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NetSuite OneWorld Advanced PDF/HTML Templates

William Tamulynas

Jul 2 2018

2 min read

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.

Customization>Forms>Advanced PDF/HTML Template.
Click Customize on the standard template you wish to edit (or edit on an existing custom form).
Switch from WYSIWYG to Source Code.
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.

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About the Author

William Tamulynas

William (Billy) is a Team Lead on Sikich’s NetSuite team. Billy has been working for over 10 years helping clients across various market sectors grow their business through ERP implementations. His expertise lies in guiding clients through business process changes. Billy has extensive experience in multiple industries including life sciences, professional services, software, subscription-based companies, and government contractors.