This topic contains 5 replies, has 0 voices, and was last updated by JCirocco 8 years, 3 months ago.
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July 25, 2016 at 3:23 pm #2620
JCiroccoI have a customer who is starting to sell to a dealer network in Canada. Their standard base currency is US Dollars but all of these customer are in Canadian Dollars. They would like to show not only their selling price on the invoices (which default to Canadian Currency because of the Custom Record) but also include the current MSRP which is their Base Price in Canadian.
I have tried to source a custom field on the item record so I could grab it on the invoice. Base Price was available but couldn’t find a way to get it in Canadian.
Is scripting a better idea (I don’t script…)
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July 25, 2016 at 5:00 pm #2621
k_duncYou shouldn’t need scripting from the perspective of an HTML form. You will, however, need to access the Canadian Base Price and I’d suggest that the best way to do this would be through a Custom Item Field. Where you able to get the Custom Field that you created to show on your HTML form? That should be fairly easy to do.
Once that is working, the trick will be to work out how to populate this Custom Item Field – ideally in an automated fashion – and regrettably, this may require scripting (unless someone else has a better idea). Could you populate this Custom Item Field through the Search (Saved Search) field in the Validation & Defaulting subtab? Can you create a Saved Search that can access the Base Price in Canadian Dollars?
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July 26, 2016 at 11:05 am #2622
JCiroccoOriginally posted by k_dunc
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…the trick will be to work out how to populate this Custom Item Field – ideally in an automated fashion – and regrettably, this may require scripting (unless someone else has a better idea). Could you populate this Custom Item Field through the Search (Saved Search) field in the Validation & Defaulting subtab? Can you create a Saved Search that can access the Base Price in Canadian Dollars?
Unfortunately you need a summary transaction search (at least as far as I can tell) for it to appear in the selection of searches. I have tried MANY ways to create the custom field and have it populate but with no luck.
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July 26, 2016 at 7:48 pm #2623
k_duncBugger. If that’s the case, then maybe a script is the only way to populate this Custom Item Field. It shouldn’t be too hard just in case you need the User Group to help walk you through it.
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July 27, 2016 at 8:41 am #2624
JCiroccoThanks. Hopefully one of the folks I work with can help. If not, I will definitely ask the group.
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July 28, 2016 at 11:31 am #2625
JCiroccoWe ended up with a small script. Works now. Thanks to all
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