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NetSuite Developer Guide

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88 views11 pages

NetSuite Developer Guide

Uploaded by

mgmg theinkhine
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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NetSuite Developer Guide

What is NetSuite?
NetSuite helps companies manage key business processes with a single, fully integrated cloud-based
system. Some of those processes include enterprise resource planning and financial, CRM, e-commerce, inventory
and more.

How to login to NetSuite


In order to login NetSuite, we need registered account. Unfortunately, Netsuite Account is not free for us. It is
paid version. So, let consider we have paid account , login your account with the following link.

https://6570575-sb1.app.netsuite.com/app/login/secure/enterpriselogin.nl?c=6570575_SB1&redirect=%2Fapp
%2Faccounting%2Ftransactions%2Fsalesord.nl%3Fid%3D6902%26whence%3D%26cmid
%3D1663308906469_46&whence=

Fig(1): Login View

After we login , there is dashboard screen with multiple menus. It is okay if we do not understand all of menus. Let’s
continue.
Fig(2): Dashboard View of NetSuite

Editing HTML/PDF templates in NetSuite


In NetSuite, we can edit/create customized HTML/PDF templates. Let’s start with these following instructions.
Choose Customization > Forms > Advanced PDF/HTML Templates.

Fig(3): Advanced PDF/HTML Templates Menu


Fig(4): Advanced PDF/HTML Templates List

There are numerous types of template:


 Bill,
 Bill Credit
 Bill Payment
 Cash Refund
 Cash Sale
 Cheque
 Credit Memo
 Custom Record
 Custom Transaction
 Estimate
 Expense Report
 GL Impact
 Invoice, Invoice Group
 Item Label
 Journal
 Mailing Label
 Packing Slip
 Payment
 Picking Ticket
 Price List
 Purchase Order
 Return Authorisation
 Sales Order
 Shipping Label
 Statement
 Vendor Prepayment .

Scroll down till to the Sale Order type,

Fig(5): Sale Order

Search Sale Order type and click sample Customise - Standard Sales Order PDF/HTML Template and click
Customise.

Fig(6): Sale Order Raw Design


To rename our new template, click Template Setup, and fill title and description and anything you want.

Fig(7): Sale Order Template Setup


After filling title and description click save.

Fig(8): Changed template (new)


We can add new text or data by clicking “+” icon.

By clicking this icon, this dialog box will appear,


Fig(9):data fill dialog box
And we can add above information. On the other hand, we can view our template preview by clicking preview and we
can also write code by clicking source code toggle button.

* Sometime , we need to care about when clicking source code toggle button. Sometime Netsuite automatically add
their code by removing your code when changing design view to source code view.

Fig(10): Sale Order PDF Preview Template


When we change source code view, warning alert will appear, click OK and continue,

Fig(11): Sale Order Source Code

We can also view preview in source code view. In this view we can code and design and don’t forget to click save
button after we finish our code.After saving our work ,we can see our new template with our renamed title.

Fig(11): Your First New Template


We can also edit our new template [Custom Sales Order PDF/HTML GIC DOC TEST] by clicking edit link again. Now
we have our own template.

Apply template in Report


To apply our new template ,click Transactions > Sales > Enter Sale Orders > List.
Fig(12): How To Transaction List

Fig(13): Transaction List


We can change Sale Order Report Design with our new template by clicking Edit. And Then Click Customise >
Customise Form.
Fig(14): One of Sale Order reports

Fig(16): Change Print Template


Change Print Template and Name ( it is also ok if you don’t change ). and click save.
Fig(17): Change Custom Transaction Form

If we want to view our new customized form , Go to Customization > Forms > Transaction Forms

Fig(18): Go To Custom Transaction Form List

Fig(19): Custom Transaction Form List

Go again to Transactions > Sales > Enter Sale Orders > List. And click view link of Fig(13). And Click print
icon and click Print again.
Fig(20): Printing Customized Report

Congratulation!! Now We got our new customized new Report Design.

Fig(19): PDF Report of new Customized Template.

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