Populate Contact Name of Customer in Sales Order to Advanced PDF

Suppose if we want display contact name on the Sales Order PDF print then we needs fetch it from contact record. Normally up to 3 join are supported on the Advanced PDF template. In order to populate contact name to PDF, please refer following steps

Step 1: Create a custom entity field on the customer record

Step 2 : Add {contact.entityid} in Formula field

Step 3 : Uncheck the Store Value field

Step 4: Save the Custom entity field

Now Primary contact of the customer is populated to this custom entity field. Then populate this field value to Advanced PDF template. ${record.entity.custentity1}, where custentity1 is the field id of the above custom field.

Leave a comment

Your email address will not be published. Required fields are marked *