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How can I make Sales Price or Quantity 'optional' on an Opportunity line item?


Knowledge Article Number: 000004928


Description

I would like a way that I can make Sales Price or Quantity "optional" on an Opportunity line item.




Resolution

Salesforce CRM has the capability to:

1. Add default values for the Sales Price and Quantity fields on Opportunity Products.

2. Remove those fields from the Opportunity Product page layout.

This requires a Manually Provisioned Feature that enables this functionalityand is called:

"Supply default opportunity line item values" A Feature Activations case will have to be created for this activation.

This feature supports companies who may want to track products on an opportunity, but are not really interested in tracking the exact price or quantity at the SKU level, as that information may only be specified in more detail at a later stage of the deal cycle. This feature, activated on request, allows an organization to remove either the Sales Price or Quantity field (or both) from the opportunity product line item and have these fields not show up anywhere on an opportunity to a user.

If this applies to you and you would like to utilize this capability, salesforce.com will be happy to activate this feature for you.

Please confirm that you would like the feature enabled for your organization and that you understand the following details related to its activation and use:

Once the feature is activated for your org:

1. The Sales Price field on opportunity product will be defaulted with the value of the List Price field from the price book (this same behavior has already existed prior to Winter '06). The default value can be edited.

2. The Quantity field on opportunity product will be defaulted with a value of 1. The default value can't be edited due to it is a standard field.  Essentially this portion of the functionality places the 1 for you.  When this feature is off you have to manually place a value in the Quantity field.

3. The Sales Price or Quantity field can be removed from:
(a) The Opportunity Product Page Layout
(b) The Opportunity Product Multi-Line Layout (will happen automatically with (3)(a)).

4. The Sales Price or Quantity field, once removed from the page layouts, can be moved back on to the page layouts. If they are wanted back on both the Opportunity Product Page Layout and the Opportunity Product Multi-Line Layout, both layouts would have to be edited individually - first the former, then the latter.

 

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The name of the Manually Provisioned Feature that enables this functionality is:

"Supply default opportunity line item values"
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Please note: If your organization is using Quotes the Sales Price and Quantity are still required fields. Currently there is not a Feature Activation to make these fields optional for the Quotes Object.

There currently is an Idea on the Idea Exchange for this functionality.  

If you would like to vote for it click on the link: https://success.salesforce.com/ideaSearch?keywords=Sales%20Price%20field%20on%20Quote%20Line%20Item%20object%20not%20required