*cue the confetti*
Step 15 of the Billing Specialist superbadge was a monster! If you are stuck, post a comment below but include details of where you are in the challenge!
Here are a few tips:
- Creating Usage records? Start from the quote and work your way to the Order Product. Create them on the Order Product! Why? If you do not, it can be a monster job to link the usage to the usage summary and the order product. (How do I know? You don't want to know!)
- "For more than 10 requests, the price changes to $35 per request." This means that $35 * 12 =
$420. In the real world, this makes no sense as 12 requests are cheaper than 10. - Turn off triggers in CPQ and Billing if you get stuck.
- If you have trouble with the "Order Type" field, it's not that hard to reactivate a picklist value :)
- This article walks through the process to create a credit note without tax
- An invoice must be posted to apply a credit note.
Are you stuck here?
So was I....for a week!
How to fix this problem:
- Follow this path to get to the Order Product record: Quote > Related Order > Order Product > Related
- Start by looking at the usage summaries and make sure you write down the Usage Summary number that should tie to your Usage record. REMEMBER- One item bills annually, one bills monthly!
- Create the Usage record
Do NOT start anywhere else! Why? It's is a monster to associate the order product and usage summary with the usage record if you do not start from the Order Product related list!
Ready for some good news? Once you get past the usage issues, the rest of the challenge should FLY by!
Stuck on credit allocations? Payment allocations? The secret is to look for the hard to find "allocate" options.
Are you stuck somewhere else? A different error message? Leave a comment and Trailhead Baby will come to the rescue!
 |
| Off to rescue people! |
Hi Trailhead Baby! Got stuck with generating invoices, I am trying to bill now but invoices are not showing up automatically, I turned off the trigger and tried in all possible cases but I can't figured out, can you give me any ideas on it.
ReplyDeleteI would turn the triggers back on then... check is the:
Delete* Quote approved
* Order Activated
* Order Contracted?
https://help.salesforce.com/articleView?id=blng_understanding_invoice_generation.htm&type=5
My Usage Summaries are not getting generated automatically. Can you please help me get through it.
ReplyDeleteDo you see the Quote with quote lines (4), orders (2, both activated)?
DeleteI see the Quote with 4 Quote lines and generated 2 orders (Both in Draft State)
DeleteActivate orders
DeleteI activated both my orders... still no luck for Usage Summaries.
DeleteYuck! I am happy to take a look at a few screenshots if you want to send them to rebecca@capstorm.com (Just include a note that I asked you to send them... I get a lot of "unsolicited" screenshot emails and only look at the ones I request!)
Delete-Trailhead Baby
Deepti - Any response from Trailhead Baby.
DeleteCan you please clarify one thing here. SolarBot product Charge Type is Usage.
If I do Usage then I can assign SolarBot product in the consumption schedule.
This is a very late response, but I had to do the entire badge from the very beginning to identify why my usage summaries were not automatically being generated, so maybe this will save someone else the pain.
DeleteIn a way earlier step, the scenario asks you to ensure that the org is set up for usage billing; however, it will allow you to pass the challenge even if you skip this step so you could miss it.
You need to go to your Installed Packages and configure CPQ. In the Pricing and Calculation tab, ensure that you have Enable Usage Based Pricing and Quote Line Edits for Usage Based Pricing checked. Then, because SolarBots are becoming usage based, go to the Product record for them and change billing from Advanced to Arrears - this way the customer pays for the usage AFTER it has occurred.
Only generate the orders after these steps are already completed.
Hello :):) From my side I am only seeing one order for the quote and no quote lines at all :/ I tried turning on and off the processes also. Checking again now for some other ways to figure it out.
ReplyDeleteSame problem here
DeleteSBQQ.QuoteAfter: execution of AfterUpdate caused by: SBQQ.OrderService.OrderServiceException: Attempt to de-reference a null object Class.SBQQ.OrderGenerator: line 108, column 1 Class.SBQQ.OrderService: line 23, column 1 Class.SBQQ.QuoteService.QuoteChangeBuilder.build: line 2944, column 1 Class.SBQQ.QuoteService: line 1277, column 1 Trigger.SBQQ.QuoteAfter: line 18, column 1
ReplyDeleteI tried again in new platform but now when I trying to ordered the quote I am getting this error, can you suggest me about this error
Look for an active process builder.
