Eric Mielke
Forum Replies Created
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In testing that I have done, you can sort the list but the checks will always print in the order of the line number that is assigned to each line. You need to add the lines to the payment journal in alphabetical order if you want to print in that order. I’m not aware of any way to tell the system to print in alphabetical order after the lines have been added to the payment journal.
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Hey Shelly,
You can accomplish this on the data exchange definition by going into field mapping and setting up a transformation rule for the record type code. I’ve attached a screenshot of what the transformation should look like.
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Yes that would be an issue.
In that instance, in addition to the recurring item set up, what I would do set up a sales price for that customer/item. Then when you generate the invoice the recurring sales line will bring in the item and it will pull the price from the customer sales price.
You can set up the price by going to Prices & Discounts > Prices on the customer card, then you just need to select the applicable item and set its price.
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Hey Karen,
You can actually add the amount excluding tax field to the standard sales line template through personalization.
