Quotation line items

Definition

Let's go back to the definition we saw in the article Main Objects Frisbii.

Object	Description
Quotation Line Item	Quotation line items allow you to add products to your quotation, as well as product-related VAT rates and line discounts as negotiated with your customers.

Relationship with other Frisbii objects

This extract from our conceptual data model gives you an overview of the relationships of the quotation line item object with the other objects of our application:

Quotation
Quotation line items represent the lines of the quotation, like opportunity products for opportunities or invoice lines items for invoices. The two objects are related (master-detail relationship).

Opportunity
It is possible to synchronize quotations with opportunities. Following this synchronization, the information in the fields of the quotation line items is included in the opportunity products and vice versa.
Here is the article on this subject: Quotations - Synchronisation with opportunities.

Invoice
When an invoice is created from a quotation, the information from the fields of the quotation line items is taken over in the invoice line items of the invoices.
Here is also an article on this subject: Quotations - Invoicing from a quotation.

Now let's discover all the fields available for this object.

The object's fields

Here is a list of fields by section.

Details

Designation	Text (255)	Designation to be filled in. Managed field.
Product	Lookup (Product)	Allows you to link the product to the quotation line item. If the product is deleted, the reference is deleted from the field. Managed field.
Quotation	Master-Detail (Quotation)	Links the quotation (Master) to the quotation line item (Detail)
Position	Number (4, 0)	Allows you to put the quotation line items in a certain order for display on the quotation PDF.
Detailed Description	Long Text Area (4000)	Included on the PDF template of the offer if the Display detailed description checkbox on the quotation is checked. Automatically includes the Product Description field linked to the quotation line item, if the quotation line item is added via the button Add Product.

Quantities and prices

Quantity	Number (10, 2)	Field to be filled in. Automatically filled in if the quotation is created from the opportunity.
Accurate Quantity	Number (8,10)	Takes the value of the quantity field. Quantity displayed with 10 decimal places. This field is used for the generation of ledger entries, as some accounting software requires more than 2 decimal places.
Unit Price excl. VAT	Currency (16, 2)	Unit price before tax. Field to be filled in. Automatically filled in if the quotation is created from the opportunity.
Accurate Unit Price excl. VAT	Currency (8, 10)	Resume the value of the field Unit Price excl. VAT Unit price before tax displayed with 10 decimals. This field is used for the generation of ledger entries, because some accounting software require more than 2 decimals.
Currency	Picklist	Currency applied on the quotation line item Please follow this Salesforce article if you want to set up a multi-currency management. Beware: the currency can be filled in at several levels (on several objects).

Amounts & Discounts

Discount Rate	Percent (4, 6)	Discount rate to be applied to the amount of the quotation line item. Field to be filled in. Automatically filled in if the quotation is created from the opportunity.
Discount amount	Formula (Currency)	Amount of the discount of the quotation line item. Formula: Amount before all discounts * Discount rate 2 decimals.
Amount excl. VAT	Formula (Currency)	Amount before tax. Formula : Amount before all discounts - Discount amount 2 decimals.
VAT Rate (%)	Picklist	Value Added Tax as a percentage. This is a managed field, but you can add values to the list or restrict the list to values needed for your business needs.
VAT Amount	Formula (Currency)	Amount of the Value Added Tax. Formula : Amount before tax * VAT rate 2 decimals.
Amount incl. VAT	Formula (Currency)	Amount including all taxes. Formula : Amount without tax + Amount with VAT 2 decimals.

Unit Selling Price	Formula (Currency)	Unit selling price after all discounts (including the quotation bottom line discount) of the quotation line item. Formula: Unit Price before tax * (1 - Total of all discounts %)
Discount Total	Formula (Currency)	Total amount of all discounts of the quotation line item (quotation line item + bottom line). Formula: Amount before all discounts * Total of all discounts (%)
Discount Total (%)	Formula (Percent)	Total percentage of all quotation item discounts (quotation line item + bottom line). Formula: 1 ((1 - quotation item discount rate)*(1 - quotation bottom line discount rate))
Total excl. VAT	Formula (Currency)	Amount before tax after all discounts (including the discount at the bottom of the quotation) of the quotation line item. Formula: Amount before all discounts (of the quotation line item) - Total all discounts
Total VAT	Formula (Currency)	VAT amount after all discounts (including the bottom line discount of the quotation) of the quotation line item. Formula: Amount excluding VAT * VAT rate (of the quotation line item)
Total incl. VAT		Amount including all taxes after all discounts (including the discount at the bottom line of the quotation) of the quotation line item. Formula: Amount excluding VAT + VAT Amount

Invoicing Plan

This part of the page is interesting if you invoice the quotation partially (in several times). You can see what percentage of the quotation has already been invoiced.

