Word Template Project/Sales Quotation

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Posted on by Benjamin_Eber

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.

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Benjamin_Eber 45 on at

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RE: Word Template Project/Sales Quotation

Hi Will,

thank you for your reply and the provided link!

Best regards,

Bennjamin
WillWU 22,350 on at

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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