Here is the scenario I am trying to complete and t...
# ask-stanley-ai
t
Here is the scenario I am trying to complete and the steps I have completed, which have thus far been unsuccesful. What should I do to make this work as desired? Scenario User wants to Join Fields Like {item.item.xxxxx} however does not work on Advanced PDF/HTML Templates for the Picking Ticket Solution In the Advanced PDF/HTML Layout, the Vendor Name from the Item Record needs to be sourced in the line item table. To achieve this, {item.item.vendorname} is used in the template, but only one value is being printed across all line items and it is the value of the first line item. This is a standard behavior that only one value will be used in the PDF as join fields only work for the first line item. 1. Create Transaction Line Field 1. Navigate to Customization > Lists, Records, & Fields > Transaction Line Fields > New 2. Label: Enter Label Example: Enter Vendor Name 3. ID: Enter ID Example: Enter *_*api_item_vendor_code 4. Type: Select Free-Form Text 5. Store Value: Remove Checkmark 6. Click Sourcing & Filtering Source List: Select Item Source From: Select Vendor Code 7. Click Save 2. Edit Advanced PDF/HTML Template 1. Navigate to Customization > Forms > Advanced PDF/HTML Templates 2. Click Edit beside the preferred Advanced PDF Template Example: Edit Custom Picking TicketPDF/HTML Template 3. Locate {item.item.vendorname) 4. Replace with *{item.custcol_api_item_vendor_code}* 5. Click Save (edited)
c
AI generated answer (using internal Slack threads):
Based on the conversations, the user is trying to join fields like {item.item.xxxxx} on Advanced PDF/HTML Templates for the Picking Ticket but it's not working. The solution to this problem is to create a Transaction Line Field and edit the Advanced PDF/HTML Template. Here are the steps: 1. Create a Transaction Line Field: - Navigate to Customization > Lists, Records, & Fields > Transaction Line Fields > New - Label: Enter a label (for example, Vendor Name) - ID: Enter an ID (for example, _api_item_vendor_code) - Type: Select Free-Form Text - Store Value: Remove the checkmark - Click on Sourcing & Filtering - Source List: Select Item - Source From: Select Vendor Code - Click Save 2. Edit the Advanced PDF/HTML Template: - Navigate to Customization > Forms > Advanced PDF/HTML Templates - Click Edit beside the preferred Advanced PDF Template (for example, Custom Picking TicketPDF/HTML Template) - Locate {item.item.vendorname) - Replace it with {item.custcol_api_item_vendor_code} - Click Save ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.850952268
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.840087891
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.838134766
Please provide your feedback on this answer.
a
Did that work?
t
No, it did not.
a
I followed similar instructions (on mine the Source From was "Vendor Name" though), and got it to show up on a Sales Order form in the UI. However, I know that doesn't necessarily apply to Picking Tickets. My current contractee doesn't seem to use picking tickets so it's non-trivial for me to test them. Did you try on the Custom Transaction Line Field, ticking the checkbox "Print on Picking Ticket" as seen in my screenshot below? I'm not sure, but that might make it available to the PDF Template.
I went ahead and set up a custom form, custom template, and some items, and it works in my tests of printing PDFs of Picking Tickets. I then started un-ticking the checkboxes in Applies To on the custom transaction line field. It disappeared from the Picking Ticket PDF when I told it not to Show on Sales Orders AND when I unticked the Show checkbox for the custom form the Sales Order was using, in the Apply to Forms page. So in order to show up on the Picking Ticket PDF, it seems to need to show up on the Sales Order the picking ticket is printing from. It doesn't seem to care whether I have Print On Picking Tickets checkbox ticked or not, though.
t
yes, this is what I found also. It needs to appear on the Sales Order form.
a
Does it work for you after making sure it shows there?
t
Yes, once you mark it to show on the Sales Order, it appears on the pick ticket. According to SuiteAnswers though, it should not be necessary to force it to the form first.