client wanted to know the possibility of updating the existing PDFs to incorporate all the subsidiary transaction PDFs in one template. So that they should be able to use the same form for all subsidiaries. PDF data needs to be changed according to the subsidiary selected in the transaction.
Transactions:
PO
SO
RTV
Credit Memo
Bill Credit
The steps below illustrate how to update forms to pull data from subsidiary records, allowing to use one form across multiple subsidiaries:
- Customization>Forms>Advanced PDF/HTML Template.
- Click Customize on the standard template you wish to edit (or edit on an existing custom form).
- Switch from WYSIWYG to Source Code.
- Use the code ${subsidiary.internalid} when referencing a field from the subsidiary record.
Also consider updating the following fields:
- Logo
- Standard – ${companyInformation.logoUrl}
- Updated – ${subsidiary.logo@url}
- Company Name
- Standard – ${companyInformation.companyName}
- Updated – ${subsidiary.name}
- Company Address
- Standard – ${companyInformation.addressText}
- Updated – ${subsidiary.mainaddress_text}
An existing PDF can be modified by replacing company-specific information with subsidiary-related details, for creating a unified PDF template for multiple subsidiary transaction types. In cases where subsidiary-specific logos or addresses are absent, utilize the company’s information as a fallback.