Which object records should the Admin create for the output document?

The Admin wants quote Terms to display on an output document which includes existing admin-created sections. Which object records should the Admin create for the output document?A . Quote Term, Template Section, Terms and ConditionsB . Quote Term, Template Content with Type set to HTML, Template SectionC . Quote Term,...

December 8, 2020 No Comments READ MORE +

How should the quote process be set up to meet this requirement?

Universal Containers has a quote with the following Process Inputs. The Admin wants questions that change dynamically based on answers to previous questions. For the first question, if the answer to “What business problem are you solving” is: Consolidated IT, then Server Types should be shown as the only next...

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Which steps should the Admin perform to diagnose the error?

An Admin has made numerous changes to a Template Content record over the course of a day, and now finds that the “Failed to Load PDF” error message appear when the output document is generated. Which steps should the Admin perform to diagnose the error?A . Copy and paste the...

December 7, 2020 No Comments READ MORE +

How should the Admin set up the bundle to meet these requirements?

Universal Containers (UC) has Product Options in a bundle that must be displayed in the Quote Line Editor to the User. However, UC does not want these Product Options to display on the Quote Document that is generated and presented to the Customer. How should the Admin set up the...

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What should the error condition test against?

In add-on and renewal scenarios, Universal Containers wants to disable the selection of one-time setup fees in bundles that have previously been sold to the client. The Admin will create a Product Selection Rule that will check if the number of previously sold setup fees is greater than 0. What...

December 6, 2020 No Comments READ MORE +

How should the Admin set up the bundle for the display to work this way?

Universal Containers has a bundle that has a large number of Product Options. They do not want all of the options available to be visible on the configuration by default. They want the User to click a button within each Feature to see which Product Options are available to be...

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Where should the Admin input the correct hex code to meet this display requirement?

Universal Containers would like a specific background color for the column heading of the line item table in the output document. Where should the Admin input the correct hex code to meet this display requirement?A . In the Template Content source editor in place of the previous hex color code.B...

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How can the Admin accomplish this?

The Admin at Universal containers has created a formula filed to calculate margin on the Quote Line object. This field should be hidden from all Users that are not Admins or management. How can the Admin accomplish this?A . Remove the margin field from the Quote Line Editor Field Set...

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What should the Admin do to address this change?

Universal Containers (UC) wants to use an Option Constraint in a bundle that requires a user to sell Product Option X before they can sell Product Option Y. Sales has indicated that this would be too restrictive, and they want to be able to select Product Option Y as long...

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What step should the Admin take to remove the Included products from the line item table?

Universal Containers has an output document with a line item table that currently displays product options that are marked as Included. What step should the Admin take to remove the Included products from the line item table?A . Set the Show Bundled Products field to False on the Quote Template.B...

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