Printing Transactions

Note:

Before printing any invoices, credit memos or sales orders using the templates delivered by the Advanced Localization Features SuiteApp, make sure that the templates and individual features are properly configured. For more information, see Setting Up the Advanced Localization Features Templates and ALF Additional Features and Configuration.

Note:

Invoices, credit memos and sales orders that are printed in Arabic and Hebrew languages are rendered in right-to-left direction.

Printing invoices, credit memos and sales orders (as well as other records) is a native feature of NetSuite. To learn more, see Printing an Invoice, Printing a Customer Credit Memo or Printing a Sales Order.

However, the Advanced Localization Feature SuiteApp enhances the printing capability by providing additional fields that can be printed on invoices, credit memos and sales orders to support compliance or common business requirements.

Several new subtabs and buttons have been added to every Invoice, Credit Memo and Sales Order record.

The new subtabs are as follows:

• Invoice Configuration – Under this subtab, you can adjust print-related information for each particular invoice, credit memo or sales order. The following fields are available:

  • Payment Reference – Use this field to insert a reference that your customer should add to the payment. This is mainly used in cases when structured payment references are required.

  • Transaction Bank Details – Use this dropdown list to assign a Transaction Bank Details record to this transaction. Every Transaction Bank Details record contains different data to be printed on an invoice, credit memo or a sales order. For more information, see Transaction Bank Details.

  • Method of Payment – Use this dropdown list to assign a Method of Payment record to this transaction. The Method of Payment records specify the content of the Transaction Bank Details record to be printed on an invoice or a credit memo. For more information, see Method of Payment.

  • Hide Total Incl. VAT Column– Use this box to hide the Total incl. VAT (Gross Amount) column in the Item Detail section of printed invoice, credit memo or sales order.

• Printing History – Under this subtab, you can see the printing history of the transactions. The following columns are available:

  • Printout Type – Displays if the printout type is Original or a Copy.

  • Date – Displays the date and time of printing the transaction.

  • Issued By – Displays the name of the user printed the transaction.

  • Printed PDFs – Displays a link from which you can access and download a copy of the printed PDF files.

    The Printed PDFs column is available only if you check the Save Printed PDFs box on the customer record.

  Note:

  Every copy made by the Print a PDF Copy button is also recorded. However, drafts and duplicates are not listed here. For more information, see Transaction Print Marks.

  For invoices, credit memos and sales orders printed using the script, the Issued By column in the table under this subtab contains the word System (instead of the issuer’s name).

The set of available print-related buttons or links depends on the status of your invoice, credit memo or sales order:

Status	Status Description	Available Buttons/Links	Button Description
Pending Approval	The invoice, credit memo or sales order is waiting to be approved.	Print	Prints the PDF and marks it as Draft.
		Print and Email	Prints and emails the PDF and marks it as Draft.
Approved	The invoice, credit memo or sales order has been approved but hasn’t been printed yet (or there is no approval process).	Print	Prints the original PDF. A record is created under the Printing History subtab.
		Print and Email	Prints and emails the original PDF. The status of this transaction changes to Printed. A record is created under the Printing History subtab.
		Preview PDF	Prints the PDF and marks it as Draft.
Approved and Printed	The invoice, credit memo or sales order has already been printed (original record exists in the printing history).	Print	Prints the PDF. Marks it as Duplicate if Mark Document as Copy or Duplicate box is checked.
		Print and Email	Prints and emails the PDF. Marks it as Duplicate if Mark Document as Copy or Duplicate box is checked.
		Print a PDF Copy	Prints the PDF. Marks it as Copy if Mark Document as Copy or Duplicate box is checked. A record is created under the Printing History subtab.

Transaction Print Marks

Note:

This feature is only available if you are using the advanced PDF/HTML templates provided by the Advanced Localization Features SuiteApp.

If you print a transaction in a certain status, a short text will be added to the printed PDF (depending on the button or link that you have used to print it). These marks serve to identify and categorize every printed invoice. The following marks are available:

• None (Original) – Approved transactions printed for the first time (originals) bear no mark.

• Draft – Mark on all transactions that you are previewing, that is:

  • All transactions are printed while in the Pending Approval status.

  • Already approved transactions are displayed using the Preview PDF button.

• Duplicate – Mark a transaction that has been already approved and printed (using Print or Print and Email link). Duplicate transactions are intended for information, or reminder purposes only.

• Copy – Mark a transaction that has been approved and printed using the Print a PDF Copy button. Unlike duplicate transactions, the transaction copies are due for payment. Typically, they are issued if the original printed transaction is lost.

Note:

For sales order transaction, only Draft and None (Original) type prints are supported. Therefore, the Print a PDF Copy button will not available.

The following diagram summarizes the transaction printing statuses, actions available for each of them, and marks on printed transactions:

Related Topics

Advanced Localization Features Overview

Enabling Required Features for Advanced Localization Features

Installing the Advanced Localization Features SuiteApp

Setting Up the Advanced Localization Features Templates

Roles and Permissions Setup for Advanced Localization Features

ALF Additional Features and Configuration

For the transactions that are created before installing the Advanced Localization Features SuiteApp, you must run the ALF MR Copy Print Details – customdeploy_alf_mr_copy_print_details MR script to add the print marks on documents. You must make sure that the printed documents and email transactions have the correct watermarks and the printing history is updated.

To run the ALF MR Copy Print Details MR script:

Note:

The MR script takes a few hours to execute based on the number of the transactions present in the account. You must not stop or halt the script execution until it is successfully completed.

1. Go to Customization > Scripting > Script Deployments.

2. Click Edit next to the ALF MR Copy Print Details MR script.

3. Select the value of the Concurrency Limit list to 2 or the next available higher value.

4. Click Save & Execute from the Save list.

Important:

For the new transactions created after installing the Advanced Localization Features SuiteApp, it is not required to run or execute the MR script.

Note:

You must make sure you remove the deployment for any workflows or user events which can trigger AfterSubmit entry point before running the ALF MR Copy Print Details MR script. This is to prevent any errors when the MR scripts edits and submits one of the advanced localization feature's transaction field.

General Notices