Monday, June 3, 2019

Print only the last 'Subentity' (remove Parent Name) with the absence of "Only Show Last Subitem" in Customer Center

Scenario:

1. Customer Center  > See All Transaction > Print Invoice

2. Customer has Multiple-Level Parent Company. (E.g. 3 Level up:  "Grandparent Company Level USA : Parent Incorporated Level : 1000 Child Corporation : Adam Carter")

~ Be able to print only "Adam Carter"

3. Login to Customer Center

4. Click the "Set Preferences" link

5. Actual Result:  There is no "Only Show Last Subitem" setting in the customer Center's Set Preferences

* Account General Preferences also does not have any overriding preference to attain this.

Enhancement Issue : 181097 has been filed for this.

Recommendation:

Create a Custom Transaction Body field:

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

2. Enter Label

3. Type = Free-Form Text

4. Store Value = False

5. Applies To > Sale = True

6. Display > Subtab = Main

7. Validation & Defaulting :
- Default Value  = ltrim(regexp_substr({internalid},'[^:]*$'))
- Formula = True

* {internalid} pertain to the field id of the name that contains parent name that require print of only last subitem.

8. Click Save & Apply To Forms
- Select Preferred Invoice Form:
~ Show = True
~ Print = True
- Click Save

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