Arrange PDF Files in Business Docume...

TL;DR

Starting with the latest enhancements, NetSuite allows users to arrange PDF files in business documents using the new PDF Sequence field, offering greater control over document presentation.

How to Arrange PDF Files?

NetSuite now facilitates the arrangement of PDF files within business documents for configurable items. Through the Proposal Generator (version 1.2.5), users can specify the order of the main PDF and any additional PDF files by utilizing the PDF Sequence field on the template record.

Understanding the PDF Sequence Field

Each PDF file can now have a sequence number that dictates its position in the final document. The arrangement follows these primary rules:

PDF files are sorted from the lowest to the highest sequence number.
If an additional PDF file’s sequence number is lower than the main PDF’s, it will appear before the main PDF.
Conversely, if its sequence number is higher, it will appear after.

For example, if the main PDF's sequence number is set to 0, you can assign -1 to an additional PDF that should appear before it and 1 to one that should follow it.

Historical Context

Previously, only additional PDFs could have sequence numbers, which resulted in them merely appending to the main PDF. With this update, the main PDF can be positioned with the same flexibility as additional files. If the PDF Sequence field is left blank, additional PDFs will continue to append in their original order as per existing templates.

Practical Steps to Include PDF Files

To include and arrange PDF files in your business documents, follow these steps:

Navigate to CPQ > Proposal Generator > Templates in NetSuite.
Select the template record you wish to edit.
Go to the PDFs subtab.
Click on New CPQP PDF to add a new PDF.
Assign a sequence number as needed.

This functionality enhances the template customization process, allowing for better document organization and presentation.

Who This Affects

Administrators: Responsible for managing templates and document configurations.
Developers: Involved in customizing templates and ensuring proper set-up.
Sales Teams: Use the generated business documents in their workflows for client interactions.

Key Takeaways

New PDF Sequence field controls the arrangement of PDF files in business documents.
PDFs are arranged according to sequence numbers from lowest to highest.
Flexibility is increased, allowing the main PDF to be positioned among additional PDFs.
Leaving the sequence field blank maintains the previous appending order for additional PDFs.

Frequently Asked Questions (4)

Do I need a specific version of the Proposal Generator to arrange PDF files?

Yes, you need Proposal Generator version 1.2.5 to utilize the new PDF Sequence feature in NetSuite.

What happens if I leave the PDF Sequence field blank?

If the PDF Sequence field is left blank, additional PDFs will append to the main PDF in their original order, maintaining the previous way templates were managed.

Can the main PDF file be positioned anywhere among additional PDFs?

Yes, with the new PDF Sequence field, the main PDF can be positioned before or after additional PDFs, depending on its sequence number relative to others.

How do sequence numbers affect the order of PDFs in business documents?

PDF files in business documents are arranged from the lowest to the highest sequence number. An additional PDF with a sequence lower than the main PDF appears before it, and one with a higher sequence number appears after.

Arrange PDF Files in Business Documents in NetSuite