Print the Item Name/Number Instead of Vendor Name in Purchase Order Transaction Form PDF Layout

Scenario

For field level help of Vendor Name/Code at the item level, the vendor's name for this item prints in the Item column of purchase forms. If the user does not enter a vendor name, the item name prints in the Item column of purchase forms.

• If the item doesn’t have a Display Name/Code and Vendor Code, the Item Name/Number prints.
• If the item has a Display Name/Code there is no Vendor Code assigned, the Display Name/Code prints.
• If the item has a Vendor Code, the vendor code prints. Vendor Code supersedes Display Name/Code.

To print the Item Name/Number in the Item Column of a printed PDF, create a custom field that will source the Item Name/Number.

Solution

1. Create the Custom Transaction Line Field
1. Navigate to Customization > Lists, Records, & Fields > Transaction Line Fields > New
2. Configure the field with the following settings:
• Label: Enter the label (example: Item Name/Number)
• Type: Select Free-Form Text
• Store Value: Remove Checkmark
• Click Applies To tab 
• Purchase: Enter Checkmark
• Click Sourcing & Filtering tab:
  1. Source List: Item
  2. Source From: Name
3. Click Save
   
   
2. Set the Custom Line field to Print on the Purchase Order PDF
1. Navigate to Customization > Forms > Transaction Forms
2. Click Edit on the preferred Purchase Order Form
3. Click Printing Fields
4. Click Columns
5. Enter Checkmark on the Show of the Custom Line Field created from Step 1
6. Click Save
   
   

Note: This is only applicable for Transaction Form PDF Layouts and not on Advanced PDF/HTML Templates.