Including Custom Fields on the PDF Template of Transaction Forms

You can add and specify custom fields on the PDF template of your transaction forms by following these steps.

To specify and include custom fields on the PDF template of transaction forms:

1. Go to Customization > Forms > Transaction Forms.

2. Click the Customize link of the transaction form (invoice, sales order, or purchase order) that you want to apply the PDF template that sources custom fields.

3. On the Custom Transaction Form page, in the Print Template field, select the custom PDF template provided by the Japan Localization SuiteApp (not 'Standard' ones).

4. Click Save.

5. Open the Japan Localization Setup subtab:

   • (With OneWorld) Go to Setup > Company > Classifications > Subsidiaries. Click the Edit link of the subsidiary that uses the custom transaction form that you applied the custom PDF template to, and then click the Japan Localization Setup subtab.

   • (Without OneWorld) Go to Setup > Company > Company Information, and then click the Japan Localization Setup subtab.

6. Under the Custom Advanced PDF Template section, select or enter values for these fields:

   • Document Title of Journals

   • Document Title of Invoices

   • Document Title of Sales Orders

   • Document Title of Purchase Orders

   • Document Title of Credit Memos

   • Greeting on Invoices

   • Greeting on Sales Orders

   • Greeting on Purchase Orders

   • Greeting on Credit Memos

   • Company Seal on Invoices

   • Company Seal on Sales Orders

   • Company Seal on Purchase Orders

   • Company Seal on Credit Memos

   • Bank Account Information

7. Click Save.

   Note:

   If the image you selected for the company seal isn't displayed in the PDF printout, it's either too large or the Available without Login box on image record isn't checked. To fix this, ensure that the company seal image is the right size and the Available without Login box on the image record is checked.

8. The templates also source or get details from these fields, which you can specify values for:

   • Estimate Information - a text field on purchase order records

   • Delivery Date - a date field on purchase orders and sales orders

   • Message - a text field on invoices, purchase orders and sales orders (Tushinran)

   • Payment Term Description - a text field on the Payment Term subtab

   • Journal Type - a custom field value on the journal. Values for this field from a custom list that you should have initially set up.

9. Save the record after making changes.

The details you specified will be included in the PDF printout of the custom transaction forms that use the PDF template.

Note:

The custom PDF templates from the Japan Localization SuiteApp should only be used for printing PDF. They may not display properly when used as email template. Discounts and shipping costs aren't supported by the templates.

General Notices