- Mark as New
- Bookmark
- Subscribe
- Permalink
- Email to a Friend
- Report Inappropriate Content
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?
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Email to a Friend
- Report Inappropriate Content
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,
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
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
2).Create a testing new subscription quote
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.
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
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?
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Email to a Friend
- Report Inappropriate Content
Re: Summarize Quote Line Items By Rate plan
Are you asking how to display this cusotom field in a quote pdf?
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
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.
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Email to a Friend
- Report Inappropriate Content
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.
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
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.
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Email to a Friend
- Report Inappropriate Content
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
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
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.