@Geoff Petkus I have had similar problems getting values to show up from related record types in a transaction PDF. The only way I was able to get around it was to create a custom transaction body or line field, unchecking Store Value, and using the Sourcing & Filtering tab to pull the related field from the record type. You can then reference that custom field directly in the template. I tried using a formula, but that also did not work for some reason. A regular formula would not pull the value in the template, even thouhg it was visible when viewed through the UI.