Advanced PDF/HTML Template

You can create a new Advanced PDF/HTML Templates or customize an existing Advanced PDF/HTML template. Along with it, you can also add an element for displaying the QR Code in a generated e-document. From the code snippet below, refer to custbody_psg_ei_qr_string which is the field ID that holds the QR string such as base 64 string value after successful generation of QR. You can use the free marker syntax with "if condition" to render only if the value is present in that field.

To create an Advanced PDF/HTML template, go to Customization>Forms>Advanced PDF/HTML Templates.

          <#if record.custbody_psg_ei_qr_string?has_content>
  <table style="width: 100%;">
    <tr>
      <td align="center">
        <barcode codetype="qrcode" showtext="false" height="150" width="150" value="${record.custbody_psg_ei_qr_string}"/>
      </td>
    </tr>
  </table>
</#if>

Setting Advanced PDF/HTML Template

Go to Setup > E-Documents > Electronic Invoicing Preferences and click on the required subsidiary for OW account. Accounts that are not OneWorld, need to go to Setup > E-Documents > Electronic Invoicing Preferences and click the parent company link.
The field “Advanced PDF/HTML Template“ helps choose a template from the list of advanced PDF/HTML templates. You can select one of the advanced PDF/HTML templates to generate the E-Document in the particular format.

If a template is not selected in the subsidiary record, the generated e-document takes the template selected in the Print Template list on a transaction form.

Note:

You can select the template from the Electronic Invoicing Preferences page only for invoice and credit memo transactions.

Setting Advanced PDF/HTML Template

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