Miscellaneous

Additional accounts custom component name

Input field

additionalaccountsCustomComponentName

A custom component name that should replace additional accounts functionality in base data dialog. Presupposes additionalaccounts = true and needs to extend apo_BaseQuoteBasisDataDialogAdditionalAccounts

Additional quote fields custom component name

Input field

additionalQuoteFieldsCustomComponentName

A custom component name that should replace additional quote fields functionality. Presupposes additional quote fields settings to be active and needs to extend apo_BaseAdditionalQuoteFieldsModalBody.

Users may delete locked items

Option switch

allowDeletionOfLockedItems

Default: false

Users are allowed to delete locked items from a quote

Allow Quotes for closed opp

Option switch

allowQuotesForClosedOpp

Default: false

If true, allows users to create/edit quotes even for closed opportunities.

Approval process activated

Option switch

approval

Default: false

Basis for the old approval logic

Approval process options

Picklist

approvalmode

Default: false

This parameter defines whether a workflow ("low sell violation") will be activated in case a minimum price is undercut.

A suitable workflow is prerequisite.

• false = Approvalprocess is inactive

• true = Approvalprocess is active, depending on Lowsell Violation

• always = Approval is needed for all Quotes

• sum = Approval is needed for percentage discount

Percentage value for trigger

Input field

approvalsumvalue

Default: 0

Insert Sum automatically by Group (BETA)

Option switch

autoSumInsert

Default: false

This parameter can be used to automatically add and calculate subtotals for each product group in the quote: As soon as there is more than one product with identical product groups in a quote and the quote does not contain a total net with the same product groups, a new subtotal with this product group assignment is automatically placed below the products.

Defines the different Page Layout for Print and Email for First Page and Following Pages

BackgroundImageSetting

Default: 1212

Defines the different Page Layout for Print and Email for First Page and Following Pages for Quotes

The Setting is made up from 4 Integer Values

• Xxxx - First Page Print

• xXxx - Following Pages Print

• xxXx - First Page Email Layout

• xxxX - Following Pages Email Layout

with:

• 0 - No Background Image

• 1 - First Background Image

• 2 - Second Background Image

Tax column is editable

Option switch

changeTax

Default: false

Users can freely edit the tax column of products

Display xcolumns in sum items

Option switch

displayXcolumnsInSumItems

Default: false

If true, xcolumns are displayed in sum items per default.

Do not use strict JSON deserialization for JSON strings in the context of the Quote Lightning Editor

Option switch

doNotUseStrictJSONDeserialization

Default: false

Use standard JSON deserialization instead of strict JSON deserialization for JSON String in context of the Quote Lightning Editor.

Use Gross totals as list price totals

Option switch

GroupTotalDiscount

Default: false

This parameter defines whether the total gross sum should be used instead of list prices with VAT.

Hide sender

Option switch

HideAddress

Default: false

Disables the senderaddress inside the editor and the document.

Hide Setup Assistant

Option switch

hideSetupAssistant

Default: false

Hide the setup assistant on the appero quote Setup Home page when no assistance with configuring quotes is needed.

Hide Setup Assistant completed toast

Option switch

hideSetupAssistantCompletedToast

Default: false

Hides the setup assistant completed toast. Is automatically set to true when the toast is displayed first.

Multiply Listprice (before Discounts)

Option switch

multipliyOnListprice

Default: false

This parameter is used to calculate the discount from the total list price instead of the list price of every product.

Default paper orientation

Picklist

PaperOrientationDefault

Default: portrait

Defines the default setting for the paper orientation.

• protrait = Quote in portrait format

• landscape = Quote in landscape format

Prevent opportunity update

Option switch

preventOpportunityUpdate

Default: false

When saving quotes opportunity updates are prevented, affects Opportunity Valid Date(SF42_QuoteValidUntil__c) and Quote Count(SF42_Quote_Count__c) on Opportunity.

Placement of column headings

Picklist

productheader

Default: 0

This parameter defines where product headers will be printed in the final document (PDF).

