Enhancing Communication: Adding Disclaimers to Standard Transaction Forms in NetSuite 

by | Mar 29, 2024 | NetSuite Fundamentals, New to NetSuite


In today’s dynamic business landscape, effective communication is paramount to maintaining transparency and fostering trust with customers, vendors, and stakeholders. Within NetSuite tools, end users have the flexibility to customize transaction forms to meet specific business needs. One common customization request involves adding disclaimers to standard transaction forms, allowing organizations to convey important information, and mitigate risks effectively. 

Understanding the Importance of Disclaimers 

Disclaimers serve as essential tools for communicating legal notices, warranty information, terms of service, or other pertinent details relevant to a transaction. Whether it’s a sales order, purchase order, or invoice, including a disclaimer on standard transaction forms ensures that all parties are aware of their rights, obligations, and any associated risks. 


Step-by-Step Guide: Adding a Disclaimer to a Standard NetSuite Transaction Form 

Note: The Disclaimer field applies to Basic Printing only. To use this field, you must select an existing layout form that uses a disclaimer. Enter a disclaimer or other message to appear at the bottom of a custom form. Up to 4,000 characters, including spaces, can be used for this message. 

Navigate to Setup > Company > Preferences > Printing & Fax. On the right-hand side of the page will be several text boxes where disclaimers can be entered. The text boxes shown below correlate to the transaction forms. Disclaimers can be added without customizing the transaction form. 

After entering the disclaimer details in the printing setup, the disclaimers will not print until the following step is complete. Navigate to the preferences menu using the following path Home > Set Preferences > Transactions tab. Check the Print Using HTML box and click Save

Please note if custom transaction forms have already been created in the NetSuite environment, this approach will not work. However, there are a few options if using a custom transaction form with basic printing or advanced printing with an advanced PDF template. If using basic printing, simply select a layout that includes a disclaimer and provide the text in the disclaimer field to the right as shown above. When using advanced printing, a custom field can be added to the body of a transaction form and then referenced on the transaction template. A disclaimer can also be added directly into the source code within the footer table.


By following these simple steps, NetSuite end users can seamlessly integrate disclaimers into standard transaction forms, enhancing communication and transparency in their business processes. Whether it’s conveying legal notices, warranty information, or other important details, adding disclaimers ensures that all stakeholders are informed and empowered to make informed decisions. 

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