//Info: CDUS-1599
We need to add a field (CSR) to the Sales Order Record and make it available on the printing page. Because the transaction form was Basic, we needed to customize things in the related form. The field that needs to be added comes from the customer record and is an entity field.
Solution:
Step 1: Check that the newly added Custom entity field in the customer record has a value.
Step 2: Insert a new Transaction Body field into the Sales order Record. Select Customer from the Sourcing & Filtering subtab’s Source List field.
Step 3: Save & apply this field to the required forms.
Step 4:
-> Navigate to Customizations > Forms > Transaction Forms
-> Find the Custom form in the list and click on edit.
->Select the Printing Fields sub-tab, then select the Body sub-tab and check the checkbox next to the desired one. You can also specify the width of each column based on the available field space.
Note:
* We cannot map an entity field to a Sales order record directly (Transaction Body field in this case). As a result, we must create the specific field and source from the location where the data is stored.
* Since, this is a basic form (rather than an advanced pdf), we have limitations on the Print page.
* For example, any column on the print page will have the same Label name as the mapped field. In the case of an advanced Pdf template, we can give header values to anything that needs to be present and we can map any field value from the related record.
* Make sure that the width adjustment will not overlap the existing columns in the table.