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Define Date and Numeric Formats for Mail Merge Fields

Zuora

Define Date and Numeric Formats for Mail Merge Fields

Format Merge Fields Using Mail Merge Switches

To format a merge field:

  1. In the template document, while the merge field is selected, do the following to display the field code:
    • Press Shift + F9 on Windows.
    • Press Fn + Shift + F9 on Mac.
  2. Remove "\*MERGEFORMAT" from the field code.
  3. Enter the switch in the field code. For example:
    1. Original field code: {MERGEFIELD myObject.myField  \*MERGEFORMAT} 
    2. Updated field code: {MERGEFIELD myObject.myField \# ###,###,###,#00.0}
  4. Update the field:
    • Press F9 on Windows.
    • Press Fn + F9 on Mac.

To format a numeric merge field, use the \# switches. For example, to display a currency field as "$125.23", the merge field should be defined as {MERGEFIELD myObject.myField \# $#,##0.00}.

To format a date merge field, use the \@ switches. For example, to display a date field as "03/30/2010", the merge field should be defined as { MERGEFIELD myObject.myField \@ MM/dd/yyyy}

To generate billing documents with specific currency symbols, you must create separate billing document templates for each currency and include the MERGEFORMAT using examples described in the following table. See How do I handle Multi-currency in Zuora for more information.

Date and Numeric Format Examples

The following table includes formatting examples for the date and number types mail merge fields.

Field Format Merge Field Syntax

To use standard date formatting: 10/26/2012

{MERGEFIELD Invoice.InvoiceDate}

To use simple date formatting: 20121026

{MERGEFIELD Invoice.InvoiceDate \@ yyyyMMdd}

To use text date formatting: OCT 2012

{MERGEFIELD Invoice.InvoiceDate \@ MMM yyyy}

To use standard percentage formatting: 0.08

{MERGEFIELD TaxItem.TaxRate}

To use percentage symbol formatting: 8%

{MERGEFIELD TaxItem.TaxRate \# ##%}

To specify a label for a quantity: 3.0000kg

{MERGEFIELD Usage.Quantity \# #,##0.0000kg}

To specify a symbol for a currency: €12,13.8

{MERGEFIELD Invoice.Total \# €#,#0.0}

Numeric Merge Field Formatting Based on Communication Profiles

If you want to have access to the feature, submit a request at Zuora Global Support

When defining invoice templates, you can also format numeric merge fields based on your customers' communication profile locales.

The following table includes formatting examples for numeric merge fields based on different communication profile locales.

Merge Field Syntax Field Value Communication Profile Rendering Result
{MERGEFIELD Invoice.Total \# #,##0.00} 123456789.000 US 123,456,789.00
ITALY 123.456.789,00
FRANCE 123 456 789,00

The thousands separator might be different based on different communication profile locales.

Merge Field Syntax Field Value Communication Profile Rendering Result without This Feature Rendering Result with This Feature
{MERGEFIELD Invoice.Total \# ,#.00} 1234.000 US 1,234.00 1,2,3,4.00

In the preceding case, you have to change the merge field syntax to {MERGEFIELD Invoice.Total \# ,###.00} to have the expected rendering result 1,234.00 with this feature.