ANS-0532 · PRINTING, PDF & EMAIL TEMPLATES
How to Selectively Print Specific Sales Order Items in NetSuite
NetSuite users can control which sales order line items appear on printed documents by leveraging custom fields and PDF layouts, or by displaying item details within a rich text field.
Short answer
To selectively print sales order items, implement custom checkbox columns and corresponding custom formula columns. These formulas conditionally display standard item data based on the checkbox status. A custom PDF layout and form then utilize these new custom columns. Alternatively, a rich text field can display all item details on a separate form.
Scenario
Organizations often require the ability to print only specific line items from a sales order on their customer-facing documents, rather than displaying all items. This often leads to a need for dynamic control over printed content, where certain columns might need to be empty or hidden based on user selection.
Solution
The primary method involves significant customization using custom fields and multiple forms/PDF layouts. This approach allows for conditional display of item details, though it may result in empty columns rather than their complete removal.
Create a custom checkbox column, for example, named "to be printed".
Create multiple custom columns, one for each standard column whose value needs to be conditionally printed. Configure these custom columns to store a
falsevalue by default and use the following formula:
CASE WHEN {custcol_to_be_printed} 'T' THEN {the_standard_column} ELSE '' ENDCreate a custom PDF layout that incorporates all the newly created custom columns.
Create a custom form that is configured to use this custom PDF layout.
An alternative approach, suitable if the requirement is to simply detail all items within a text area, is to:
Create a separate custom form and PDF layout.
On this custom form and layout, hide the standard item columns altogether.
Instead, display a rich text field that contains all the desired item details.
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