Print Status for Closed Sales Order Only Using Basic PDF Layout

There is a requirement to print Status for closed Sales Orders only utilizing Basic PDF Layouts. This is achievable by creating a Custom Body Field and customizing the Sales Order Form.

• Create Transaction Body Field

1. Navigate to Customization > Lists, Records, & Fields > Transaction Body Fields > New
2. Label: Enter Label

• Example: Closed

1. Type: Select Free-Form Text
2. Store Value: Remove Checkmark
3. Click Applies To tab

• Sale: Enter Checkmark

1. Click Validation & Defaulting tab

• Formula: Enter Checkmark
• Default Value: Enter CASE WHEN {‌orderstatus}=’Closed’ THEN {‌orderstatus} ELSE NULL END

1. Click Save

• Customize the Preferred Sales Order Form

1. Navigate to Customization > Lists, Records, & Fields > Transaction Forms
2. Preferred Sales Order Form: Click Customize/Edit
3. Click Printing Fields tab
4. Click Body subtab
5. Status:

• Print/Email: Remove Checkmark

1. Closed:

• Print/Email: Enter Checkmark
• Label: Enter Status

1. Click Save