Required Configuration for Portugal Printing Features

For these printing features to be compliant with the Portuguese law, you need to follow these configuration steps:

• If you are a new user of the Portugal Localization SuiteApp, you need to create custom transaction forms. NetSuite allows you to configure your company’s transaction forms that are customized according to your business needs.

  To Customize Portugal Transaction Forms:

  1. Go to Customization > Forms > Transaction Forms.

  2. On the Custom Transaction Forms page, find the name of a transaction that you want to customize and click Customize.

  3. In the Print Template field, select Portugal {TransactionName} Advanced PDF/HTML template.

  4. Click Save.

• You need to enable document fields on transaction forms provided by the Advanced Localization Features SuiteApp.

  To Enable Document Fields:

  1. Go to Customization > Forms > Transaction Forms.

  2. On the Custom Transaction Forms page, find the name of a transaction that you want to customize and click Customize.

  3. On the Screen Fields subtab, click on the Invoice Configuration subtab.

  4. • For Invoice and Credit Memo transactions, check all boxes in the Show column.

     • For Sales Order transaction, check boxes in the Show column next to Method of Payment and Transaction Bank Details fields.

     • For Cash Refund and Cash Sale transactions, check the box in the Show column next to the Method of Payment field.

  5. Click Save.

• You need to create manual deployments for Cash Sale, Cash Refund and Sales Order transactions. This step is necessary for the correct display of the Tax Compliance Text field in the printed documents for these transactions.

  To Create Manual Deployments for Transactions:

  1. Go to Customization > Scripting > Scripts.

  2. In the list of scripts, find the script with the name ALF UE Transaction-Set Tax Compl.. Text and click View in the EDIT | VIEW column.

  3. On the Deployments subtab, verify that the only present transaction types in the Applied To column are Credit Memo and Invoice.

  4. Click Deploy Script button.

  5. For Sales Order, make sure the following fields and boxes are filled and checked accordingly:

     UI Element	Required Value	Required Action
     Applies To field	Sales Order
     ID field	_pt_ue_tr_tax_txt_so
     Status field	Released
     Log Level field	Error
     Execute as Role field	Administrator
     Deployed box		Checked
     Select All box next to Role header on the Audience subtab		Checked

  6. Click Save.

  7. Go back to Script page for the ALF UE Transaction-Set Tax Compl.. Text script.

  8. For Cash Sale, make sure the following fields and boxes are filled and checked accordingly:

     UI Element	Required Value	Required Action
     Applies To field	Cash Sale
     ID field	_pt_ue_tr_tax_txt_cs
     Status field	Released
     Log Level field	Error
     Execute as Role field	Administrator
     Deployed box		Checked
     Select All box next to Role header on the Audience subtab		Checked

  9. Click Save.

  10. Go back to Script page for the ALF UE Transaction-Set Tax Compl.. Text script.

  11. For Cash Refund, make sure the following fields and boxes are filled and checked accordingly:

      UI Element	Required Value	Required Action
      Applies To field	Cash Refund
      ID field	_pt_ue_tr_tax_txt_cr
      Status field	Released
      Log Level field	Error
      Execute as Role field	Administrator
      Deployed box		Checked
      Select All box next to Role header on the Audience subtab		Checked

  12. Click Save.

  For more information about Tax Compliance Text field provided by the Advanced Localization Features SuiteApp, see Tax Compliance Text.

General Notices