1. SCM (Supply Chain Management)
  2. Item Record Management
  3. Customer Part Number
  4. Set Up Customer Part Number
  5. Setting Up Custom Forms for Printing

Setting Up Custom Forms for Printing

To include customer part numbers on printed sales orders or invoices, set up the SCM custom forms provided in the SuiteApp. Before you set up these forms, review the required printing features in Prerequisites for Customer Part Number.

Note:

You’ll need to set up custom transaction forms because their default printing type is set to Basic. This applies even if you’re using the Advanced PDF/HTML Templates feature.

To set up the custom forms for printing:

  1. Go to Customization > Forms > Transaction Forms.

  2. On the Custom Transaction Forms list, click the Customize or Edit link for either of the SCM custom forms:

    • SCM Invoice - Customer Part No.

    • SCM Sales Order - Customer Part No

  3. On the Custom Transaction Form page, do the following:

    1. In the Printing Type field, choose Advanced.

    2. In the Print Template field, select the appropriate sales order or invoice print template:

      • SCM Invoice - Customer Part No.

      • SCM Sales Order - Customer Part No.

  4. Click Save.

If you want to use your own advanced print templates, you can manually add the Customer Part Number column.

Here’s how you can add the column to the Standard Sales Order PDF/HTML Template as an example. You can also use these instructions as a guide if you want to customize the existing print templates for customer part numbers.

Note:

To update advanced PDF/HTML templates, you’ll need to know enough CSS and HTML. For more information, see Source Code Editing in the Template Editor.

To add the Customer Part Number column to advanced print templates:

  1. Go to Customization > Forms > Advanced PDF/HTML Templates.

  2. On the Advanced PDF/HTML Templates list, click the Customize link for the Standard Sales Order PDF/HTML Template.

  3. On the Advanced PDF/HTML Template page, click Source Code to transfer to this mode.

  4. Add the following codes to show the column header and value for the customer part number:

    1. To show the Customer Part Number column header before the Item column, add this code at line 87:

                          <th align="left" colspan="3" style="padding: 10px 6px;">${item.custcol_scm_customerpartnumber@label}</th>

    2. To show the customer part number column value, add this code at line 95:

                          <td align="left" colspan="3">${item.custcol_scm_customerpartnumber}</td>
    Note:

    In your template, you can add the Customer Part Number column before or after the Item column. Add the code in the line that matches where you want the customer part number to appear. You can do the same thing when customizing existing print templates:

    • SCM Invoice - Customer Part No.

    • SCM Sales Order - Customer Part No.

  5. Click Save.

    Click Preview to see the changes before you save. For more information, see Advanced PDF/HTML Templates.

Related Topics

General Notices