Standard Statement PDF/HTML Template

The fields and sublists available in the Standard Statement PDF/HTML Template template are listed below.

Record – record

The following fields are available for the Record record.

Name	Type	ID
1-30 Days	number	aging2
31-60 Days	number	aging3
61-90 Days	number	aging4
Account Number	text	accountnumber
Amount Due	number	agingbal
Amount Due	number	amountdue
Billing Address	text	billaddress
Credit Limit	number	creditlimit
Currency	text	currency
Currency Symbol	text	currencysymbol
Current	number	aging1
Over 90 Days	number	aging5
Project	text	project
Sales Rep	text	salesrep
Subsidiary	text	subsidiary
Terms	text	terms
Transaction Date	date	trandate

Sublists

The following sublists are available for the Record record.

To add a sublist to your template, use the record and the sublist, for example, customer.addressbook. For information about adding sublists to a template, see Sublists and Other Lists.

• The lines sublist has the following fields:

  Name	Type	ID
  Balance	text	balance
  Charge	text	charge
  Date	text	datecol
  Description	text	description
  Due Date	text	duedate
  End Date	text	enddate
  GL #	text	glnumber
  GL Audit Numbering Sequence	text	glsequence
  Memo	text	memo
  Open Amount	text	amountremaining
  PO/Check #	text	otherrefnum
  Payment	text	payment
  Payment Method	text	paymentmethod
  Start Date	text	startdate
  Subcustomer/Job	text	subname
  Terms	text	terms

Customer – customer

The following fields are available for the Customer record.

Name	Type	ID
Account	text	accountnumber
Address	address	defaultaddress
Alcohol Recipient Type	select	alcoholrecipienttype
Alt. Email	email	altemail
Alt. Phone	phone	altphone
Assigned Web Site	select	assignedwebsite
Auto	checkbox	autoname
Billing Rate Card	select	billingratecard
Billing Schedule	select	billingschedule
Billing Transaction Form	select	billingtransactionform
Billing Transaction Type	select	billingtransactiontype
Budget Approved	checkbox	isbudgetapproved
Buying Reason	select	buyingreason
Buying Time Frame	select	buyingtimeframe
Campaign Category	select	campaigncategory
Campaign Event	select	campaignevent
Category	select	category
Choose Team	select	salesgroup
Comments	textarea	comments
Company Name	text	companyname
Confirm Password	password	password2
Country	select	shipping_country
Credit Limit	poscurrency	creditlimit
Currency Precision	text	currencyprecision
Custom Form	select	customform
Customer ID	text	entityid
Date Created	datetime	datecreated
Default Order Priority	float	defaultorderpriority
Default Receivables Account	select	receivablesaccount
Default Tax Reg.	select	defaulttaxreg
Deferred Revenue Account for Revenue Reclassification	select	draccount
Email	email	email
Email	checkbox	emailtransactions
Email Preference	select	emailpreference
End Date	date	enddate
Estimated Budget	currency	estimatedbudget
ExternalId	text	externalid
Fax	phone	fax
Fax	checkbox	faxtransactions
For new access provisioning consider sending a New Access Notification Email with a password setup URL instead of manually assigning a user password.	help	newaccesshelp
Foreign Currency Adjustment Revenue Account	select	fxaccount
Furigana	text	phoneticname
Give Access	checkbox	giveaccess
Global Subscription Status	select	globalsubscriptionstatus
Hold	select	creditholdoverride
Home Phone	phone	homephone
Image	select	image
Inactive	checkbox	isinactive
Individual	radio	isperson
Internal ID	text	id
Job Title	text	title
Language	select	language
Last Modified Date	datetime	lastmodifieddate
Lead Source	select	leadsource
Manually assign or change password	checkbox	fillpassword
Mobile Phone	phone	mobilephone
Monthly Closing Date	select	monthlyclosing
Mr./Ms...	text	salutation
Name	text	firstname
Negative Number Format	select	negativenumberformat
Number Format	select	numberformat
Opening Balance	currency	openingbalance
Opening Balance Account	select	openingbalanceaccount
Opening Balance Date	date	openingbalancedate
Parent Company	select	parent
Partner	select	partner
Password	password	password
Phone	phone	phone
Pref. CC Processor	select	prefccprocessor
Price Level	select	pricelevel
Primary Subsidiary	select	subsidiary
Print	checkbox	printtransactions
Print on Check As	text	printoncheckas
Reminder Days	posinteger	reminderdays
Represents Subsidiary	select	representingsubsidiary
Role	select	accessrole
Sales Readiness	select	salesreadiness
Sales Rep	integer	salesrep
Send New Access Notification Email	checkbox	sendemail
Send Transactions Via	label	sendtransactionsvia
Ship Complete	checkbox	shipcomplete
Shipping Carrier	select	shippingcarrier
Shipping Method	select	shippingitem
Source Web Site	select	sourcewebsite
Start Date	date	startdate
Status	select	entitystatus
Terms	select	terms
Territory	select	territory
Type	label	isindividual
Unsubscribe from Campaigns	select	unsubscribe
Update Transactions	checkbox	syncpartnerteams
Web Address	url	url

