thermondo
BugAcceptedPM Priority: 8.0

Offer PDF displays incorrect total for 50% prepayment option

8 requests31 upvotes1 commentsUpdated Feb 19
AI Summary

The generated Offer PDF shows the wrong total amount when the 50% prepayment option is selected. The calculation appears to include the full system price rather than the discounted price after subsidy deduction. This affects customer trust and has led to confusion during Sales appointments.


Key Patterns:

  • Affects only 50% prepayment option (3k prepayment and financing are correct)
  • The Salesforce record shows the correct amount — only the PDF renderer is wrong
  • Occurs for both HP-only and PV-only orders

    • Proposed Next Steps:

  • Audit the PDF template's total calculation formula
  • Compare Salesforce quote line item totals with PDF output
  • Fix the subsidy deduction ordering in the calculation chain
    • Linked Requests (1)
    PDF shows wrong price for 50% prepayment95% match

    The offer PDF shows the full system price under the 50% prepayment section instead of the post-subsidy price. Customer noticed and questioned our credibility.

    J
    Jana Mueller·Sales·Feb 5
    Comments (1)
    L
    Leticia IwaiInternalFeb 19

    I found the issue in the Visualforce template. The subsidy amount is being applied after the prepayment split instead of before. Fix is ready for review.

    AI Priority Score8.0
    Demand
    7.0
    Impact
    8.5
    Strategic
    7.0
    Urgency
    8.0
    Effort
    7.0
    8.0
    Status
    Effort estimate: S
    Tags
    go-live-criticalpdf
    Affected Areas
    Offer PDFPayment Options
    External Links

    No links yet

    Internal PM Notes

    Template fix — should be straightforward once we identify the formula error.