What is the best practice in storing the versions ...
# general
l
What is the best practice in storing the versions of the PO advanced pdf template? We change the terms and conditions almost every 2 months. I'm thinking that we need to keep the actual version that was issued for each PO. If I just update the existing PO pdf template, it will affect the historical POs. The only way for me to retrieve the PO version sent is to check the communication tab for the email attachment if it was sent in the first place. If I try to create a new advanced pdf template and new custom PO for every version, that'd be equivalent to around 6 custom PO forms and 6 custom pdf templates per year (could be overkill). If I put an if statement in the advanced pdf template with if date is between x and x then print this section, else if print this section, etc. This would complicate the advanced pdf template itself. It seems to be a simple issue but I just couldn't decide which is the 'best'. Or is there any other way to approach this? Thank you.
c
Put them in version control (git, for example)
l
You mean outside of NS? What if I need to quickly check the actual PO version used in a PO? Isn't that inconvenient? Or should I also create a custom field on the PO showing the version that I can match to something outside of NS?
s
I would create a T&C custom record type for this. Create a large text field for the terms & conditions, a version field (numeric or date), and then create a custom list/record T&C field on the PO, and store the specific "version" of the Terms & Conditions in that field. You may need to use a formula field on the PO to bring in the actual T&C text for the PDF, but the benefit of this is you have multiple versions, all stored directly within NetSuite, and there are no versioning conflicts. Ideally you'd want the set the PO custom field to default to the latest version of the T&C when new one is created
l
@scottvonduhn that's a good idea. I'll try this. Thank you!