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Line Item Setting

Line Item Settings allow you to configure how configured product line items and option product line items are connected and how option information is mapped to line item fields.

Parent Line Item Field

Set the field that connects the line items of configured products to their option line items. This field must be a self-relationship field, which represents a relationship within the same object, allowing one record to reference another record in the same object.

For Opportunity Product, the Base Line Item for Option (SBLI__BaseLineItemForOption__c) field is provided by default. When the standard settings for Opportunity are applied, this field is automatically set as the parent line item field. If needed, you can replace this with a different field.

Example

This example demonstrates the configuration of a Line Item Editor for Opportunity Products:

  • Parent: Opportunity

  • Line Item: OpportunityLineItem

  • Lookup: PricebookEntry

If the Parent Line Item Field is set to Base Line Item for Option (SBLI__BaseLineItemForOption__c), a self-relationship structure is created, enabling option records to reference their configured product record through this field.

Example in the Line Item Editor

Mapping Option Values to Line Item Fields

Configure which line item fields will store the information of selected options. The following option values can be mapped:

Field
Description
Type
Required

Option Record Id

Stores the record ID of the selected product option. This is used to fetch relevant option details when viewing line items in the editor.

ℹ️ For Opportunity Product, the Product Option (SBLI__ProductOption__c) field is provided by default.

Lookup(Product Option)

✔

Original Price

Maps the list price of the option. If used for display purposes only, assign a line item field used for the list price column.

Currency

Unit Price

Maps the unit price of the option.

Currency

Quantity

Maps the quantity of the option.

Number

Total Price

Maps the total price calculated from the unit price and quantity. If used for display purposes only, assign a line item field used for the total price column.

Currency

Discount (%)

Maps the discount percentage of the option.

Percent

Discount (Amount)

Maps the discount amount of the option.

Currency

Description

Maps the description of the option.

Long Text Area(1000)

Example

This example demonstrates the configuration of a Line Item Editor for Opportunity Products:

  • Parent: Opportunity

  • Line Item: OpportunityLineItem

  • Lookup: PricebookEntry

for Opportunity Products, the following mappings might be configured:

Option Value
Opportunity Product FIeld

Option Record ID

SBLI__ProductOption__c

Original Price

ListPrice

Unit Price

UnitPrice

Quantity

Quantity

Total Price

TotalPrice

Example in the Line Item Editor

For the configured product “Desktop PC Intel i3”, the RAM option “RAM 8GB” is selected. The option has a quantity of 1, with a list price and unit price of $45 each.

The values for quantity, list price, unit price, and total price are mapped to their respective fields, as configured.

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