DeleteCheck for mismatches on APIs or missing fields on the Unit of measure. That was causing an error like that when builder was running. Fixed.
DeleteI'm facing this issue. The error is coming from the QuoteAfter trigger. I don't have any processbuilder tasks enabled. Can you provide any additional suggestions?
DeleteHello Trailhead Baby--
ReplyDeleteI am going crazy with this dang badge. It's hard being so close and still not getting it. I am at the usage summaries. I've done the one for Microns and when I try to make the one for Requests I get an error telling me I have a duplicate record. I was able to make them a few hours ago but deleted because I could get the usage (if only I had found your note about the active order before hand...)
Any thoughts on what might be happening? I followed the order outlined above, the SolarBot order is active (the other isn't). I entered in the details according to the directions:
Matching ID Matching Attribute Unit of Measure
1 Micron Micron 100,000
1 Request Request 12
Any help would be great. I'm going to take a long walk lol.
Thought I would update this as someone else may need the help. after some reflection, I think the issue is based on the Consumption Schedules created in the 2nd challenge. I went to delete my order to start back from the beginning and ... I can't delete an active order.
DeleteSo if you find the usage summaries aren't showing up -- CHECK YOUR CONSUMPTION SCHEDULE BEFORE ACTIVATING THE ORDER. It seems there is no coming back from that step once you do it. I will update here once I get past this.
A final reply as I was finally able to get through. Basically you need to follow the invoice through the whole process, which is super complex lol. This Trailhead will give you an idea of how the order/products move from CPQ to Billing
Deletehttps://trailhead.salesforce.com/en/content/learn/modules/salesforce-billing-basics/give-finance-a-helping-hand
Also pay close attention to the data model at the beginning of the badge, it will help you figure out where you need to go next. As Trailhead Baby says-- USE THE RELATED LISTS. ALWAYS.
If you end up like me with an error you can not get out of, not to worry. Go to installed packages--> Billing --> Disable Triggers --> Save. This will allow you to delete things like active orders. Reactivate it once you've deleted the offending records.
I am still getting this error which states SolarBots order specifically so I have moved past the previous one with the first order.
DeleteChallenge Not yet complete... here's what's wrong:
We couldn't find the Order Product linked to the Quote named 'Q-00015', for the Product 'SolarBots' and correct Tax Treatment. Please make sure the record exists, it contains the correct values according to the requirements (Product Name, Tax Treatment Name, any record value), and please try again.
Sara can you please help me to clear this 15 th challange even i ma facing same as u were faced
DeleteHi Trailhead Baby!
ReplyDeleteI am getting the below error after saving the usage record. Error message is populating only for the Usage record when Matching Attribute & Unit of measure = Micron
Error Message:
No Order Product Consumption Rates found (verify that price field is populated).
Could you please advice. Thanks in advance.
Billing Specalist Challenge 15
ReplyDeleteNot yet complete... here's what's wrong:
We couldn't find the Order linked to the Quote named 'Q-00015', with the correct address, Invoice Batch, zeroed Total Amount, and Tax Amount. Please make sure the record exists, it contains the correct values according to the requirements, and please try again.
Thanks for sharing... This is very useful...
ReplyDelete@trailhead baby and all the billing wizards in the chat. Great thanks for information and help, just passed it!
ReplyDeletePlease provide steps to be followed to finish this step 15
DeleteWe couldn't find the Order linked to the Quote named 'Q-00015', with the correct address, Invoice Batch, zeroed Total Amount, and Tax Amount. Please make sure the record exists, it contains the correct values according to the requirements, and please try again.
ReplyDeletePlease help in finishing this step
Hi Trailhead Baby
ReplyDeleteI m stuk in step 15 with follwing error message :
Challenge Not yet complete... here's what's wrong:
We couldn't find the Order linked to the Quote named 'Q-00015', with the correct address, Invoice Batch, zeroed Total Amount, and Tax Amount. Please make sure the record exists, it contains the correct values according to the requirements, and please try again.
