Remove all Discount references on Quote PDF until utilitized

Question:

How do I remove Discount references to Customer-facing Quote PDFs (not the worksheet), if Discounts aren't applied? Our Sales team would like Customers not receiving discounts, to see no reference about them.

Although I think it would seem to be a "visible if" calculation, I'm unsure which field/s and what formulas to apply - or if there was another solution someone has tried? We are using 10.0 | Enterprise | Sugar on-demand.

Thanks in advance for any ideas / solutions

Missy Brooks

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0 Dennis Wangerin over 3 years ago

Hi Missy,

This might be possible using Smarty modifiers in the Quote template:

https://support.sugarcrm.com/Knowledge_Base/PDF_Management/Customizing_PDF_Templates_With_Smarty_Modifiers/

There is the option for an If/Else construct so you could show output depending on a value:

https://support.sugarcrm.com/Knowledge_Base/PDF_Management/Intro_to_Smarty_Modifiers/#IfElse_Construct

Let me know If that suits your usecase.

Thanks!

Dennis
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0 Dennis Wangerin over 3 years ago

Hi Missy,

This might be possible using Smarty modifiers in the Quote template:

https://support.sugarcrm.com/Knowledge_Base/PDF_Management/Customizing_PDF_Templates_With_Smarty_Modifiers/

There is the option for an If/Else construct so you could show output depending on a value:

https://support.sugarcrm.com/Knowledge_Base/PDF_Management/Intro_to_Smarty_Modifiers/#IfElse_Construct

Let me know If that suits your usecase.

Thanks!

Dennis
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0 André Lopes over 3 years ago in reply to Dennis Wangerin

Definitely such an approach does work like a charm! We have had implemented this strategy for several customers.

André Lopes
Lampada Global

Skype: andre.lampada
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