Thursday, May 16, 2019

Create a field on the Advanced PDF/HTML template which will show the amount excluding the shipping. (Subtotal + Tax Total - Discount total)

To create a customized total field on the Sales Order PDF/HTML Template, we must first create a custom field:

1. Navigate to Setup > Customization > Transaction Body Fields > New
2. Enter a Label
3. Type= Currency
4. Store Value= unchecked
5. Navigate to the Applies To subtab and mark Sale =T
6. On the Display Subtab, set Subtab= Main
7. Under Validation & Defaulting subtab > Default Value= (({subtotal}+{taxtotal})+ {discounttotal}) and Formula = T
8. Click Save & Apply To Forms

Note: Make sure that you apply the changes to the form which you needed the field to show up.

After creating the custom field, take note of the Custom field ID as we would need it to populate the field on the Advanced PDF/HTML Template.

1. Navigate to Setup > Customization > Advanced PDF/HTML Templates.
2. Edit the Advanced PDF/HTML Template for the Sales Order Record which is preferred or the template which is used on the custom form.
3. Insert the text ${record.custbody21} to where you want the custom total amount to show up and click Save.

Note: Please note that you'll have to replace custbody21 with the ID of the custom field created from Step#1-8.

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