Identifying Invoice Fields for Inclusion in Dunning Templates
When creating dunning email and PDF templates in FreeMarker, you can include data sourced from invoice fields. Several invoice fields are already available for inclusion in dunning templates, these are listed in the topic, Including Fields from the Transaction Saved Search in Dunning Templates.
If you want more invoice fields to be available for inclusion in dunning templates, you must first identify those invoice fields by entering their field IDs in the Email Template Invoice Fields page. After entering the field IDs, the corresponding invoice fields can be included in a template by indicating them in FreeMarker tags. For more information, see Including Fields from the Transaction Saved Search in Dunning Templates.
To identify invoice fields for inclusion in dunning templates:
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If you are an administrator, go to Setup > Dunning > Email Template Invoice Fields.
If you are using other roles, go to Dunning > Setup > Email Template Invoice Fields.
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On the Email Template Invoice Fields page, in the Invoice Field ID, enter the ID of the invoice field whose data you want to include in email and PDF templates.
Make sure that the field ID you enter is valid and not listed in the Current Invoice Fields in the Email Template. Otherwise, an error is displayed, which means the field ID you entered is already available for inclusion in dunning templates, or no such field ID exists.
You can refer to the list of Field IDs for the Transaction record type from the Records Browser, under the Search Columns section.
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After entering the field ID, click Add Invoice Field. Continue adding invoice field IDs as necessary.
The invoice fields of the IDs you entered can be included in any dunning email or PDF template you will create or edit using FreeMarker.