New custom Word template for quote and account information

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Posted on by Fede_Ocean

Hi There,

i am trying to create my custom template for our quotes and i have few questions:

A) How can i recall the customer (account information and contact) information (for instance: address, zip code, country) on the template quote? I can't find the function and field on the XML mapping...

I need to print on the quote the Account information and i don't want our users to write manually the information for each quote;

In the quote form i have these fields:

Screen-Shot-2020_2D00_01_2D00_16-at-3.58.05-PM.png

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B) On the product lines i want that the template showing the item code (in our inventory is Product ID), however even with the field "Productid" it is still showing the product name instead of the product code. What should i do?

Screen-Shot-2020_2D00_01_2D00_16-at-4.13.52-PM.png

C) Our users want to put a discount per line based on a % not on a net value, how can i do that?

Thank you

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Answers (2)

Omar Armas 10 on at

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RE: New custom Word template for quote and account information

Lu Hao,

Your answer made my day, thanks for doing it so clearly, I was looking exactly for this.
LuHao 40,872 on at

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RE: New custom Word template for quote and account information

Hi Fede,

To keep this thread pure, I split the last question into a separate thread.

Please click Yes in my answers to close this thread.

The last issue will be discussed in the new thread.
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LuHao 40,872 on at

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RE: New custom Word template for quote and account information

Hi Fede,

There is a OOTB feature that can meet your needs, that is Discount List.

Using the Discount List, we can implement a discount that automatically applies percentages based on Quantity for a single Quote Line.

Please refer to this document to know how to set up discount lists: https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/set-up-discount-list

Here is a demo.

I have three Discounts in a Discount List.

When you are creating Price List Item, you can choose Discount List.

The effect is as follows:

When I create a Quote Line and select the Price List Item as the Existing Product, whenever I enter a different Quantity, the field Amount will automatically apply the percentage discount based on the Discount List of the Price List Item.

For the Price List Item you have created, you have to export them to Excel and then edit and import it.

https://www.crmug.com/communities/community-home/digestviewer/viewthread?GroupId=1285&MessageKey=e610f310-2ea3-4981-9a5f-6ef41e0b9182&CommunityKey=dc83c23b-ede0-4070-ae7a-dd90859148a6&tab=digestviewer&ReturnUrl=%2Fresources%2Fforum
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LuHao 40,872 on at

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RE: New custom Word template for quote and account information

Hi Fede,

The reason there is no field "ProductNumber" in word is that it is the field of the Product entity,not the Quote Line entity. So it does not appear in the mapping quote_details.

We need to create a new field for the Quote Line entity to inherit the value of the Product entity field.

There are several ways to achieve this, and I recommend using calculated fields here.

Don't set the condition of the calculated field, set its action to = productid.productnumber.

In this case, every time the Quote Line is saved, the new field will be changed with the value of the field "ProductNumber" of the Product entity.

Then, download the word template again, and you will see the new field, which is used to represent "Product ID".
LuHao 40,872 on at

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RE: New custom Word template for quote and account information

Hi Fede,

I got sick a few days ago so sorry for not responding to you in time.

Field 'Potential Customer' can only be selected for account or contact, not both.

So on the word template, there will only be one mapping between quote_customer_accounts and quote_customer_contacts has value. It displays related data based on the value of the field 'Potential Customer'.
Fede_Ocean 25 on at

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RE: New custom Word template for quote and account information

Hi Guys,

I need your help on this. I need to complete the quote template and this is the major issue to the finalization of the job.

Than you

F.
Fede_Ocean 25 on at

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RE: New custom Word template for quote and account information

More question on B point;

Unfortunately I am not able to find the field "ProductNumber" on word ... why that?

Thanks

F.
Fede_Ocean 25 on at

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RE: New custom Word template for quote and account information

For answer relate to C)

SO basically now on the system when I create a quote I can type manually a discount per line. What I can type is not a % but it is a net value, for instance 200 $.

Our business model is based on Retail price list where is indicated the retail price (so what is our product price in a boutique) however each of our account buys with a % discount from the public pricelist.

For instance:

Item # 69 on pricelist A - 2019 has a retail price of 2000 USD;

When we create a quote for the account "retail 1" which has a negotiated standard discount of -45%, our operator should type on the item line Discount = 45 (not 950 USD) and the software should calculate the net price. That is similar on what's happens on Business Central on the quote.

At the moment there is on the quote form on Sales there is a line about % but is for the full order;

Would be amazing if I can create for each account conditions for the price lists (we have 3 different pricelist each with different products) so automatically when the operator picks up the quote the system pre-set the discount. But of course I don't know how to do it.

Thank you again

F.
Fede_Ocean 25 on at

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RE: New custom Word template for quote and account information

For answer relate to B)

Thank you. I will try to find it because yesterday I was not able to see it. Maybe now with the new template I am going to create I will see it.

I will keep you posted.

Thank you again

F.
Fede_Ocean 25 on at

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RE: New custom Word template for quote and account information

For answer relate to A)

Thank you for your reply (I promise, next time I will separate the questions!)!

Ok, I will do that, but then on the quote form on the CRM should I have the possibility to select Account and Contact? Or as it is now I select only a contact or an account and then the template pick up only the related data?

Thank you