Advanced PDF/HTML Templates

Advanced PDF/HTML Templates let administrators and users with the Advanced PDF/HTML Templates permission create and control the printed and emailed versions of NetSuite transactions with more flexibility than basic layouts. You can produce either PDF or HTML output and apply templates per custom form and print type.

Advanced templates support all transaction and print types that basic layouts support, including internationalized versions. To see a list of all available templates, see Reviewing Available Advanced Templates.

You must enable the Advanced PDF/HTML feature before use. For more information about how to enable the feature and what third-party products are used in advanced printing, see Enabling the Advanced PDF/HTML Templates Feature.

After enabling the feature, go to Customization > Forms > Advanced PDF/HTML Templates to view, edit, or create templates.

With Advanced PDF/HTML Templates you can do the following:

• Link templates to custom transaction forms so the selected advanced template is used to format printed and email versions of transactions. See Setting Custom Forms to Use Advanced Templates.

• Use advanced templates to produce either PDF or HTML output, depending on the settings of your print and email preferences. See Advanced Templates Support for Company Printing Preferences.

• Start from standard templates for each supported print type, then customize your template in the Template Editor using either WYSIWYG or source code editing modes. See Advanced Templates Customization in the Template Editor and Source Code Editing to Customize Advanced Templates.

• Preview your template and get actionable error messages if the template cannot be saved. See Previewing Advanced PDF/HTML Templates and Error Messages in Advanced Templates.

• If required, change the script ID of custom templates. See Changing the Script ID of a Custom Template.

• Include your company logo based on the image file defined as the Company Logo (Forms) field at Setup > Company > Setup Tasks > Company Information. See Configuring Company Information

• Use SuiteScript to create HTML and PDF printed forms that use advanced template customization capabilities. See Using Advanced Template Formatting Programmatically.

• Manage templates with SuiteCloud Development Framework and copy templates to other accounts. See SuiteCloud Development Framework and Copy to Account

General Notices