Building Quote Term Conditions

by Community Manager on ‎08-13-2015 10:39 AM - edited on ‎12-13-2016 11:40 AM by Community Manager

OVERVIEW

Use Quote Term conditions to customize when you want a Quote Term and its subterms included in a generated Quote Document. These conditions can be based on a summary variable or any Quote object field.

 

KEY CONCEPTS & DEFINITIONS

The following fields are available on the New Term Conditions detail page:

Field Description
Quote Term Auto-populates with the quote term selected. It indicates the term applied to this condition.
Operator Choose the operator to use when comparing the Tested Field with the Tested Variable.
Tested Field Choose the quote field you want compared with the Testing Variable. If you want to compare another quote field, add the API name of the field to the Tested Field picklist as a value on the Term Condition object.
Value Enter the value the Tested Field should be compared to, if absolute.
Tested Variable Choose the summary variable you created previously if you want the Tested Field compared to this summary variable.

 

SETUP

Verify the Use Conditions related list is on the Quote Term page layout.

 

PROCEDURES

  1. Select a Quote Term.
  2. Click New Term Conditions from the Use Conditions related list.
  3. Fill in the fields as needed and click Save.

 

Comments
by janvandenbosch
on ‎11-20-2015 04:34 AM

Is there a way where I can include Terms dependent on contents of the quote. E.g. we have special Software license conditions but I only want to include those in case the quote contains certain (Software) part numbers.

by KevinW
on ‎11-02-2017 01:54 AM

"Verify the Use Conditions related list is on the Quote Term page layout."

 

There is no such related list