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One of our clients had a NetSuite Advanced PDF setup for Invoices. They noticed that shipment tracking numbers were not displayed on the emailed PDF, but were displayed on the print from the Invoice record PDF.

Shipment tracking number missing from emailed NetSuite PDF form.

In NetSuite, the Advanced PDF/HTML templates offer a powerful way to customize transaction documents, such as invoices, to meet specific business requirements. However, users (like our client in this example) may encounter situations where certain expected data, like shipment tracking numbers, do not appear on emailed PDF invoices. This article provides an actionable solution to ensure that tracking numbers are correctly displayed on emailed NetSuite PDF invoices.

Solution: Edit Source Code for Tracking Numbers on the NetSuite PDF Template

Here is one way to fix this error.

  • Navigate to the correct Advanced PDF template and open it in Edit Mode.  
  • Toggle to the Template PDF Source Code
  • Locate the lines that refer to the tracking number, something close to {record.trackingnumbers}.

NetSuite PDF Invoice Tracking Numbers.

  • If the HTML code is {record.trackingnumbers} then change it to {record.linkedtrackingnumbers}.
  • If the HTML code is {record.linkedtrackingnumbers} then change it to {record.trackingnumbers}.
  • Save the Advanced PDF template.
  • Refresh the PDF not displaying the tracking number; now, they should appear.

Conclusion

By ensuring that the Advanced PDF template is correctly configured, the necessary data is available, and the appropriate field references are used, businesses like yours can resolve issues related to missing tracking numbers on emailed NetSuite PDF invoices like we did for our client in this example. This enhances the professionalism of customer communications and provides recipients with the information they need to track their shipments effectively.

Related Article: How to Close Partially Received Inbound Shipments in NetSuite

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