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Microsoft Dynamics CRM (Archived)

Total Tax in Word Template

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Hello,

In first I would like to apologize to my English. I'll try to do write correctly

I have an issue to show the total tax in the word template. I created a business rule for a quote entity to calculate automatically me VAT 20%. It works fine like you in the following screenshoot

When create a word template I don't have the total tax information

Thanks to help me

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  • Community Member Profile Picture
    on at

    Hi Fabs6076 ,

    screenshot is not visible, however ...

    1) are you sure the value have been saved?

    2) have you referenced this value in template?

    Please let us know.

    If you found the answer helpful, please mark as Verified 

    Join my network on LinkedIn      Follow me on Twitter 

    Thank You & Best Regards

    Francesco Picchi

    Microsoft Dynamics CRM Consultant, Bologna+Milano, ITALY

    Independent Contractor

    http://www.francescopicchi.com

  • Community Member Profile Picture
    on at

    CRM_5F00_Quote.JPG

    word_5F00_template.JPG

  • Community Member Profile Picture
    on at

    The value has been saved yes

    About my template I choose the value totaltax in quote XML mapping

  • Suggested answer
    Community Member Profile Picture
    on at

    Hi Fabs6076 ,

    im pretty sure your value is calculated realtime, but not saved.

    Please check throught advanced search if totaltax is valued.

    Please let me know.

    If you found the answer helpful, please mark as Verified 

    Join my network on LinkedIn      Follow me on Twitter 

    Thank You & Best Regards

    Francesco Picchi

    Microsoft Dynamics CRM Consultant, Bologna+Milano, ITALY

    Independent Contractor

    http://www.francescopicchi.com

  • Community Member Profile Picture
    on at

    Thanks Francesco I think you probably reason

    because when I run this search I don't have any result

    Search.JPG

    And if I change be equal 0 I see my Quotes. So do you have a solution to fix my total tax calculate from the business rule?

  • Verified answer
    Community Member Profile Picture
    on at

    Hi Fabs6076,

    try the following:

    1) Change Business Rule scope to Entity (then save and test)

    If doesnt work

    2) Move your logic to Plugin o Custom Workflow

    Please let me know

    If you found the answer helpful, please mark as Verified 

    Join my network on LinkedIn      Follow me on Twitter 

    Thank You & Best Regards

    Francesco Picchi

    Microsoft Dynamics CRM Consultant, Bologna+Milano, ITALY

    Independent Contractor

    http://www.francescopicchi.com

  • Community Member Profile Picture
    on at

    Hi Francesco,

    How do say that ..... You are a star the 1rst solution resolved my issue. Thanks a lot.

    I don't know your 2nd solution do you have a link to explain how do it?

    Regards

  • Community Member Profile Picture
    on at

    Hi Fabs,

    im glad you solved it.

    About the second solutions you could recalculate tax throught plugin each time total amount change, however it is required to write a plugin.

    The first solution is the fastest and im happy you solved with it.

    If you found the answer helpful, please mark as Verified 

    Join my network on LinkedIn      Follow me on Twitter 

    Thank You & Best Regards

    Francesco Picchi

    Microsoft Dynamics CRM Consultant, Bologna+Milano, ITALY

    Independent Contractor

    http://www.francescopicchi.com

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