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Customizing Templates

Last post 09-10-2013 2:23 PM by Method_Jason. 1 replies.
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  • 09-09-2013 9:01 PM

    Customizing Templates

    Hi,

    I am new with REPORT DESIGNER, and am currently struggling with the template customizations. Please help me with the following issue:

    - My transaction line (Estimate, Sales Order, Invoice, Credit Memo, etc.) is only showing the first line of information (Item, Description, Qty, Rate, Amount, etc.), and is not showing the full list of included items in the document. However, the footer has all information included (Sub-Total, Sales Tax Total, Total) correctly as if all items and descriptions are fully inserted.

    I understand this kight be a simple configuration issue, so please help me with the needed formatting steps to be able to view all lists of items and information in the customized template.

    Your soon response is highly appreciated,

    LJR

  • 09-10-2013 2:23 PM In reply to

    Re: Customizing Templates

    Answer

    LJR,

    You may have used the wrong fields. For example, in an Estimate report the Desc field you would use is called EstimateLine.Estimate.Desc. To find this field from the field list, go to Estimate>EstimateLine.Estimate>Desc (See my screenshot below). If the Desc field you chose is named EstimateLine.Desc, you may only see the first line of the estimate as you've explained.

    Let me know if this helps!

    Jason

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