Sunday, February 3, 2019

Remove Tax Total from the footer of the printed transaction

If a NetSuite Account (e.g. Edition: United States) is configured to have the Per-Line Taxes on Transactions= T from the Set Up Taxes page but do not want the Tax Total to be printed on the footer section of the printed transaction, the user needs to hide the Total Element and then re-create a new Total Element by adding a custom element on the PDF Layout.


- If a user were to edit the transaction form > Click the Footer subtab under the Printing Fields tab, the Tax Total field cannot be unchecked. The only way to get rid of the Tax Total is to set the Total= F from the Footer subtab and from the actual PDF Layout.

Here are the steps:

I. Customize the Transaction Form for Record Type= Sales Order.

  1. Navigate to  Customization > Forms > Transaction Forms.
  2. Edit the preferred Sales Order form. Take note of the preferred PDF Layout selected.
  3. In the Printing Fields tab, click on the Footer subtab. 
  4. Make sure that the Total= T.

II. Customize the PDF Layout being used by the Transaction Form (in Steps I) and hide the standard Total Element.

  1. Navigate to Customization > Forms > Transaction Form PDF Layouts.
  2. Edit the preferred PDF Layout selected in Steps I.
  3. Hide the Total Element by selecting it from the actual PDF Layout and in the left pane, set both Width and Height to zero.
  4. Click the Add Custom Element button.
  5. In the Element Text field, give it a name or accept the default value.
  • In the Element Text field, add the formula string below:

Note: If the Shipping Cost and Handling Cost are applied to the Transaction Record (e.g. Sales Order), add the following formula string below and then position Total Element (custom) underneath the Handling Cost.

  • Subtotal: $ {subtotal}
  • Discount Item: {discountitem}
  • Shipping Cost: {shippingcost}
  • Handling Cost: {handlingcost}

      6.    Click OK. 
      7.    Click Save.

A user should now be able to print Transaction Records where the Tax Total is no longer included.

Note: If the user will be printing multiple pages per transaction and the Total Element (custom) needs to be anchored on the last page of the transaction, the Printing Preference needs to set the Extend Columns to Bottom of Page= T. Below are the steps:

  1. Navigate to Setup > Company > Printing & Fax
  2. Under the PDFs section, set Extend Columns to Bottom of Page= T.
  3. Click Save.

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