RSMUS.comThis blog will provide users with the knowledge to locate advanced PDF version histories. This will allow someone to revert the PDF to a previous version after some edits were made. You can also view any of the previous versions of the PDF. Versions are created when edits have been made to the template and they are saved.
To begin, you must locate the Advanced PDF for which you would like to find the previous version of. In the PDF screen, at the bottom left of the source code or the WYSIWYG view, you will find the current version of the PDF you are on.
WYSIWYG View)
(Source Code View)
After locating the version history number, you can now access any of the prior versions of the PDF.
To do so, you must append the URL with &version=X
Where X is the version history number you would like to see.
Step 1) Current URL version
Step 2) Appended URL with a view of version 1
In the template, I have added the + Test 1 to the header of the PDF.
If we were to revert to version 1, you would find that the edit no longer exists.
Outcome
Changes to the old versions do not overwrite the prior versions but instead will create a new version number. If you were to save this previous version of the template NetSuite will create a new version number of the template with a copy of the PDF. In the example above the template will have Template Version 3 with the previous PDF without any edits.
Example 2)
Currently, we are on template version 6 in this example.
Now, if we append the URL to &version=5 we will now see the version 5 template.
If we were to save the version 5 template while viewing it would now create a version 7 template with the version 5 formatting.
This most recently saved template will now show as template 7.
Updating the URL of the advanced PDF template allows you to view and save old versions of the template. This can save the user time, so they no longer need to copy the template prior to making any edits in case the new updates don’t work. This also allows for review to see prior versions of the template after changes have been implemented.
Aleks Marczak
Aleks is an associate in the NetSuite Practice at RSM US LLP, where he is a member of the Southeast Region NetSuite team. He has been a part of many implementations in different areas, his project experience includes working in highly custom environments, advanced inventory systems, and fixed assets. Due to his accounting background, he can advise in process improvements and fraud detection, reducing inefficiencies and creating financial reports adding value for clients.
