Is anyone aware of why a Custom Statement Advanced PDF/HTML Template would not be available to the 'Generate Statement' form selection?
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David
04/27/2021, 10:57 AM
Check if it’s inactive
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Nathan Hanson-Bragg
04/27/2021, 11:00 AM
Not inactive. Scratching my head. Initially the form was copied from Production into Development account (works fine in production). I created a fresh straight-copy of the Standard form in development (which is the one you are seeing here) and it's no better.
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KevinJ of Kansas
04/27/2021, 1:51 PM
Is there an error on the form?
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Anthony Dixon
04/27/2021, 7:25 PM
To clarify, that drop down in your screenshot doesn't show templates... it shows forms. Browse to your forms (not advanced templates) and find the statement form. Customize the standard one and tell it to point to your advanced template. Then your newly customized form should show up in your drop down list.
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Nathan Hanson-Bragg
05/04/2021, 9:37 AM
3 years of NetSuite and never realised that Statements were a form, not just a PDF... Genius! That has resolved my issue thank you!