I created my 2 order,
- First one with product SolarBots, Total Amount : 0
- 2nd One 3 others products , Total Amount : 76000$
I activated bother orders but i still have the error message.
Do you have any idea please?
Thanks a lot in advance
If the 2nd Order totals more than $57,750, the product qtys are incorrect.
Delete10 panel rentals ($200 ea), 10 more panels,
1 warranty & maintenance plan and a SolarBot.
You'll get the end total of $57,750.
In the second order, (the first one being for the usage-based pricincing ONE SolarBot at 0 USD until we calculate the usage wich will be billed one month after today's date in addition to all other usages added), I am trying to reach this total of 57,750 USD (my current total with the 10 rental panels and 10 asset panels and the warranty being 54,000 USD before the 10% Tax for the California State) by adding a new ONE SolarBot product as a one-time asset on top for 3,750 USD. Is that the correct way?
DeleteAfter changing the Warranty Price Book Amount Amount to 500USD and billing annual I finally get the 57,750 USD total. 10 Major Solar Panels to Buy are at 50,000USD + 5,000 Tax one-time asset purchase, the Major Solar Panel rentals for 10 are at 2,000USD + 200 USD tax and the Warranty are at 500 USD instead of 2,000 and billing frequency Anually instead of Quarterly and I get the required total. Then you allocate the Credit Note Line to the Major Panel Rental invoice one and all sorted. My issues are the Billing fields. They still maintain the amounts as pending even though a payment has been allocated to the invoice (which was created manually via Bill now button and not thanks to the invoice scheduler's invoice run). Must be something I am missing in the Salesforce Billing settings package. Also had to amend manually the Billable Unit Price on both the order products and invoice as the proration was all wrong...so that it would not mess up the total amount.
DeleteHi Trailhead Baby,
ReplyDeleteCan you please help me- my order products do not show "estimated Tax'. I've added legal entity , tax integration, tax rule, tax treatment and everything is as per requirement. It shows an error in Tax Error Message 'Rate can not be determined for given data.'
Same Problem.
DeleteI got the same problem too. Did anybody able to resolve ? I saw in some posts that they tweaked something to complete the exercise but no details on it. My error is same as above and below is at order product level: "Rate can not be determined for given data."
DeleteGetting same error, any one find a solution for this.
DeleteThe instructions earlier on tell you what the billing package needs to be set at for the tax calculation to be based on. In the instructions on this last step, one of the first things it tells you is to update the account (hint hint) to meet the requirements of the billing package settings.
DeleteUpdate the Tax Calculation Status to Queued and the Tax will be automatically calculated. Repeat for every Order Product
Deletecan't get beyond this error
ReplyDeleteChallenge Not yet complete... here's what's wrong:
We couldn't find the Order linked to the Quote named 'Q-00015', with the correct address, Invoice Batch, zeroed Total Amount, and Tax Amount. Please make sure the record exists, it contains the correct values according to the requirements, and please try again.
any idea where to start?
Billing specialist superbadge
ReplyDeleteChallenge 3
Challenge Not yet complete... here's what's wrong:
We couldn't find the monthly subscription-based product version of the one-time panel. Please review the requirements and make sure the Product named 'Major Solar Panel Rental' has the correct values.
I had to delete my product and start over. This time I cloned the original product and then changed the few things to meet the requirements, and it passed.
DeleteI'm at the final step but still seeing the same error as about everyone else. Challenge not complete.... can't find the order with all the right info, etc...
ReplyDeleteAdded the lines with the right quantities on them.
Verified 2 orders were created with tax
Usage Summaries created correctly and usages created per instructions
Generated the invoices
Created the credit
Created the payment
Allocated everything per instructions
No idea what to do now...? I've done all the things that it says to do.... I think... but still not completed. :( Been stuck a couple days now.
Only thing I can think of is this ", zeroed Total Amount, " in the error message. I don't know where that should be. I do have a pending billing amount I believe for future rental rates, so I don't think that could be zero? Any hint on where I'm missing something would be awesome...
