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Why doesn't the merge field in the quote template merge out the expected value?

Question or Problem Statement:
Why doesn't the merge field in the quote template merge out the expected value? For example, My " Quote.TermStartDate " isn't returning a value in my template despite being mapped.



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Re: Why doesn't the merge field in the quote template merge out the expected value?

Solution:
There are 2 conditions below:
1).If that field has a value in that quote type, you can use SFDC developer console then query that field.

 

For example, "Quote.TermStartDate".
Under your name then developer console ---> File ---> Open ---> Objects ---> Quote__c ---> Open ---> Query
SELECT Id, Name, zqu__TermStartDate__c FROM zqu__Quote__c
If you can see that it returns a value in "Quote.TermStartDate", then this field should be supported.

2).If (1) is true, then refer to the doc below to check if we have this merge field.
https://knowledgecenter.zuora.com/CA_Commerce/C_Zuora_Quotes/G_Zuora_Quotes_Configuration_Settings/D...

3).If (2) is true, then perform a test.

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



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1 REPLY 1
Highlighted
Community Manager

Re: Why doesn't the merge field in the quote template merge out the expected value?

Solution:
There are 2 conditions below:
1).If that field has a value in that quote type, you can use SFDC developer console then query that field.

 

For example, "Quote.TermStartDate".
Under your name then developer console ---> File ---> Open ---> Objects ---> Quote__c ---> Open ---> Query
SELECT Id, Name, zqu__TermStartDate__c FROM zqu__Quote__c
If you can see that it returns a value in "Quote.TermStartDate", then this field should be supported.

2).If (1) is true, then refer to the doc below to check if we have this merge field.
https://knowledgecenter.zuora.com/CA_Commerce/C_Zuora_Quotes/G_Zuora_Quotes_Configuration_Settings/D...

3).If (2) is true, then perform a test.

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



Subscribe to Zuora System Updates at Zuora Trust
Follow Zuora Global Support on Twitter and LinkedIn

View solution in original post