Step 1: Access the Advanced PDF/HTML Templates
- Navigate to Advanced PDF/HTML Templates:
- Go to Customization > Forms > Advanced PDF/HTML Templates.
- Select and Edit the Template:
- Find the template you want to customize and click Edit next to it.
Step 2: Modify the Template for Subsidiary Details
- Update the Logo, Name, and Address:
- Replace the existing company-wide fields with subsidiary-specific fields:
- Change
${companyInformation.logoUrl}to${subsidiary.logo@url}to ensure the logo is pulled from the subsidiary record. - Change
${companyInformation.companyName}to${record.subsidiary.legalname}to display the subsidiary’s legal name. - Change
${companyInformation.addressText}to${subsidiary.mainaddress_text}to show the subsidiary’s main address. - Save the Template:
- After making the changes, save the template.
Step 3: Assign the Custom Template
- Set the Custom Template for Printing and Emailing:
- Go to the Customize Form section of the credit memo record.
- Under Print & Email Template, select the newly customized template.
By following these steps, your credit memos will now display the correct subsidiary-specific logo, name, and address.