Friday, November 16, 2018

Print the Company Phone and Company URL from the Company Information page to the Sales Order PDF Form

I. Check if there is a company phone and company URL fields in the Company Information page.

1. Navigate to Setup > Company > Company Information.

II. Enter a label on company phone and company URL in the Sales Order form (preferred)

1. Navigate to Customization > Forms > Transaction forms.

2. Edit the preferred Sales Order form.

3. Under Printing fields tab, click the Header subtab.

4. Mark the Print/Email checkbox corresponding to Company Phone and Company URL fields.

5. Click Save

Note: Create a Sales Order and Print it as it would show the label of the field instead of the value of the field.

6. Again, navigate to Customization > Forms > Transaction Forms > Edit the Sales Order form (preferred).

7. Under Printing fields tab, click Header subtab.

8. Set Company Phone and Company URL = T then remove the label.

When printing the PDF, it will not show the value of the 2 fields.

Note: If the customer doesn't want to customize the form, they can put the company phone and URL under Setup > Company > Company Information > Address box > put the value of the two fields at the bottom of the Address and it will also print correctly.

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