Include Automatic Line Numbering on Item Fulfillments and Packing Slips

Users need to have automatic numbering for their Item Fulfillment which can be carried on to the printouts of their Packing Slips.

Solution

 

Create a Custom Transaction Line Field for Line Number

1.  Navigate to Customization > Lists, Records, & Fields > Transaction Line Fields > New
2. Label: Enter Label
3. Example: Line Number
4. ID: Enter _line_number
5. Type: Select Integer 
6. Store Value: Remove Checkmark
7. Click Applies To
8. Item Fulfillment: Enter Checkmark
9. Click Validation & Defaulting
10. Default Value: Enter ({line}+3)/3
11. Formula: Enter Checkmark
12. Click Save

Include the Line Number on the Packing Slips

 

For Basic Printing (Transaction form PDF Layouts):

1. Navigate to Customization > Forms > Transaction Forms
2. Preferred Packing Slip Form: Click Customize/Edit
3. Click Printing Fields
4. Click Columns
5. Line Number:
6. Print/Email: Enter Checkmark
7. Click Save

For Advanced Printing (Advanced PDF/HTML Templates):

1. Navigate to Customization > Forms > Advanced PDF/HTML Templates
2. Preferred Packing Slip PDF/HTML Template: Click Customize/Edit
3. Top right corner: Toggle Source Code
4. Use the following code on the appropriate line to call out the Line Number field:
5. ${item.custcol_line_number}
6. Click Save