Display Item’s Amount From Sales Order When Printing Packing Slip

Scenario

To print the Item’s amount from Sales Order when printing Packing Slip. 

Solution

1. Create Custom Transaction Line Field

1. Navigate to Customization > Lists, Records, & Fields > Transaction Body Fields > New
2. Label: Enter Label 
3. Example: Amount in Sales Order
4. ID: Enter Id 
5. Example: _amount_so
6. Type: Select Currency
7. Store Value: Remove Checkmark
8. Applies To: 

• Sale Item: Enter Checkmark

1. Click Validation & Defaulting subtab

• Formula: Enter Checkmark
• Default Value: Enter {amount}

1.  Click Save

2. Create Custom Transaction Line Field 

1. Navigate to Customization > Lists, Records, & Fields > Transaction Body Fields > New
2. Label: Enter Label 
3. Example: Amount Applied in SO )and IF
4.  ID: Enter Id 
5. Example: _amount_soandif
6. Type: Select Currency
7. Store Value: Enter Checkmark
8. Applies To:

• Sale Item: Enter Checkmark
• Item Fulfillment: Enter Checkmark

1. Click Save

3. Create Workflow  

1.  Navigate to Customization > Workflow > Workflows > New
2. Basic Information:

• Name: Enter Name
• Example: Populate Item’s amount on Sales Order
• Record Type: Select Transaction
• Sub Record Type: Select Sales Order
• Execute as Admin: Enter Checkmark
• Released Status: Select Released
• Keep Instance and History: Select Always
• Enable Logging Checkbox:  Enter Checkmark

1. Event Definition:

• On Create: Enter Checkmark
• On View or Update: Enter Checkmark

1. Click Save
2. Double Click State 1
3. Click Actions 
4. Click New Sublist Group
5. Basic Information:

• Trigger On: Select After Record Submit 

1. Click Save
2. Click Sublist Action Group
3. Click New Action
4. Click Set Field Value 
5. Parameters:

• Field: Select Amount applied on SO and IF

1. Value:

• Click Formula
• Formula : Enter {line.custcol_amount_so) 

1. Click Save

4. Customize Advanced PDF/HTML Templates 

1. Navigate to Customization > Forms > Advanced PDF/HTML Templates 
2. Click Edit / Customize Packing Slip Advanced PDF/HTML Templates 
3. Click Source Code 
4. Paste code ${tranline.custcol_amount_soandif}
5. Click Template Setup
6. Title : Enter Title 
7. Example: Custom Packing Slip with Item’s Amount
8. Click Save

5. Customize Custom Form 

1. Navigate to Customization > Forms > Transaction Forms 
2. Click Edit / Customize Packing Slip Form 
3. Printing Type: Select Advanced 
4. Printing Template : Select Custom Packing Slip with Item’s Amount
5. Click Save

Note: This will only work for newly created Item Fulfillment.