ANS-0425 · PRINTING, PDF & EMAIL TEMPLATES

How to Correct the Company Name on NetSuite PDF Forms in OneWorld

Resolve incorrect company names on NetSuite PDF forms by managing location address preferences.

Short answer

To correct an incorrect company name on NetSuite PDF forms, navigate to Setup > Company > Printing & Fax Preferences. Locate and uncheck the 'Use Location Address on Forms' checkbox. This ensures that the primary company address, rather than a specific location's address, is used on your generated PDF documents.

Scenario

Users operating in a NetSuite OneWorld environment may encounter situations where PDF forms, such as invoices or sales orders, display an incorrect company name or address. This typically occurs when the system defaults to a specific location's address rather than the overarching company's primary details. The discrepancy can lead to confusion and present an unprofessional appearance on official documents.

Solution

To resolve the issue of an incorrect company name appearing on NetSuite PDF forms, follow these steps:

  1. Navigate to Setup > Company > Printing & Fax Preferences.

  2. Locate the 'Use Location Address on Forms' checkbox.

  3. Uncheck this box.By unchecking 'Use Location Address on Forms', NetSuite will default to using the primary company address on generated PDF documents, ensuring consistency and accuracy across all forms.

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