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Page History: Sales Order PDF Rule

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Page Revision: Thu, 04 May 2017 10:09




General Information

Default Menu Location Maintain >> System >> Rule Maintenance Function This rule sets the paths for the PDFs that are able to be selected from the "PDF Button" on the sales order screen, as well as some defaulting logic.
Image

Rule Setup – Text Fields

File Name: The name of the PDF file, including the .pdf extention.

Full Path: The entire folder path to where the PDF is located.

Item Attribute: This is the item attribute that will check the PDF box on the sales order. The attributes will always start with a "DL_" prefix. Please note that a corresponding item attribute will need to be created in the Item Attributes rule.

Rule Setup – Number Fields

No Number Fields In Use

Rule Setup – Logic Fields

PreCheck: This will automatically set the corresponding PDF to be checked by default on the sales order.







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