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

[Hina]

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.

[Hina · Accepted solution]

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
   

   • 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