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Advanced Tutor bd
Advanced Tutor

ProductRatePlanCharge field in Renewal Quote Charge Summary

Trying to build a renewal order form document from the data on a Quote. There's no Quote Rate Plan Charge record for a renewal line-item, however it sems as if most everything needed is in the Quote Charge Summary object.

 

However, there's no link from the Quote Charge Summary to the Product Rate Plan Charge, so it's difficult to get at the Description field on Product Rate Plan Charge. 

 

You can get there with Add / Remove via the Quote Rate Plan Charge.

 

Any advice?

 

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Guru

Re: ProductRatePlanCharge field in Renewal Quote Charge Summary

The description from the Product Rate Plan Charge is copied to the description field of the Quote Charge Summary object, so you should not need to trace back to the Product level object to retrieve it.

 

As a side note, the Quote Charge Summary object has enough detail on it (plus a few things we added via formulas) that we use it for all quote types (New, Amendment, and Renewal)

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Advanced Tutor bd
Advanced Tutor

Re: ProductRatePlanCharge field in Renewal Quote Charge Summary

Thanks, I missed that. How about a custom field on the Product Rate Plan Charge? Not a current requirement, however it seems we wouldn't be able to get to that.  

 

Good to hear Quote Charge Summary works for all quote types in your quoting process. After looking at all these similarly named objects we're planning to do the same.