Display Subsidiary Tax ID on a Transaction Basic PDF Layout

Scenario

User wish to display their Tax ID sourcing from the Subsidiary Record. Their Tax ID is displayed under ABN field. As this will be an additional custom element, user creates a new custom transaction body field to source its value through the ABN field of the Subsidiary Record however it is missing from the list.

Solution

1. Navigate to Customization > Lists, Records, & Fields > Other Record Fields > New
2. Record Type: Select Subsidiary
3. Label: Enter Subsidiary Tax ID
4. ID: Enter _subsidiary_tax_id
5. Type: Select Free-Form Text
6. Store Value: Enter Checkmark
7. Click Save

1. Navigate to Setup > Company > Subsidiaries
2. Subsidiary in question: Click Edit
3. Subsidiary Tax ID: Copy the Tax ID from ABN field and manually paste it on this new field
4. Click Save

1. Navigate to Customization > Lists, Records, & Fields > Transaction Body Fields > New
2. Set Label (e.g. Subsidiary Tax ID)
3. Set ID (e.g. _sub_taxid)
4. Unmark Store Value
5. Go Applies To tab, mark Sales
6. Go to Display tab
7. Substab: Select Main
8. Go to Sourcing & Filtering
9. Source List: Select Subsidiary (Main)
10. Source From: Select Subsidiary Tax ID
11. Click Save & Apply to forms
12. Select only the preferred transaction form

1. Navigate to Customization > Forms > Transaction Form PDF Layouts
2. Edit the custom PDF Layout
3. Click Add Custom Element
4. Add the Internal ID of the new field enclosed with curly braces
5. Click OK
6. Click Save
   Note: Once done, Basic Print Out should now display the Subsidiary Tax ID.