Add subsidiary and Bank metrix details to Invoice Group PDF

Add a custom body field on the invoice group PDF.

One field is for subsidiary details and the other for bank metrix details.

And make these fields as hidden.

Upload a user event script with an entry point beforeLoad().

        const beforeLoad = (scriptContext) => {
            try {
                let newRecord = scriptContext.newRecord;
                let subsidiary = newRecord.getValue("subsidiary");
                if (subsidiary) {
                    let subsidiaryRecord = record.load({
                        type: record.Type.SUBSIDIARY,
                        id: subsidiary,
                    });
                    // Retrieve specific fields from the subsidiary record
                    let subsidiaryName = subsidiaryRecord.getValue({ fieldId: 'name' });
                    let registeredAddress = subsidiaryRecord.getValue({ fieldId: 'custrecord_mf_registered_address' });
                    let companyRegNumber = subsidiaryRecord.getValue({ fieldId: 'custrecord_alf_company_reg_num' });
                    let vatRegistrationNumber = subsidiaryRecord.getValue({ fieldId: 'federalidnumber' });
                    let concatenatedValues = subsidiaryName + '\n\n' + registeredAddress + '\n\n' + companyRegNumber + '\n\n' + vatRegistrationNumber + '\n\n';

                    newRecord.setText({ fieldId: 'custrecord_cc_subsidiary_details', text: concatenatedValues })

                   
                    newRecord.setText({ fieldId: 'custrecord_cc_subsidiary_address', text:subsidiaryRecord.getText("mainaddress_text") })
                } else {
                    log.debug("No subsidiary ID found on the new record");
                }

                bankMetrix(newRecord)
            } catch (e) { log.error("error@beforeload", e) }
        }

        return { beforeLoad }
    });

  function bankMetrix(newRecord) {
            try {
                let invoicegroupSearchObj = search.create({
                    type: "invoicegroup",
                    filters: [
                        ["internalid", "anyof", newRecord.id]
                    ],
                    columns: [
                        search.createColumn({
                            name: "custbody_mf_bank_name",
                            join: "transaction",
                            label: "Bank Name"
                        }),
                        search.createColumn({
                            name: "custbody_alf_subsidiary_name",
                            join: "transaction",
                            label: "Subsidiary Name"
                        }),
                        search.createColumn({
                            name: "custbody_mf_bank_acct_number",
                            join: "transaction",
                            label: "Bank Account Number"
                        }),
                        search.createColumn({
                            name: "custbody_mf_bank_sort_code",
                            join: "transaction",
                            label: "Bank Sort Code"
                        }),
                        search.createColumn({
                            name: "custbody_mf_bank_iban",
                            join: "transaction",
                            label: "IBAN"
                        }),
                        search.createColumn({
                            name: "custbody_mf_bank_bic",
                            join: "transaction",
                            label: "BIC"
                        })
                    ]
                });

                let searchResultCount = invoicegroupSearchObj.runPaged().count;
                if (searchResultCount > 0) {
                    invoicegroupSearchObj.run().each(function (result) {
                        let bankName = result.getValue({
                            name: "custbody_mf_bank_name",
                            join: "transaction"
                        });
                        let subsidiaryName = result.getValue({
                            name: "custbody_alf_subsidiary_name",
                            join: "transaction"
                        });
                        let bankAccountNumber = result.getValue({
                            name: "custbody_mf_bank_acct_number",
                            join: "transaction"
                        });
                        let bankSortCode = result.getValue({
                            name: "custbody_mf_bank_sort_code",
                            join: "transaction"
                        });
                        let iban = result.getValue({
                            name: "custbody_mf_bank_iban",
                            join: "transaction"
                        });
                        let bic = result.getValue({
                            name: "custbody_mf_bank_bic",
                            join: "transaction"
                        });
                        let concatenatedBankValues = 
                        (checkForParameter(bankName) ? "Bank Name: " + bankName + '\n\n' : '') +
                        (checkForParameter(subsidiaryName) ? "Account Name: " + subsidiaryName + '\n\n' : '') +
                        (checkForParameter(bankAccountNumber) ? "Account No: " + bankAccountNumber + '\n\n' : '') +
                        (checkForParameter(bankSortCode) ? "Sort Code: " + bankSortCode + '\n\n' : '') +
                        (checkForParameter(iban) ? "IBAN: " + iban + '\n\n' : '') +
                        (checkForParameter(bic) ? "SWIFT/BIC: " + bic + '\n\n' : '');                        
                        newRecord.setText({ fieldId: 'custrecord_cc_bankmetrix_details', text: concatenatedBankValues })

                    });
                }

            } catch (e) { log.error("error@bankMetrix", e) }
        }