ANS-0352 · PRINTING, PDF & EMAIL TEMPLATES

How to Identify the Source Field for Message Boxes in NetSuite PDF Layouts?

NetSuite PDF layouts for sales and purchasing transactions source their message box content from specific fields.

Short answer

The message box in NetSuite PDF layouts sources its content from the 'Customer Message' field for sales transactions and the 'Vendor Message' field for purchasing transactions. Internally, these fields are often referenced by the ID 'message'. Understanding these source fields is essential for customizing PDF documents accurately.

Scenario

Users often need to customize NetSuite PDF transaction layouts, such as invoices or purchase orders, to display specific messages. A common challenge arises when attempting to identify the exact field that populates the message box on these PDF documents. Knowing the correct source field is crucial for ensuring that the intended message appears accurately on printed or emailed transactions.

Solution

The message box in NetSuite PDF layouts sources its content from different fields depending on the transaction type. For sales-related PDF layouts, such as invoices or sales orders, the message box content is sourced from the Customer Message field. For purchasing-related PDF layouts, such as purchase orders, the message box content is sourced from the Vendor Message field. Internally, the field ID commonly associated with these message fields is:

'message'

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