Locating Advanced PDF forms in NetSuite can sometimes be tricky. Users often have difficulty discerning which Advanced PDF form is being used for the packing slip on a particular fulfillment.
Typically, the first step to locating a form is clicking the Customize button on a transaction record - packing slips are printed from the item fulfillment record, so this is the most logical place to start.
Upon clicking Customize, the user finds that the packing slip Advanced PDF form is not linked anywhere on the Item Fulfillment Transaction form in NetSuite.
The user must go to the sales order record, click Customize, and then navigate to the Linked Forms tab of the sales order custom transaction form.
In the Linked Forms tab, the user can see the custom transaction form used for the packing slip (this is not the Advanced PDF but a separate transaction custom form for the packing slip on which you can find the associated Advanced PDF.
The user must then navigate to the packing slip transaction form by going to Customization > Forms > Transaction Forms and finding the packing slip transaction form that is listed under the Linked Forms tab of the Sales Order custom transaction form. Editing the form will allow the user to see the linked packing slip Advanced PDF/HTML Template that is being used for printing the packing slip.
The user can then navigate to the Advanced PDF form at Customization > Forms > ADV PDF/HTML Templates and edit the custom Advanced PDF template.
Want to learn how to customize a NetSuite Advanced PDF/HTML Template? Check out our FREE course on NetSuite Advanced PDF/HTML Templates!
Note there are some other things that can affect which form is used when packing slips are printed:
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