Price Rule Faulty Calculate Scenarios on updates to fields in CPQ

Issue Description

• Customer has set up a scenario to update a Checkbox on the Quote which indicates whether or not the Quote will require Approval.

Expected Behavior

• The Quote checkbox will be updated accurately based on the Customer’s outlined conditions any time the Quote is calculated.

Actual Behavior

• The checkbox will not update under the initial conditions.

Customer Setup

1. Create a Picklist field on both Product & Quote Line with the API name: Flagged__c with values A, B, C
2. Create a Quote Line Checkbox Field with the API name:  RequiresApproval__c
3. Create a Quote Checkbox Field with the API name : ApprovalRequired__c
   1. Add to Quote’s ‘Line Editor’ Field Set
4. Create a Quote Line Checkbox Formula Field with the API name: Product_requires_approval__c
   1. Formula logic: IF(RequiresApproval__c=TRUE, TRUE, FALSE)
   2. Add Flagged__c, RequiresApproval__c, Product_requires_approval__c to Quote Line’s ‘Line Editor’ Field Set

Summary Variable Setup:

1. Create a Summary Variable named: Sum QL where Approval is required
2. Target Object - Quote Line
3. Aggregate Function : Count
4. Aggregate Field : Quantity
5. Filter Field : Product_requires_approval__c
6. Operator: Equals
7. Filter value : true

Price Rule 1 Setup:

1. Create a Price Rule named ‘Clear QL Approval Requirement’ where:
2. Calculator Evaluation Event = On Initialization

Price Action:

1. Target Object : Quote Line
2. Target Field : RequiresApproval__c
3. Value : false

Price Rule 2 Setup:

1. Create a Price Rule named ‘Check if QL requires Approval’ where:
2. Calculator Evaluation Event = Before Calculate

Price Condition:

1. Object: Quote Line
2. Field : Flagged__c
3. Operator : equals
4. Filter Type : Value
5. Filter Value : A

Price Action:

1. Target Object : Quote Line
2. Target Field : RequiresApproval__c
3. Value : true

Price Rule 3 Setup

1. Create a Price rule named ‘Lines Require Approval-> flag Quote’ where:
2. Calculator Evaluation Event = After Calculate

Price Condition:

1. Tested Variable: Sum QL where Approval is required
2. Operator : not equals
3. Filter Type = Value
4. Filter value = 0

Price Action:

1. Target Object: Quote
2. Target Field : ApprovalRequired__c
3. Value : True

Test Steps:

1. Make the Product Pick-List value ‘A’ for a Product
2. Create a Quote
3. Add Products
4. Select the Product you modified above
5. Select

Observe:

1. Flagged__c = A
2. RequiresApproval__c = True
3. Product_requires_approval__c = True
4. Quote: ApprovalRequired__c = false

Expected:

1. Quote’s ApprovalRequired__c will be true

Why this occurs:

1. ‘Flagged’ field will map on Product→ QLE transition
2. 1st Price rule: RequiresApproval__c is nulled On Initialization
3. 2nd Price rule: RequiresApproval__c will populate on Before Calculate
4. Quote Line Formula: Product_requires_approval__c field will process after ‘After Calculate’ (Formulas evaluate only before Before Calculate and after After Calculate events).
5. 3rd Price rule: ApprovalRequired__c remains null, because the Summary Variable is filtering based on a formula where ‘Requires Approval’ is an input field for the formula, so it will have a stale value until after the After Calculate Evaluation Event.