Tuesday, May 7, 2019

Ability to remove the currency symbol on the total element using the Advanced PDF/HTML Template

To remove the currency symbol in the total element, the user needs to create a custom body field and sources the value of the total element. However, if Field Type= Currency is selected, the system still includes the currency symbol when printing the transaction using the Advanced PDF/HTML Template.


To address this, the user needs to edit the source code and replace the standard total element with the one shown below.




Here are the steps:

I. Create a custom body field.

            1. Navigate to Customization > Lists, Records, & Fields > Transaction Body Fields > New.

            2. Give it a name.

            3. Type= Currency.

            4. Store Value= F.

            5. In the Applies To tab, set Print on Standard Forms= T.

            6. In the Validation & Defaulting tab, set Default Value= {total}

            7. Set Formula= T.

            8. Click Save & Apply To Forms.

            9. In Apply Custom Fields to Forms page, look for the preferred Bill Payment form and set Show= T.

            10. Click Save.


II. Create a custom Payment Voucher PDF/HTML Template and then add the custom element in the source code.

            1. Navigate to Customization > Forms > Advanced PDF/HTML Templates.

            2. Click Customize on Standard Payment Voucher PDF/HTML Template.

            3. Look for ${record.total} and replace it with the one shown below.




            4. Click Save.


This will print the Payment Voucher using the Advanced PDF/HTML Template wherein the currency symbol is not included, only the Total Amount.

No comments:

Post a Comment