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Table of Contents

Introduction

When you save the quote in the editor, the associated data record is created in Salesforce. You will find all the information from the individual quote line items, the master data, etc. clearly summarized here in addition to a preview of the quote PDF. An overview of the editing options can be found in the user documentation. At this point we would like to go into the content structure of the data record in Salesforce.

Info

With the help of the SF42_QuoUpdateHTML__c checkbox you have the possibility to create an updated quote PDF also outside the editor. Please note that only one quote can be updated at a time. After executing the action, the checkbox will be reset to the original state "false".

Fields for the quote record

Note

Note that the fields on the Quote record are automatically populated from the editor values. Manual editing on the record page by the default user is not provided.

The most important fields related to the quote record can be found in the upper section of the page.

Field in Salesforce

API-Fieldname

Explanation

Quote

Name

Name of the quote as defined in the quotesavename parameter

Quote number

sf42_quotefx__SF42_QuoNumber__c

Consecutive quote number as set on the appero Quote Setup App home page.

Note

If the quote number is already contained in the Name field, this field does not need to be displayed.

Quote date

sf42_quotefx__SF42_QuoDate__c

The quote date corresponds to the creation date of the record in the editor.

Stage

sf42_quotefx__SF42_QuoStatus2__c

Picklist with the values New - Sent - Invalid - Declined - Accepted

Type

sf42_quotefx__SF42_QuoType__c

Formula field that sets the values: quote, template or order confirmation.

appero Language Locale

sf42_quotefx__SF42_QuoLanguageLocale__c

If applicable, a language and locale will be taken from the opportunity, otherwise the field will remain empty.

Active

sf42_quotefx__SF42_QuoStatus1__c

Selection between Active and Inactive

Note

A quote is set inactive, if it is “Declined” in Stage field.

Primary Quote

sf42_quotefx__SF42_QuoIsPrimary__c

If the quote is copied to the opportunity, it will be marked as "Primary quote" via the checkbox.

Note

At the opportunity it is then stored via lookup as "primary quote".

Related Quote

sf42_quotefx__SF42_relatedQuote__c

Lookup to the underlying template

Valid until

sf42_quotefx__SF42_QuoValidThruDate__c

Returns the validity date from the master data.

Order Entry

sf42_quotefx__SF42_AcceptedDate__c

Is set by triggering the order entry via the Quote Action button

Order Confirmation

sf42_quotefx__SF42_QuoOrderConfirmation__c

Checkbox

Template

sf42_quotefx__SF42_QuoIsTemplate__c

Checkbox

Recipient information

The most important recipient information is already displayed by default in the compact layout of the quote page. Additional fields can also be displayed as required e.g. in multi-level sales.

Feld in Salesforce

API-Feldname

Erläuterung

Quote for Opportunity

sf42_quotefx__SF42_QuoOpportunity__c

Lookup to the associated opportunity

Quote for Account

Image RemovedImage Added

sf42_quotefx__SF42_QuoAccount__c

Lookup on the opportunity account

This field also exists for Account 2-4. i.e. sf42_quotefx__SF42_QuoAccount2__c etc.

Quote for Contact

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sf42_quotefx__SF42_QuoContact__c

Lookup on the opportunity contact

This field also exists for Account 2-4. i.e. sf42_quotefx__SF42_QuoContact2__c etc.

Account

Image RemovedImage Added

sf42_quotefx__SF42_PrimaryAccount__c

Lookup to the primary account (relevant in multi-level sales, otherwise equal to Opportunity account)

Quote calculation

The imputed fields summarize the calculation of each quote line item.

Note

All summary elements, unless further specified, refer only to quote line items that are not identified as alternative.

Field in Salesforce

API-Fieldname

Explanation

Sum Listprice

Image RemovedImage Added

sf42_quotefx__SF42_QuoSum_Listprice__c

Sum Listprice

Adds from all products of the quote the value of the SumListprice column.

Sum Net

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sf42_quotefx__SF42_QuoSum_Netto__c

Sum net

Adds the value of the SumPrice column from all products in the quote.

If the quote contains elements of the Sum Discount type, the value of the EndPrice column is subtracted from the total.

Sum Net Net

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sf42_quotefx__SF42_QuoSum_NetNet__c

Sum Net Net

In this field, the Lowsell Prices of the individual items are multiplied by the quantity fields Quantity and, if applicable, packaging unit and quantity multiplier. The result is the lowest offer price including all existing discounts.

Note

Since the Lowsell Price also takes into account discounts in multi-level sales (Special Discount Partner/Distributor), the Sum Net Net may differ from the Total Net.

VAT (Tax)

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sf42_quotefx__SF42_Tax_Quote__c

VAT

Indicates the VAT rate of the quote in %.

Note

If the quote refers to several different tax rates, the field remains empty.

Sum VAT

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sf42_quotefx__SF42_QuoSum_Vat__c

Sum VAT.

Calculates from all products of the quote the VAT amount, based on the Lowsell Price.

Sum Total

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sf42_quotefx__SF42_QuoSum_Brutto__c

Sum Total

a) Adds from all products of the quote the value of the Sumprice column plus the proportional VAT share (Sumprice/100)*(100+SF42_Tax_Quote__c).

If the quote contains elements of the Sum Discount type, the VAT will be added to the value of the Endprice column and the calculated amount will be deducted from the sum.

b) If the "Use Sum Totals as Listprice totals" setting is active, the value of the SumListprice column will be added in this field from all products.

Layout information

The information about the quote layout is usually not displayed on the page, but of course it can be viewed.

Field in Salesforce

API-Fieldname

Function

Column Layout

sf42_quotefx__SF42_ColumnLayout__c

This long text area records the global column layout of the quote.

Custom Address

sf42_quotefx__SF42_QuoCustomAddress__c

Specifies the address area in html formatting with display of the variables

Custom Address (Html)

sf42_quotefx__SF42_QuoCustomAddressHtml__c

Specifies the address area in html formatting with resolved variables

Custom Sender in Layout

sf42_quotefx__SF42_QuoCustomSender__c

Specifies the sender area in html formatting with display of the variables

Custom Sender in Layout (Html)

sf42_quotefx__SF42_QuoCustomSenderHtml__c

Specifies the sender area in html formatting with resolved variables

Use one Background in Page Layout

sf42_quotefx__SF42_QuoPageUseOneBG__c

Checkbox

Print without Logo

sf42_quotefx__SF42_blank__c

Checkbox

First Page Background

sf42_quotefx__SF42_FirstPageBackgroundID__c

Record ID of the used letter paper cover sheet

Second Page Backgroud

sf42_quotefx__SF42_SecondPageBackgroundID__c

Record ID of the used letter paper continuation sheet

Note

When a quote is saved, the opportunity is also updated automatically by writing the field values sf42_quotefx__SF42_Quote_Count__c - number of existing quotes - and sf42_quotefx__SF42_QuotesValidUntil__c - last valid date of quotes.

The new parameter preventOpportunityUpdate prevents the described Opportunity update. This can be useful if there are custom processes on the Opportunity object that would be unnecessarily triggered by saving the quote.