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2012/10/18

Customization of Transaction PDF Layout

The Transaction forms PDF layout in NetSuite define the arrangement of fields on printed PDF transaction documents, and are available when printing the transaction details. These are used for Invoices, Transfer Orders, Sales Order contracts and Fulfillment documents.

To configure the Transaction forms PDF layout, navigate to Setup > Customization > Forms > Transaction PDF Layouts.

TPDFL-1


TPDFL-2


TPDFL-3.1
TPDFL-3

Elements vs. Custom Elements

Regular elements contain a header and a body, are linked to the respective transaction fields, and cannot be deleted.

Custom elements also contain a header and a body, but are customizable to any field or formula (SQL-based) and can be deleted. 

Limitations:
  • Formatting custom fields is limited for multi-language environment
  • Header does not accept formulas (plain text only)


2 comments:

  1. Ah, but have they included a way to change the indent on Kit Members for Pick Slips? Current indent is not necessarily obvious to our warehouse staff and it creates issues.

    ReplyDelete
  2. Has anyone figured out how to insert an image? When I do this, it just displays the URL of that image instead of the image itself.

    ReplyDelete