Universal Containers requires a dynamic approach to display the Monthly Price column on the Quote Document only when the Payment Terms field is set to "Net 30". Here's how to achieve this:
Step 1: Create a Monthly Price Line Column
Navigate to Quote Templates in Salesforce CPQ.
Select the relevant Quote Template.
In the Line Columns related list:
Create a new Line Column for "Monthly Price."
Configure the desired settings for how the Monthly Price should display in the PDF.
Step 2: Create a Custom Formula Field
Navigate to Setup > Object Manager > Quote.
Create a custom formula field (e.g., Show_Monthly_Price) on the Quote object:
Type: Formula (Checkbox).
Formula Logic: IF(Payment_Terms__c = "Net 30", TRUE, FALSE).
This formula ensures the field returns TRUE only when Payment Terms equals "Net 30."
Step 3: Configure Conditional Print Field on the Line Column
Return to the Quote Template and edit the Monthly Price Line Column.
Set the Conditional Print Field to Show_Monthly_Price.
Step 4: Validate in Quote Document
Generate a Quote Document for a Quote where Payment Terms are set to "Net 30."
Change the Payment Terms to a value other than "Net 30" and regenerate the document.
Step 5: Optional Enhancements
Discard Width When Hidden:In the Monthly Price Line Column, enable this setting to avoid column width adjustments when the column is hidden.
Test Across Use Cases:Validate across different Payment Terms to ensure robust behavior.
By using a combination of the Conditional Print Field and a custom formula field, Universal Containers can dynamically control the visibility of the Monthly Price column.
