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Configuring Power Update
Use Power Update to edit multiple line items at one time. When products are added to the cart, line items are created. When a bundle is added to a cart, the parent and child products are independent line items.
Starting from a line item or its fields, Vlocity can look up any other fields using the lookup relationship. For example, from a line item, you can look up a price book entry. From the price book entry, you can look up the product table and the product name field.
You can access Power Update settings from the Vlocity CMT Administration tab. Power Update settings are also located in the Field Settings custom setting.
To use Power Update, you must create specific field settings that include the following information:
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The Power Update panel in which the field appears
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The name of the field to edit, to use as a filter, or to display
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The name of the CPQ object, usually Opportunity, Order, or Quote
If there is an incorrect field setting, the Power Update user interface will not be available.
Power Update is not compatible with Industries Cart.
To configure Power Update settings from the Vlocity CMT Administration tab:
- On the Vlocity CMT Administration tab, click Power Update.
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You can now create any of the following settings:
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Display fields are the column names in the Power Update Records panel. To create display fields, see Create Power Update Display Fields.
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Query fields are the picklist options in the Power Update Query panel. To create query fields, Create Power Update Query Fields.
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Update fields are the picklist options in the Power Update Edit panel. To create update fields, Create Power Update Update Fields.
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- Create Power Update Display Fields
Display fields are the column names in the Power Update Records panel. In the images below, each of the column names in the Records panel corresponds to the fields in the Power Update Display Fields tab. - Create Power Update Query Fields
Query fields are the picklist options in the Power Update Query panel. In the images below, each of the picklist values in the Query panel corresponds to the fields in the Power Update Query Fields tab. - Create Power Update Update Fields
Update fields are the picklist options in the Power Update Edit panel. In the images below, each of the picklist values in the Edit panel corresponds to the fields in the Power Update Update Fields tab. - Configure Power Update Settings
You configure Power Update settings from the Field Settings custom setting. - Use Power Update
In the review cart, click the Power Update button to open the Power Update Visualforce page, which has three panels. - Use Apex Jobs in Power Update
The DefaultPowerUpdateJobThreshold custom setting controls when an Apex job handles a Power Update operation. By default, if there are 200 or more line items, Power Update uses an Apex job. You can change the threshold for when to use an Apex job in Power Update. - Split Line Items
Power Update also includes the ability to split one line item with a quantity greater than one into multiple line items. The StrictSplitModeEnabled custom setting controls how items can be split. - Configure Line Item Splitting
You can split line items in Power Update. The StrictSplitModeEnabled setting controls how items can be split.
