- Mark as New
- Bookmark
- Subscribe
- Permalink
- Email to a Friend
- Report Inappropriate Content
When a Quote is created, Quote metrics Subtotal and Total are not being populated
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
Verify if the Start date for the Quote is a future dated Quote
By design,when Effective Start Date is in the future, no invoice is generated and hence quote metrics like Total and Subtotal are not populated.
To generate an invoice for a future-dated quote and compute the Quote metrics, you can set the quote's Invoice Target Date (zqu_InvoiceTargetDate_c) to the same date as Start Date.
Further set the Is charge expired field to true in order for the Quote metrics to be recomputed and Sub total and total fields are then populated
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
Verify if the Start date for the Quote is a future dated Quote
By design,when Effective Start Date is in the future, no invoice is generated and hence quote metrics like Total and Subtotal are not populated.
To generate an invoice for a future-dated quote and compute the Quote metrics, you can set the quote's Invoice Target Date (zqu_InvoiceTargetDate_c) to the same date as Start Date.
Further set the Is charge expired field to true in order for the Quote metrics to be recomputed and Sub total and total fields are then populated
If you found my answer helpful, please give me a kudo ↑
Help others find answers faster by accepting my post as a solution √