Sublists

The following sublists are available for the Customer record.

To add a sublist to your template, use the record and the sublist, for example, customer.addressbook. For information about adding sublists to a template, see Sublists and Other Lists.

• The addressbook sublist has the following fields:

  Name	Type	ID
  Address	address	addressbookaddress_text
  Default Billing	checkbox	defaultbilling
  Default Shipping	checkbox	defaultshipping
  Label	text	label
  Residential Address	checkbox	isresidential

• The calls sublist has the following fields:

  Name	Type	ID
  Date	date	startdate
  Organizer	select	assigned
  Phone Number	phone	phone
  Subject	text	title

• The contact sublist has the following fields:

  Name	Type	ID
  Contact	text	entityid
  Email	email	email
  Job Title	text	title
  Main Phone	phone	phone
  Role	select	contactrole
  Subsidiary	select	subsidiary

• The creditcards sublist has the following fields:

  Name	Type	ID
  Card State	select	cardstate
  Cardholder Name	text	ccname
  Credit Card Number	ccnumber	ccnumber
  Credit Card Type	select	paymentmethod
  Customer Code	text	customercode
  Default Credit Card	checkbox	ccdefault
  Expiration Date	mmyydate	ccexpiredate
  Memo	text	ccmemo
  State From	datetime	statefrom

• The currency sublist has the following fields:

  Name	Type	ID
  Currency	select	currency
  Format Sample	text	formatsample
  Override Currency Format	checkbox	overridecurrencyformat
  Symbol	text	displaysymbol
  Symbol Placement	select	symbolplacement

• The download sublist has the following fields:

  Name	Type	ID
  Attach File	select	file
  Expiration Date	date	expiration
  License Code	textarea	licensecode
  Remaining Downloads	integer	remainingdownloads

• The events sublist has the following fields:

  Name	Type	ID
  All Day	checkbox	alldayevent
  Date	date	startdate
  End Time	timeofday	endtime
  Location	text	location
  Start Time	timeofday	starttime
  Title	text	title

• The grouppricing sublist has the following fields:

  Name	Type	ID
  Price Level	select	level
  Pricing Group	select	group

• The itempricing sublist has the following fields:

  Name	Type	ID
  Currency	select	currency
  Item	select	item
  Price Level	select	level
  Unit Price	currency2	price

• The mediaitem sublist has the following fields:

  Name	Type	ID
  Attach File	select	mediaitem
  File Type	text	filetype
  Folder	text	folder
  Last Modified	datetime	lastmodifieddate
  Size (kB)	float	filesize

• The opportunities sublist has the following fields:

  Name	Type	ID
  Budget Approved	checkbox	isbudgetapproved
  Buying Reason	select	buyingreason
  Buying Time Frame	select	buyingtimeframe
  Details	textarea	memo
  Estimated Budget	currency	estimatedbudget
  Expected Close	date	expectedclosedate
  Projected Total	currency	projectedtotal
  Sales Readiness	select	salesreadiness
  Status	select	entitystatus
  Title	text	title

• The partners sublist has the following fields:

  Name	Type	ID
  Contribution %	percent	contribution
  Partner	select	partner
  Partner Role	select	partnerrole
  Primary	checkbox	isprimary

• The salesteam sublist has the following fields:

  Name	Type	ID
  Contribution %	percent	contribution
  Employee	select	employee
  Primary	checkbox	isprimary
  Sales Role	select	salesrole

• The submachine sublist has the following fields:

  Name	Type	ID
  Balance	currency	balance
  Currency	text	balancecurrency
  Currency	text	depositbalancecurrency
  Currency	text	unbilledcurrency
  Deposit Balance	currency	depositbalance
  Entity	text	entity
  Inactive	text	issubinactive
  Primary	text	isprimesub
  Subsidiary	select	subsidiary
  Unbilled Orders	currency	unbilledorders

