SCENARIO

Currently, there is no way to print Transaction Body/Line Fields that have been sourced from a different record on Advanced PDF/HTML Templates. A custom field and workflow can be used as a workaround for this limitation.

SOLUTION

I. Create a Custom Transaction Body Field

1. Navigate to Customization > Lists, Records, & Fields > Transaction Body Fields > New.
2. Custom Transaction Body Field:
- Label: Enter Project Name.
- ID: Enter _stmnt_proj_name.
- Type: Select Free-Form Text.
- Store Value: Checkmark.
3. Click Applies To tab.
- Sale: Checkmark.
- Print On Statement: Checkmark.
4. Click Save.

II. Create a Workflow

1. Navigate to Customization > Workflow > Workflows > New.
2. Basic Information:
- Name: Enter Add Project Name.
- Record Type: Select Transaction.
- Sub Types: Select Purchase Order.
- Execute As Admin: Checkmark.
- Release Status: Select Released.
- Initiation: Select Event Based.
3. Event Definition:
- On Create: Checkmark.
- Trigger Type: Select Before Record Load.
4. Click Save.
5. Click State 1.
6. Bottom right corner: Click New Action.
7. Click Set Field Value.
8. Basic Information:
- Trigger On: Select Entry.
9. Parameters:
- Field: Select Project Name.
- Record (Join Field): Select Current Record.
- Field: Select Job (Main).
10. Click Save.

III. Customize the Advanced PDF/HTML Template

1. Navigate to Customization > Forms > Advanced PDF/HTML Templates.
2. Standard Statement PDF/HTML Template: Click Customize.
3. Leave the Project Label as is.
4. Change the Project value to = ${line.custbody_stmnt_proj_name}.
5. Click Save.