Setting Custom Forms to Use Advanced Templates

When the Advanced PDF/HTML Templates feature is enabled, you can set custom forms for supported transaction types to use advanced templates. When you set a custom form to use an advanced template, that template defines the print and email formatting and contents for transactions that use that custom form.

Note:

If your organization uses the multiple currency feature and advanced printing statements, the template needs to allow for multiple currencies by using list record instead of record root. The Standard Multiple Currency Statement provides an example of how to set up the template.

For an example of a printed form that uses an advanced template, see Printed Invoice Using Advanced Template.

To define an advanced template for a custom form:

Go to Customization > Forms > Transaction Forms.
On the Custom Transaction Forms page, click Edit for a custom form, or click Customize for a standard form.
On the Edit page for the custom form, review the Printing Type options.
- Basic to associate basic PDF layouts and HTML layouts with the custom form.
- Advanced to associate advanced templates with the custom form.
Choose a print template and an email template from the dropdown lists.
- The Print Template and Email Template dropdown lists contain the standard advanced template and any custom advanced templates for the transaction type.
- You can select one advanced template for printed transactions and a different template for transactions sent by email. These templates are used for both PDF and HTML formatting.
- The preferred advanced template is selected by default in the dropdown lists.
For example, the previous screenshot indicates that any purchase order transaction that has the Custom Purchase Order form selected for Custom Form will use the advanced template Custom Purchase PDF/HTML Template for printing and the standard advanced template for sending email messages. Thus, formatting and contents for printed and email versions of the purchase order shown in the following screenshot would be defined by these templates.

Sample Purchase Order page with the Custom Form field outlined in red.

Important:

At any time after you have set a custom form to use an advanced template, you can switch the form back to using basic layouts. Edit the custom form and select Basic for Printing Type, and choose from the PDF Layout and HTML Layout dropdown lists. All previously available basic layouts are still available.

When creating a transaction, you can save the transaction and email it as a PDF attachment by clicking Save & Email. The PDF attachment uses the customer’s preferred language.

Printed Invoice Using Advanced Template

The following invoice uses the Standard Invoice PDF/HTML Template:

Sample invoice using an advanced template.

To define an advanced template for a custom form:

Printed Invoice Using Advanced Template

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