Skip to main content

Notifications

Supply chain | Supply Chain Management, Commerce
Unanswered

Word Template Project/Sales Quotation

(0) ShareShare
ReportReport
Posted on by 45

Hi everybody,

I am trying to create a word template for project and/or sales quotation.

I can´t get any further because I can´t find a way to display the total amount. There is a field, but it is always 0,00.

I can display the net amount for the quotation lines, but I need the quotation totals. I am talking about the field on the project quotation form which you can access using the "totals" button. 

Can anybody help me and explain to me if this is possible using standard D365 word template? I used the project quotation headers and lines entities. 

  • Benjamin_Eber Profile Picture
    Benjamin_Eber 45 on at
    RE: Word Template Project/Sales Quotation

    Hi Will,

    thank you for your reply and the provided link!

    Best regards,

    Bennjamin

  • WillWU Profile Picture
    WillWU 22,350 on at
    RE: Word Template Project/Sales Quotation

    Hi Benjamin_Eber,

    Please try to add a new computed field in the data entity to get the total amount, you can refer to the logic of the invoiceAmount() method in the SalesQuotationTable table to add this Computed field.

    docs.microsoft.com/.../data-entity-computed-columns-virtual-fields

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

Announcing Category Subscriptions!

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Verified Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,359 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,370 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans