System Generated Documents

Defining the name format of system generated documents

Sales Reps can save a lot of time by getting generated documents directly in the naming convention that the business processes require, without manually renaming each file.

Without supporting this a user must always download and rename and may also create erroneous file names. And in the case of automatic upload, the name would be not according to the desired format.

The image below shows the name of the generated reports as defined by the business policy:

Configuration

Key users can now define the name format for system generated quote proposal documents. They can include Quote ID, Quote Title, version etc. To configure the template names with the respective format placeholders go to 'Administration' -> 'Master Data Management' -> 'Setting String' -> 'The format for quote report title. Valid parameters: {QUOTE_ID}, {QUOTE_TITLE}, {VERSION}, {TEMPLATE_NAME}'

The template name is being modified under 'Administration' -> 'Master Data Management' -> 'Proposal Report Template'

Valid Parameters

Valid parameters that can be consumed based on quote attribute values are listed below in the table:

Quote Attribute	Format Attribute Name
ID	QUOTE_ID
Title	QUOTE_TITLE
Reference	QUOTE_REFERENCE
Version	VERSION
Report template name (localized)	TEMPLATE_NAME

In case the value is not set in the quote attributes it returns an empty string.

Document Versions

Besides reducing the administrative work, also full traceability is given due to storing the latest generated documents with each quote’s version.

The quote version persists generated documents in the 'Quote' -> 'Attachments' -> 'latest_generated_proposal' folder. Switching quote versions will also make the quote version's related document available.