Basic Printing Layouts

Basic printing layouts include Transaction Form HTML Layouts and Transaction Form PDF Layouts. Administrators and users with the following permissions can use these layouts to define the arrangement of fields on printed transactions in NetSuite.

Permissions required to create template files:

Custom HTML Layouts
Custom PDF Layouts

Permissions required to edit custom entry forms and custom transaction forms:

Custom Entry Forms
Custom Transaction Forms

Basic printing layouts show the labels above the data and use a black background color.

You can customize the layouts for transaction form PDF layouts and transaction form HTML layouts. A custom layout can be used for a custom form, so that any transactions associated with that form use the formatting provided by the custom layout.

Important:

Basic layouts will be deprecated in a future release. We encourage you to use Advanced PDF/HTML Templates instead because new features are added exclusively to advanced printing. For information, see Advanced PDF/HTML Templates.

For PDF or HTML output, advanced templates provide more customization capabilities than basic layouts, and the built-in template editor can be used in either WYSIWYG or source code mode. The advanced PDF/HTML templates also support current industry standards for HTML-based editing.

Advanced templates support all transaction and print types supported by basic layouts.

In OneWorld accounts, if you print transactions using basic layouts, the logo and address are sourced from the vendor’s primary subsidiary. To use the subsidiary logo and address from the transaction record when printing, use advanced templates. For more information, see Advanced PDF/HTML Templates.

Watch the following video that demonstrates and summarizes the advantages of using advanced PDF/HTML templates instead of basic layouts.

See the following topics:

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