- Mark as New
- Bookmark
- Subscribe
- Permalink
- Email to a Friend
- Report Inappropriate Content
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.
If you found my answer helpful, please give me a kudo ↑
Help others find answers faster by accepting my post as a solution √
Solved! Go to Solution.
Accepted Solutions
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Email to a Friend
- Report Inappropriate Content
Solution – To achieve the total for the specific charges on your quote PDF, please see below.
- You can either write a custom trigger OR.
- 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- Then go to your quote template and use this custom field on a merge field as Quote.TotalRecurringCharges__c.
NOTE: Please make sure that you check the governor limit for the rollup summary fields before you plan on utilizing one for this purpose.
https://help.salesforce.com/articleView?id=000213287&language=en_US&type=1
- Go to your "Quote Rate Plan" object and add a Roll up Summary custom field. Lets say named "TotalRecurringCharges" as shown below.
If you found my answer helpful, please give me a kudo ↑
Help others find answers faster by accepting my post as a solution √
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Email to a Friend
- Report Inappropriate Content
Solution – To achieve the total for the specific charges on your quote PDF, please see below.
- You can either write a custom trigger OR.
- 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- Then go to your quote template and use this custom field on a merge field as Quote.TotalRecurringCharges__c.
NOTE: Please make sure that you check the governor limit for the rollup summary fields before you plan on utilizing one for this purpose.
https://help.salesforce.com/articleView?id=000213287&language=en_US&type=1
- Go to your "Quote Rate Plan" object and add a Roll up Summary custom field. Lets say named "TotalRecurringCharges" as shown below.
If you found my answer helpful, please give me a kudo ↑
Help others find answers faster by accepting my post as a solution √