Note: If you put a validation rule on the field Total Percentage Invoiced, you can avoid overbilling the quotation. Here is the Trailhead unit on creating validation rules to help you with this.

Average Quantity Invoiced	Number (16, 2)	Displays the average quantity invoiced. Entered by an Apex trigger, when the invoice is created from the quotation.
Total Quantity Invoiced	Number (16, 2)	Displays the total quantity invoiced. Entered by an Apex trigger, when the invoice is created from the quotation.
Remaining Quantity to Invoice	Formula (Number)	Formula: If quantity is greater than Total Invoiced Quantity Rounded to two decimal places (Quantity - Total quantity invoiced) Otherwise displays 0
Average Percentage Invoiced	Percent (16, 2)	Displays the average percentage invoiced. Set by an Apex trigger, at the creation of the invoice from the quotation.
Total Percentage Invoiced	Percent (16, 2)	Displays the total percentage invoiced. Set by an Apex trigger, at the creation of the invoice from the quotation.
Remaining Percentage to Invoice	Formula (Percent)	Formula: If the Total Percentage Invoiced is less than 100%, then Rounded to two decimal places (1 - Total percentage billed) Otherwise displays 0

Fields to be added on the page layout if needed

If you want to add fields in this page, please follow the steps here: The new dynamic page layouts and how to change them from Summer '21.

Amount excl. VAT before discounts	Formula (Currency)	Amount before tax before applying the discount. If the fields Quantities and Unit Price before tax are filled in, the formula Quantity * Unit Price before tax is applied. 2 decimals
Discount Rate (%)	Formula (Percent)	Resumes the Discount Rate field to display it to two decimal places
End Date	Date	Validity end date of the quotation line item (included on the subscription line item and on the invoice line item, if you create a subscription from the quotation). Allows you to generate the prorata on the invoice line item. Beware: The prorata calculation will not be included on the quotation, the prorated amount is only displayed on the invoice line item.
External ID	Text (255) (external ID)	If the quotation line item is associated with a record in a third-party system, you can enter the quotation line item ID from that third-party system here.
First Invoice Only	Checkbox	Allows you to display this quotation line item only on the first invoice as an invoice line item. This can be used for example for a gym membership fee or a material supplied at the start of a service (e.g. Internet box). Field included on the subscription line item, if you create a subscription from the quotation line item.
Opportunity Line Item	Text (18)	If the quotation was created from an opportunity, this field displays the opportunity product that is linked to the quotation line item
Price Book Price	Currency (16, 2)	Returns the Price Book Price configured for the product if you add the quotation line item by clicking Add Product.
Product code	Text (255)	If the product code is filled in on the product and you have created the quotation line item by clicking on Add product, this field is filled in automatically
Product rule	Lookup (Product Rule)	The product rule provides more information about the context of the product sale (product-related accounting account/product configuration) Displays the product rule linked to the offer item Allows you to go to this product rule Please find here an article on the topic : Product rules - Implementation
Record Name	Auto Number	As the name of the quotation, a number that is automatically filled in when the quotation line item is created Display by default in the button bar at the top of a record
Start Date	Date	Validity start date of the quotation line item (included on the subscription line item and on the invoice line item, if you create a subscription from the quotation). Allows you to generate the prorata on the invoice line item. Beware: The prorata calculation will not be included on the quotation, the prorated amount is only displayed on the invoice line item.
Synchronised quotation?	Formula (Checkbox)	Displays if the quotation was synchronized with an opportunity Here is an article about it : Quotations - Synchronisation with opportunities.
Unit Price excl. VAT after Discount	Formula (Currency)	Formula : Unit price before tax * (1 - Discount rate)
VAT Rate	Percent (4, 4)	Displays the VAT rate that was set by the VAT% picklist with 4 decimals