I submitted a case to Trailhead, and the response they came back with is that my total amount and tax amount are incorrect on the solarbot line, not on the line I invoiced out already. When I check the usages, they are not linking correctly to the usage summaries. I get an error (warning, unrelated - could not find matching usage summary). Deleted and recreated, making sure to choose the correct usage summary, when I save it deletes the usage summary and gives me the same error. When I try to create through the usage summary related list, I cannot because it won't let me assign the order product there (yet another error that the id type is wrong when I paste in the order product # and then choose solarbot from the picklist). So I can't create the usage from the product related list nor from the usage summary created list and have it actually save correctly... :(
DeleteHi rainbowcharmer,
DeleteMy usage summaries are not getting created can you please provide the steps.
I have found great and massive information. Thanks for sharing
ReplyDeleteSalesforce CPQ Training
Learn Salesforce CPQ
Help meeee. I added my problem on the trailhead community with some screenshots, but no help still:
ReplyDeletehttps://trailhead.salesforce.com/trailblazer-community/feed/0D54S00000FxCE9SAN
Can I go over with someone why my CA Taxes are giving me an error on all my Opportunity Products?!
ReplyDeleteHii Taylor can you please tell me how to pass challege 16 on i am done all the the requirement steps but still geting Error..
ReplyDelete"Challenge Not yet complete... here's what's wrong:
We couldn't find the Order linked to the Quote named 'Q-00015', with the correct address, Invoice Batch, zeroed Total Amount, and Tax Amount. Please make sure the record exists, it contains the correct values according to the requirements, and please try again."
got the same thing
DeleteHii i am use Legal Entity 'CA' That is Created in Earlier Steps. But Getting Same Error..
ReplyDelete"Challenge Not yet complete... here's what's wrong: We couldn't find the Order linked to the Quote named 'Q-00015', with the correct address, Invoice Batch, zeroed Total Amount, and Tax Amount. Please make sure the record exists, it contains the correct values according to the requirements, and please try again."
Billing Configuration
ReplyDelete- Tax calculation is based on? -> Account Shipping Address
CPQ Configuration
- Allow Multiple Orders
- Enable Usage Based Pricing
Step 11 Invoice Scheduler
- Invoice Batch needs to be filled out
- High Priority Customers -> White Glove Batch
- Regular Customers -> Auto-Post-Batch
Step 15 Billing
- Go to Cloud Kicks Account -> Set Shipping = Billing Address
- On Quote 15 click Edit Lines and Add products as described
- Set "Order By" to Provisioning Method
- Set status to approved -> Automation will heck ordered checkbox and create 2 orders
- One order is 0.00$ the other one is 76.000$
- Go to 0$ order and click on SolarBots -> Related -> Usages
- Create 2 Usages with the described information. Manually set the subtotal by multiplying the given info.
- Go back to the two orders, click Activate on both, then set Provisioning Complete to todays date
- Check the bill now checkbox on both orders -> this will create invoices
- Set invoices status to posted
- Go to "Credit Notes" Object and create one for Cloud Kicks with 1000$
- Create a Credit Note Line from the Related List for the Rental Panels, set status to posted
- Click allocate and allocate credit note line to rental panel
- Go back to invoice related list and create new payment for 56.750$
- On payment click on allocate button on dropdown arrow and allocate payment to all three line items
- Finished
Hey,
Deleteshould the usages not be auto-generated? i stuck on challenge 15 and i have no chance to solve it because my quotation is already in status approved and can't generate new orders... maybe that was the last time that i go through a superbadge... :-(
Disable trigger, deactivate order then delete them, and update the Quote status to Draft. So you can try again :)
DeleteThis trick not working " error show Contracted order or order products cannot be deactivated."
DeleteThat's weird, because it worked for me ! You have to deactivate trigger, then deactivate Order and Order Products, uncheck the box Ordered and update the Quote status to Draft. After that, you will be able to delete in first Order Products then Order
DeleteHow do you come up with 76 000? We have 10 rentals 10 assets and 1 warranty = 10 x 5000 + 10 x 200 + 2000 = 54 000
DeleteFor me the last problem was that my usage was not connected to a summary. Then you have to make the system recalculate the usage.
