Appending PDF Files to Documents
When creating documents, you can append PDF files to the final document to include additional information. Each PDF file has a sequence number to sort it within the final document. PDF files with a lower sequence number are placed before those with a higher number.
You can store the PDF files in the File Cabinet, in fields on the item record, or you can provide the links where they're stored. If the transaction includes configured items, you can append the PDF files based on the answers users select while configuring the item on the product interface.
To append a PDF file to the document:
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In NetSuite, go to CPQ > Proposal Generator> Templates.
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Edit a template record.
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Go to the PDFs subtab.
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Click New CPQP PDF.
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Provide a descriptive name for the PDF file.
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Provide a sequence number to determine the order in which the PDF file is appended to the document.
Enter a negative or positive number, for example, -2 or 5.
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In the Origin to Take From field, select where to find the PDF file:
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File – Lets you choose a PDF file stored in the File Cabinet.
In the PDF File field, select a PDF file.
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Item Field – Lets you use a PDF file stored in an item record field.
In the Item Field field, enter the field ID.
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URL – Lets you use a PDF File accessible through a link.
In the URL field, enter the link.
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In the Show Rule field, provide the condition that determines whether the file will be appended to the final document.
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If the condition is based on question and answer combination from a NetSuite CPQ Configurator product, enter question and answer codes separated by a forward slash. For example, A/1. Use operators to combine multiple conditions. For example, A/1&B/2. For more information, see Activating or Hiding Building Blocks with Rules.
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If the transaction doesn't include configured items, enter */*—the always true operator—to always append the PDF file to the final document.
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Click Save.