Quote/Order Items

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

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

    <add key="QuoteLineItemsView" value="vLineItemsQuote" />
    <add key="OrderLineItemsView" value="vLineItemsOrder" />

    <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