DeleteOk so I did all this but still get the verification error.
Delete"Billing Configuration
- Tax calculation is based on? -> Account Shipping Address
CPQ Configuration
- Allow Multiple Orders
- Enable Usage Based Pricing
Step 11 Invoice Scheduler
- Invoice Batch needs to be filled out
- High Priority Customers -> White Glove Batch
- Regular Customers -> Auto-Post-Batch
Step 15 Billing
- Go to Cloud Kicks Account -> Set Shipping = Billing Address
- On Quote 15 click Edit Lines and Add products as described
- Set "Order By" to Provisioning Method
- Set status to approved -> Automation will heck ordered checkbox and create 2 orders
- One order is 0.00$ the other one is 76.000$
- Go to 0$ order and click on SolarBots -> Related -> Usages
- Create 2 Usages with the described information. Manually set the subtotal by multiplying the given info.
- Go back to the two orders, click Activate on both, then set Provisioning Complete to todays date
- Check the bill now checkbox on both orders -> this will create invoices
- Set invoices status to posted
- Go to "Credit Notes" Object and create one for Cloud Kicks with 1000$
- Create a Credit Note Line from the Related List for the Rental Panels, set status to posted
- Click allocate and allocate credit note line to rental panel
- Go back to invoice related list and create new payment for 56.750$
- On payment click on allocate button on dropdown arrow and allocate payment to all three line items
- Finished" Just to confirm the ivoice for the order of all the 3 "Internal" Provisioning Products is totalling 57,750 USD but we only allocate a 56,750 USD payment and a 1,000USD Credit Note to the Major Solar Rental Panel line. Then the SolarBot Order product has 13 Usage Summaries auto-generated 12 for each monthly billing of the Dust and Debris removal and 1 for the yearly billed Panel Maintenance Requests. We attach 1 usage for today's 12 maintenance requests to the latter totalling 12 x 35 =420 + 42USD Tax (10% in California) and we attach 1 Usage to the former for 100,000 Microns of Dust and Debris Removal usage at 1,000USD + 100USD Tax =1,100USD. We create 2 new invoices (one due in one month and one due in one year from now) with 2 invoice lines corresponding to these two usage summaries and their usages and link them to the correct invoice batch. Am I missing something?
Thank you! I did it with your great help!
ReplyDeleteThank you!!!
ReplyDeleteYou are a wonderful person! Thanks to you I got it :)
Hi
ReplyDeleteChallenge Not yet complete... here's what's wrong:
We couldn't find the Quote named 'Q-00015' with the correct Order By value ('Provisioning_Method__c'). Please make sure the Quote exists, the record contains the correct values according to the requirements, and please try again.
This error replaced with
DeleteChallenge Not yet complete... here's what's wrong:
We couldn't find the Order linked to the Quote named 'Q-00015', with the correct address, Invoice Batch, zeroed Total Amount, and Tax Amount. Please make sure the record exists, it contains the correct values according to the requirements, and please try again.
Can anyone please help me to resolve this error
ReplyDeleteUsage and Order Product orders don't match.
ReplyDeleteUsage and Order Product orders don't match. all the other steps are ok but now I am getting this error
ReplyDeleteThis comment has been removed by the author.
ReplyDeleteHi
ReplyDeleteChallenge Not yet complete... here's what's wrong:
We couldn't find the Quote named 'Q-00015' with the correct Order By value ('Provisioning_Method__c'). Please make sure the Quote exists, the record contains the correct values according to the requirements, and please try again.
please help me step by step process
Did you select on Quote "Order by = Provisioning_Method__c" ?
Deleteyes i did this but now my order is not generating i tried above mentions things still order not generating please guide
DeleteDid you change the Quote Status to Approved ? With the flow you configured before, the Orders should be automatically generated, depending of Order By field.
