One of our clients wanted to display the number of days an invoice has been open on their invoice PDF. There is a native field called days open {daysopen} that is a search field only. Here's how we were able to get that field to appear on the company's invoice PDFs, as requested!
Here is one way to get days open to display a NetSuite Advanced PDF.
To learn more about working with NetSuite Advanced PDFs, check out our FREE NetSuite Advanced PDF/HTML Templates Course
Step 1: Create a custom field called AG | Days Open with the following settings:
Warning: Do NOT create the custom field as Days Open - you will confuse yourself later when searching/sourcing.
Step 2: On the "Applies to" tab of your custom field:
Step 3: On the Display tab of your Custom Field, write Help text such as the following to indicate the purpose of the field:
"Shows the number of days open. This is sourced from a daily Mas Update (AG | Days Open Filler)"
Step 1: Use the following criteria in your saved scheduled Mass Update to set your new field with the native days open field.
Step 2: Establish the Results for your Mass Update with "Sort by" set to Order Type and the following fields included:
Step 3: On the Schedule tab, set the following:
Step 4: On the Mass Update Fields Tab, check Apply beside the Days Open field.
One downfall of this process is that if the Invoice is in a LOCK PERIOD, the Mass update will no longer update our custom field. If this is something that would cause problems in your specific use case, contact our team for assistance with how you might be able to work around this.
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If you have general questions about NetSuite or more specific questions about how our team can support your business, contact us! Anchor Group is a certified Oracle NetSuite Alliance Partner and Commerce Partner equipped to handle all kinds of NetSuite and SuiteCommerce projects, large or small.
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