Creating Custom Template for Traveler Report
You can create a custom template for your traveler report.
To create a custom template for traveler report:
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Go to Documents > Files > File Cabinet.
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Create a folder to store the custom template. For more information, read Creating File Cabinet Folders.
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Go to the SuiteApps folder on the left and click on the com.netsuite.woinstructionsandtraveler folder.
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You can then move to the Templates folder and click Download to download the default template present in each of the XML files.
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Make the necessary customizations in the XML files and upload in the folder you created (as per step 2). For more information, read Uploading Files to the File Cabinet.
Note:Do not rename the XML files.
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Create a custom template by navigating to Setup > Manufacturing > Traveler Template.
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Click on the New Traveler Template button.
The Traveler Template page opens.
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In the Name field, enter the name of the template.
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In the Folder Path field, enter the path of the file cabinet folder that contains the XML files for the custom template.
Note:The path must be separated by (/).
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In the Transaction Dataset ID field, enter the routing dataset ID for sourcing data in the custom template. The field is populated with a default dataset; however, you can use your own dataset.
Note:You can create your own dataset or use an existing dataset (you cannot modify the existing dataset). For more information, read Defining a Dataset.
You must share the newly created dataset. The dataset type should be Transaction. For more information, read Accessing and Sharing Workbooks and Datasets.
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(Optional) Check the Inactive box if you want to disable a template.
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Click Save.