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Contracted Prices creation when the "Generate Contracted Price" field behaviour when "Create Contracted Prices" is set to TRUE on the Opportunity.

게시 일자: Jul 23, 2025
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In Salesforce CPQ, Contracted Prices can be generated. This behavior is governed by the 'Generate Contracted Price' field across different levels. This article explains the evaluation order and how to prevent Contracted Prices from being generated unintentionally.

솔루션

Contracted Prices may be generated when:

  • The Opportunity has Create Contracted Prices enabled.

The decision to generate Contracted Prices depends on the value of the 'Generate Contracted Price' field, evaluated across multiple levels.

The system checks the 'Generate Contracted Price'  field in the following order:

  1. Quote Line

  2. Product

  3. Quote

The system uses the first non-null value it finds in this hierarchy. Once a non-null value is encountered at any level, the evaluation stops, and that value is used to determine whether to generate a Contracted Price.

Example:

  • If Quote Line.Generate Contracted Price = 'Do Not Generate' → This value is used. The system doesn't check Product or Quote.

  • If Quote Line.Generate Contracted Price is null and Product.Generate Contracted Price = 'Do not Generate' → The system uses the Product value.

  • If both Quote Line and Product Generate Contracted Price values are null, then Quote.Generate Contracted Price is used.

To ensure Contracted Prices aren't generated, follow these best practices:

  • Explicitly set 'Generate Contracted Price' to 'Do Not Generate' at the appropriate level.

  • The safest and most controlled approach is to set it directly at the Quote Line level, ensuring no fallback occurs.

  • Avoid leaving the field blank at all levels unless you intend to use the fallback logic.

Note: If you leave the field as null on the Quote Line, the system will proceed to check the Product, and if that is also null, the Quote which may lead to unintended Contracted Price generation.

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