Creating a Custom Bill of Lading Template

To create a custom bill of lading template, you must first copy the source code from the standard template on the Advanced PDF/HTML Templates page. Future SuiteApp releases will overwrite any customizations applied to the standard templates.

You must have an Administrator role permission to perform these actions.

To create a custom bill of lading template:

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

  2. Click the Customize link next to the Standalone BOL Template or Master BOL Template that you want to customize.

  3. From the template page, copy the entire source code.

  4. Click Cancel.

  5. Click the Customize link next to Standard Packing Slip PDF/HTML Template.

  6. To manually edit the source code, turn on the Source Code toggle.

  7. Paste the copied source code in this template.

  8. Customize the template as desired.

  9. Click Template Setup and update the following in the Template Setup window:

    1. In the Title field, enter a name for the custom template.

    2. In the ScriptID field, enter a script ID.

    3. Click Save.

  10. In the Advanced PDF/HTML Template page, click Save.

For more information, see Advanced PDF/HTML Templates.

Related Topics

Bill of Lading
Prerequisites for Bill of Lading SuiteApp
Installing the Bill of Lading SuiteApp
Creating or Customizing Roles to Use in Bill of Lading
Setting Bill of Lading Preferences
Entering Bill of Lading Information
Printing Bill of Lading

General Notices