Hello People, When I print a customer statement, I want the pdf to also include the print of all the transactions that are shown in statement. So if I print a customer statement for a single month which of a customer which has 3 transactions in that month, I want the pdf file to include the customer statement + all three transactions pdf all merged into one. Can someone please help me get started on this?

The only option to do this would involve scripting. You’d have to generate the statement PDF, but also dynamically find and generate the PDF’s for all transactions on the Statement. Alternatively, you could uses searches or queries to get the data, and then generate something that looks like a Statement + Transactions combined PDF. This is not an easy task, and there’s no standard functionality that can do this. Just curious, why do you need something like this? This will be a lot of effort.

We generate monthly invoices to the customers which can include the adjustments from prior months which we are showing by creating Credit Memos. We want to send them a single document that contains their previous balance, the monthly invoice details, and the adjustment details if there are any.

Sure, i can understand how it is useful. Unfortunately, NetSuite doesn’t provide any standard feature to generate a PDF like that, so you’d have to resort to a fully custom scripted solution.

I worked on writing a map reduce script to do what is needed. So far, I am able to get the required data in my script. I have customer internal id as key in reduce stage and for that key, I have array of transaction internal ids of transactions which I want to merge together. Do you have any idea on how can I create a PDF file that takes multiple transaction records, generate PDF for them using a specific template that I have customized and concatenate it with the statement that I am generating in my code?

you’ll need to use <pdfset> to combine multiple templates into one file: https://netsuite.folio3.com/blog/append-two-or-more-pdfs/ https://docs.oracle.com/en/cloud/saas/netsuite/ns-online-help/section_N530499.html https://stackoverflow.com/questions/55284466/how-i-can-union-two-pdf-files-using-suitescript-2-server-side