Deleteyes i did that why i pas that challenges
Deleteaccording to requirement i did
DeleteThis error replaced with
ReplyDeleteChallenge Not yet complete... here's what's wrong:
We couldn't find the Order linked to the Quote named 'Q-00015', with the correct address, Invoice Batch, zeroed Total Amount, and Tax Amount. Please make sure the record exists, it contains the correct values according to the requirements, and please try again.
please help step by step
Correct address = did you populate the shipping address on the account?
DeleteInvoice batch = did you set up the invoice batch depending of the type of account ?
Zero total Amount = what is the list price for SolarBot ? It's a usage product
Tax amount = did you configure tax treatment ?
no because my order is not generating
Deletehow to Set "Invoice batch = did you set up the invoice batch depending of the type of account ?"
Deletehello every one
ReplyDeletei am unable to add solarbot product to quote line its shows error like " Attempt to de-reference a null object
(System Code) "
please help sir
Did you add a Pricebook entry for this product ?
Deleteyes i search for it is there!!!
Deletehelp me i am really stuck here i sepnt whole week on this
DeleteSorry I don't know. Maybe clone this product, delete the first one and use the second one !
Deletei did this too not working learnt everything on help. read all comment on community nobody responding there
Deletei did in previous steps price book entry
ReplyDeleteBut I was able to add this product earlier but some how i don't remember i click somewhere and after that i got this error rest of three still i can add them in quote line but only this product is throwing error
anyone who can help me on this i m totally lost spent whole week.
ReplyDeleteI activated both order and there is thing which i mentioned wrong what should I do
ReplyDeleteShould i have to start from beginning or there is any chance in order to change thing I tried but
"You can't change the field u have active invoice line" type error occurred
Please help
Did you post your invoice ?
DeleteHey i generated invoice wrong how to regenerate the invoice i want to delet the wrong one invoice any help please
ReplyDeleteHi, all.I am on Challenge 16 and getting the following error while attempting to approve Q-00015:
ReplyDeleteReview the errors on this page.
We can't save this record because the “Create Order” process failed. Give your Salesforce admin these details. This error occurred when the flow tried to update records: FIELD_CUSTOM_VALIDATION_EXCEPTION: We can't save this record because the “Order Automation” process failed. Give your Salesforce admin these details. This error occurred when the flow tried to update records: FAILED_ACTIVATION: An order must have at least one product.. You can look up ExceptionCode values in the SOAP API Developer Guide. Error ID: 656580907-524665 (-1575339659)k up ExceptionCode values in the SOAP API Developer Guide. Error ID: 656580907-524665 (-1575339659). You can look up ExceptionCode values in the SOAP API Developer Guide. Error ID: 656580907-524666 (209503888)ook up ExceptionCode values in the SOAP API Developer Guide. Error ID: 656580907-524666 (209503888)
While troubleshooting I have only succeeded in making the error message longer.
Do you have Order Products (from your Quote 00015) in your Order ?
DeleteYes
DeleteHi
Deleteyou
got
solution
I got stuck while approving the quote. Checked most of things but not able to resolve the error.
ReplyDeleteWe can't save this record because the “Create Order” process failed. Give your Salesforce admin these details. This error occurred when the flow tried to update records: FIELD_CUSTOM_VALIDATION_EXCEPTION: blng.OrderItemConsumptionScheduleTrigger: execution of AfterInsert caused by: System.NullPointerException: Argument cannot be null.
Full exception -
DeleteWe can't save this record because the “Create Order” process failed. Give your Salesforce admin these details. This error occurred when the flow tried to update records: FIELD_CUSTOM_VALIDATION_EXCEPTION: blng.OrderItemConsumptionScheduleTrigger: execution of AfterInsert caused by: System.NullPointerException: Argument cannot be null. (System Code). You can look up ExceptionCode values in the SOAP API Developer Guide. Error ID: 1395542607-143518 (209503888)ok up ExceptionCode values in the SOAP API Developer Guide. Error ID: 1395542607-143518 (209503888)
Got the solution it is because billing date of the month was not set
DeleteHi I am confusing while creating credit note with 1000$ , in which field shoul i enter that 1000$ amount and it not showing credit note line after clicking on allocate ,can any one clarify this error.
