Order Schedule Content : Support Portal

Within your Order Schedule, you can manage the different "Content" that is displayed using the "Manage Template Content" button, which can be found on the main Order Schedule setup tab.

Order Schedule Content Types

Standard

Utilizes standard components and logic from the basic Templates that cannot be fully customized.

Custom

Rich text components that can be customized using HTML, Merge tags, etc. Custom blocks are created in the “Manage Language” section of TYSO XRR Setup.

Hybrid

Subset of Standard components that can be separated and used in different areas.

Below is a list the available Standard and Hybrid types:

	Type	Usage
Intro	Standard	Intro section with Bill To/Prepared For, Logo, Basic Terms
Line Table	Standard	Product Lines in groups/columns you have defined
Renewal Lines	Standard	A simple table of Lines that will show what the customer purchased in the prior period. Product Name, Quantity and Total are shown for columns.
Bundles	Standard	Bundled Products
Schedule	Standard	Multi-Segment product schedules
Tiers	Standard	Tier Schedule for Products on the Quote
Signatures	Standard	Signature blocks and e-signature Codes
Terms	Standard	All Terms (Transaction Language, Special Terms, Quote Terms)
SOW	Standard	Only available If the SOW extension is installed.
Quote Terms	Hybrid	Subset of Standard “Terms” Component: Displays any Quote Terms in a separate section.
Special Terms	Hybrid	Subset of Standard “Terms” Component: Displays any special terms in a separate section.
Transaction Language	Hybrid	Subset of Standard “Terms” Component: Displays the correct New or Existing Business language based on the Transaction Type.
Totals	Hybrid	Creates a separate area that mimics the “Totals” functionality of the Line Tables.

Displaying Sections of Content or making them Conditional:

Using the "Display Criteria" on the Order Schedule Content page, you can choose which sections are visible using the following types of criteria:

A checkbox field on the Quote object, OR:
The Transaction Type of the Opportunity (New Business, Existing Business, Renewal)

Order Schedule Content Print