The lines grid controls which details from the transaction's lines print on your document, such as product code, quantity and price. You can choose the columns, their order and how they look. Classic and Formal templates can't be edited, so you'll need to create an editable copy first.
Show a column
From the main menu, click Settings, then click Doc Designer.
Click the transaction type you want to edit, for example Purchase Orders.
In the Document tab, use the Template Name drop-down menu to select the template you want to edit.
Click the lines grid component in the template layout.
Click the Component tab.
In the Column Control section, select the column in the Headers field.
Select the Visible checkbox.
Click Save Now, then click Publish.
đNote: The grid name and the columns available depend on the transaction type. For example, the Sales Order grid is SalesOrderLinesGrid and the Packing Slip grid is PackingSlipLinesGrid. The Type and Grid Name fields are read-only.
Change how a column looks
Select a column in the Headers field, then use these Column Control settings:
Setting | What it does |
Dynamic | Available for some columns, such as Discount Rate. When selected, the column only prints if the transaction has a value for it. |
Change Order | Use the arrows to move the column up (left) or down (right) in the grid. |
Header Name | Enter a custom name for the column header. |
Width | Use the slider to change the column width. Select the Auto checkbox to go back to the template's default width. |
Text Alignment | Select the horizontal and vertical alignment icons to set how the text sits in the column. |
Wrap Text | Moves long text onto the next line so it doesn't overlap the next column. |
Include Separator Line | Adds a line under each row of the grid. |
Display on own row | Moves the column's details onto their own row under each line. |
Decimal Places | Sets the number of decimal places from 0 to 6. |
đNote: The order you set in the grid overrides the order of lines in the transaction.
Other things to know
You can include up to three attribute values in a grid. See Add product attributes to a Doc Designer template.
To show an Order Line Delivery Date on a Purchase Order, select it in the Headers field of the Purchase Order lines grid.
To fix cut-off text in a column, see Fix cut-off text on Purchase Order PDFs.