Proposal For MIROC Location Transaction Forms Customization and PDF Template Creation.

Proposal Summary 

Set a new customized MIROC form for each transaction based on the location set in the logged-in user’s employee record (MIROC – Albuquerque NM). 

 A new transaction form must be created for the following transactions. This new transaction form is only for records created by MIROC location employees. 

• Purchase order 

• Credit Memos   
• Quotes  
• Sales Orders  
• Statements 
• Packing Slips  

• Pick Tickets 

Create the new PDF print templates for following transaction records. This new PDF print template will be applicable for the new location (MIROC – Albuquerque NM) forms. 

• Packing Slips  
• Pick Tickets 
• Purchase order 

• Credit Memos   
• Quotes  
• Sales Orders  
• Statements 

Also, we have to add footer in the current PUPCO purchase orders prints. This will be the footer for existing purchase order PDF: 

**Standard Terms and Condition Apply** 

Container Deliveries Require 24 Hour Notification Prior To Delivery.  
All international PO’S must be inspected by an approved inspector prior to shipment. 

Requirements 

To send several emails in sequence for some new forms that we need to be completed.  We will want these new forms to default when anyone at the MIROC – Albuquerque NM location creates a document.  

Attached are the logos.  The overall format of our current forms can remain.  Don’t worry about moving things around to look like the MIROC form, we just want to make sure we include the fields they are accustomed to.   Please see the attached markups. 

Our Solution 

1. We’ll make MIROC transaction forms by copying each preferred transaction form for the required transaction records. 

2. The name of this new form begins with the word “MIROC” (MIROC_FORM_NAME). 

3. The following transaction is applicable to the creation of new transaction forms:  
   – Purchase order 
   – Credit Memos  
   – Quotes 
   – Sales Orders 
   – Statements 
   – Packing Slips 
   – