What causes a 'Failed to Create Quote' error?
If a Pricebook Entry associated with one of your products is inactive, Nue and Salesforce will be unable to create or load quotes that include that product. This typically surfaces as a FIELD_INTEGRITY_EXCEPTION error with a message like:
"statusCode": "FIELD_INTEGRITY_EXCEPTION", "message": "The price book entry is inactive. Ask your Salesforce admin for help.: Price Book Entry ID" |
This error can appear in the following situations:
Creating a new quote through Lifecycle Manager
Adding a reconfigure or change to an existing quote
Opening a quote that already contains Quote Line Items — even if you're just trying to view or edit it in the Quote Line Editor
Creating a change order on a subscription
How do I check which Pricebook Entry is inactive?
You can run SOQL queries directly from your Salesforce Developer Console or Query Editor to identify the inactive entry. Use the option below that matches your situation.
Option A: Check via an Order — use this when you cannot create a change order on a subscription
Start by retrieving the original Order ID that created the subscription, then run the following query replacing YOUR_ORDER_ID with the actual Order ID:
SELECT Id, OrderId, Product2Id, Product2.Name, Product2.IsActive, PricebookEntryId, PricebookEntry.Name, PricebookEntry.IsActive, PricebookEntry.Pricebook2Id, PricebookEntry.Pricebook2.Name, PricebookEntry.Pricebook2.IsActive FROM OrderItem WHERE OrderId = 'YOUR_ORDER_ID' |
Review the results and look for any row where PricebookEntry.IsActive = false. That entry is the source of the problem.
Option B: Check via a Quote — use this when an existing quote fails to load or open in the Quote Line Editor
If you have a quote that already contains products but fails to open or load into the Quote Line Editor, run the following query using the Quote ID:
SELECT Id, QuoteId, Product2Id, Product2.Name, Product2.IsActive, PricebookEntryId, PricebookEntry.Name, PricebookEntry.IsActive, PricebookEntry.Pricebook2Id, PricebookEntry.Pricebook2.Name, PricebookEntry.Pricebook2.IsActive FROM QuoteLineItem WHERE QuoteId = 'YOUR_QUOTE_ID' |
Any row showing PricebookEntry.IsActive = false or Product2.IsActive = false identifies the root cause.
How do I fix an inactive Pricebook Entry?
Once you've identified the inactive Pricebook Entry using the queries above, share the record with your Salesforce administrator. They can open the record directly in Salesforce, check the Active checkbox, and save to reactivate it.
Once the entry is active again, you should be able to create a new quote, open your existing quote, or add a reconfigure through Lifecycle Manager without any issues.
For additional assistance, please contact your Salesforce administrator or Nue Customer Support.