03-16-2018 03:25 AM
We've added a custom field on Quote Rate Plan Charges that are for display on the quote only and won't get sent to Z-Billing. We have some rules that populate these. When making an amendment quote this marks the parent Quote Rate Plan as "Updated". This leads to 2 issues:
1. You can now no longer remove that rate plan from the quote. The drop down option is removed.
2. If that quote is sent to Z-Billing it causes an extra amendment to be generated even though nothing actually changed.
- e.g. you change the end date, it makes 2 amendments, one for the T&C change, and then a useless 2nd amendment for the custom field change that doesn't get sent across.
03-16-2018 10:16 AM - edited 03-16-2018 10:17 AM
Hi @Nigel In your Rule that updates the custom QRPC field, you have to make sure to filter out original charges.
I remember I had the following suggestion made to another customer that worked for them :
Added a condition to the Rule : QuoteRatePlanCharge>QuoteRatePlan>Amendment Type is not equal to Original Product to the existing 3 conditions for Recurring, One-Time and Usage charges.
Can you please implement something similar on your Rule and see how it goes
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03-16-2018 03:03 PM
Thanks - Does that mean the rule wouldn't run on lines that haven't been updated? or have i misunderstood the suggestion? Problem is we need it on all lines - it's to calculate an overal total for the line - so list price * initial term * quantity for recurring charges and just list price * quantity for one-time charges. There isn't an inbuilt field that gets it all correct. So it's a calculated field - but only has meaning on the quotes side.