[jokell]

I have set up an advanced PDF form for printing a purchase order, but I only want it to print using this form when the user specifically chooses it. The PO will have already been created, and my thought was to have a button on the PO that would generate the PDF using the alternative form.

Do I have to use scripting to do this? Alternatively, can I set it so that one role only prints via one form while every other prints via the standard form?
This is a cached copy. Click here to see the original post.

[Stephanie.Polk]

Hi jokell,

You can create multiple Purchase Order forms, tied to different Advanced PDF forms by doing the following:

1. Navigate to Customization > Forms > Transaction Forms

2. Scroll down until you see “Standard Purchase Order” and click Customize

– Please note that if you already have a Custom Purchase Order form, I recommend selecting Edit next to that form and doing a Save As to create a new copy, that way all your fields will be in the appropriate place

3. Name your form (I typically rename this to “{companyname} Purchase Order” where you replace {companyname} with your company name

4. Set “Printing Type” to Advanced and select both the Print and Email Templates to the customized advanced PDF template that you had previously created

5. In order to set this form for only one role, make sure that the “Form is Preferred” checkbox is unchecked, and click on the Roles tab

6. On the Roles tab, check the Preferred checkbox next to the role you would like to have print the Advanced PDF form

– Please note that this will allow all users access to this form, but the Custom Form field will default to this custom form for the selected role and will default to the Standard Purchase Order form for all other roles

7. Save the form

I hope this information helps. Please feel free to let me know if you have any questions regarding this process. Thank you.

Have a nice day,

Stephanie Lowry

NetSuite Certified Administrator

Aminian Business Services

NetSuite Support: support@aminian.com

(949) 407-8417 | (888) 800-5207 x 17

[jokell]

Stephanie.Polk Maybe I missed a step when testing, but isn’t the form saved with the record? I’ve tried setting it so that one role doesn’t even have permission to see the first form, but when I go to print the transaction it still prints using the form saved with the transaction originally, regardless of permissions.

Here’s the scenario:

Two roles – Role A and Role B

Two forms – Form X and Form Y

Role A creates a PO using Form X.

Role B prints that PO but it needs to be printed on Form Y.

Role B does not have permission to edit the transaction.

[j.j]

jokell you have the option of storing form with record which is a checkbox on form customization, you can disable this so that the record does not store the form, the form will automatically default to the users/roles default form

[brian@trendnation.com]

I believe that Purchase Order requires storing the form per Netsuite documentation and what I’m seeing. I need this same solution. Has anyone found a way to do this?

[Author]

Posts