ANS-0821 · PRINTING, PDF & EMAIL TEMPLATES
How to Customize NetSuite Check Templates for Specific Subsidiaries
Ensure the correct check template is customized and assigned to a subsidiary to reflect specific printing requirements.
Short answer
To customize a NetSuite check template for a specific subsidiary, identify the default template associated with that subsidiary. Create a custom template by modifying the correct default, ensuring it aligns with the subsidiary's printing needs. This ensures the custom layout appears correctly when printing checks for that entity.
Scenario
A NetSuite user needs to implement a custom PDF check template for a specific subsidiary. The challenge arises when the custom template does not appear as expected for the subsidiary's check printing options, often due to customizing an incorrect default template that is not associated with the target subsidiary.
Solution
To customize the standard check layout for a specific subsidiary:
Identify the default check template associated with the target subsidiary. NetSuite often provides default check templates, which may have varying names (e.g., 'cheque' or 'check') and are typically associated with specific subsidiaries, such as Canadian or US subsidiaries.
To ensure a custom PDF check template is available for a specific subsidiary's check printing, it is necessary to customize the appropriate default template for that subsidiary. For instance, if a 'check' template is associated with a US subsidiary, a custom template should be saved based on that 'check' template, rather than a template associated with a different subsidiary, such as a 'cheque' template for a Canadian subsidiary.
While this approach has historically been applied to Standard PDF Templates, NetSuite now recommends using Advanced PDF/HTML Templates for check customization due to their enhanced capabilities.
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