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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Mail Merge Quote for C...
Microsoft Dynamics CRM (Archived)

Mail Merge Quote for Customer print totals at the bottom

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Posted on by nomad 1,735

We are creating a new Mail Merge Template and we would like the following fields to be placed after the Product listing

 

 

Please find your quote details below:

Quote ID:                                            «Quote_ID»

Quote Discount percentage:       «Quote_Discount_»

Quote Discount Amount:             «Quote_Discount_Amount»

Total Detail Amount:                      «Total_Detail_Amount»

Total Tax:                                             «Total_Tax»

Total Amount:                                   «Total_Amount»

.

If so how can we do this any help would be great.

Damon

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  • Suggested answer
    nomad Profile Picture
    nomad 1,735 on at

    Resolved Don't know how thou. The Mail merged did not work on my system but worked on another.

    I think it had to deal with an active quote

  • Suggested answer
    Tamim AlKhiamy Profile Picture
    Tamim AlKhiamy 135 on at

    I could resolve this issue partially by placing "Next Record If" in the last row of Products table; however it works if the number of rows in the template is matching the number of product rows in  the Quotation.     

    Any ideas how did you resolve this issue.

  • Suggested answer
    Tamim AlKhiamy Profile Picture
    Tamim AlKhiamy 135 on at

    I found the solution

    community.dynamics.com/.../crm-quote-mail-merge-totals-at-the-bottom

    You can also hide the bookmark by changing the font format to hidden, if you don't want to show the amount twice on the quotation.

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