• The subscriptionmsgmach sublist has the following fields:

  Name	Type	ID
  Author	text	author_name
  Date	datetime	sentDate
  Memo	text	memo
  Message Type	text	type
  Recipient	text	recipient_name
  Recipient Email	text	email
  Sender	text	sender_name

• The subscriptions sublist has the following fields:

  Name	Type	ID
  Subscribed	checkbox	subscribed
  Subscription	select	subscription
  Subscription	text	subscription_display

• The tasks sublist has the following fields:

  Name	Type	ID
  Due Date	date	duedate
  Priority	select	priority
  Start Date	date	startdate
  Title	text	title

• The taxregistration sublist has the following fields:

  Name	Type	ID
  Address	select	address
  Country	select	nexuscountry
  Nexus	select	nexus
  State	select	nexusstate
  Tax Reg. Number	text	taxregistrationnumber

• The usernotes sublist has the following fields:

  Name	Type	ID
  Date	date	notedate
  Direction	select	direction
  Memo	textarea	note
  Time	timeofday	time
  Title	text	title
  Type	select	notetype

Company Information – companyinformation

The following fields are available for the Company Information record.

Name	Type	ID
Account ID	text	companyid
Account ID	text	prevparent
Address	text	addresstext
Address	text	mainaddress_text
Allowed IP Addresses	text	ipaddressrules
Always Display Subsidiary Name	checkbox	showsubsidiaryname
Company Logo (Forms)	text	formlogo
Company Logo (Pages)	text	pagelogo
Company Name	text	companyname
Country	text	country
County/State/Province	text	dropdownstate
County/State/Province	text	state
Currency	text	basecurrency
Customer Center Login	text	customersurl
Display Logo Internally	checkbox	displaylogointernally
Document Number Prefix	text	tranprefix
Edition	text	edition
Elimination	checkbox	iselimination
Email Address	text	adminemail
External Forms	text	formsurl
ExternalId	text	externalid
Fax	text	fax
First Fiscal Month	text	fiscalmonth
Fiscal Calendar	text	fiscalcalendar
Intercompany Account	text	intercoaccount
Internal ID	text	id
Legal Name	text	legalname
Name	text	name
NetSuite UI	text	appurl
Rest (RESTlets)	text	restleturl
Return Address	text	returnaddress_text
Return Email Address	text	email
Shipping Address	text	shippingaddress_text
Subsidiary is Inactive	checkbox	isinactive
Subsubsidiary of	text	parent
SuiteAnalytics Connect (ODBC)	text	odbcurl
SuiteTalk (web services)	text	suitetalkurl
Tax Fiscal Calendar	text	taxfiscalcalendar
Time Zone	text	timezone
Web Site	text	url

Subsidiary – subsidiary

The following fields are available for the Subsidiary record.

