Viewing an Advanced Template in the Template Editor

To see an advanced template in the template editor, go to Customization > Forms > Advanced PDF/HTML Templates and:

Click Customize for a standard advanced template to review it in the template editor and create a customized version of it, or
Click Edit for a custom advanced template to review it in the template editor and make further changes as needed.

Note:

The default naming convention is Custom <Print Type> PDF/HTML Template for the first custom template created for a print type. For each subsequent template of that type, the default is to add a sequence number to the name. For example, the standard advanced template for purchase orders is named Standard Purchase PDF/HTML Template, the first custom advanced template for purchase orders has a default name of Custom Purchase PDF/HTML Template, and the next custom advanced templates for purchase orders have default names of Custom Purchase PDF/HTML Template 2 and Custom Purchase PDF/HTML Template 3.

Important:

Records are used to populate some values in the template. To open an advanced template for editing, NetSuite runs all before load scripts to get updates on the records and it triggers all Before Record Load Actions in workflows before it loads the template in the editor. If any before load scripts or workflow actions fail, an error message appears and you cannot edit the template until the script or workflow issues are resolved.

The following table shows the records that are accessed by each template type.

Advanced Template Type	Records Accessed
Bill	Bill
Bill Credit	Bill credit
Bill of Materials	Work order
Bill Payment	Vendor payment
Cash Refund	Cash refund
Cash Sale	Cash sale
Check	Various payment types. For the template preview, the Check record is used. For more information, see Standard Check PDF/HTML Template.
Credit Memo	Credit memo
Custom Transaction	Custom transaction
Customer Deposit	Customer deposit
Expense Report	Expense report
Invoice	Invoice
GL Impact	GL Impact
Item Label	No record is loaded in a way that triggers scripts
Journal	Journal entry
Mailing Label	Address (on all entity records)
Packing Slip	Item fulfillment, and based on the original transaction, one of transfer order or sales order
Payment	Customer payment
Picking Ticket	Sales order, transfer order
Price List	Item search per customer
Purchase Order	Purchase order
Quote	Estimate
Return Authorization	Return authorization
Sales Order	Sales order
Saved Search	Saved search
Shipping Label	No record is loaded in way that triggers scripts
Statement and Multi-Currency Statement	Customer
Work Order	Work order

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