3234812 - CMT : CPQ: How to make the Quote Comment field editable

Applies To:  

CPQ

Summary:

How to make the Quote Comment field editable

Details:

On some environments, certain users may see that the Quote Comment field is grayed out and un-editable as seen in the following screenshot. The Quote Comment Field can be found in Cart Fields Administration as a “Total” field titled “Total – CartComment”. This field needs to be added to a Editable Field Group associated with the appropriate User Type and Quote status in order to be made editable.

Solution/Workaround:

1. Make a note of the Status the quote is in where you want to enter a comment as well as your User Type when trying to do so.
   
   
2. Click on Setup > Pricing/Calculations > Cart Fields Administration.
   
   
3. Find where the Status and User Type that you made note of from step 1 intersect, and click the Edit icon.
   (In the screenshot below, we assume that you want quotes in “Open” Status to be editable to the User Type “Sales”)
   
   
   
   
4. Find and select the “Total – CartComment” field from Available Fields and Calculations, choose an Editable Field Group where you want to add the “Total – CartComment” field and click the green down arrow to add it.
   
   
   
   
   Note: The “Total – CartComment” field doesn’t need calculations associated with it to run. You can add the field to a group all by itself if you’re unsure of where you want to place it.
   
   
5. Click Save, and exit Setup.

You should now be able to edit the Quote Comment field.

Comments:

More can be found on Adding/Removing Editable Fields at the following Help Page:

http://help.webcomcpq.com/doku.php?id=adminhelp:pricingcalculations:cartfieldsadministration:addingremovingeditablefields

References:

Netsuite Case Number SC30163916