Some businesses still use Basic PDF printing layout and it can be a requirement that the Display Name/Code must be displayed on their PDFs. In this article, we will be showing the steps on how to display the Display Name/Code via Basic PDF:
This can be achieved by creating a custom line field that will source from the Item record then use this field to print.
Create the Field:
1. On a transaction record, navigate to Customize > New Column Field
2. Set the fields below:
- Type: Free-Form Text
- Store Value: No
Applies To subtab:
Note: You can add your other transactions here.
Sourcing & Filtering subtab:
- Source List: Item
- Source From: Display Name
Note: If you wanted to display the Item Name/Number field, replace Display Name with Name.
Edit the Custom Form:
1. On a transaction record, navigate to Customize > Customize Form
2. Printing Fields subtab > Columns:
- Tick on NSC Test Display Name II (The field we created above)
Once done, it should now show the Display Name on the PDFs as seen below:
Hope this helps! 😁
Want to learn more about Customization? Visit New to NetSuite: SuiteBuilder & SuiteBundler
Do you have any feedback? Let us know in the comments!
