Cloud Inventory® Documentation

About Print and Save / Signature

The Print and Save feature (along with the ability to capture a signature) allows businesses to format, save, and print documents which can trigger their customers to know they are working with a high caliber professional organization. The new NetSuite PDF / HTML framework puts document formatting within reach of most users comfortable with HTML. Advanced Inventory provides a mobile app solution to facilitate the Print and Save process through a hand held mobile device. The Advanced Inventory app is integrated to work with the NetSuite Print, Save, and Signature Capture functions.

Functional Process

In NetSuite, Print and Save (and signature capability) is created based on formatting rules set up by the end-user.

Environment Considerations

To ensure optimal communication between the NetSuite interface and the Advanced Inventory app, refer to the following recommendations for the Print and Save feature.

The correct signature file should be uploaded in custom.
Advanced PDF/HTML Templates should be turned on.
The basic PDF layout does not support image fields.

Process the print and save function

The Print and Save feature has been created to allow businesses to format, save, and print documents.

The following steps provide a generic outline of the print and save process from the Advanced Inventory app on a device through the NetSuite interface.

The end user logs into the applicable Advanced Inventory App on a device.
The data is batched and transmitted to NetSuite through the Advanced Inventory NetSuite connectors.
NetSuite receives and uploads the data.
The PDF or HTML file is created.

Create a print and save record

To create a print and save record using the Payment Processing feature, refer to the following examples.

The following list defines the optional fields that are available when creating a print and save record.

savefile

Set the savefile to T to save the PDF as a file in the NetSuite file cabinet. This feature includes the optional fields, filename, and folderid.

filename

A file name, without the pdf extension, can be specified or, leave it blank to save with a randomized file name starting with DSI_PDF_Print_.

folderid

The destination folder can be specified by internalid in the folderid field or, leave it blank and the file will be saved in the Attachments Sent folder by default.

Create a Print and Save record

In addition to returning the PDF as a base 64 encoded string, the RESTlet can also save the PDF as a file in the NetSuite file cabinet. To use this feature, set savefile to T. A filename, without the .pdf extension, can be specified or, leave it blank to save with a randomized file name starting with DSI_PDF_Print_. The destination folder can be specified by internalid in the folderid field or, leave it blank to default to the Attachments Sent folder.

Example by internalid Using DSI_RecordPrint

{
                "internalid": "21156",
                "type": "PICKINGTICKET",
                "tranid": "",
                "recordtype": "",
                "formnumber": "",
                "savefile":"T",
                "filename":"MyTest",
                "folderid":"695"
}

Example by tranid/recordtype Using DSI_RecordPrint

{
                "internalid": "",
                "type": "TRANSACTION",
                "tranid": "INV10000029",
                "recordtype": "invoice",
                "formnumber": "178",
                "savefile":"T",
                "filename":"InvoiceWithSignature",
                "folderid":"695"
}

Mobile Enterprise Platform

Print and save signature