Friday, February 8, 2019

Include Customer Name in Customer Statements.

User would like to include the Customer name on printed/e-mailed statement. When customizing the Statement Form, there's no field available for Customer. Account Number field on the Printing Fields tab > Headers subtab, will only print the Customer ID from Auto-Generated Number.



Setup > Company > Auto-Generated Numbers > Entities > Customer = Yes | Allow Override = Yes.


To achieve this, perform the following steps:


Part I. Create the Custom Fields.


            1. Navigate to Customization > Lists, Records & Fields > Entity Fields > New. Settings:


                        Label: Customer_Name

                        Type: Free-Form Text

                        Store Value: Yes

                        Applies To: Customer

                        Display tab > Subtab: Main


            2. Click Save.


            3. Navigate to Customization > Lists, Records & Fields > Transaction Body Fields > New. Settings:


                        Label: Customer Name Statement

                        Type: Free-Form Text

                        Store Value: Yes

                        Applies To: Print on Statement

                        Display tab > Subtab: Main

                        Sourcing & Filtering > Source List: Customer | Source From: Customer_Name


            4. Click Save.


Part II. Create Workflow that will set value on the Custom Entity Field.


            1. Navigate to Customization > Scripting > Workflows > New. Settings:


                        Basic Information

                                    Name: Set Customer_Name Value

                                    Record Type: Customer

                                    Sub Types: Customer, Prospect, Lead

                                    Release Status: Released

                                    Enable Logging: Yes


                                    Event Based: On Create, On Update


            2. Click Save.


            3. Click New State.


            4. Click Save.


            5. Click State 1.


            6. Under Actions tab, click New Action.


            7. Select Set Field Value. Settings:


                        Basic Information:

                                    Trigger On: After Record Submit



                                    Field: Customer_Name


                                    Formula: {altname}


            8. Click Save.


Part III. Perform Mass Update on existing Customers.


            1. Navigate to Lists > Mass Update > Mass Updates.


            2. Expand General Updates.


            3. Select Customer.


            4. Click Preview.


            5. Click Perform Update.


            Note: No need to set Criteria if this applies to all customer records. The mass update will trigger the workflow.


Part IV. Customize the Statement Form.


            1. Navigate to Customization > Forms > Transaction Forms.


            2. Edit the Statement Form.


            3. Click the Printing Fields tab > Body subtab.


            4. Check Print/Email for Customer Name Statement field.


            5. Change Label of the field to Customer.


            6. Click Save.


Generate a Statement for a Customer using the Custom Statement Form to verify output.


Note: Issue#159295 has been filed as an Enhancement Request to make the Customer field available on Statement Form.


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