Include Payment # on Customer Payment Printout

User would like to include Payment # when printing Customer Payment. When customizing the Customer Payment form, the Payment # (Document Number) field is checked to Print/Email under the Printing Fields tab > Header subtab. However, when printing the Customer Payment, Payment # does not show in the printed Customer Payment form.

As an Alternate Solution, create a custom field that would capture the Payment # and add this field in the Printing Fields tab of the Customer Payment form. Perform a Mass Update to update the value of the custom field on existing Customer Payment. Create a Workflow to store value of the Payment # to the custom field when creating new customer payment.

I. Create a Transaction Body Field.

 1. Navigate to Customization > Lists, Records & Fields > Transaction Body Fields > New.
 
 2. Set the following:
 
  Label: Payment #
  Type: Free-Form Text
  Store Value: Yes
  Applies To: Customer Payment
  
 3. Click Save & Apply to Forms.
 
 4. Check Print for the Customer Payment form.
 
 5. Click Save.
 
II. Perform a Mass Update to update the value of the Custom Field on existing Customer Payments.

 1. Navigate to Lists > Mass Update > Mass Updates.
 
 2. Expand General Updates.
 
 3. Under Transactions, select Payment.
 
 4. *Optional: In the Criteria tab, set a Filter to narrow down records that you want to update.
 
 5. In the Mass Update Fields tab, check Apply for Payment # (custom field).
 
 6. In the Formula column, use {number}.
 
 7. Click Preview.
 
 8. If okay with the Result, click Perform Update.
 
 9. Once the Mass Update is complete, view a Customer Payment record and Print to confirm if the Payment # will show in the printed form.
 
III. Create a Workflow to store value of Payment # in the custom field when creating new Customer Payment.

 1. Navigate to Customization > Scripting > Workflows > New.
 
 2. Set the following:
 
  Name: Set Payment #
  Record Type: Transaction
  Sub Type: Customer Payment
  Release Status: Released
  Initiation > Event Based: On Create
  
 3. Click Save.
 
 4. Under Diagram (left side), click New State.
 
 5. Click Save.
 
 6. Click the State that was created (State 1).
 
 7. Under Actions tab, click New Action.
 
 8. For Workflow State Type, select Set Field Value.
 
 9. Set the following:
 
  Trigger On: After Record Submit
  Event Type: Create
  Parameters > Field: Payment # (custom field)
  Value > From Field:
       Record: Current Record
       Field: Ref. No.
   
 10. Click Save.
 
To test, create a new Customer Payment then print the Customer Payment record to confirm if Payment # would appear.