Including PDF Files in Documents
When creating business documents, you can include PDF files to provide additional information. Each PDF file has a sequence number to sort it within the final document. PDF files are arranged from the lowest to the highest sequence number. PDF files with a lower sequence number are placed before those with a higher number.
You can store the PDF files in the File Cabinet, in fields on the item record, or you can provide the links where they're stored. If the transaction includes configured items, the PDF files will be included in the document based on the answers users select while configuring the item on the product interface.
When creating the final business document in PDF format, additional PDF files are appended to the main PDF file generated from the template. You can also arrange the main PDF file and any additional PDF files in your preferred order. To control the position of the main PDF file in the final document, use the PDF Sequence field on the template record. The sequence number of the template record is evaluated together with the sequence numbers of the additional PDF files. By assigning a positive or negative sequence number to the template, you can place the main PDF file before, between, or after the additional PDF files. If an additional PDF file has a sequence lower than the main PDF file, it will be placed before the main PDF file. If an additional PDF file has a sequence higher than the main PDF, it will be placed after the main PDF file. For example, if you set the main PDF file's sequence number to 0, you can assign -1 to the PDF you want to appear before the main PDF file, and 1 to the PDF you want to appear after. For more information, see Creating Document Templates.
To include a PDF file in the final document:
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In NetSuite, go to CPQ > Proposal Generator> Templates.
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Edit a template record.
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Go to the PDFs subtab.
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Click New CPQP PDF.
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Provide a descriptive name for the PDF file.
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Provide a sequence number to determine the order in which the PDF file is placed in the document.
Enter a negative or positive number, for example, -2 or 5.
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In the Origin to Take From field, select where to find the PDF file:
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File - Lets you choose a PDF file stored in the File Cabinet.
In the PDF File field, select a PDF file.
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Item Field - Lets you use a PDF file stored in an item record field.
In the Item Field field, enter the field ID.
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URL - Lets you use a PDF File accessible through a link.
In the URL field, enter the link.
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In the Show Rule field, provide the condition that determines whether the file will be included in the final document.
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If the condition is based on question and answer combination from a NetSuite CPQ Configurator product, enter question and answer codes separated by a forward slash. For example, A/1. Use operators to combine multiple conditions. For example, A/1&B/2. For more information, see Activating or Hiding Building Blocks with Rules.
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If the transaction doesn't include configured items, enter */*-the always true operator-to always include the PDF file in the final document.
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Click Save.