• 0 = Product Header will not be printed

• 1 = Product Header will be printed before the first product only

• 2 = Product Header will be printed before each block, i.e. repeatedly if products are separated by textitems, groups, lines or page breaks

Example:

• Title: productheader

• Value: 1

Additional product property object query Account @filter fields

Input field

productPropertyQueryAvailableFilterFields_Account

List of additional Account fields that should be loaded in order to be used as filter criterias in product property object queries.

Additional product property object query Contact @filter fields

Input field

productPropertyQueryAvailableFilterFields_Contact

List of additional Contact fields that should be loaded in order to be used as filter criterias in product property object queries.

Additional product property object query Opportunity @filter fields

Input field

productPropertyQueryAvailableFilterFields_Opportunity

List of additional Opportunity fields that should be loaded in order to be used as filter criterias in product property object queries.

Additional product property object query Product @filter fields

Input field

productPropertyQueryAvailableFilterFields_Product

List of additional Product fields that should be loaded in order to be used as filter criterias in product property object queries.

Code for column layout

Input field

quotelayout

Defines the Default Layout for the Quote in Editor.

{category} : {Name} : {Width in Pixel} : {Order of Columns} : {Column available in Editor} : {Available Column in Print Layout} : {Text alignment}

Quote Settings Options

Picklist

quoteSettingsJSONOptions

default_standard: QuoteSettingsApp,
default_newInstallation: QuoteSettingsSimplifiedApp

Use this setting to switch between different quote settings layouts: all or compact

Reload Quote and Items after Save

Option switch

reloadQuoteAfterSaveToUpdateAllData

Default: false

If enabled, quote editor will re-query quote and all data after each successful save.

Save twice for formula mergefields

Option switch

saveTwiceForFormulaMergefields

Default: false

Enables by double saving the use of merge fields on the quote record that are just generated when the quote is saved.

Related Products available

Option switch

showAddOn

Default: true

Enables Addonproducts.

Skip pricebookentry cache on load

Option switch

skipPricebookEntryCacheOnLoad

Default: false

For price books with several thousand active entries, this parameter can prevent a cache overload when starting the editor.

Enables copy to opportunity functionality

Option switch

UseCopyToOpp

Default: true

Configures the Function "Copy LineItems to Opportunity"

effect:

• Visibility of Button in Quote View

• Visibility of Checkbox on Send Email dialog

• Execution of Function on Accepting Quote

• Execution of Function on automatically sent Quote email after Approval with Template name set (parameter: SendApprovedQuoteTemplate)

  • true - Function activated (Buttons available)

  • false - Function not available

Use copy to opp allow on approval

Option switch

UseCopyToOpp_AllowOnApproval

Default: false

Allows to Copy Products to Opportunity, though a quote needs to be approved.

• true - the Button is visible, independent from Approval Status

• false - the Button is visible only on approved Quotes

Display letter paper in PDF for print

Option switch

UseDifferentBackground

Default: true

Defines the different Page Layout for First Page and Following Pages for Quotes

• true - Different Layout for First Page and Following Pages

• false - Same Layout for all Pages

Display letter paper in PDF for email and attachments

Option switch

UseFullBackground

Default: true

Defines the Page Layout for Quotes

• true - Fullsize Image used for Page Background

• false - Default Page Layout with Header and Footer is used

Use new quote count

Option switch

useNewQuoteCount

default_standard: false,

default_newInstallation: true

If true, uses SF42_Number__c records to determine the number of quotes for an opportunity.

Use Simplified Approval Logic

Option switch

UseSimplifiedApprovalLogic

default_standard: false,

default_newInstallation: true

If true, submission for approval is required if any active approval process is found on the quote object. Other existing approval settings are ignored (approval, approvalmode, approvalsumvalue)

Window address sender

Picklist

WindowAddressSender

Default: default

Parameter defines the Print Setting for the Sender Address for Window Envelopes

Print of Line above recipient address

• always - line is always printed

• default - line is printed depending on Letter Paper Setting

• never - line is never printed