Saturday, March 23, 2019

Change to Identify the Transaction Layout Used when Selecting Type = Inline – Below when Including Transactions on Emails

Steps to Reproduce:

  1. Create a Sales Order:Transactions > Sales > Enter Sales Orders
  2. After saving the record, create an email under Communications tab > Messages subtab > click Email button
  3. Select a Recipient
  4. Enter a Message under Messages tab
  5. Select Include Transaction and set the Type to Inline – Below
  6. Click Merge & Send

Actual Result: When the message is sent, the transaction layout displays below the created message.

For Legacy Printing Type, the transaction's assigned HTML Transaction Layout is used when Types "Inline - Below" and "Inline - Above" is used.
For Advanced Printing Type, the Advanced Printing form assigned to the transaction is used. Starting with 2013.2, the Advanced PDF/HTML Layout is used.

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