I am not sure if this question belongs here or in the general forum. We are in the process of creating separate Advanced PDF forms for one of our clients. Each subsidiary has its own separate requirements for their customer invoices. We would therefore each subsidiary to have its own set of forms. The question therefore is, is there a way to have each sales order automatically select its own invoice form based upon the subsidiary it’s generated from? In other words, can Subsidiary A’s sales orders get directed to automatically use the Subsidiary A invoice form when creating the customer invoices?

sure, Lets say you have 3 Subsidiary. Make 3 Sales order forms. Then on each one you can have a "linked forms" for the correct custom form for the invoice. and or you can use a work flow to change the forms after submit.

How would a linked for help me direct the system to use a specific form for a specific subsidiary? A linked form only lets me select a custom form for a transaction such as a cash sale or an invoice.

You can test the subsidiary on the advanced pdf, and return different layouts depending on which subsidiary it is - you might even be able to do it using #includes. This assumes the fields you're actually entering for each sales order & invoice are the same

Other possible options 1) you can try a User Event script on invoices (or maybe even a workflow) to update the custom form based on the subsidiary. 2) Use separate roles for each subsidiary and make the relevant forms only available to specific roles 3) create a "form picker" as described here

because maintaining more than one custom transaction form is such a pain, I would recommend either Jon's solution (testing the subsidiary in the pdf template), or printing to separate templates using scripting (can use the UE->CS->Suitelet pattern to add a custom print button; and UE/scheduled for automatic emailing)