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Ahead In The Cloud

The Business Solution Partners Blog

Webinar: NetSuite Masterclass - Advanced PDF Functionality

Written by Craig Cook | Jun 9, 2023 8:27:00 AM

BSP is back with another edition of our Masterclass Series with Hussain Zaidi. This time around, he's got support in Pedro Barrios, one of our Senior Solution Consultants. Together Hussain and Pedro are going to take a deep dive into NetSuite's Advanced PDF functionality.

In this webinar, you'll learn how to leverage Advanced PDF - functionality that already exists, for free, within every NetSuite deployment - to generate in depth reports across your organization, and give you better insight into your lines of business.

Learn how to customize reports to align with your brand, pull from data sources you may have thought unavailable, and power up your reporting by leveraging all that NetSuite has to offer with Advanced PDF Functionality.

Want A Sneak Peek at What We've Got Planned? Take a look at our Masterclass outline:
    • Advanced PDF/HTML Templates 
      • Enabling the Advanced PDF/HTML Templates Feature 
      • Reviewing Available Advanced Templates 
      • Setting Custom Forms to Use Advanced Templates 
      • Advanced Templates Customization in the Template Editor 
        • Viewing an Advanced Template in the Template Editor 
        • Template Setup Window 
        • Previewing Advanced PDF/HTML Templates 
        • Saving an Advanced Template 
        • Error Messages in Advanced Templates 
        • WYSIWYG Editing in the Template Editor 
          • Template Editor Toolbar 
          • Adding and Removing Fields in Advanced Templates 
          • Adding and Formatting Text in Advanced Templates 
          • Adding Tables to Advanced Templates 
          • Including Images in Advanced Templates 
        • Source Code Editing in the Template Editor 
          • Source Code Editing to Customize Advanced Templates 
          • Syntax for Advanced Template Fields 
          • Adding Striping to Line Items in Advanced Templates 
          • Adding Page Breaks to Tables 
          • Printing Subsidiary Logo on Advanced Templates 
          • Adding Apply Sublist to Check Templates 
          • Using FreeMarker to Work with Hidden Fields Used in Advanced Templates 
          • Adding Bar Codes in Advanced Templates 
      • Scripting with Advanced Templates 
        • Using SuiteScript to Apply Advanced Templates to 
          • Transaction Records 
          • Non-Transaction Records 
        • Using SuiteScript 2.x to Combine Multiple Data Sources in One Advanced Template 
        • Advanced Templates for Printing Saved Search Results 
      • Audience Q&A

 

Written by Craig Cook

BSP's Chief Marketing Officer Craig Cook is passionate about educating business owners about NetSuite & HubSpot, and expanding on opportunities for users. He is an expert on deploying HubSpot with SuiteCommerce, unlocking the power of an integrated solution. Craig is the host of the New York, Northern California and Southern California NetSuite User Groups.

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