An image of the employee signature needs to be added as a file within the NetSuite system first before customizing the templates used for printouts.
Solution
- Create a File containing the Employee Signature Image
- Navigate to Documents > Files > Images > New
- File:
- File Name: Enter Employee Signature 1
- Folder: Select Images
- Click Choose File
- Open: Select the Image File from the Desktop
- Click Save
- Create Custom Entity Field
- Navigate to Customization > Lists, Records, & Fields > Entity Fields > New
- Custom Entity Field:
- Label: Enter Employee Signature
- Type: Select Image
- Store Value:Enter Checkmark
- Click Applies To
- Employee: Enter Checkmark
- Click Save
- Create Custom Transaction Body Field
- Navigate to Customization > Lists, Records, & Fields > Transaction Body Fields > New
- Custom Transaction Body Field:
- Label: Enter Sales Rep Signature
- ID: Enter _sales_rep_sig
- Type: Select Image
- Store Value:Remove Checkmark
- Click Applies To
- Sale: Enter Checkmark
- Click Sourcing & Filtering
- Source List: Select Sales Rep
- Source From: Select Employee Signature
- Click Save
- Update Advanced PDF/HTML Template