3234812 - CPQ: Steps to Make the Quote Comment Field Editable

How to make the Quote Comment field editable

CPQ environments where the Quote Comment field is grayed out. 

Users with specific User Types and Quote statuses. 

1. Navigate to the Quote Comment field in the CPQ environment.
2. Attempt to edit the field.
3. Observe that the field is grayed out and un-editable. 

• The Quote Comment field is not associated with an Editable Field Group. 
• The field is not configured for the relevant User Type and Quote status.

On some environments, certain users may see that the Quote Comment field is grayed out and un-editable. 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 an Editable Field Group associated with the appropriate User Type and Quote status in order to be made editable.

Please follow the steps to the 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.
   (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.
6. You should now be able to edit the Quote Comment field.

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

Adding/Removing Editable Fields

Quote Comment, Field Editable, Grayed Out, Cart Fields Administration, Total Field, CartComment, Editable Field Group, User Type, Quote Status, Setup, Pricing/Calculations, Status, Available Fields, Calculations, Sales, Open Status, Uneditable Field, KBA, Solution, Workaround. , KBA , CEC-SAL-CPQ , Sales Cloud CPQ , How To