Author: Nifi C Joy

Adding a Currency Symbol to an Advanced Template Field

We can use a FreeMarker expression to add a currency symbol on an advanced template. To add a currency symbol to an advanced template: In the template editor, position the cursor in front of the field that represents a currency amount. Enter ${record.currencysymbol} in front of the field label shown on the template: Removing a Currency Symbol… Continue reading Adding a Currency Symbol to an Advanced Template Field

Print the Tax Amount Column on Invoices Using Advanced PDF/HTML Template

There are instances wherein users need to print the Tax Amount on the Item Line of an Invoice using the Advanced PDF/HTML Template in order to know how the Tax Total is broken down. Create a Custom Transaction Line Field Navigate to Customization > Lists, Records, & Fields > Transaction Line Fields > New Label: Enter Line Tax Amount ID: Enter item.custcol_tax_amt Type: Select Currency Store Value: Remove Checkmark Click Applies To… Continue reading Print the Tax Amount Column on Invoices Using Advanced PDF/HTML Template

Formula to display total amount in words which handles both Dollars and Rupees

CASE   WHEN {total} = 0 THEN ‘ZERO ONLY’       WHEN {total} < 1 THEN     (CASE        WHEN ROUND({total} * 100, 0) > 0 THEN         TO_CHAR(TO_DATE(ROUND({total} * 100, 0), ‘J’), ‘JSP’) ||          CASE            WHEN {currencyname} = ‘Indian Rupee’ THEN ‘ PAISE ONLY’           WHEN {currencyname} = ‘US Dollar’ THEN ‘ CENTS ONLY’           ELSE ”         END       ELSE ”     END)… Continue reading Formula to display total amount in words which handles both Dollars and Rupees

Print Amount Remaining Instead of Total for Invoices Using Advanced PDF/HTML Templates

There are instances wherein the Total on Invoice printouts using Advanced PDF/HTML Templates should be replaced with the Amount Remaining. Solution Navigate to Customization > Forms > Advanced PDF/HTML Templates Preferred Invoice PDF/HTML Template: Click Customize/Edit Top Right Corner: Toggle Source Code Insert the following codes accordingly: <td align=”right”><b>Amount Remaining</b></td> <td align=”right”>${record.amountremaining}</td> Click Save

Using Custom Fields to Access Locked or Bundle Fields in Templates

When working with transactions, you might encounter a situation where certain fields hold values from bundles or are otherwise locked. These fields cannot be directly referenced or used in templates, creating challenges when you need to display or utilize their values in documents, emails, or reports. To work around this limitation, you can create custom… Continue reading Using Custom Fields to Access Locked or Bundle Fields in Templates

Convert amount to words in a transaction record

Inorder to display the amount in words, the following code can be used in transaction records: <span style=”color: black; font-weight: bold;”>     ${record.currency} ${total_tax_amount?string(“c”)} Only </span> ${record.currency}: FreeMarker Expression: Dynamically retrieves the currency value from the record object. Example Output: USD or INR. ${total_tax_amount?string(“c”)}: FreeMarker Expression with Formatting: total_tax_amount: A variable that holds the… Continue reading Convert amount to words in a transaction record

Change the Version of the Generated Advanced PDF Template

There are instances that user needs to change the PDF version to comply with compatibility in different versions of PDF reader. Navigate to Customization > Forms > Advanced PDF/HTML Templates Preferred PDF Template: Click Edit Inside the head tag of the template, add the meta tag as shown below (Acrobat5 is for PDF version 1.4):… Continue reading Change the Version of the Generated Advanced PDF Template

Monitoring the API Version Usage of SOAP Web Services using APM app

The SOAP Web Services API Version Usage portlet displays the total SOAP web service requests for each API version. These versions are color-coded according to their level of support. This portlet lets you monitor and predict the impact of API changes on your web services. The API versions are color-coded and classified according to the… Continue reading Monitoring the API Version Usage of SOAP Web Services using APM app

Monitoring Top SOAP Web Services Record Processing Using APM App

The Top SOAP Web Services Record Processing portlet clusters a series of operations-related data points according to record type. You can use this portlet to pinpoint and address areas of concern in record processing. To change the data points in the series, click the dropdown arrow at the upper left corner of the portlet. You… Continue reading Monitoring Top SOAP Web Services Record Processing Using APM App