Symptom
Internal note field added in the sales quote form template appears in preview but value is not fetching in preview of the sales quote.
Reproducing the Issue
-
Go to Sales work center
- Go to Sales Quote view
- Open any Sales Quote ex. XYZ (XYZ represents sales quote Id)
- Click on Action button
- Select the Preview button
Internal field is available but value is not in preview of the sales quote form.
Cause
The internal note is a note for internal use. If you have note for your account, you need to use the External Note. Only the external notes are available in the output message and can be printed in the PDF.
Resolution
This is an expected system behavior.
Keywords
Internal Note, Sales Quote, Preview, value missing , KBA , sales quote , internal note , preview , pdf , value missing , LOD-LE-CQP , Customer Quote Processing , LOD-CRM-SRP-OPM , Output Management , Problem