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Is it possible to change the order of charges on the "Choose Products and Charges" layout?

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Zuora Staff

Is it possible to change the order of charges on the "Choose Products and Charges" layout?

Unfortunately there is no way to sort the order of charges on the "Choose Products and Charges" layout. But as a work around you can try the following:-

 

  1. Create custom field for 'SORT' on Quote Rate Plan Charge Object.
  2. On Quote rate plan charge object, Under 'Field Set' Go to 'Display charge field' and drag and drop the custom field. On the product & charges layout you will able to see the custom field to enter the required sequence. Below screen shot show how the order is sequenced using custom field.

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Quote Template:

 

  • On Quote template you can use Table Sort with the custom field and get the sorting listed as per the sequence entered on the custom field. Below is the sample quote template with quote pdf output.

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1 REPLY 1
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Support SME

Re: Is it possible to change the order of charges on the "Choose Products and Charges" lay

@joeantonmanoj Thanks for sharing this useful tip.






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