The Quote Creation Action Task currently operates within a clearly defined scope and set of technical constraints. The following section summarizes these key limitations so that you can design Agents, data mappings, and workflows that are compatible with the supported Quote Creation scenarios.
Available only for Data Agents
All configuration for the Action Task is available only for the Data Agents.
Strict Dependency on Customer Id and ProductId Mapping
The Agent query must expose dimensions with the same names as those mapped to customerId and productId in the SIP_AdvancedConfiguration (Administration > Configuration > System Configuration > Advanced Configuration Options). If either mapping is missing, the Quote Action Task configuration is hidden completely and the following error is displayed:
Cannot configure Quote action type. This Agent’s query is missing required dimensions: CustomerId, ProductId.
Assumptions About Quote Structure (No Complex Configurators)
When creating a quote via the Action Task, we currently assume that:
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quoteLineItem.skuholds the product identifier in each line item. -
customerIdis stored in a simple header input (e.g.,customerId). Complex configurators on the header are not supported for this mapping.
Each Execution Creates New Quotes
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Every time the Quote action runs (Triggering from the Action Task), it creates new quotes, even if the same items are selected multiple times.
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There is no deduplication, merging, or re‑use of existing quotes.
Only Price (Mandatory Identifiers) are Pushed From Agent
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The action task sends only the recommended price (from the configured Agent Recommended Price Field) and required identifiers into the quote line.
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Additional line attributes are attributes are not supported.
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Quantity
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Discount
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Costs
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Reason codes
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Other custom attributes
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Quote Field Limitations For Mapping
Quote Line Item Price Field supports only numeric line‑item fields from the selected Quote Type.