CLOSE
CLOSE
https://www.sikich.com

NetSuite OneWorld Advanced PDF/HTML Templates

NetSuite’s Advanced PDF/HTML Templates give NetSuite customers advanced capabilities for customizing printed and emailed transactions. NetSuite provides standard templates for each transaction type and these forms serve as a good starting point for developing your own forms.

For OneWorld environments, it is important to note that these forms do not reflect subsidiary information and instead pull certain data points from the company information setup page (i.e. company logo).

The steps below illustrate how to update your forms to pull data from subsidiary records, allowing you to use one form across multiple subsidiaries.

  1. Customization>Forms>Advanced PDF/HTML Template.
  2. Click Customize on the standard template you wish to edit (or edit on an existing custom form).
  3. Switch from WYSIWYG to Source Code.
  4. Use the code ${subsidiary.internalid} when referencing a field from the subsidiary record.
    1. Consider updating the following fields:
      1. Logo
        1. Standard – ${companyInformation.logoUrl}
        2. Updated – ${subsidiary.logo@url}
      2. Company Name
        1. Standard – ${companyInformation.companyName}
        2. Updated – ${subsidiary.name}
      3. Company Address
        1. Standard – ${companyInformation.addressText}
        2. Updated – ${subsidiary.mainaddress_text}

To learn more about OneWorld or anything else about NetSuite, please contact us today! You can also learn about more great tips for NetSuite on our YouTube playlist or our other blog posts.

This publication contains general information only and Sikich is not, by means of this publication, rendering accounting, business, financial, investment, legal, tax, or any other professional advice or services. This publication is not a substitute for such professional advice or services, nor should you use it as a basis for any decision, action or omission that may affect you or your business. Before making any decision, taking any action or omitting an action that may affect you or your business, you should consult a qualified professional advisor. In addition, this publication may contain certain content generated by an artificial intelligence (AI) language model. You acknowledge that Sikich shall not be responsible for any loss sustained by you or any person who relies on this publication.

About the Author