Setting: CIMInvoiceMemoTemplate

Static text can be written as-is.

Anything placed inside brackets [] is treated executed as code.

You can pull a value from a requisite in the source record the following way:

[fieldOnSourceRecord]

You can pull a value on a linked record via the source record in the following way:

[fieldOnSourceRecord.fieldOnLinkedRecord]

Note the "dot" (.) syntax is needed when accessing a linked record.

Note that the field name entered here is NOT the display name, it is the official name which can be found in the following way:

• Quick Launch > Reference Types

• Search for name of reference in possession of the field in question
• When you find and select the desired reference type, click "Open Card" to view its requisite names

• On the Requisites tab, find the desired field in the "title" column and look to the "Name" column for the "official" name
  • For this example, we looked in the CIM PO Reference Type card for the official name for the PO Number:

An example application of this would be if you wanted to show the CIM PO Number in the CIM Invoice Memo field. For that, you could put the following value for this Setting:

The value entered will produce a result like the following:

PO#: ABC123