Tuesday, May 7, 2019

Print Custom Column Based on Value of Other Column

Custom column can be calculated from the value of other column (e.g. monthly fees from whole year amount)
or can be set if a condition is true or false (e.g. customer get a gift if ordered quantity of the item is greater than100 pcs.). 

For the sake of this example scenario let's not show the originating column.

If the original column is not set for printing, there will not be a printed value in the custom column but an error message "ERROR: Field not found".
For correct printing both columns must be printed but the original which we don't want to print needs to have width set to .0001, so that it's not visible in the print.

    Example: If the status of item on sales order is Closed (checkbox in column Closed) will show in
    custom column Finished word YES otherwise NO. Hide the Closed column.
  1. Create a custom column formula field:
    • Customization > Lists, Records, & Fields > Transaction Line Fields > New
    • Label = Finished
    • Type = Free- Form Text
    • Store Value = F
    • Applies To = Sale Item
    • Validation & Defaulting > Default Value  = CASE WHEN {isclosed} = 'T' THEN 'YES' ELSE 'NO' END
    • Formula = T
    • Save
  2. Set print on custom form:
    • Navigate to Customization > Forms > Transaction Forms > select custom SO form > subtab Printing Fields > sublist Columns
    • on the line Closed tick Print/Email and set .0001 in Width field
    • on the line Finished tick Print/Email
  3. Create a Purchase Order:
    • Transactions > Purchases/Vendor > Enter Sales Order
    • Add an Item and check the column for Closed (standard field)
    • Save and Print the Sales Order

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