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How do I troubleshoot Quote template issues?

Question or Problem Statement:
In my quote pdf, the field is blank, wrong value. For example, the Quote Rate Plan Charge(QRPC) Effective Price field is blank/wrong value. How do I troubleshoot it? 

 

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1 REPLY 1
Support SME
Support SME

Re: How do I troubleshoot Quote template issues?

Solution:
The main idea is to verify if the field has a value in SFDC. If it has, then in quote pdf, the value is supposed to be populated. If it does not have a value, then in quote pdf, it is supposed to be blank. Please do not just focus on the quote template merge fields, we need to review the SFDC fields.

To verify if it is a new subscription quote, amendment quote or renewal quote?
a).It is a new subscription quote.
Go back to your SFDC quote, find the Quote Rate Plan then Quote Rate Plan Charge, review the field - Effective Price. Let's assume that Effective Price has a value.

 

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However in pdf, it is blank. What you can do is to:
Verify if Effective Price is existing in your quote template. If it is existing, then right click on it then Edit or Toggle Field Code to  what the
renew back end code is. see the screenshots below:

 

ef1.png

 

ef2.png


If the merge bank end code is fine but the field is still blank, then probably you have IF condition merge fields, Effective Price is suppressed. You can select all the merge fields in your template(Windows, Crtl + A), then Toggle Field Code. You should be able to review all the merge fields and conditions.

 

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b).It is an amendment quote or renewal quote.
Quote Rate Plan Charge record may or may not be blank. More details:
https://community.zuora.com/t5/Zuora-for-Salesforce/Why-Quote-Rate-Plan-Charge-record-is-not-populat...

Also, ChargeSummary fields may or may not be blank. More details:
https://community.zuora.com/t5/Zuora-for-Salesforce/ChargeSummary-fields-are-blank-in-Amendment-Rene...

 
Supporting References:
https://knowledgecenter.zuora.com/CA_Commerce/C_Zuora_Quotes/G_Zuora_Quotes_Configuration_Settings/D...






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