QuoteLineGroup

Stores the group information for line items in a quote. It also stores the aggregated line field information (subtotal). It contains a parent-child relationship to quote. This object is available in API version 61.0 and later.

Supported Calls

create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), update(), upsert()

Fields

Description

Type: string
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The description of the group.

Discount

Type: percent
Properties: Create, Filter, Nillable, Sort, Update
Description: The optional discount percentage, specified by the sales representative at the group level.

DiscountAmount

Type: currency
Properties: Create, Filter, Nillable, Sort, Update
Description: The optional discount amount, specified by the sales representative at the group level.

EndDate

Type: date
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The end date of the group ramp segment.

IsRamped

Type: boolean
Properties: Defaulted on create, Filter, Group, Sort
Description: Indicates whether the group is a group ramp segment, which is a period in a group ramp deal with specific prices and volume. The default value is false.

Margin

Type: percent
Properties: Create, Filter, Nillable, Sort, Update
Description: The optional margin percentage, specified by the sales representative at the group level.

MarginAmount

Type: currency
Properties: Create, Filter, Nillable, Sort, Update
Description: The optional margin amount, specified by the sales representative at the group level. This amount can also be considered as the summary margin amount calculated by subtracting the total cost from the summary subtotal.

Name

Type: string
Properties: Create, Filter, Group, idLookup, Sort, Update
Description: The name of the group.

ParentQuoteLineGroupId

Type: reference
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The ID of the parent group for a nested quote line group. This field is a relationship field.
Relationship Name: ParentQuoteLineGroup
Refers To: QuoteLineGroup

QuoteId

Type: reference
Properties: Create, Filter, Group, Sort
Description: The ID of the related quote. This field is a relationship field.
Relationship Name: Quote
Relationship Type: Master-detail
Refers To: Quote (the master object)

SegmentType

Type: picklist
Properties: Filter, Group, Nillable, Restricted picklist, Sort
Description: The duration type of the segment. Possible values are Custom or Yearly.

SortOrder

Type: int
Properties: Create, Filter, Group, Nillable, Sort, Update

StartDate

Type: date
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The start date of the group ramp segment.

SummarySubtotal

Type: currency
Properties: Create, Filter, Nillable, Sort, Update
Description: The aggregated subtotal amount of nested group lines.

SummaryTotalAmount

Type: currency
Properties: Create, Filter, Nillable, Sort, Update
Description: The aggregated total amount of nested group lines before any discounts are applied.

TotalAdjustment

Type: percent
Properties: Filter, Nillable, Sort
Description: The total discount percentage applied at the group level. This percentage is calculated by using the formula: (Summary Total Amount - Summary Subtotal) / Summary Total Amount.

TotalAdjustmentAmount

Type: currency
Properties: Filter, Nillable, Sort
Description: The total discount amount at the group level. This amount is calculated by subtracting the summary subtotal from the summary total amount.

TotalCost

Type: currency
Properties: Filter, Nillable, Sort
Description: The aggregated total cost of nested group lines.

TotalMargin

Type: percent
Properties: Filter, Nillable, Sort
Description: The summary margin percentage at the line item level. This percentage is calculated by using the formula: (Summary Subtotal - Total Cost) / Summary Subtotal.

TotalMarginAmount

Type: currency
Properties: Filter, Nillable, Sort
Description: The summary margin amount calculated at the group level.

Type

Type: picklist
Properties: Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update
Description: The type of quote line group. Possible values are AssetDowngrade, AssetSwap, AssetUpgrade, CPQQuoteGroup—CPQ Line Grouping, or RampScheduleGroup. The default value is CPQQuoteGroup.