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Former Member

How to see custom field in sales order document preview.

Hi Experts,

I have created custom field called "subscription start date" and "end date" while adding products in sales order. but I cannot view that in preview.

You can see in second image i have created 2 fields using KUT but I cannot see those fields in document one which i have mentioned above.

and 3rd attachment says the template, and in place holder list I cant find the custom field "subscription start date"

Can anyone guide me how to achieve this requirement.

Please find the attachment below

Regards

santosh K

salesorder.png (34.3 kB)
sotemplate.png (40.3 kB)
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3 Answers

  • Best Answer
    Apr 09, 2017 at 06:20 AM

    Hi,

    • Use the Edit Master layout and Go to the custom fields
    • Go to property of field and then to Field Definition.
    • Go to Form Template tab and extend the field to the Sales Order Template.
    • Save

    Now,Login from Silverlight Client

    • Beta(Administration)-IT Setup
    • Under Output section,choose Form Template Maintenance
    • Select the respective Sales order form and Open the form with "Easy Form Editor"
    • Select the Table section and then columns
    • Under the Details : Columns,Add the required Custom Field(Check the screenshot)
    • After adding the field,Make sure,the column SHOW has the value "show always"
    • Save and Publish

    If you are ok with AdobeLivecycle design ,then you can download the required form template and you can design and re-upload the same into the tenant.Make sure you putting the correct binding values for the respective fields.

    Regards,

    Logan

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    • Former Member

      Hi Loganathan,

      Thank you so much for your kind response.

      But as you mentioned above

      • Go to Form Template tab and extend the field to the Sales Order Template.But I cannot find any template over there only i can see languages and etc.Please find attachment

        there is no sales order template for extend.
      formtemplate.png (49.7 kB)
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    Former Member
    Apr 08, 2017 at 07:27 AM

    Hello Experts,

    Please Suggest me the steps to achieve this.

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    Former Member
    Apr 10, 2017 at 06:38 AM

    Dear Loganathan,

    I am able to see custom fields on Sales order Template successfully.

    Thank you

    Regards

    Santosh k

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