Thanks for the compliment and we are working on even better crash course content now! It's the engagement from the community like you that helps us want to keep making the content too!
I would recommend FreeCodeCamp to learn HTML, CSS, and JavaScript prior to learning about SuiteScript or modifying pdf templates. It's a great place to build up skills that support more NetSuite specific skills.
I could not for the life of me find how to get the new form available in the drop down- I've been searching through articles and videos for the last two days. Thank you so much!!!
@@anchor_groupThank you! As a non-coder, I was using the WYSIWYG page. I'd looked at the source code, but hadn't seen where to modify it. Just took another look and this time did a search within the source code for "Title" which was the label I was trying to change. Found it and was able to change the font size. Thanks!
Thank you for this. Is the invoice on a letterhead if so where can I change the letterhead as changes need to be made on the footer of the document. Thank you
The invoice template can be modified meaning all areas if the document. and . We often get the most consistent results modifying the code directly (HTML and freemarker).
@@yasirminhaj4666 That is licensing purchased directly from the NetSuite Account Manager (really only sold as part of NetSuite licensing). The price does range but I know for certain it doesn't cost less than 2-3k.
Yes, absolutely a PDF template can print from a custom record. We frequently do this in many different use cases including an online course certification PDF or a certificate of analysis. These are just a couple of examples but PDF templates are very versatile.
You will want to create a copy of the standard PDF template, then edit the code HTML & Freemarker directly. It will be easier to do it this way instead of using the configuration tool because it is more guaranteed to have the results you are expecting. In the administrator role, go to CUSTOMIZATION > FORMS > Advanced PDF/HTML Template. Search for " Standard Invoice PDF/HTML Template" and you will be able to click "Customize". This will create a copy of the standard form automatically. After you finish making it the way you want, it can be set as default to be used when printing. There are a lot of defaulting options so you might just play around with all the scenarios/options for defaulting (e.g. all entry forms, specific forms, specific roles)
Hi, This video was definitely more easy to understand than the one in cloud learning. I have a question that hopefully is a quick fix. I have an invoice template that requires subtotals within the transaction table. I've accomplished that by having an item with type subtotal. Now I would like to have that line bolded to call out the subtotal rows. Can you tell me what code I need or show me where to get the code?
You can edit the HTML/CSS of it if you are unable to bold it in the UI tool the way you want. You can simply just add a to the HTML. Something like This is some normal paragraph text, and this is some important text. Then it will bold the text/content within the section.
Hey, Thanks for the video, is this pdf customization tool similar for developing WMS label templates. We are struggling to get WMS label templates made.
Yeah they are very similar. They just have a different starting template. But the techniques for customization via the Advanced HTML/PDF Template are the same.
Hey, can you help me with how I can create a print version of the item receipt or receive an order? There is no standard version available from NetSuite and not even a template. The standard item receipt is printing just a bar code of the item that was received. I need to see at header, created from PO and line level, item name, quantity, and bin number. thanks in advance for your help.
This gets printed on a PDF/Advanced PDF template. That is how the bar code of the item is getting printed. So that template needs to be modified for the header, sourcing the PO number, and add line level details. This is all able to be accomplished with some simple NetSuite developer skills. If there isn't a basic template, you can always create a custom button for a NetSuite record that upon click, triggers a SuiteScript to generate a custom PDF template. We have to build solutions like this frequently for our clients when they have data sheets or product catalogs that need to get dynamically generated for print.
Go to Documents > Templates > Email Templates. Under the template subtab, you can change the "Subject" of the email template. One way is just to print the PDF template and attach it to a custom email for you to send out. This can be done directly inside of NetSuite using the button to the left of the "actions" button where it has a "+" sign. You can select new email and change the subject there while attaching a printed PDF.
Hi! Our address keeps overlapping in every page, we tried editing the font size and all, but still doesn’t work. Is there any suggestions/solutions with regards to that? TYIA! :)
Thanks! Almost all businesses using NS could benefit from this.
Thanks Austin!
Thank you!!! I couldn't remember how to customise a standard template and you covered that right at the beginning.
Such a helpful video.
Thanks for the compliment and we are working on even better crash course content now! It's the engagement from the community like you that helps us want to keep making the content too!
Really very interesting Video. As I know little bit about Coding and Templates. I really find it useful. As I am new to Netsuite.
I would recommend FreeCodeCamp to learn HTML, CSS, and JavaScript prior to learning about SuiteScript or modifying pdf templates. It's a great place to build up skills that support more NetSuite specific skills.
@@anchor_group
How to attend your free training. Where is the link to attend the same
I could not for the life of me find how to get the new form available in the drop down- I've been searching through articles and videos for the last two days. Thank you so much!!!
Glad the video content could help!
Is there a way to adjust the font size of the labels? I can adjust "text" font size but can't figure out how to adjust i.e. page Title font size.
