Question

After the quote is generated using a customized template, the unit price in the generated PDF does not match with the unit price in the system. Why?

Answer

This could be due to the formula in use for the customized template taking into account the margin calculation, causing the margin to be added twice.

1. In Reports > Adhoc Reports module, open this template in edit mode.

2. Substitute the Unit Price formula field with the following formula.

={Service Quotation Design Detail.Unit Price}

3. Save changes and regenerate your quote.

The unit price in the generated PDF will now match with the system price.