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Adding details of linked assets to quotation output
Adding details of linked assets to quotation output

Details of linked assets can be added to customer quotations

Written by Raymond Carrel
Updated over a week ago

For more information on asset mapping / linking in general, read this article.

It's possible to include information relating to linked assets on the customer's quotation document.

For example, you may wish to show the telephone number / CTN and user name of the existing line, in a table that shows the new service details.

This article discusses working with output templates and snippets. If you are interested in this feature but would like help setting it up, please get in touch.

Adding a separate table for renewed asset details

We have provided an example snippet that can be added to an existing template. You may wish to change the columns included, or the styling, so that it fits with your existing templates.

It might be best to have this on a new page, separate from your existing item details. If you are mapping many services, the table may become quite large. Also, this information will be of no use for lines with, for example, a New classification.

If you need guidance with this process, please get in touch. We always suggest creating a new test template when trying out changes so that your existing template is not affected.

This table will show one line per item, so if you have a line with a quantity more than one, you will see a line for each.

Output will look similar to this:

This example snippet includes a mix of data from the new line and the linked asset.

Create the snippet

To create a new snippet, go to Settings - Page Snippets.

Create a New Snippet and fill in the first three fields. Select Binding Type of Quotation Items (Services).

Paste the following into the Template text area.

<table style="margin-left: auto; margin-right: auto;">
<!-- HEADER ROW -->
<tr id="header_row" class="first-row" style="page-break-inside: avoid;">
<th style="width:80px;">CTN</th>
<th style="text-align:left; min-width:120px;">User Name</th>
<th style="text-align:left; min-width:220px;">New Tariff</th>
<th style="text-align:left; max-width:100px;">New Line Rental</th>
<th style="text-align:left; max-width:100px;">New Term</th>
<td style="border:0px solid black;text-align:right;">{csItem.PreviousRenewalMSISDN}</td>
<td style="border:0px solid black;text-align:left;">{csItem.User}</td>
<td style="border:0px solid black;vertical-align:text-top;">{item.ProductName}</td>
<td style="border:0px solid black;vertical-align:text-top; text-align:right;">{item.RecurringCostCoreString}</td>
<td style="border:0px solid black;vertical-align:text-top; text-align:right;">{item.RecurringTermString}</td>

This will show a table with:

  • CTN of existing line

  • User Name of existing line

  • New Tariff name

  • New Line Rental

  • New Term

It will only show details for lines that have assets mapped to them.

Creating a new page

You may wish to add this to a new template page, which can then be included in your quotation templates.

From Settings - Output Templates you can create a New Page and add the placeholder for your new snippet.

You can then add this to an existing template via All Output Templates.

Available fields

A number of fields are available to be pulled from a linked asset.

The above example uses:

  • csItem.PreviousRenewalMSISDN

  • csItem.User

Other fields that can be included, if you wish, are:

  • csItem.QuotationItemId

  • csItem.PreviousRenewalServiceName

  • csItem.ExpiryDate

The final two fields are available but we would not expect them to be used in customer-facing documents.

  • csItem.RemainingContractedRevenue

  • csItem.RemainingContractedProfit

Adding renewal fields to an existing services table

Instead of creating a new table, you may wish to include some information about renewed assets in your existing table.

This may be useful for smaller deals. The available fields relating to linked assets are:

  • item.PreviousRenewalServiceName

  • item.PreviousRenewalMSISDN

  • item.ExpiryDate

This kind of table will show only one output line per quotation line, so quantities will be kept together. However, the renewal fields above will display data for all of them.

Output is as such:

Of course, this can be customised in terms of fields, layout and styling.

The first line shows a renewal line with quantity of 3, then one individual non-renewal item.

An example is provided here, which can be used as a reference or as the basis for a new snippet.

<table class="list-generated-table">
<!-- HEADER ROW -->
<tr id="header_row">
<th style="min-width:30px;>Qty</th>
<th style="min-width:220px;">New Tariff</th>
<th style="max-width:100px;">New Line Rental</th>
<th style="max-width:100px;">New Term</th>
<th style="max-width:100px;>Number</th>
<th style="max-width:90px;>Previous Line Expiry</th>

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