Creating Custom Entry and Transaction Forms
If the Advanced PDF/HTML Templates feature is enabled and you have
set Printing Type to Advanced for a form, the Printing Fields subtab is
not available for the custom form. This subtab is not needed when an
advanced PDF/HTML template is used to define print formatting. There is
no need for a separate listing of printing fields on the custom form record,
because advanced templates explicitly include the fields to be printed.
You can change the fields to be included in a custom advanced template
by modifying the actual template in the template editor. See Customizing
Advanced Templates in the Template Editor.
To configure how each section of your printed form displays:
For all subtabs:
• In the Print/E-mail column, check the boxes next to fields you want to appear on
printed and e-mailed forms. Clear the boxes for fields you don't want to appear on
printed and e-mailed forms.
• In the Label column, edit the labels of the fields as desired.
If you change the label for a field on the Printing Fields subtab, the label is also
automatically applied to the field on the Screen Fields subtab.
For the Body and Columns subtabs:
• In the Width column, enter the width for transaction column fields appearing on
your printed and emailed forms.
To change the width of custom body fields, you must make the change on
the Custom Form page. The width you set on the custom field does not
affect printed transaction body fields.
• Rearrange the fields as desired. Drag and drop each line item to the desired position.
If the Advanced Taxes feature is enabled in your account, or if you are using
NetSuite OneWorld, which requires Advanced Taxes, you cannot directly
rename tax fields on a custom transaction form. To change names of tax fields
that display on the custom form, you must rename them in the appropriate
language(s) on the Field Naming subtab of the Set Up Taxes page, at Setup
> Accounting > Taxes > Set Up Taxes (Administrator). See the help topic
Customizing Tax Fields on Transaction Forms.
Of the fields on the header subtab, some represent actual values that are inserted and some
represent labels of field data that is inserted. For the fields that are values, the defaults from the
company setup page are used unless overridden on the printing fields tab.