Using Custom PDF Templates for Custom Transaction Forms

The Japan Localization SuiteApp provides custom PDF templates that you can select on custom transaction forms. Templates are available for custom transaction forms of invoices, sales orders, purchase orders, and journals. A template gets relevant details from custom fields that you can specify on Japan subsidiary records or the Company Information page. These fields for Custom Advanced PDF Template let you specify the document title and a greeting on transactions, the company seal, and bank account information. The templates also source or get information from certain fields on sales orders, purchase orders and invoices. These details will be included in the PDF printout of the custom transaction forms that use the PDF template.

Note:

Consider the following in using custom PDF templates from the SuiteApp:

You must initially load the default values of the new Custom Advanced PDF Template fields. To do this, you must edit the Japan subsidiary record, with OneWorld, or the Company Information page, without OneWorld, and then save it even without making any changes. After saving, you can proceed with entering new values in the Custom Advanced PDF Template fields. You must do this only .
Some Japanese characters are not displayed correctly with only NetSuite’s default font packages, because Japanese characters are part of the Adobe original font set. To display Japanese characters correctly and consistently, you can set custom templates to use the Adobe font set, which requires a license from Adobe.

To specify and include custom fields on the PDF template of transaction forms:

Go to Customization > Forms > Transaction Forms.
Click the Customize link of the transaction form (invoice, sales order, or purchase order) that you want to apply the PDF template that sources custom fields.
On the Custom Transaction Form page, in the Print Template field, select the custom PDF template provided by the Japan Localization SuiteApp (not ‘Standard’ ones).
Click Save.
Open the Japan Localization Setup subtab:
- (With OneWorld) Go to Setup > Company > Classifications > Subsidiaries. Click the Edit link of the subsidiary that uses the custom transaction form that you applied the custom PDF template to, and then click the Japan Localization Setup subtab.
- (Without OneWorld) Go to Setup > Company > Company Information, and then click the Japan Localization Setup subtab.
Under the Custom Advanced PDF Template section, select or enter values for the following fields:
- Document Title of Journals
- Document Title of Invoices
- Document Title of Sales Orders
- Document Title of Purchase Orders
- Document Title of Credit Memos
- Greeting on Invoices
- Greeting on Sales Orders
- Greeting on Purchase Orders
- Greeting on Credit Memos
- Company Seal on Invoices
- Company Seal on Sales Orders
- Company Seal on Purchase Orders
- Company Seal on Credit Memos
- Bank Account Information
Click Save.

Note:
If the image you selected for the company seal is not displayed in the PDF printout, it is either too large or the Available without Login box on image record is not checked. To fix this, ensure that the company seal image is the right size and the Available without Login box on the image record is checked.
The templates also source or get details from the following fields, which you can specify values for:
- Estimate Information – a text field on purchase order records
- Delivery Date – a date field on purchase orders and sales orders
- Message – a text field on invoices, purchase orders and sales orders (Tushinran)
- Payment Term Description – a text field on the Payment Term subtab
- Journal Type – a custom field value on the journal. Values for this field from a custom list that you should have initially set up.
Save the record after making changes.

The details you specified will be included in the PDF printout of the custom transaction forms that use the PDF template.

Note:

The custom PDF templates from the Japan Localization SuiteApp should only be used for printing PDF. They may not display properly when used as email template. Discounts and shipping costs are not supported by the templates.

Default Content of Japan Custom PDF Templates

The following table lists the sections, fields and data source that are included by default in Japan custom PDF templates.

Section	English Field Label	Japanese Field Label	Data Source	Applicable PDF Template	Template Field ID
Header	Transaction ID	請求番号	Transaction/tranid	Invoice, sales order, purchase order	tranidlabel
Transaction Date	請求日	Transaction > Date/trandate	Invoice, sales order, purchase order	trandatelabel
Customer/Vendor Address		Customer/Vendor record > Address > Default Billing Address (Bill to address), addrtext	Invoice, sales order, purchase order
Customer/Vendor Name	御中	Transaction	Invoice, sales order, purchase order	onchulabel
Contact Person	担当：	Customer/Vendor record > Address > Default Billing Address > Attention	Invoice, sales order, purchase order	tantolabel
Company Seal		Japan Localization Setup subtab	Invoice, sales order, purchase order
Company Information		Setup > Company > Company Information (SI)/Subsidiary (OW) > Addresses > Address, mainaddress_text	Invoice, sales order, purchase order
Document title		Japan Localization Setup subtab	Invoice, sales order, purchase order
Section 1	Greetings Message		Japan Localization Setup subtab	Invoice, sales order, purchase order
Payment Term		Payment Term custom record	Sales order, purchase order
Total Amount	合計	Transaction	Invoice, sales order, purchase order	gokeilabel
Due Date	支払期限	Transaction	Invoice	shiharailabel
Delivery Date	納期	Transaction; if blank, 別途ご相談 is displayed	Sales order, purchase order	deliverydate
Estimate Information	見積番号	Transaction: Sales order (Created From), Purchase Order (custom field)	Sales order, purchase order	estimatelabel
Body	Item	品目	Transaction; if Display Name exists, show Item Name (itemid) +(space) +Display Name (displayname).	Invoice, sales order, purchase order	itemlabel
Quantity	数量	Transaction	Invoice, sales order, purchase order	qtylabel
Unit Price	単価	Transaction	Invoice, sales order, purchase order	unitpricelabel
Tax Code/Tax Rate	税コード/税率	Transaction; if tax rate is 0%, tax code is displayed; otherwise, tax rate '99%' is displayed	Invoice, sales order, purchase order	taxratecodelabel
Amount	金額	Transaction	Invoice, sales order, purchase order	amtlabel
Subtotal	小計	Transaction	Invoice, sales order, purchase order	shokeilabel
Section 2	Tax Rate	税率	Transaction; the column is displayed only if at least 1 nonzero tax rate exists	Invoice, sales order, purchase order	taxratelabel
Tax Amount	税率別小計	Transaction; the column is displayed only if at least 1 nonzero tax rate exists)	Invoice, sales order, purchase order	subtotallabel
Amount		Transaction	Invoice, sales order, purchase order
Total Amount	合計	Transaction	Invoice, sales order, purchase order	gokeilabel
Bank Account Information	振込先	Japan Localization Setup subtab	Invoice	furikomisakilabel
Message	備考	Custom field on transaction	Invoice, sales order, purchase order	tushinranlabel
Footer	Page Number			Invoice, sales order, purchase order
Page Count			Invoice, sales order, purchase order

Section

English Field Label

Japanese Field Label

Data Source

Applicable PDF Template

Template Field ID

Header

Transaction ID

請求番号

Transaction/tranid