Tag: Basic pdf template

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 Navigate to Customization > Lists, Records, & Fields > Transaction Body Fields > New Label: Enter Label Example: Closed Type: Select Free-Form Text Store Value: Remove Checkmark Click Applies To tab Sale: Enter Checkmark Click Validation & Defaulting tab Formula: Enter Checkmark Default Value: Enter CASE… Continue reading Print Status for Closed Sales Order Only Using Basic PDF Layout

Display Sum of Two Custom Columns in Invoice Using Basic PDF Layout

There are instances when the sum of two Custom Columns needs to be printed on an Invoice using Basic Transaction PDF Layout. This article shows how to achieve this using a Saved Search and Transaction Body Field. In this scenario, the two columns are named Commission Amount and Net Amount. Create a Saved Search Navigate to Lists > Search > Saved… Continue reading Display Sum of Two Custom Columns in Invoice Using Basic PDF Layout

Adding a new column in Item table using Basic PDF Template.

Schenario: Need to add one more column in item table in Sales order print. Let the additional column that needs to be added be ‘Location’ and the Salesorder form use the basic pdf option for printing purposes. Solution: Initially, need to find out the custom form that the salesorder is using, then need to navigate… Continue reading Adding a new column in Item table using Basic PDF Template.