Print the Tax Rate on Invoice Using Advanced PDF/Html Template

Scenario

Rounding off and including the Tax Rate is not possible by directly adding it to the Advanced Invoice PDF/HTML Template. As an alternate solution, this may be achieved by creating a Custom Field that rounds of the Tax Rate and including it on the template.

Solution

1. Create the Custom Transaction Body Field
1. Navigate to Customization > Lists, Records, & Fields > Transaction Body Fields > New
2. Label: Enter a label
   Example: Tax Rate Roundoff
3. ID: Enter _taxrateroundoff
4. Type: Select Integer
5. Store Value: Remove Checkmark
6. Click Applies To 
7. Sales: Enter Checkmark
8. Click Validation & Defaulting 
9. Formula: Enter Checkmark
10. Default Value: {taxtotal}/{subtotal}* 100
11. Click Save 
2. Customize the Advanced Invoice PDF/HTML Template:
1. Navigate to Customization > Forms > Advanced PDF/HTML Template  
2. Click Edit or Customize beside the preferred for Invoice PDF/HTML Template            
3. Top right corner: Toggle Source Code
4. Insert the following code on the appropriate space line:
•  ${record.Field ID of custom field}% 
5. Click Save