Happy Business Starts Here

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

Highlighted
Community Manager

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.



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

1 ACCEPTED SOLUTION

Accepted Solutions
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

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