You can directly edit it in the HTML/CSS by clicking "source code" and modifying it there.
@@anchor_groupThank you! As a non-coder, I was using the WYSIWYG page. I'd looked at the source code, but hadn't seen where to modify it. Just took another look and this time did a search within the source code for "Title" which was the label I was trying to change. Found it and was able to change the font size. Thanks!
@@marywalls4023 Awesome! Yeah even if you don't know code, it is relatively easy to find some text and make some adjustments like that!
Thank you for this. Is the invoice on a letterhead if so where can I change the letterhead as changes need to be made on the footer of the document. Thank you
The invoice template can be modified meaning all areas if the document. and . We often get the most consistent results modifying the code directly (HTML and freemarker).
Do you know how to add the memo of an invoice to the customer statement?
You need to edit the pdf template and add the html/freemarker to source it
Can you please tell me how I can get the LCS Company pass?
This is purchased from who you get your NetSuite licensing from. Either your NetSuite Account manager or a reseller that is your partner of record.
@@anchor_group Thanks!
@@anchor_group Thanks! Could you please tell us what the charges are to get an LCS company pass?
@@yasirminhaj4666 That is licensing purchased directly from the NetSuite Account Manager (really only sold as part of NetSuite licensing). The price does range but I know for certain it doesn't cost less than 2-3k.
Can you print custom record fields and a table with the information of the sublist (record child)?
Yes, absolutely a PDF template can print from a custom record. We frequently do this in many different use cases including an online course certification PDF or a certificate of analysis. These are just a couple of examples but PDF templates are very versatile.
Hi, thanks for informatios, but i need modify the impresion of the Packing Slip, can you help me show the way to do that. Thank you
You will probably just want to modify the PDF template. Then the template can be applied to the packing slip.
Hi, How to customize the PDF Template 2nd Page header - facing overaping headings
You will want to edit the HTML/Freemarker on the PDF Template using the 'edit' mode. Then you can style with some basic HTML development skills.
Hi, How to create a new invoice pdf template?
You will want to create a copy of the standard PDF template, then edit the code HTML & Freemarker directly. It will be easier to do it this way instead of using the configuration tool because it is more guaranteed to have the results you are expecting. In the administrator role, go to CUSTOMIZATION > FORMS > Advanced PDF/HTML Template. Search for " Standard Invoice PDF/HTML Template" and you will be able to click "Customize". This will create a copy of the standard form automatically. After you finish making it the way you want, it can be set as default to be used when printing. There are a lot of defaulting options so you might just play around with all the scenarios/options for defaulting (e.g. all entry forms, specific forms, specific roles)
Hi, This video was definitely more easy to understand than the one in cloud learning. I have a question that hopefully is a quick fix. I have an invoice template that requires subtotals within the transaction table. I've accomplished that by having an item with type subtotal. Now I would like to have that line bolded to call out the subtotal rows. Can you tell me what code I need or show me where to get the code?
You can edit the HTML/CSS of it if you are unable to bold it in the UI tool the way you want. You can simply just add a to the HTML. Something like This is some normal paragraph text, and this is some important text.
Then it will bold the text/content within the section.
Hey, Thanks for the video, is this pdf customization tool similar for developing WMS label templates. We are struggling to get WMS label templates made.
Yeah they are very similar. They just have a different starting template. But the techniques for customization via the Advanced HTML/PDF Template are the same.
Hey, can you help me with how I can create a print version of the item receipt or receive an order? There is no standard version available from NetSuite and not even a template. The standard item receipt is printing just a bar code of the item that was received. I need to see at header, created from PO and line level, item name, quantity, and bin number. thanks in advance for your help.
This gets printed on a PDF/Advanced PDF template. That is how the bar code of the item is getting printed. So that template needs to be modified for the header, sourcing the PO number, and add line level details. This is all able to be accomplished with some simple NetSuite developer skills. If there isn't a basic template, you can always create a custom button for a NetSuite record that upon click, triggers a SuiteScript to generate a custom PDF template. We have to build solutions like this frequently for our clients when they have data sheets or product catalogs that need to get dynamically generated for print.
Hi how can i change or customize the email subject when sending a pdf or html template? thanks!
Go to Documents > Templates > Email Templates. Under the template subtab, you can change the "Subject" of the email template. One way is just to print the PDF template and attach it to a custom email for you to send out. This can be done directly inside of NetSuite using the button to the left of the "actions" button where it has a "+" sign. You can select new email and change the subject there while attaching a printed PDF.
Hi! Our address keeps overlapping in every page, we tried editing the font size and all, but still doesn’t work. Is there any suggestions/solutions with regards to that? TYIA! :)
you will want to play around with the HTML/CSS directly and avoid the drag and drop tool.
@@anchor_group will try this. Thank you so much!! You guys are really helpful :)