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Summarize Quote Line Items By Rate plan

I am looking to summarize all charges on a quote by the total amount of the rate plan as opposed to each individual charge

 

Example:

 

Quote has two rate plans selected with the associated charges:

 

Rate Plan A

  - Charge w $50

  - Charge x  $150

Rateplan B

  - Charge y  $100

  - Charge z  $ 250

 

Curretnly the quote would display:

 

Charge w $50

Charge x  $150

Charge y  $100

Charge z  $250

 

I would like it to display

  Rate Plan A $200

  Rate Plan B $350

 

Does anyone know how to do this?

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12 REPLIES 12
Zuora Alumni

Re: Summarize Quote Line Items By Rate plan

Hello, 

 

Great questions! Please let me confer with my Salesforce Specialist colleagues to help get you an answer for you.   

I'll get back to you shortly.

 

Thanks,



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Support SME
Support SME

Re: Summarize Quote Line Items By Rate plan

We do not have such a Summary field in Quote Rate Plan(QRP) object in ZQuote app. However, we can try to create a custom summary field in QRP to summary Quote Rate Plan Charge(QRPC) object. I made a testing on my sandbox org. Fortunately, it seems to work. I assume that you would like to summary the field “Effective Price”, then the testing is the below:

1).Create a summary custom field in QRP.

Under your login name ---> Setup ---> App Setup ---> Create ---> Objects ---> Quote Rate Plan(zqu__QuoteRatePlan__c) ---> Custom Fields & Relationships ---> New ---> Data Type ---> Roll-Up Summary ---> Field Label like “My Charge Summary” ---> Summarized Object = Quote Rate Plan Charges  ---> Select Roll-Up Type = Sum ---> Field to Aggregate = Effective Price ---> Filter Criteria = All records should be included in the calculation ---> Next ---> Field-Level Security for Profile = To select the profile which you would like to have this custom field been available in ---> Save

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2).Create a testing new subscription quote

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In the last, this is not a Zuora’s function, actually, this is regarding how to use SFDC. For more specific requirements, I would like suggest you to contact SFDC support team.

 






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Valued Scholar

Re: Summarize Quote Line Items By Rate plan

Thank you this was very helpful. Is it now possible to create a rate plan table on a quote and have it pull in these rolled up numbers?

Support SME
Support SME

Re: Summarize Quote Line Items By Rate plan

Are you asking how to display this cusotom field in a quote pdf?






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Valued Scholar

Re: Summarize Quote Line Items By Rate plan

I know how to display the custom field, but only in a QuoteRatePlanCharge Table.  I need to display the field in  aQuoteRatePlan Table.

Support SME
Support SME

Re: Summarize Quote Line Items By Rate plan

If my understanding is correct, you would like to add My Charge Summary into the table below? I made a testing, it gives me an error. I do not believe that the VF page supports it. You can see there is also a custom field named Copy My Charge Summary, the value can be copied to the charge table rather than Rate Plan, but it is not your expectation.

 

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Valued Scholar

Re: Summarize Quote Line Items By Rate plan

I am looking for a way to get all the info from the quote reate plans on a PDF when I generate a quote.

Zuora Alumni

Re: Summarize Quote Line Items By Rate plan

you will need to customize your quote template

 

 

Here's the KB Link with all the supported merge fields

 

https://knowledgecenter.zuora.com/CA_Commerce/C_Zuora_Quotes/G_Zuora_Quotes_Configuration_Settings/D...



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Partner

Re: Summarize Quote Line Items By Rate plan

I believe the original question is actually how to present the quote charges summarized by a common attribute (E.g. rate plan name) on the quote template (PDF).  

 

There is a KC article that discusses using TableFilter.GroupBy in the context of invoice templates.  Is that method also supported on quote templates?

 

I have a customer who is requesting a similar customer facing quote document.

 

Sean Ralph CPA CA