX Base Package v1.181 installed.

Quote Item Builder 49

Release Details

  • Released June 28, 2017

New Features

New Way to Add Multiple Items (900)

The Item picker now features a # field for available items. Enter a quantity in this field to add the item to the quote in the specified quantity.

Bug Fixes

# Area Description

684

Item grid

You couldn’t delete dynamic parent items unless you deleted their child items first.

717

Item grid

Values disappeared after adding a picklist to a Quote Item page layout.

722

Editing Items

You could edit read-only quotes.

766

Fields

You couldn’t enter negative prices in currency fields.

768

Item Type filter

Record types you didn’t have permission to use displayed available for selection.

789

Translation

Error messages displayed if you had missing translation keys in your static resource files.

791

Statuses

Statuses didn’t control whether records were read-only.

793

Error Messages

Error messages didn’t display when you encountered an issue while using the bulk create or bulk delete feature.

795

Item grid

The Item grid didn’t resize when you resized the Item picker.

796

Item grid

Column headers didn’t align correctly.

798

Fields

Custom lookup filters didn’t work.

801

Validation Rules

Validation errors didn’t display when you entered invalid data.

813

Item grid

Inaccurate warning messages displayed when you tried to delete required items.

824

Item grid

Items required by a rule didn’t get added until you refreshed the page.

832

General

The Quote Item Builder crashed in orgs using the Rule Engine.

833

Item grid

Items disallowed by a rule didn’t get removed until you refreshed the page.

840

Item picker

Values in number fields didn’t align correctly.

842

Bulk Edit

A vague error message displayed when you tried to bulk edit items that had Locked Description selected,

845

Item grid

Values in Date/Time fields didn’t update after a Bulk Edit until you refreshed the page.

846

Bulk Edit

Values didn’t get cleared from fields until you refreshed the page.

854

Item grid

After you edited a child item, the item displayed in duplicate in the Item grid.

875

Validation Rules

The Quote Item Builder crashed when you entered invalid data and triggered a validation error.

887

Fields

The Search window didn’t open when you clicked the magnifying glass on a lookup.

889

Item grid

Search filters didn’t filter the Item grid correctly.