Updating Estimate Vendor Line Items Using the Certinia Estimation Agent

You can ask the Certinia Estimation agent in an agent chat to update 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.

Updating an Estimate Vendor Line Item

To update an estimate vendor line item:

1. Open an agent chat and select the Certinia Estimation agent.

2. Describe the change you want to make. For example:

   • To update the cost amount: Change the cost on the <vendor line item name> line item to $4,000
   • To update the bill amount: Change the bill amount on the <vendor line item name> line item to $7,000
   • To update the billing date: Move the billing date on the <vendor line item name> line item to July 1
   • To update the vendor account: Change the vendor on the <vendor line item name> line item to Salesforce
3. The agent updates the vendor line item, recalculates the margin percentage if you changed the cost or bill amount, and confirms the outcome in the chat.

Notes:

• You cannot set the margin percentage directly, because the agent calculates it from the cost and bill amounts. To reach a target margin, tell the agent the margin you want. The agent responds with the cost or bill amount to change and updates the value you choose.
• The parent estimate and currency cannot be edited after a vendor line item is created. You can update the Estimate Product Instance that the vendor line item is linked to.

Updating Multiple Estimate Vendor Line Items

To update several estimate vendor line items at once:

1. Open an agent chat and select the Certinia Estimation agent.
2. Describe the change you want to make and the vendor line items to target. For example, enter Mark all vendor line items from Acme on the <estimate name> estimate as billable.
3. The agent identifies all matching records, displays them with their current values and the proposed change, and asks for confirmation.
4. Confirm to apply the update. The agent updates all matching records and confirms the outcome in the chat.