How to Display a Specific User Defined Field on an Invoice

Reports
User defined fields created in OnTime Management Suite can be added to your invoice template. This can be helpful when you need to include custom fields on your invoices that are not included on orders within OnTime by default. Follow these steps:
  1. Open the Billing view within OnTime Management Suite.
  2. Select the Invoices under Current View on the left.
  3. Right-click on any of the available invoices and select Preview.
  4. In the window that opens, select the Modify button to launch the report designer.
  5. From within the Field List located on the right side, right-click on the Orders node (Data > Orders) and choose Add Calculated Field.
  6. Enter a name in the (Name) field located in the Property Grid below.

    Example: Naming the calculated field to: UDF_MyFieldName
  7. Right-click the calculated field you just created in the Field List and choose Edit Expression.
  8. Enter the following text into the top box of the Expression Editor, replacing "MyFieldName" with the name of the user defined field you wish to display:
    [User Defined Fields][[Label] == 'MyFieldName'].Single([Value])
  9. Click OK to save the expression assigned to the calculated field.
  10. Drag and drop the calculated field you created from the Field List onto the detail band of the invoice template.
Article ID: 212, , Modified: September 17, 2019 at 7:56 PM

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