Basic PDF Layout > Show Item Name and Display Name on Columns

Scenario

Display the Item Name/Number and Display Name/Code per line item on Basic PDF Layout

Solution

Create the Custom Transaction Line Field that will source the Item Name/Number:

• • 1. Label: Item Name
    2. Type: Free-Form Text
    3. Store Value: is unchecked
    4. Under the Applies To tab, place a check mark on Sale Item
    5. Under the Sourcing & Filtering tab, configure the following:
       • Source From : Name
       • Source List : Item
    6. Navigate to Customization > Lists, Records, & Fields > Transaction Line Fields > New
    7. Configure the field with the following settings:
    8. Click Save

Create a Custom Transaction Line Field that will source the Item Name/Number and Display Name/Code:

• • 1. Label: Item Name and Display Name
    2. Type: Free-Form Text
    3. Store Value: is unchecked
    4. Under the Applies To tab, place a check mark on Sale Item
    5. Under the Validation & Defaulting tab, configure the following:
       • • Formula : is checked
         • Default Value : {item} || ' - ' || {custcol_custitemname}
    6. Navigate to Customization > Lists, Records, & Fields > Transaction Line Fields > New
    7. Check Print/Email check box for the                   
    8. Click Save

Expose the Custom Transaction Line Field on the Basic PDF Layout:

1. Navigate to Customization > Forms > Transaction Forms
2. Click Customize or Edit beside the Preferred transaction form 
3. Navigate to Printing Fields subtab > Columns subtab
4. Check the Print/Email check box of the Item Name and Display Name custom transaction line field               
5. Click Save