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Computers and TechnologyComputers and Technology
9 May, 16:34

Universal Containers wants line items to be organized into pre-defined groups on the output document. The name of these pre-defined groups needs to be displayed above each group in the output to identify it.

A. Set the Group field on the Line Items type of Template Content record.

B. Create Solution Groups, allowing users to group products on the Quote Line Editor.

C. Set the Group Filed field on the Quote Template or Template Section records.

D. Set the New Quote Group field on each Product record with the associated group name.

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  1. 9 May, 20:10
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    C. Set the Group Filed field on the Quote Template or Template Section records.

    D. Set the New Quote Group field on each Product record with the associated group name.

    Explanation:

    There are two ways through administrator can organized into pre-defined groups on the output document and name of these pre-defined groups needs to be displayed above each group in the output to identify it.

    Both of the ways are given in option "C" and "D".

    1. We set the group field on the quote template to organize the groups in pre-defined order on the output.

    2. We also set the New Quote Group field on each Product record with the associated group name to display the name on each group in the output to identify it.
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