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Show the total for only the recurring/specific charges on your quote PDF

Requirement – If you need to show the total for only the recurring/specific charges on your quote PDF, please find the solutions in the reply below.






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1 REPLY 1
Zuora Support

Re: Show the total for only the recurring/specific charges on your quote PDF

Solution – To achieve the total for the specific charges on your quote PDF, please see below. 

  1. You can either write a custom trigger OR.
  2. Create rollup summary fields to achieve this as mentioned in the steps below.

    • Go to your "Quote Rate Plan" object and add a Roll up Summary custom field. Lets say named "TotalRecurringCharges" as shown below.

    Filter Criteria - Charge TypeEQUALSRecurring
    Summary Type - Sum 
    Summarized Object - Quote Rate Plan Charge
    Field to Aggregate - Quote Rate Plan Charge: List Total (You can decide what field you need)

    • Then go to your "Quote Amendment" object and add a Roll up Summary custom field. Lets say same name "TotalRecurringCharges" as shown below.

    Filter Criteria - None
    Summary Type - Sum 
    Summarized Object - Quote Rate Plan
    Field to Aggregate - Quote Rate Plan: TotalRecurringCharges

    • Then go to your "Quote" object and add a Roll up Summary custom field. Lets say same name "TotalRecurringCharges" as shown below.

    Filter Criteria - None
    Summary Type - Sum 
    Summarized Object - Quote Amendment
    Field to Aggregate - Quote Amendment: TotalRecurringCharges






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