Deleting Estimate Vendor Line Items Using the Certinia Estimation Agent

You can ask the Certinia Estimation agent in an agent chat to delete estimate vendor line items on a project estimate, individually or several at once. Enter your request in natural language and the agent completes the operation, respecting your Salesforce CRUD permissions for the Estimate Vendor Line Item object.

Note:

This feature is part of the Certinia Early Adopter Program. This program is only available to a limited number of customers. For more information, contact your Certinia Account Team.

Deleting an Estimate Vendor Line Item

To delete an estimate vendor line item:

1. Open an agent chat and select the Certinia Estimation agent.
2. Describe the vendor line item you want to delete. For example, enter Delete the <vendor line item name> line item on the <estimate name> estimate.
3. The agent presents a confirmation prompt that shows the cost and bill amounts it removes from the estimate and confirms that it deletes the linked milestone. Confirm to proceed.
4. The agent deletes the vendor line item and confirms the outcome in the chat.

Deleting Multiple Estimate Vendor Line Items

To delete several estimate vendor line items at once:

1. Open an agent chat and select the Certinia Estimation agent.
2. Describe the vendor line items you want to delete. For example, enter Delete all vendor line items from Acme on the <estimate name> estimate.
3. The agent identifies all matching records, displays each item name, vendor, cost amount, and estimate reference with a running total, and asks for confirmation.
4. Confirm to delete all records. The agent deletes them and confirms the outcome in the chat. If you cancel, no records are deleted.

Note:

If any records cannot be processed, the agent still commits the ones that succeed and reports each failure with the reason. For example, a record can fail because its estimate is locked.