Setting Up the Advanced Localization Features Templates

With the Advanced Localization Features SuiteApp, advanced PDF/HTML templates for invoices, credit memos and sales orders are installed to your NetSuite account. However, to use them, you must first assign them to your transaction forms.

To assign the ALF template to an invoice transaction form:

1. Go to Customization > Forms > Transaction Forms.

2. On the Custom Transaction Forms page, locate an Invoice type transaction form (for example, Standard Product Invoice). Click Edit for a custom form, or click Customize for a standard form.

3. Make sure that for this transaction form, the Printing Type is set to Advanced.

4. From the Print Template, Email Template or both dropdown lists, select ALF Invoice PDF/HTML Template.

5. (Optional) Check the Form Is Preferred box to make the form template the default for this transaction type.

6. (Optional) Use the Name field to name this custom transaction form (for example, ALF Product Invoice).

7. Click Save.

To assign the ALF template to a credit memo transaction form:

1. Go to Customization > Forms > Transaction Forms.

2. On the Custom Transaction Forms page, locate a Credit Memo type transaction form (for example, Standard Credit Memo). Click Edit for a custom form, or click Customize for a standard form.

3. Make sure that for this transaction form, the Printing Type is set to Advanced.

4. From the Print Template, Email Template or both dropdown lists, select ALF Credit Memo PDF/HTML Template.

5. (Optional) Check the Form Is Preferred box to make the form template the default for this transaction type.

6. (Optional) Use the Name field to name this custom transaction form (for example, ALF Credit Memo).

7. Click Save.

To assign the ALF template to a sales order transaction form:

1. Go to Customization > Forms > Transaction Forms.

2. On the Custom Transaction Forms page, locate a Sales Order type transaction form (for example, Standard Sales Order). Click Edit for a custom form, or click Customize for a standard form.

3. Make sure that for this transaction form, the Printing Type is set to Advanced.

4. From the Print Template, Email Template or both dropdown lists, select ALF Sales Order PDF/HTML Template.

5. (Optional) Check the Form Is Preferred box to make the form template the default for this transaction type.

6. (Optional) Use the Name field to name this custom transaction form (for example, ALF Sales Order).

7. Click Save.

To assign the ALF Proforma Invoice template to a sales order transaction form:

1. Go to Customization > Forms > Transaction Forms.

2. On the Custom Transaction Forms page, locate a Sales Order type transaction form (for example, Standard Sales Order). Click Edit for a custom form, or click Customize for a standard form.

3. Make sure that for this transaction form, the Printing Type is set to Advanced.

4. From the Print Template, Email Template or both dropdown lists, select ALF Proforma Invoice PDF/HTML Template.

5. (Optional) Check the Form Is Preferred box to make the form template the default for this transaction type.

6. (Optional) Use the Name field to name this custom transaction form (for example, ALF Sales Order).

7. Click Save.

If you want to make sure that every new invoice, credit memo or sales order custom form uses the templates provided by the Advanced Localization Features SuiteApp, set these templates as preferred. When you choose the Advanced printing type for a custom form (see step 3 of the procedures above), the preferred advanced template is selected by default as the template for that form.

1. Go to Customization > Forms > Advanced HTML/PDF Templates.

2. Locate the following templates:

   • ALF Invoice PDF/HTML Template

   • ALF Credit Memo PDF/HTML Template

   • ALF Sales Order PDF/HTML Template

   • ALF Proforma Invoice PDF/HTML Template

3. Make sure that for the located templates, the box in the Preferred column is checked.

For more information, see Setting Custom Forms to Use Advanced Templates or Reviewing Available Advanced Templates.

Editing Templates in the Template Editor

The HTML/PDF templates provided by the Advanced Localization Features SuiteApps are fully tailored to meet common business requirements of NetSuite users. However, you can still adjust them to make them even more suitable for your needs.

Important:

Before editing the templates, you should read the help topic Advanced Templates Customization in the Template Editor (as well as other related help topics) carefully. Also, you should save templates using the Save as button to keep the original templates unchanged and avoid overwriting the user-modified templates during automatic bundle updates.

To edit a template in the Template Editor:

1. Go to Customization > Forms > Advanced HTML/PDF Templates.

2. Locate the following templates:

   • ALF Invoice PDF/HTML Template

   • ALF Credit Memo PDF/HTML Template

   • ALF Sales Order PDF/HTML Template

   • ALF Proforma Invoice PDF/HTML Template

3. Click the Edit link next to one of these templates.

4. After you are done editing, save the template by clicking Save as from the Save dropdown menu.

Note:

If you save the changes by clicking Save, the changes will be overwritten by the next SuiteApp update.

Related Topics

Advanced Localization Features Overview

Enabling Required Features for Advanced Localization Features

Installing the Advanced Localization Features SuiteApp

Roles and Permissions Setup for Advanced Localization Features

ALF Additional Features and Configuration

Printing Transactions

General Notices