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Re: Expose other object's fields on Invoice object - Status changed to: Under Consideration

Expose other object's fields on Invoice object

This is a request to expose fields from the ProductRatePlanCharge object onto the associated InvoiceItem object.

Specifically I'm looking to get access to the Plan Type field on the ProductRatePlanCharge.

Since this related to: RatePlanCharge which is related to InvoiceItem.

The ultimate goal is to build better IF logic into the merge fields.

 

If ProductRatePlanCharge.PlanType= "Add-on" then expose this string, otherwise, revert to InvoiceItem.Quantity or something like that.


On the Service Order, I am able to rely on Conga and its integration with Salesforce to give me more flexibility when generating things pre-sale. Post-sale with the invoice, we are pretty limited.

2 Comments
Zuora-Community
Community Manager
Status changed to: More Feedback Needed
 
Zuora-Community
Community Manager
Status changed to: Under Consideration