ReplyDeleteI have all over the last challenge more then I even care to say. I have gone through all the steps multiple times and basically have found out that the tax is the issue and for some reason it is giving me errors and not calculating the tax.
ReplyDeleteI have changed the Tax Calculation Status to "Queded" for the products and ensured the installed package has tax calculation based on Order: Account Shipping Address.
I checked and Account Billing and Shipping Addresses are the same.
The orders are not generating for me! I've allowed multiple orders from package settings, enabled orders from setup, made the quote primary, added the products to the quote with the correct quantities, and even the automation for ordering approved quotes seems to be working. But the orders won't generate. Can someone please help me out?
ReplyDeleteYour flow seems to be working or is working ? If it's working, just update the Quote Status to Approved and with the flow you configured before, the Orders should be automatically generated, depending of Order By field.
DeleteThe Flow does work, and I have also populated the Order By field with the previously created Provisioning Method. When I change the Quote Status to Approved, the Ordered checkbox changes to True but no Orders are generated.
DeleteProvisioning Method = Internal for the following products : Major Solar Panel, Major Solar Panel Rental and Ursa Major Warranty and Maintenance Plan ?
DeleteProvisioning Method = SolarBot Provisioning for the product SolarBots ?
Did you use the field API Name in the Provisioning Method picklist field ?
The Flow does work, and I have also populated the Order By field with the previously created Provisioning Method. When I change the Quote Status to Approved, the Ordered checkbox changes to True but no Orders are generated.
ReplyDeleteChallenge Not yet complete... here's what's wrong:
ReplyDeleteWe couldn't find the Order Product linked to the Quote named 'Q-00015', for the Product 'Major Solar Panel', correct Tax Treatment, Total Price, Tax Treatment Name, and Tax Amount. Please make sure the record exists, it contains the correct values according to the requirements, and please try again.
I am completely lost on what else I could do
Anyone have a solution for this one?
ReplyDeleteIm driving nuts.
I guess it's my first flow faulty? Idk anymore
Review the errors on this page.
We can't save this record because the “Create Order” process failed. Give your Salesforce admin these details. This error occurred when the flow tried to update records: FIELD_CUSTOM_VALIDATION_EXCEPTION: Billing Rule must be selected. You can look up ExceptionCode values in the SOAP API Developer Guide. Error ID: 960440083-170527 (-617785307)ok up ExceptionCode values in the SOAP API Developer Guide. Error ID: 960440083-170527 (-617785307)
My flow throws this error aswell:
DeleteThe flow tried to update these records: a0u7S000000DqNJQA0. This error occurred: FIELD_CUSTOM_VALIDATION_EXCEPTION: To continue, enter a charge type.. You can look up ExceptionCode values in the SOAP API Developer Guide.
Can anyone help me with deleting existing orders? I have made big mess in my org, and would like to revert it to quote level but I can't get it to work.
ReplyDeleteI did disable tiggers both in billing and cpq, I deactivated all products but can't deactivate orders. They are saving as deactivated, prompt says it's deactivated but after refresh it automatically changes status to activated.
Please, any help would be appreciated.
You can see provisioning complete field beside status field right … disable triggers, remove date present in provisioning complete field, change status to draft, save. Now you can delete the order.
DeleteI don't have any idea where to start looking to fix this error - any hints or directions would be great!
ReplyDeleteWe couldn't find the Order linked to the Quote named 'Q-00015', with the correct address, Invoice Batch, non-zeroed Total Amount, and Tax Amount. Please make sure the record exists, it contains the correct values according to the requirements, and please try again.
Hi Team, Getting below error, While creating usage record. No Order Product Consumption Rates found (verify that price field is populated).
ReplyDeleteUsage Summary is not generating automatically after order creation
ReplyDeletethanks for sharing this blog
ReplyDeleteOnce the Quote activated Only Single Order is Generated what i need to do
ReplyDeleteHello Varsha,
ReplyDeleteDid you configure the Order By field on Quote ? with the following request :"Remember to add the new field API name as a picklist value to the Order By field on the Quote. Also remember to create your custom fields to all objects involved in the auto-mapping process (Product and Quote Line)."
