Search found 57 matches

by B_Hinote
Thu Jul 18, 2019 8:36 pm
Forum: Custom Order Rules
Topic: Module Creation - Off the wall questions
Replies: 2
Views: 3280

Re: Module Creation - Off the wall questions

Thank you for providing this information, as it has definitely shed so light on a few questions I have had. I was never sure if the recommendation was to create a Module per Field/Rule or if we were to build one overall Super Module that housed all the rules being applied. I assume there may be some...
by B_Hinote
Wed Jul 17, 2019 9:36 pm
Forum: Custom Order Rules
Topic: Module Creation - Off the wall questions
Replies: 2
Views: 3280

Module Creation - Off the wall questions

I have a couple off the wall question regarding the recommended approach for the creation of COR Modules. The Development Studio does not restrict Module Creation to only a Single Module, however, I have not found anywhere that indicates if we should just create one or if we should create several. I...
by B_Hinote
Wed Jul 17, 2019 9:07 pm
Forum: Custom Order Rules
Topic: Update Custom Field from within a Method of a Class
Replies: 2
Views: 3274

Re: Update Custom Field from within a Method of a Class

This is perfect. It works exactly the way I was hoping it would.

I greatly appreciate your help and willingness to show me a better way.

Thank you
by B_Hinote
Fri Jul 12, 2019 1:18 am
Forum: Custom Order Rules
Topic: Update Custom Field from within a Method of a Class
Replies: 2
Views: 3274

Update Custom Field from within a Method of a Class

Is it possible to update a custom field from within a Static Method of a Class? I was looking at an example Rule that set the Invoice Number based on the Order Number and the str(args.Context.Position). The only issue with this is that the Invoice Number will change if an invoice is deleted causing ...
by B_Hinote
Thu May 02, 2019 2:34 pm
Forum: ReadyDoc Development
Topic: Set Font Color of a Variable Field and Retain when Rendered to PDF
Replies: 2
Views: 1453

Re: Set Font Color of a Variable Field and Retain when Rendered to PDF

ReadyDoc:
ReadyDoc_Font.jpg
ReadyDoc_Font.jpg (45.82 KiB) Viewed 1449 times
PDF Result:
PDF Font.jpg
PDF Font.jpg (30.03 KiB) Viewed 1449 times
Is there a Function, Edit Option or Special Trick that allows me to set the Font or Foreground color of a field?
Can this be done using an HTML document over a Word Document?
by B_Hinote
Wed May 01, 2019 6:11 pm
Forum: ReadyDoc Development
Topic: Set Font Color of a Variable Field and Retain when Rendered to PDF
Replies: 2
Views: 1453

Set Font Color of a Variable Field and Retain when Rendered to PDF

I know that I can set the Font Color of text within a document and have this text retain its color when exported to a PDF. However, how can I do this with a Variable or Softpro Field and have the PDF retain the color as well?

Thank you
by B_Hinote
Fri Apr 26, 2019 12:47 pm
Forum: Integration Development
Topic: Formula to extract Main Person from BillTo Contact
Replies: 1
Views: 841

Formula to extract Main Person from BillTo Contact

I was trying to create a formula that would auto assign the Main Person associated with the BillTo Contact assigned to an invoice. (i.e. {{Order.Invoices.BillTo.People.Name}}) However, I am receiving the error ( Invalid cast from 'System.String' to 'Person' ). Is there a way to get around this? // S...
by B_Hinote
Wed Apr 17, 2019 5:23 pm
Forum: ReadyDoc Development
Topic: Order.Properties.Taxes.BuyerTax.Amount
Replies: 9
Views: 6809

Re: Order.Properties.Taxes.BuyerTax.Amount

Great Information. I believe the use of {{.Self}} is the Magic Field I was looking for. It is too bad that we cannot use {{.Self}} as a filter when directly accessing values from the City Taxes, County Taxes, and Assessments Screens, as the Description can be changed by the user. In this case, I wou...
by B_Hinote
Wed Apr 17, 2019 12:01 am
Forum: ReadyDoc Development
Topic: Order.Properties.Taxes.BuyerTax.Amount
Replies: 9
Views: 6809

Re: Order.Properties.Taxes.BuyerTax.Amount

Although I do not agree with equating a specific index value with a specific Tax Screen, it appears that I was wrong when I thought the 1st three records were not being assigned to the Taxes Collection, if they did not have a user assigned value added to the screen. I have now confirmed that they ar...
by B_Hinote
Mon Apr 15, 2019 5:24 pm
Forum: ReadyDoc Development
Topic: Order.Properties.Taxes.BuyerTax.Amount
Replies: 9
Views: 6809

Re: Order.Properties.Taxes.BuyerTax.Amount

Additional Information : I do not see a way to add on to my original post, so I am adding it via a Reply. I have been told that the only way to reference each of the tax screens is to use a hardcoded index value of Order.Properties[1].Taxes[1] for City Taxes, [2] is for County Taxes, [3] is for Ass...