Baucore

Quote Line Editor

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The Quote Line Editor (formerly called the Position Editor) is the grid-based interface for managing line items in Project Quotes and BOQ calculations. This page covers how it works end to end — the aggregated data model underneath it, the components that make it up, and how pricing and sending work — so you can use it day to day, configure it for your org, and set it up across the record pages that need it.

A Project Quote (Project_Quote__c) is built from Quote Groups and Quote Lines that mirror the BOQ it came from line-for-line — but reps rarely want to review a quote at that level of granularity. Project Quote Position (Project_Quote_Position__c) is the aggregated view on top of that structure: one row per unique product across the entire quote, however many groups or lines that product appears in. This aggregated view is what the Quote Line Editor actually displays and edits.

How positions are built

When a Quote is generated from a BOQ (BOQQuotation_CreateQuoteFromBOQ_API — “Create Project Quote from BOQ”), Baucore:

  1. Mirrors each BOQ_Line__c into a Project_Quote_Group__c.
  2. Mirrors each BOQ_Calculation__c within that line into a Project_Quote_Line__c, carrying over all pricing fields.
  3. Builds a product-quantity map across every line in the quote, and creates one Project_Quote_Position__c per unique product.
  4. If individual account pricing is enabled (IdvAccPricing setting), invokes the pricing engine to calculate final pricing on the new positions.

Viewing and editing positions

ComponentWhere it appearsWhat it does
projectQuotePositionTableProject Quote record pageDynamic table listing every Project_Quote_Position__c on the quote. Works in both Baucore Process and standard process modes; optional PDF button and email modal.
bcEditQuotePositionsModal, launched from the tableInline-editable datatable — sort, edit, delete, and search for a replacement product, all without leaving the quote.
projectQuotePositionQuote Position record pageFull detail view of a single position.
projectQuotePositionQuickActionQuote recordQuick action to add a new position directly.

Pricing methods

Positions use the same three pricing methods as BOQ Calculations and Quote Lines (Pricing_Method__c):

MethodInputsCalculation
Net Unit PriceNet_Unit_Price__c (manual)Used as-is; Discount and Markup forced to 0
ListList_Unit_Price__c, Discount__cNet Unit Price = List Price × (1 − Discount / 100); Markup forced to 0; List Price auto-populates from the Pricebook Entry
CostUnit_Cost__c, Markup__cNet Unit Price = Unit Cost × (1 + Markup / 100); Discount forced to 0; Unit Cost auto-populates from the Pricebook Entry

Sending the quote

projectQuoteDocument generates the customer-facing PDF (ProjectQuote_Controller.generatePdf()), and projectQuoteEmailComposer handles composing and sending it. Need a copy to start a revised quote from scratch? copyProjectQuote clones the Project Quote along with all of its lines.

Still need help?

Our support team is happy to help with anything not covered here.

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