Yes, I have Configured then Order By fields as a Provisioning_Method__c on
DeleteQ-00015 Quote but still only Single Order get Generated Automatically
Did you Allow Multiple Orders in CPQ configuration ?
DeleteTwo Order are Generated , Usage Summaries are generated, Two Usage are create for SolarBot, Credit Note is create Allocated as well, Create Payment, all thing i have done but now" Challenge Not yet complete... here's what's wrong:
DeleteWe couldn't find the Order linked to the Quote named 'Q-00015', with the correct address, Invoice Batch, non-zeroed Total Amount, and Tax Amount. Please make sure the record exists, it contains the correct values according to the requirements, and please try again." This error is comes
Yes, All things i have done But still "Challenge Not yet complete... here's what's wrong:
DeleteWe couldn't find the Order linked to the Quote named 'Q-00015', with the correct address, Invoice Batch, non-zeroed Total Amount, and Tax Amount. Please make sure the record exists, it contains the correct values according to the requirements, and please try again.: Error iis showing
Just verify that 2 orders are generated properly and then if correct amount and tax is being shown there on all order products without any error to begin with then in next step you need to check usage summary records there should be total 13 records available 12 for micron and 1 for request , hope that helps.
Delete@varsha Can you throw some light on the create payment step pls
DeleteWe couldn't find the Order linked to the Quote named 'Q-00015', with the correct address, Invoice Batch, zeroed Total Amount, and Tax Amount. Please make sure the record exists, it contains the correct values according to the requirements, and please try again.
ReplyDeleteHello everyone,
ReplyDeleteAfter lot of tries, I succeed to allocate paiement and pass all previous steps (thanks to trailhead baby).
However, I still have the famous
"We couldn't find the Order linked to the Quote named 'Q-00015', with the correct address, Invoice Batch, zeroed Total Amount, and Tax Amount. Please make sure the record exists, it contains the correct values according to the requirements, and please try again."
So, I have few questions : do we have to bill the solarbot product or just create usages linked to usage summaries ? If an invoice has to be created, of what amount is it ? I can't get an amount other than $1000, the $420 don't want to come...
Thank you for your help !
Ok, it was just a tax calculation issue in "estimated tax amount" of the first order. Fixed it
Delete
ReplyDeleteWould it be possible to publish a step by step/guide for completing this challenge?
We can't save this record because the “Create order” process failed. Give your Salesforce admin these details. This error occurred when the flow tried to update records: FIELD_CUSTOM_VALIDATION_EXCEPTION: blng.OrderItemConsumptionScheduleTrigger: execution of AfterInsert caused by: System.DmlException: Insert failed. First exception on row 0; first error: INVALID_OR_NULL_FOR_RESTRICTED_PICKLIST, Unit Of Measure: bad value for restricted picklist field: Request: [blng__UnitOfMeasure__c] (System Code). You can look up ExceptionCode values in the SOAP API Developer Guide. Error ID: 1265461575-379471 (-604557180)k up ExceptionCode values in the SOAP API Developer Guide. Error ID: 1265461575-379471 (-604557180)
ReplyDeleteWhen creating usage records against each usage summary , how was the matching id field filled . have to use the order product reference as the matching id field ?
ReplyDelete@trailheadbaby wonder if you or some one could clarify what the individual prices of each quote line should be and how do they get 56,750? My current quote is at 54,000 with Major Solar Panel Rental totalling to $200. I don't know how people are getting 76K and if that is correct also?
ReplyDeleteI am getting 76k and that's becaus my Solar Panel Rental unit price is 2400. Idk why is it 2400. The list price is 200 as it should be
DeleteIs anyone actively working on this ? i am at the last step of applyoing credit notes and would like to collaborate . Can you please leave me your email ids
ReplyDeleteyes, i've been trying this and got stuck at
ReplyDeletewhile allocating --Allocate it to Major solar panel rental i don't see the invoice line
Finally, able to finish this one successfully
ReplyDelete