I'm trying to figure out why my Advanced PDF/HTML Template that is marked as preferred is not being used when I go through the Print Paychecks screen ( Transaction > Management > Print Checks and Forms : Paychecks ) Things I have verified: • The custom check form is marked as preferred and is preferred for the role who is using it • The custom form also has the the print mode set to advanced and has the correct template indicated • The template has been marked as preferred both on the main template screen but also using the template setup button pop up screen • The user preferences for transaction printing are set to use PDF Any help is greatly appreciated

I can't tell from bullet #2, but is the custom form that references the pdf template set to using "advanced" printing forms or basic forms? If advanced, is the right template set there. if basic, there is your problem. If this is what you verified, then I'm not sure off hand. Subsidiary issue?

@Ben Goligowski Thanks for the reply, I hadn't stated it in my first post but I've updated the post and yes the print mode is set to advanced and I have the correct template selected. I'm curious how would the subsidiary come in to play here?

i'm not sure, i'm guessing it shouldn't but subsidiaries cause some wonderful problems in other areas when enabled. Have you verified that at least the standard paycheck form is what is printing when you select print? there is only 1 base type of form for checks but there are like 3 different types of check pdf templates (i found this annoying when doing a custom voucher check template). I couldn't find in the system where NetSuite "knows" what template to pull based on what you're printing. When printing the checks, have you confirmed that you're on the form you want to be? is this batch printing or single printing via form?

Again thanks for the replies, let me see if I can address these questions: "Have you verified ..." which form is being used? - Yes (I think) it seems to be the standard form, and I believe at this point that it could be due to the check record storing the custom form field that was used when it was created because the custom form for a time was NOT set as preferred for all users. "Have you confirmed that you're on the form you want to be?" - at this point I believe the majority of the records are on the correct form, I'm hoping that as we move forward this issue will resolve itself because of the preferred form change "does it work for you ..." regarding roles - I have ensured that the custom form being used is now the preferred form for all roles, even though certain roles are restricted from viewing / using that record type. Thank you for all the feedback I think I'm closer to getting this resolved, but like you I am fairly frustrated by how difficult it is to tell which template will be used during a print action.

no problem. setting a preferred form won't bypass permissions issues, but I still don't think this is it if the person trying to print the check can see the data. it seems like you might be on to something with the store form with record checkbox on the form. If the old records were stored with the standard form, you'd have to edit the record, change the custom form to the one you want, then click save, this will save the record with the new form. storing a record with a form will override the preferred form. After updating this you can try reprinting to see if this fixes your problem. Clicking edit on a record and seeing what value shows up in the custom form field is the easiest way to see what form is currently being used. I don't see you addressing batch printing vs one-off printing. But, based on your answers, i'm assuming you are talking about one-off printing. As an aside, an issue we had when printing our voucher checks was that the only way we could print a single record to see/use the template I created was to click edit and then select "save & print". Clicking the print icon on the record when in view mode didn't result in what we wanted which was really annoying.

Oh right, sorry haha, yeah I have been testing with one-off printing and that seems to work great, because I'm using the correct custom form, however when the user runs a batch from the Print Paychecks screen ( Transaction > Management > Print Checks and Forms : Paychecks ) they run into this issue where the print template isn't correct for whatever reason. I do believe that it's tied to the saved form type, I just need to find a good way of forcing the correct form and have them re-test it but it looks like we won't have a need to do a test run for a little while.

gotcha, if you test the "store form with record" thing, you could do a saved search to find what checks are using the standard form and then try to do an import to set to the custom form. I'm not sure you can do that, but if that's truly the issue, that's where i'd start. make sure the old records can be tied to the new custom form this way and then run an import. Going forward you should be able to uncheck the store form with record box and just run with preferred. I know for batch printing we had to make the advanced pdf preferred or else the system wouldn't use the right one for our batch runs. But, you've said you confirmed this. have you tested a batch of newly created records to see if it works properly? i.e. ones you know will use the new form. when you run a batch do they all use the wrong form or is it mixed? if mixed that definitely lends to a store form issue. do you have a sandbox where you can do this testing without having to do this in a live production environment? then your timing won't matter as much and you can be ready in time for the next time they need to do it.