Install and Create the Script for Upload Invoice PDF
Check the new folder created in your NetSuite File Cabinet and take note of the Internal ID (of the folder) which will be used later.Go to Documents > File > File cabinet.Check for the new custom field - it should be shown under the "Custom" tab (it will be blank initially) Click Save to save the new custom body field.Under the "Applies To" tab, click " SALE" in order for this field to be applied to Invoices.For ID, use "_yp_pdf" (Note: this needs to be exact in order for the scripts to work).Use " YayPay_PDF_ID" as the Field Label Name (this will be the field label shown when you view an invoice record).
(1) Fill in the following information for the custom field: Log into NetSuite and go to Customization > Lists, Records & Fields > Transaction Body Fields > New Create a new custom body field in NetSuite The following is a summary of how to install and set up a series of javascript files that work in your NetSuite system to facilitate YayPay to bring over your Invoice Template/PDF and display it in YayPay.Īll scripts can be downloaded here (also see the Update Log):įor NetSuite Administrators, there are 3 scripts where the Type = Map/Reduce, and 1 script where the Type = "User Event" is prescribed in this guide.ġ. This illustration shows the overall sync processes involved to bring your AR record data, and also the NetSuite Invoice Template/PDFs from the File Cabinet in NetSuite. If an invoice appears to be in a closed accounting period, NetSuite is not able to generate a new PDF for it. On the NetSuite side, the scripts create and update the PDFs only for those invoices that are in the open accounting period.
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