Discussions
NSC | Print Status in Uppercase on the Sales Order or Invoice Form
Use Case:
Businesses may want the transaction status on Sales Orders or Invoices to appear in uppercase for consistency, readability, or formatting standards on printed forms.
Creating a custom transaction body field with a formula allows the status to automatically display in uppercase.
How It Works:
1.Navigate to Customization > Lists, Records, & Fields > Transaction Body Fields > New
2. On the field setup page, enter the following:
- Label: Enter a label
- Type: Select Free-Form Text
- Store Value: Uncheck the Store Value box
3. On the Applies To tab, select Sale
4. On the the Display tab > Validation & Defaulting Tab:
- Check the Formula box
- In the
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