Symptom
There are two issues here.
- Pricebook visibility conditions relating to Business partners are being ignored even when True.
- UI displays Visibility filter conditions as "is" operator regardless of what operator a User sets up the condition as.
Environment
SAP SALES CLOUD CPQ
Reproducing the Issue
Open Quote.
Navigate to the Customer Info tab.
Select the existing business partner.
Click on Quotation.
The pricebook is not visible.
Cause
Bug found in the code.
Resolution
Both of these issues will be resolved in a future release. No release date given yet.
There is a workaround, described below:
- In the pricebook setup, just above where you have added filters for visibility conditions, there is a checkbox beside "Advanced visibility"
- Tick this box
- You will then see, an input box labelled "Visibility formula"
- In here, we can add various CTX tags to get the pricebooks to appear based on the logic surrounding the Business Partners use case which you have.
- You can click on the blue icon to the side of this input box to get the formula builder pop up which should help you to add the conditions you need.
Keywords
Pricebook Visibility, Pricebook OR visibility condition, Pricebooks Quote 2.0, Pricebook visibility conditions filter, Pricebook Visibility UI , KBA , CEC-SAL-CPQ , Sales Cloud CPQ , Problem
Product
SAP CPQ all versions