Creating Quote Tables

Create a custom table for the available decals.

1. Use Excel to create a file called AdditionalProducts.xlsx containing the information from the table above.

2. Navigate to Setup → Product Catalog → Custom Tables.

3. Choose Import New.

4. For Table Name, enter: AdditionalProducts.

5. Choose Choose File and select AdditionalProducts.xlsx.

6. Choose Save.

Add a new product.

1. Navigate to Setup → Product Catalog → Products.

2. Choose Add New Product.

3. On the Definition tab, enter the information provided in the table above.

4. Choose Save & Go Back.

Create a quote table.

1. Navigate to Setup → Quotes → Quote Tables.

2. Choose Add New.

3. On the Define Table tab, enter the information provided in the table above.

4. Choose Add Permission.

5. Check Select All Statuses.

6. Choose Add.

7. Choose Save.

Add a column.

1. On the Define Columns tab of the Additional Products quote table, choose Add Column.

2. Enter the information provided in the table above.

3. Choose Set Permissions.

4. Check Select All Permission Groups.

5. Choose Save.

Add the following columns.

1. Repeat the steps described above to add the following columns (permissions default to read only):

2. Choose Save, when all columns are added.

Create a script to load the quote table from the custom table.

1. On the Actions tab of the Additional Products quote table, choose Add Custom Action.

2. For Action Name, enter: Load quote table from a custom table.

3. Under Script, build a script to populate the quote table from the AdditionalProducts custom table.

   Code Snippet

   Copy codeSwitch to dark mode

   1234567891011
   customTable = SqlHelper.GetList("SELECT * from AdditionalProducts") 
   quoteTable = context.Quote.QuoteTables['Additional_Products'] 
   quoteTable.Rows.Clear()
   for customRow in customTable:
     newRow = quoteTable.AddNewRow()
     newRow['Name'] = customRow.ProductName
     newRow['Part_Number'] = customRow.PartNumber
     newRow['Description'] = customRow.Description
     newRow['Price'] = customRow.Price
     newRow['Cost'] = customRow.Cost
   

4. Choose Save.

5. On the row for this action, choose Permissions.

6. Check Select All Permission Groups.

7. Choose Save.

Create the Add Product(s) script.

1. On the Actions tab of the Additional Products quote table, choose Add Custom Action.

2. For Action Name, enter: Add product(s).

3. Under Script, build a script to populate the quote table from the AdditionalProducts custom table.

   Code Snippet

   Copy codeSwitch to dark mode

   123456789101112
   quoteTable = context.Quote.QuoteTables['Additional_Products']
   for quoteRow in quoteTable.Rows:
     if quoteRow['Select_Product']:
       newItem= quoteRow['Part_Number']
       addedItem = context.Quote.AddItem('Additional_Product_cpq',1)
       for item in context.Quote.GetAllItems():
         if not item.PartNumber:
           item.PartNumber = str(quoteRow['Part_Number'])
           item.Description = str(quoteRow['Description'])
           item.ExtendedAmount = quoteRow['Price']
   
   

4. Choose Save.

5. On the row for this action, choose Permissions.

6. Check Select All Permission Groups.

7. Choose Save.

8. Back on the Actions tab, choose Save.

Deactivate default actions.

1. Before you leave the Actions tab, unselect the Active checkbox for the following actions:

   • Add row
   • Delete row
   • Copy row

Test the quote table.

1. Exit Setup and create a new quote.

2. Add one or more products to the quote.

3. Choose Current Quote then choose View Quote.

4. Delete all existing items added to quote.

5. On the Quotation tab, under Custom Fields, choose the Load quote table from custom table button.

6. Select one or more of the listed decals.

7. Choose the Add product(s) button.

   

8. Verify that the selected products were added to the quote under Products.

   Note

   The decals will be listed as Additional Product under the Products section of the Quote.