Adding Purchase Order Numbers to Reseller Invoice Notification Templates

This section explains how to add purchase order (PO) numbers to reseller invoice notification templates.

There are two types of notification templates: ARDocDetails and Reseller Invoice Details. The Reseller Invoice Details template provides more details than the outdated ARDocDetails template and it supports the grouping of details by customer and subscription.

ARDocDetails Template

You should preliminarily create a custom attribute that will be used for keeping the PO number value.

To add the "PO Number" column to the HTML notification template for reseller invoice, complete these steps:

1. In Billing control panel, go to System > Settings > Notifications > Notification Templates.
2. Find the notification template by name "ARDoc Details" and click on its name for editing.
3. Switch to the HTML tab and click Edit.

4. Insert the following html tags:

   • In the heading of the table:

     <th align="left" bgcolor="#DDDDDD" style="background-color: #dddddd;" class="nowrap">PO Number</th>.

   • In the body of the table (in the ##DetailList# section):

     <td valign="top" align="center" style="border-right:1px solid #dddddd;border-top:1px solid #dddddd;" class="nowrap">@@OrderAttribute_<PO_NUMBER_ATTR>@</td>.

   where <PO_NUMBER_ATTR> – id of the custom attribute.

5. When ready, click Save. To view the result, you can click Preview.

Now a reseller will see in the invoice an additional column named "PO Number" having purchase order numbers matching orders from CloudBlue Commerce with the corresponding orders in the internal reseller's ERP system.

Reseller Invoice Details Template

If you used a custom Reseller Invoice Details template before the upgrade to CloudBlue Commerce 21.4, follow these instructions to upgrade the template. After that, you can add PO numbers to the invoice details.

To add PO numbers, complete these steps:

1. Go to Billing > System > Settings > System > Notifications > Notifications > Notification Templates.

2. Type Reseller Invoice Details in the Template Name box and click Search.

3. Click the Reseller Invoice Details template name.

4. Click the HTML tab > Edit.

5. Choose the location where you want to display the order number and PO number. This must be a row in the table (<tr>) styled with class="order_order". Insert the code Order Number: @@InvoicedOrderNumber@ / PO Number: @@OrderAttribute_PONumber@:

                   
   <tr class=order_@@InvoicedGroupType@>
   <td valign="top" align="left" style="border-right:1px solid #dddddd;"></td>
   <td valign="top" align="right" style="border-right:1px solid #dddddd;"></td>
   <td valign="top" align="left" style="border-right:1px solid #dddddd;"><b>Order Number: @@InvoicedOrderNumber@ / PO Number: @@OrderAttribute_PONumber@</b></td>
   <td valign="top" align="right" style="border-right:1px solid #dddddd;"></td>
   <td valign="top" align="right" style="border-right:1px solid #dddddd; "></td>
   <td valign="top" align="right" style="border-right:1px solid #dddddd;"></td>
   <td valign="top" align="right"></td>
   </tr>				
   

6. Click Save.