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Our vendor bill payment form is set to use the adv...
# general
b
Our vendor bill payment form is set to use the advanced pdf for printing, I've double and triple checked the entry form itself. However, when we print the check, it's reverting to the basic form selected on the subsidiary preference (we use OneWorld). Any one have any experience with this? My understanding from reading NS documentation is that if you've selected the advanced printing type on the transaction entry form, it should override the basic layout preference, but it doesn't seem to be doing that.
k
Tried this yet?
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Use Advanced PDF/HTML Templates to Customize Check Form
Published 02/28/2019 02:20 PM   |    Updated 02/23/2020 01:05 PM   |    Answer Id: 82750
Applies To
Product:  NetSuite 2019.2

Upon using the Advanced PDF/HTML Templates to customize the Standard Check form, the created template is not applying to the printout Check form.
Solution
To create an advanced Check template:

    1. Navigate to Customization > Forms > Advanced PDF/HTML Templates
    2. Customize the Standard Check PDF/HTML Template
    3. Use the New Element and Styles tab for customization
    4. Save the template

After saving, for the customized Check template to appear as a printout form, follow the below:

    1. Navigate to Transactions > Bank > Write Checks
    2. Hover to Customize > Click Customize Form
    3. On the Print Template field > Select the Custom Check PDF/HTML Template created
    4. Hit Save

Print a check to see if it works by:

    1. Transactions > Management > Print Checks and Forms
    2. Select Account > Check Type = Standard
    3. Select Transaction > Print
Also -
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Transactions > Management > Print Checks and Forms > Check record printing behavior
Published 08/21/2018 01:28 AM   |    Updated 01/03/2020 06:46 AM   |    Answer Id: 76950
Applies To
Product:  NetSuite 2019.2


Scenario
When printing a check under Print Checks and Forms page, the standard PDF/HTML template will still print even when a check record only has a standard form selected as the default form and even when a custom PDF/HTML template is selected as preferred. To print the record using custom PDF/HTML template, this is the guide to do so.

Solution
Create the Custom Transaction Form
Navigate to Customization > Forms > Transaction Forms                   
Select the preferred form and edit
On the printing template, select the Custom PDF/HTML Template
Click Save
b
I've done all of this but in double checking I just noticed that the check record form is using the basic template but our vendor bill payment form is using the advanced pdf/html template. I'm selecting "to print" on the vendor bill payment form, but then printing the check from the Print Checks and Forms page. So maybe that's where the issue is and why it's not following the vendor bill payment form. I'll test changing that.
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