Name	Type	ID
Account ID	select	prevparent
Address	address	mainaddress_text
Allow Customer Override	checkbox	issuecustomernotificationoverride
Always Display Subsidiary Name	checkbox	showsubsidiaryname
Balance Sheet Closing Account	select	bsclosingacct
Balance Sheet Opening Account	select	bsopeningacct
CSV column delimiter	select	CSV_COLUMN_DELIMITER
CSV decimal delimiter	select	CSV_DECIMAL_DELIMITER
Calendar System	select	CALENDARSYSTEM
Check Default Chart Type	select	checklayout
Country	select	country
Create Balance Sheet Closing and Opening Journals	checkbox	enablebscloseandopen
Create Income Summary Journals	checkbox	enableincomesummarystep
Create Period End Journals By Segment	checkbox	createpejebysegment
Currency	text	currency
Customer Center Email Template	select	CUSTCENTEREMAILTEMPLATE
Customer Template	select	issuecustomertemplate
Date Format	select	DATEFORMAT
Default Account for Corporate Card Expenses	select	DEFAULTACCTCORPCARDEXP
Default Advance to Apply Account for Expense Reports	select	DEFAULT_ADVANCE_ACCT_FOR_EXPREPT
Default Case Profile	select	defaultcaseprofile
Default Check Type	select	CHECKTYPE
Default Payable Account for Expense Reports	select	DEFAULTAPACCOUNTFOREXPREPT
Document Number Prefix	text	tranprefix
Edition	text	edition
Elimination	checkbox	iselimination
Employee Template	select	issueemployeetemplate
Enable Period End Journal Entries	checkbox	enableperiodendjournals
ExternalId	text	externalid
Fax	text	fax
First Day of Week	select	FIRSTDAYOFWEEK
Fiscal Calendar	select	fiscalcalendar
GL Impact Locking	checkbox	glimpactlocking
Income Summary Loss Account	select	islossacct
Income Summary Profit Account	select	isprofitacct
Intercompany Account	select	intercoaccount
Internal ID	text	id
Language	select	languagelocale
Legal Name	text	legalname
Long Date Format	select	LONGDATEFORMAT
Name	text	name
Negative Number Format	select	NEGATIVE_NUMBER_FORMAT
Number Format	select	NUMBERFORMAT
Partner Center Email Template	select	PARTCENTEREMAILTEMPLATE
Phone Number Format	select	PHONEFORMAT
Require Memo on Period End Journals	checkbox	requirepejememo
Return Address	address	returnaddress_text
Return Email Address	email	email
Round Time Entry Duration	select	roundtime
Search Sorting	select	SEARCHSORTING
Send Customer Notifications When	select	issuecustomernotification
Shipping Address	address	shippingaddress_text
Spelling Locale	select	SPELL_LOCALE
State/Province	select	dropdownstate
State/Province	text	state
Subsidiary Logo (Forms)	select	logo
Subsidiary Logo (Pages)	select	pagelogo
Subsidiary is Inactive	checkbox	isinactive
Subsubsidiary of	select	parent
Tax Fiscal Calendar	select	taxfiscalcalendar
Time Format	select	TIMEFORMAT
Time Zone	select	TIMEZONE
Use In-Transit Vendor Payments By Default	checkbox	DEFAULTVENDORPAYMENTTYPE
User Access Email Template	select	EMAILACCESSTEMPLATE
Vendor Bill - Item Receipt Amount Tolerance	posfloat	receiptamount
Vendor Bill - Item Receipt Quantity Difference	posfloat	receiptquantitydiff
Vendor Bill - Item Receipt Quantity Tolerance	posfloat	receiptquantity
Vendor Bill - Purchase Order Amount Tolerance	posfloat	purchaseorderamount
Vendor Bill - Purchase Order Quantity Difference	posfloat	purchaseorderquantitydiff
Vendor Bill - Purchase Order Quantity Tolerance	posfloat	purchaseorderquantity
Vendor In-Transit Payment Account	select	VENDORITPACCOUNT
Web Site	text	url

Sublists

The following sublists are available for the Subsidiary record.

To add a sublist to your template, use the record and the sublist, for example, customer.addressbook. For information about adding sublists to a template, see Sublists and Other Lists.

• The accountingbookdetail sublist has the following fields:

  Name	Type	ID
  Base Currency	select	currency
  Enable Period End Journal Entries	checkbox	enableperiodendjournals
  Secondary Book	select	accountingbook
  Status	select	bookstatusname

• The classtranslation sublist has the following fields:

  Name	Type	ID
  Language	text	language
  Name	text	name

• The taxregistration sublist has the following fields:

  Name	Type	ID
  Country	select	nexuscountry
  Effective From	date	effectivefrom
  Nexus	select	nexus
  Tax Agency	select	taxagency
  Tax Engine	select	taxengine
  Tax Reg. Number	text	taxregistrationnumber
  Valid Until	date	validuntil

User – user

The following fields are available for the User record.

Name	Type	ID
Alt. Email	text	altemail
Email	text	email
First Name	text	firstname
Last Name	text	lastname
Middle Name	text	middlename
Phone	text	phone

Preference – preferences

The following fields are available for the Preference record.

Name	Type	ID
Bar Code	checkbox	print_barcodes
Name for Case	text	naming_case
Name for Customer	text	naming_customer
Name for Lead	text	naming_lead
Print Accounts on Vouchers	checkbox	voucheraccount
Print Business Number on Forms	checkbox	printfednum
Print Discount and Shipping Lines in Columns	checkbox	inlinediscountshipping
Print Remittance Form with {#Invoices#} & Statements	checkbox	remittanceform
Print Return Form with Packing Slip	checkbox	returnform
Print Separate Voucher for {#Bill#} {#Payments#}	checkbox	paymentvouchers
Print Transaction Forms Landscape	checkbox	formlandscape
Time Zone	text	timezone
Use Multiple Versions and Builds	checkbox	issue_multiple_versions
Use {#Location#} Address on Forms	checkbox	printlocaddress
{#Customers#} Default to Print Transactions	checkbox	customerprinttransactions
{#Vendors#} Default to Print Transactions	checkbox	vendorprinttransactions

General Notices