Hi @feisley Thank you so much for this! I've used your tips and they have been a big help. However, I have one issue that I can't solve - and Zuora Support suggest I post here as they couldn't help me either. I've followed your instructions on hiding rows for deleted/duplicate products and it works perfectly on the .pdf, but when I go to generate it in Word it still displays extra rows (not quite in the table). We need to use word templates sometimes for redlines or other manual edits before sending the quote, but the way it's generated in word you cannot even delete the text without completely destroying the table formatting. Has anyone else experienced this? Any ideas on what I may need to do in my mergefields to make it work? I also know you normally prefer using chargesummaries instead of quoterateplancharge - but we have a lot of custom fields that calcualte on the rate plan charge level (some are ones we show on this template) so that is why we are using quoterateplancharge table instead. Screenshot of the temeplate: Preview of a .pdf that generates correctly: Preview of the word incorrectly formatted (note the extra lines not part of the table) Preview of the previewed word document with hidden fields shown for reference:
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@feisley Yes, the structure still works if I remove the condition to hide the rows. It's been awhile since I've had to modify the templates and work with the 2 tables, BundleRatePlan and QuoteFeatures. This afternoon was a crash remembering session. If the product is Original the features will not display since there's no actual QuoteFeature records to pull because there's no QuoteRatePlanCharge record created for original products. If the product is an UpdateProduct for any reason, then the features will display because a QuoteRatePlanCharge record is created. So in my example where the TableStart/TableEnd info was displaying on the PDF was because the product was original and doesn't have any feature records even though it does have features. So my question now becomes, are there any conditions I can use to hide tables or replace with text when there's no records? if table is null display "text" otherwise display table? TableHide? I'll have to do some additional research. Thanks for suggesting that I remove the condition, that at least got me to remember these nuances.
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Hi @markgschafer , yes, you are right.
If the error is "INSUFFICIENT_ACCESS_ON_CROSS_REFERENCE_ENTITY:insufficient access rights on cross-reference id: xxxxxxxxxxxxxxx:--"
The Id in the error is normally the Id of the account's Default Payment Method.
The error indicates that the sync could not sync the account's updates from Zuora to Salesforce because the default payment method was missing in Salesforce.
It appears that the account's Default Payment Method was synced to Salesforce initially, so the payment method in Zuora ties to the Id of the corresponding payment method in Salesforce. The Salesforce payment method was then deleted for some reason. So now when the sync tried to sync updates made to the account in Zuora, it could not match the default payment method in Zuora with the (missing) one in Salesforce.
There are a couple of options to resolve this issue:
i) Delete the payment method from Zuora and re-create it. The new payment method will be synced to Salesforce as a new one. Please note that this may require to contact your customer for the payment method information (e.g., credit card details) if you don't have it store on your end.
ii) Check your Recycle Bin to see if the deleted payment method is still there and restore it. If not, you can reach out to Salesforce Support to see if they can help.
If none of the above two options are feasible, it is suggested to please file a case with Zuora Support.
Support has a REST admin tool that they can use to perform Data fix on this record
Thank you Doyeli
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Older versions of the Zuora quoting package did not allow for in-line editing. That was very useful to us, because we need control over when our end users can and cannot edit the quote. We'd love it if the in-line editing could either be turned on or off with a master setting or if in-line editing could be turned on/off based on the record type or some field value. Our use case is we use the standard Default record type as a sort of 'draft' mode while our users configure the quote. The standard record type includes the buttons for editing the quote and products, but not the ability to generate a PDF. Once they are ready to generate the PDF order form, they switch to a different record type. This custom record type is sort of a 'locked' mode that prevents changes to the products but allows users to generate PDF. We accomplished this by including or omitting certain buttons on each page layout. In-line editing prevents us from using this approach and caused issues for us. For now we are using the old Quote Detail Product Selctor, but it'd be nice to have a consistent UI and use the most current components in the package.
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