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Customer Forum

DELIVERY ADDRESS FIELD

External Posted: 2012-07-18 13:46

Hi there

Is there a simple way to add a delivery address field with look up function ?

I.e. be able to invoice a customer with a deliver address of another customer?

or

send a supplier order with a site address of customer?

Regards

Adam

Workbooks Support Posted: Wed, 01.08.2012 - 11:05

Hi Adam

In short, yes, although I'm not totally clear whether you're asking how to get the address to appear on the record in Workbooks or if you're asking how to get that information onto an output PDF?

If it's the former, you would need to create a couple of custom fields on the Workbooks record(s) where you want to pull through the address information - one should be for the address itself (and I'd suggest making this a custom field of type Multi-line text; the other should be for the name of the customer to whom the goods need to be delivered, of type Dynamic Linked Item (DLI). BEFORE creating the DLI field however, you need to build a report that returns the names and addresses of the People/Organisations on your database. If your customers are all individuals (ie, you're selling B2C) then build a People report. If your customers are all businesses (ie, you're selling B2B) then build an Organisation report. If your customers can be either then build a People and Organisations report.

Either way, you should include a column for the id of the record (by adding a column, scrolling all the way to the bottom of the picklist and choosing More Columns > Id. You should also include a column for the name of the Person/Organisation. You also need to add a calculated column for the address by concatenating together the Street Address, Town, Postcode etc. To put each element on a new line, you should separate the entries with '\n'. Your formula will look something like this:

CONCAT(main_street_address, '\n', main_town_or_city, '\n', main_postcode_or_zipcode)

When you're creating the DLI custom field untick the box next to Stored Value and in the Value Column select Id. In the bottom part of the screen you can specify that the Address column from your report should populate the Delivery Address field in your form.

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Once you completed this, you'll be able to select the correct customer for delivery and the delivery address will auto-populate.

If your question was actually about getting this data to appear on a PDF output document, this is possible but does involve customising the underlying PDF, which you can do if you have the skills to edit XSL files. If not, this is something we could do for you if you'd like to buy some Admin Credits. More information on downloading an XSL template is available here.

Hopefully this sets you off in the right direction.