New Fields on Subsidiary and Customer Records
The Advanced Localization Features SuiteApp adds several new fields to Subsidiary and Customer records.
The fields will only be used by the ALF Invoice, Credit Memo, Proforma, or Sales Order PDF/HTML templates. The templates do not automatically work with standard templates or other custom templates. For more information, see Setting Up the Advanced Localization Features Templates.
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To access the Subsidiary record, go to Setup > Company > Classifications > Subsidiary and edit one of your existing subsidiaries. Fields added to this record are located under the Invoice Configuration subtab. To learn more, see Creating Subsidiary Records or Editing Subsidiary Records.
You can also use the Customize Document Template page to adjust the content of these fields for already existing subsidiaries. Go to Setup > Accounting >Customize Document Template and click the Subsidiary-specific Setup subtab.
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To access the Customer record, go to Lists > Relationships > Customers and either create a new customer or edit an existing one. Fields added to this record are located under the Invoice Configuration subtab. Use these fields to override the settings that newly—created customers inherit from a subsidiary that he is assigned to.
List of Fields Added to the Subsidiary Record
Field |
Description |
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Print VAT Summary in Base Currency |
If you check this box, the VAT summary on the PDF printout of an invoice, a credit memo or a sales order issued in foreign currency will be printed in your base currency (that is, the currency selected for this subsidiary). |
Print “Bill To” on Right (For Envelope Format) |
By default, the “Bill To” (customer address) section is printed on the left side of invoices, credit memos or sales orders. By checking this box, you can choose to print it on the right side instead (for this subsidiary). Change this setting depending on the type of envelopes used in individual countries. |
Mark Documents as Copy or Duplicate |
Use this box to allow marking printed invoices and credit memos as duplicates or copies. Each time you print an invoice or a credit memo after its original has already been printed, the Duplicate mark appears on it. Similarly, if you print an invoice or a credit memo using the Print a PDF Copy button, the Copy mark appears on it. Leaving this box unchecked turns off this marking and hides the Print a PDF Copy button, while leaving all other functions unchanged. Box checked by default. |
Print Note if There’s No Payment Discount |
Use this box to add a note to be printed on your invoice if no payment discount is available for the payment. Box unchecked by default. |
Hide Total Incl. VAT Column |
Use this box to hide the Total incl. VAT (Gross Amount) column in the Item Detail section of printed documents created under the selected subsidiary. The selected value for this preference on a Subsidiary record will default into all newly created customer records that have this subsidiary set as a Primary subsidiary. Box unchecked by default. |
Invoice/Credit Memo Notes |
Enter any additional notes to be printed in the memo section of the printed invoice or credit memo. For example, you can highlight changes in contact or bank details or specify payment references. Text is not translated for the printout. |
Sales Order Notes |
Enter any additional notes to be printed in the Memo section on the sales order. You can describe any changes to the contact or bank details, or specify payment references. The notes will only appear on printed sales orders that use the ALF Sales Order PDF/HTML Template. Text is not translated for the printout. |
Proforma Invoice Notes |
Enter any additional notes to be printed in the Memo section on the proforma invoice. You can describe any changes to the contact or bank details, or specify payment references. The notes will only appear on printed proforma invoices that use the ALF Pro Forma invoice PDF/HTML Template. Text is not translated for the printout. |
Late Payment Note |
Enter any notes regarding your late payment policy. Text is not translated for the printout. |
Other Legal Info |
Enter any additional information to be printed on your transaction. For example, this could be the legal information of your company’s tax registration. Text is not translated for the printout. |
Managing Director |
Enter the name of the managing director of your company (or subsidiary). If it is necessary to enter multiple names, separate them by commas. |
Share Capital |
Enter the value and the currency of your share capital (for example EUR 25 000). |
SIC Code |
Enter the Standard Industrial Classification (SIC). This is a four-digit code to identify the industry a company belongs to. |
Transaction Bank Details |
Use this field to assign a Transaction Bank Details record to this subsidiary. The content of this record will be used on printed transaction forms. If required, this value can also be modified at customer or transaction level. For more information, see Transaction Bank Details. |
Default Invoice Language |
Use this dropdown list to select a language that will become the default preferred language for every customer newly assigned to this subsidiary. This determines the language used on printed transaction forms. You can view (or manually change) each customer's preferred language on the Customer record. Use the Language dropdown menu under the Preferences subtab. |
Lock Invoice |
Use this dropdown list to set the invoice locking level for this subsidiary. For more information, see Invoice Locking. |
Company Registration Number |
Use this field to enter a registration number for this subsidiary. For example, you can use the Chamber of Commerce registration number, SIRET, or HVB number. Do not enter the VAT registration number into this field. There is a separate field for it in the system.
Note:
This field is not located under the Invoice Configuration subtab (or any other subtab). You can find it among the main subsidiary fields (such as Name or Language). |
Tax Type |
Use this field to customize regional tax terminology, by choosing from any of the following tax types:
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List of Fields Added to the Customer Record
Installing Advanced Localization Features will not overwrite existing customer records. For newly-created customer records, the content of these fields is inherited from the subsidiary that the customer is assigned to. However, you can also adjust these settings at customer level, if necessary.
Field |
Description |
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Default Method of Payment |
Specify the method of payment (direct debit, bank transfer, cheque, and so on) that will be used on all invoices, credit memos and sales orders for this customer. Note that this setting can be modified at transaction level. For more information, see Method of Payment. |
Company Registration Number |
Use this field to enter a registration number for this customer. For example, you can use the Chamber of Commerce registration number, SIRET, or HVB number. Do not enter the VAT registration number into this field. There is a separate field for it in the system.
Note:
This field is not located under the Invoice Configuration subtab (or any other subtab). You can find it among the main subsidiary fields (such as Name or Language). |
Hide Total Incl. VAT Column |
Use this box to hide the Total incl. VAT (Gross Amount) column in the Item Detail section of printed documents created under the selected customer. Box unchecked by default. |
Transaction Bank Details |
Use this field to assign a Transaction Bank Details record to this customer. The content of this record will be used on printed transaction forms. If required, this value can also be modified at transaction level. For more information, see Transaction Bank Details. |
Save Printed PDFs |
Check this box to save the printed PDFs of transactions. You can access the PDF files from the Printing History subtab of a customer's transactions. All the printed PDFs are saved in the File Cabinet. |
Calculating Logo Sizes
In NetSuite, you can use the Subsidiary record to select the logo image to be used on all forms by this subsidiary.
For subsidiary logos to be properly displayed on printed transactions forms, their sizes must be calculated. When you access the Customize Document Template page (Setup > Accounting > Customize Document Template) for the first time, you will see the notification in the upper part of the screen. Click the Calculate Logo Size button. The calculation process usually runs for several minutes. Another notification will be displayed to confirm that it has successfully finished.
Also, if you change any of the logos in your system, a similar notification will appear prompting you to recalculate the logo sizes. In this case, you will also receive an email with this information.