Tuesday, April 23, 2019

Order of the Printed Item Column Fields on a Purchase Order

Considering which Printing Type for the form is being used - whether Legacy or Advanced, the customization can be divided into two main areas. Both areas are described below.

a) Customization of the purchase order printed fields when using Advanced PDF/HTML Templates feature
  1. Navigate to the Custom Transaction Forms page;  Customization > Forms > Advanced PDF/HTML Templates.
  2. Check If there has been customized any purchase order form under the Type column. If so, see whether this form is set to be as preferred under the Preferred column and consider customizing this form.
  3. Click Customise for the Standard Purchase PDF/HTML Template if there is no previously customized form. Click Edit for the previously customized form to modify it.
  4. Click Source button in the upper left corner of the text editor.
  5. Scroll down in the source code until the following text "<table class="padded-table" width="100%"><#list record.item as item>"
  6. Change the header and body fields of the table, e.g as follows (see the original position of fields on the left picture and changed order on the right picture):



  7. Click Save
  8. Navigate to Customization > Forms > Transaction Forms.
  9. Check If there has been customized any purchase order form under the Type column. If so, see whether this form is set to be as preferred under the Preferred column and consider customizing this form.
  10. Click Customise for the Standard Purchase Order if there is no previously customized form. Click Edit for the previously customized form to modify it.
  11. Set Printing Type option to Advanced
  12. Select the modified printing form template under the Advanced PDF/HTML Template field
  13. Click Save

b) Customization of purchase order printed fields when using Legacy type of printing forms
  1. Navigate to the Custom Transaction Forms page;  Customization > Forms > Transaction Forms
  2. Check If there has been customized any purchase order under the Type column. If so, see whether this form is set to be as preferred under the Preferred column and consider customizing this form.
  3. Click Customise for the Standard Purchase Order tamplate if there is no previously customized form. Click Edit for the previously customized form to modify it.
  4. Change the Printing Type to Legacy in the body.
  5. Navigate to the Printing Fields subtab > Columns subtab. There is a list of all the available column fields.
  6. To change the order, click on a row and drag & drop the row to move it up or down to get the desired order of all the fields. Use Move to Top and Move To Bottom buttons above the list of fields.
  7. Click Save

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