Scenario:
When printing Invoices, the Date field shows the date when the Invoice was created. To show the Sales Order creation date of the Invoice, a Custom Field must be created first.
Solution:
Create custom Transaction Body Field:
Navigate to Customization > Lists, Records, & Fields > Transaction Body Fields > New
Custom Transaction Body Field:
Label: Enter a Value
ID: Enter a Value
Type: Select Date
Store Value: Uncheck
Click Applies To tab
Sale: Enter Checkmark
Click Validation & Defaulting tab
Formula: Enter Checkmark
Default Value: Enter {createdfrom.trandate} or
Click Sourcing & Filtering tab
Source From: Select Date
Source List: Select Created From
Click Save
Add custom Transaction Body Field to the printout:
Using Advanced PDF/HTML Template
Navigate to Customization > Forms > Advanced PDF/HTML Templates
Preferred Advanced PDF Template: Click Edit
Source Code: Locate Code for Item table
Source Code: Add Code below
<td align=”right”><b>Sales Order Date</b></td>
<td align=”right”>${record.custombodyfieldID}</td>
Click Save
Using Transaction Form PDF Layouts:
Navigate to Customization > Forms > Transaction Forms
Preferred Transaction Form: Click Edit
Click Printing Fields tab
Click Body
Custom Field:
Print/Email: Enter Checkmark
Click Save