Sum the value of Configurator Option Line Items onto their associated Master
Overview
Flexpricer’s Configurator allows you to add multiple Configuration Master Line Items to an Opportunity, with each Master Line Item having one or more associated Options.
You may wish to consolidate the Total Price of the Option Line Items onto the Master Line Item for quoting or reporting purposes.
This free Flexpricer® Labs Extension contains a series of boolean and currency fields on Opportunity Product to store the sum of the Total Price of the Options onto a the Configurator Master Line Item.
Extension Highlights
- Supports Professional Edition and above (but please note Flow Limits)
- 4 Custom Fields
- 2 Record-Triggers Flows
- Unmanaged Package that you can customise/change as you need
Important Considerations
- This extension only considers Opportunity Products – you may wish to use the Flows as inspiration to create the same or similar functionality on Quote Line Items.
- The Flows are aware of the unique relationships between Configurator Master and Configurator Option Line Items – so support multiple (and different) Configurator Master Line Items on the same Opportunity
- The Flows run asynchronously to ensure that the Configurator Option Line Items are saved prior to the calculation for the Configurator Master Line Item taking place. If you have an extremely large number of line items on your opportunities, you may wish to change the Flow to run X minutes after the save operation.
Installation and Usage
You can install this free, unmanaged extension using the link below.
- Production Install Link: https://login.salesforce.com/packaging/installPackage.apexp?p0=04t8d000000yZLN
- Sandbox Install Link: https://test.salesforce.com/packaging/installPackage.apexp?p0=04t8d000000yZLN
How it Works
- Upon Opportunity Line Item save, if the record has Is MasterProduct = TRUE, then the ‘Trigger’ flow included in this package runs. This sets the Options Total Trigger checkbox to TRUE.
- The second ‘OLI’ flow is triggered when Is Master Product = TRUE and Options Total Trigger = TRUE and performs the following operations
- Iterates over all Line Items where the Opportunity is the same as the Master Line Item and where Is ProductOption is TRUE and where the value in the Master GUID field matches the value in the GUID field of the Master Line Item
- Options Total Price is then populated only on Configurator Master Line Items (those with Is MasterProduct = TRUE) and contains the sum of Total Price from the Configurator Option Line Items associated with the Configurator Master.
- Options Total Cost is populated only on Configurator Master Line Items (those with Is MasterProduct = TRUE) and contains the sum of Total Cost (Quantity * Unit Cost) from the Configurator Option Line Items associated with the Configurator Master.
- Sets the Options Total Complete checkbox to TRUE
- Finally the Trigger flow fires again to reset the Options Total Complete checkbox to FALSE, ready for the next time the line items are edited.
Remember that the flows in this package run asynchronously. This means that you may not see the field values populate immediately – it might take a few seconds for salesforce to run the flows and update the fields.
