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 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.
