From Complexity to Customization: A Case Study on Invoice PDF Template Management 

Overview

Our client wanted to develop individual Invoice PDF templates for each subsidiary. Previously, we utilized a single template for all subsidiaries. Still, recognizing the need for tailored solutions, the client sought distinct templates aligned with each subsidiary’s unique branding and requirements.

Challenges Faced

Limited Subsidiary-Level Association: NetSuite’s default functionality allows associating an Advanced PDF/HTML template to a transaction form, but this is done at the form level, not the subsidiary level. NetSuite OneWorld uses a single transaction form for invoices across multiple subsidiaries.

Transaction Form Limitations: Transaction forms in NetSuite are typically tied to record types and are not specific to a particular subsidiary. This complicated the process of implementing individual templates for each subsidiary.

Current Template Structure: Presently, our system utilizes a single Invoice PDF Template capable of printing invoices with distinct conditions tailored to each subsidiary. However, despite these unique conditions within the template, the client required separate templates for each subsidiary entity.

Solution Offered

• Creation of distinct templates for each subsidiary.
• Utilization of a unified template dynamically invoking subsidiary-specific templates based on the subsidiary specified in the invoice.

Implementation Process

• Implemented a script within the primary advanced PDF template to call the individual template based on the subsidiary mentioned in the invoice.
• Stored individual invoice templates for each subsidiary in the file cabinet.
• When printing an invoice, the template was retrieved from the file cabinet based on the subsidiary.

Result

As a NetSuite solutions provider, through the implementation of this process, we tailored the advanced PDF templates individually for each subsidiary, aligning precisely with their unique requirements. Furthermore, employing a primary template to dynamically invoke subsidiary-specific templates instead of a single template with varying conditions for all subsidiaries enhanced efficiency and diminished the time needed to customize subsidiary templates to fulfil customer demands.