1. Country-Specific Features
  2. Portugal Help Topics
  3. Portugal-Specific SuiteApps
  4. Portugal Localization
  5. Formatting Portugal PDF Documents
  6. Setting the Portugal Print Format for Custom Transactions

Setting the Portugal Print Format for Custom Transactions

This procedure will set the Portugal PDF templates as your preferred template when you print a custom transaction with a Portugal subsidiary. You can do this procedure to custom forms of invoices, sales orders, cash sales, credit memos, item fulfillments, customer payments, and cash refunds.

To set a PDF template as the default print template:

  1. Go to Customization > Forms > Transaction Forms.

  2. Click Customize next to the transaction form where you want to set a print template.

    For example, you can customize the Standard Cash Sale.

  3. If this is the first time you've customized the form, enter a name for this custom form in the Name field.

  4. In Printing Type, select Advanced.

  5. In the Print Template field, select the appropriate Portugal PDF template for the transaction type that uses this custom form.

    For example, if you're customizing a Cash Sale, select the Portugal Cash Sale PDF/HTML Template as the default template for printing a custom cash sale.

    Note:

    Make sure that you don't select the PDF templates provided by the SuiteApp. Select only the copies you've made of the provided templates. To make a copy of the provided templates, see Formatting Portugal PDF Documents.

  6. Click Save.

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