Saturday, June 8, 2019

Invoice Advanced PDF/HTML Template with Subsidiary Address

To print the subsidiary address on an invoice Advanced PDF/HTML template, instead of the company address information, follow these steps:
  1. Create a Custom Transaction Body Field with sourced address information:
    1. Navigate to Customization > Lists, Records & Fields >  Transaction Body Fields > New.
    2. Provide Label (e.g. Subsidiary Address). Set ID to _subsidiary_address.
    3. Set Type to Text Area.
    4. Un-check Store Value.
    5. In the Applies To tab, check Sale.
    6. In the Sourcing & Filtering tab, set Source List to Subsidiary (Main) and Source From: Address.
    7. Click Save.
  2. Edit the Advanced PDF Template:
    1. Navigate to Customization > Forms > Advanced PDF/HTML Templates.
    2. Customize the Standard Invoice PDF/HTML Template.
    3. Change the Name.
    4. Locate ${companyInformation.addressText} and change this to ${record.custbody_subsidiary_address}
    5. Click Save.
Note: If the field is not displayed on the Invoice page, make sure that the field is set to be displayed on the specific transaction form.

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