Wednesday, October 17, 2018

Modify the Computed Total Amount on Printed Transactions

User wants the standard total field to be replaced by a custom field. The new total field is computed as total multiplied by 1.02. The product should be the amount that displays in the footer of the transaction when printed.


A. Create a custom transaction body field that computes for the total multiplied by 1.02.


  1. Navigate to Customization > Lists, Records, & Fields Transaction Body Fields > New.
  2. Enter the Label.
  3. Select Free-Form Text in the Type drop down field.
  4. Un-check the Store Value check box.
  5. Click the Applies To tab and check the transaction record type check boxes where the transaction body field will be applied.
  6. Click the Display tab and select Main in the Subtab drop down.
  7. Click the Validation & Defaulting tab and check the Formula check box.
  8. Enter the formula in the Default Value field: {total}*1.02
  9. Save.


B. Customize the transaction form and unshow the standard total field from the footer and unshow the custom transaction body field created in Section A.


  1. Navigate to Customization > FormsTransaction Forms.
  2. Customize the transaction form.
  3. Click the Screen Fields tab.
  4. Click the Printing Fields tab.
  5. Click the Body subtab and un-check the Print/Email check box corresponding to the custom transaction body field created in Section A.
  6. Click the Footer subtab.
  7. Un-check the standard Total footer field's Print/Email check box.
  8. Take note of the preferred PDF Layout.
  9. Save.


C. Add the custom element that will display the modified Total amount in the preferred Transaction Form PDF Layout:


1. Navigate to Customization > FormsTransaction Form PDF Layouts.

2. Click the Edit or the Customize link corresponding to the preferred transaction form PDF layout.

3. Resize the standard Total element to its smallest.

4. Click the Add Custom Element button.

5. Select the custom transaction body field created in created in Section A under the Choose Element(s) multiple select field.

6. Check the Wrap Text and the Show Label check boxes.

7. Click the OK button.

8. Move the custom element's location to where the standard Total field was last removed.

9. Click Save.

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