Hi all, I’m very new to Custom Fields and Advanced PDF Templates, so I may be misunderstanding how it functions, but I’m hoping to get confirmation that the limitations I’ve run into so far are correct. I want to display both the Customer (i.e. entity field) name and that Customer’s parent name on the Credit Memo PDF template. Getting the entity is simple enough, but the parent is proving to be more difficult. I was able to add a Custom Field on the Credit Memo body with the Source List set to Entity and the Source From set to Parent, but that includes both the ID and the Name in the field value. I then attempted to chain Custom Fields by adding a Custom Field on the Customer record with Parent and Company Name in the Sourcing tab, which worked for that field, but it doesn’t appear to be possible to set a Custom Field as the Source From on another Custom Field, which means I can’t then copy that field value down another level to the Credit Memo. My next thought was to write a suitescript to retrieve the Parent Company’s name whenever a Credit Memo is created or edited to store in the custom field, but before I go down that road, does anyone know if it is possible to do this without scripting?

I'd put a custom field on the child customer record that sources from the parent - then source that one in to your transaction PDF.

As far as I can tell, the Customer record itself is not accessible in the template. The documentation I read also seems to indicate that, as it says subrecords are not loaded.

You can try ${record.entity.customfieldID} to pull field from Customer record.