How to Customize Line Item and Optional Line Item Sections

(Doc ID 1999598.1)

Last updated on SEPTEMBER 09, 2017

Applies to:

Oracle BigMachines Express CPQ Cloud Service for Salesforce.com - Version Spring 15 and later
Information in this document applies to any platform.

Goal

The Line Items and Optional Line Items sections are two of the Provided Sections included out-of-the-box in Express CPQ Quoting. The Line Items section is a special list that will display the Quote Line Items which represent the commercial piece of the proposal document. The Optional Line Items section is a special list that displays line items that are excluded from the quote totals but can be displayed on the proposal as upsell options.

These sections can be configured to show specific Product and Line Item fields, similar line items can be sorted, summarized into separate tables or grouped and subtotaled. The Line Item sections will also display bundled features with their master Line Item.

Solution

Sign In with your My Oracle Support account

Don't have a My Oracle Support account? Click to get started

My Oracle Support provides customers with access to over a
Million Knowledge Articles and hundreds of Community platforms