How PDF Check Templates Work
PDF Check Templates are an important business tool, but where do you go when significant modifications need to be made? Within NetSuite there is a standard Check Template that can be used to print checks. Many companies, however, need to create a custom template to meet their needs. Usually, a specialized check paper also needs to be purchased with the company’s financial information pre-printed on it. This allows you to print the NetSuite information (e.g., date, price, recipient) on top of the company check paper, making the whole process extremely efficient. There are many businesses that specialize in creating that special check paper, but not many that specialize in modifying NetSuite’s template overlay.
NetSuite’s Native Template Adjustment Tool
NetSuite does provide a native tool on the web to adjust PDF templates. This tool can be useful for making small adjustments to your template. But when major adjustments or precise alignments need to be made, the template tool simply falls short (nevermind that it’s a bit confusing to use). Thankfully, we have a much better option to modify our check templates.
How SuiteRep Modifies Check Templates
With the “Source Code” option enabled on the PDF template, we are able to edit the actual code that creates the PDF. This makes the possibilities of what we can do nearly endless. We can create tables, show pictures, and even have logic that specifies when certain elements should display. What constitutes the code you see is XML and FreeMarker. XML shows the content you see on the PDF, while FreeMarker is the tool to get the NetSuite variables and do logic within the template.
Conclusion
Sometimes modifying check templates can be tricky and may take some time to get right when using custom check paper in the background. SuiteRep would love to help your company get this right. Feel free to reach out to us for your free consultation!