Some notes on Accelerator mail merge with quotes/orders.
The item table must not have rows with multiple other rows.
EG
The item table must be isolated from any totals
EG
If you just merge using view vlineitems data will not be formatted.
EG
You need to create your own view to get the data
EG
The item table must not have rows with multiple other rows.
EG
The item table must be isolated from any totals
EG
If you just merge using view vlineitems data will not be formatted.
EG
You need to create your own view to get the data
EG
CREATE VIEW vCustomQuoteItems AS select QuIt_LineItemID, prod_code, quit_productid,quit_description, quit_linenumber, prod_name,quit_orderquoteid, FORMAT(quit_quantity,'N2')as quit_quantity, uom_description as quit_uomid, FORMAT(quit_quotedprice,'N2') as quit_quotedprice, FORMAT(quit_quotedpricetotal,'N2') as quit_quotedpricetotal, uom_description from vLineItemsQuote left join vUOM on UOM_UOMID=quit_uomid
In the Accelerator web.config change the setting from
<add key="QuoteLineItemsView" value="vLineItemsQuote" /> <add key="OrderLineItemsView" value="vLineItemsOrder" />
To
<add key="QuoteLineItemsView" value="vCustomQuoteItems" /> <add key="OrderLineItemsView" value="vLineItemsOrder" />
Now when we merge we see
Please note that your columns may be different and this view is just an example. You may need to customise this some more.
Sample quote document
Please note that your columns may be different and this view is just an example. You may need to customise this some more.
Sample quote document