About Retreever

Retreever · ‎08-03-2018

Hi @Manojna I have sent you a private message with the org id and you have been granted log in access. Regards, Roger

Retreever · ‎07-26-2018

Out of the blue the system stopped attaching quote pdf's to the Quote and instead is attaching them to the Opportunity. I have reviewed the config instructions but they are useless - it says checking the Attach quote pdf/doc will automatically attach the pdf/doc to the quote or the opportunity but no instruction on what you do to ensure it attachs to the quote. Any help would be greatly appreciated

Retreever · ‎07-26-2018

@doyeliBy checking the required box on the fields in the field sets - does that mean the rep creating a quote will HAVE to populate those fields before he can save the quote? Thanks, Retreever

Retreever · ‎07-26-2018

@doyeliOne other thing if after reviewing the (4) Field Sets being used for quotes there is a specific field that is not part of either field set can I add a "new" field to an existing field set or do I need to create a custom Field Set? Thanks Again Retreever

Retreever · ‎07-26-2018

Hi @doyeli , I assumed you meant "Field" Set not "Filed" Set. LOL I was able to determine that the field sets currently used for quotes are Quote_Information, Account_Details, Subscription_Terms and Additional_Terms. In reviewing the (4) Field Sets I found all the fields I was looking for, I edited and saved each Field Set marking certain fields in every set as "Required" (checking the box) . Am I correct in assuming that when a Sales Rep now creates a quote he will find these fields "required" in order to Save the quote record? Thanks, Retreever

Retreever · ‎07-24-2018

I have (9) Zuora Quotes page layouts in Salesforce , which I am assuming means I have (9) templates stored somewhere (Zuora account?) I want to add some fields that can be used in workflows or processes or just plain make them required e.g. Opportunity field . I tried adding them to the Salesforce page but they don't trigger the workflows or validation rules I build for the Zuora Quotes object. See screen cap below for example of one of my quote layouts, the sections in pastel greens labelled "Quote Information" is where I think I need to add the fields and it is a Zuora Visual force page section. I need help to find the existing templates / page layouts that are in use and how I go about making my edits i.e. adding fields, making them required etc. Thanks in advance for any help provided. Regards, Retreever

Retreever · ‎07-19-2018

@nathancTRied using roll up summary fields but they don't populate with any data.

Retreever · ‎07-18-2018

@nathancWhich field(s) would I roll up to det the Discount Percentage?

Retreever · ‎07-18-2018

Thanks @nathanc , here's my real issue than - I want to build a quotation approval process in Salesforce - the primary trigger will be if the total Discount % is greater than a defined percentage then approval is required e.g. Total purchase - all lines equals $60k , Discounted purchase - all lines equals $40k Total Discount % equals ~33% - any discount % greater than 30% must go through an approval process. I need a field in Salesforce that can capture the Discount % for the total quote - is there a way to do this? Thanks, Retreever

Retreever · ‎07-17-2018

In the "Quote Metrics" section of the Zuora Quote record in Salesforce there is a field labelled "Discount" which purports to show "The sum of all discount charges applied across all billing period(s)." This field never populates for us ( see attached screen cap ) However at the line level for the same quotation you can clearly see a Discount was applied - can we fix this so the overall Discount % ( e.g. multiple line items rolls up to the sum field?

Retreever · ‎03-05-2018

Hi Feisley, no recent changes in Salesforce to quote templates or quote config, we have multiple templates - no advanced conditional statements . It's been almost 2 weeks now and we've yet to hear anything from Zuora Support where I also logged a case. My client is not happy and thinking of dumping Zuora. Regards, Roger

Retreever · ‎02-25-2018

These were working fine till Friday and now when we go to 'Generate PDF' or 'Generate Word' from the Z Quote section in Salesforce the Rate Plan, Charge, Seats, and Price Per Billing Period sections of the quote generated is blank. Anyone have any idea what the problem might be? Thanks, Roger

Retreever · ‎06-28-2017

I am trying to create a quote approval process using the new "Approval Status" pick list field but when I am creating a quote the field isn't visible and when I save a new quote the field is visible but there are no values available other than "--None--" - can anyone help me with this. Thanks, Roger

Retreever · ‎08-16-2016

I am finding it very difficult to create a successful approval process related to Zuora Quotes in a Salesforce org - any quote where discount percentage is greated than 30% has to go through an approval process. I've followed the usual methodology but it just doesn't work. ANy tips, tricks, suggestions about how best to proceed would be very much appreciated. Thanks, Roger

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Re: Quote PDF's no longer being attached to Quotes

Quote PDF's no longer being attached to Quotes

Re: How do I customize my Quote template?

Re: How do I customize my Quote template?

Re: How do I customize my Quote template?

How do I customize my Quote template?

Re: Discount Sum Field

Re: Discount Sum Field

Re: Discount Sum Field

Discount Sum Field

Re: Generate PDF and Generate Word for Quotes Button not working

Generate PDF and Generate Word for Quotes Button not working

Approval Status Picklist Field - pick list values do not show

Approval Process for Zuora Quote in Salesforce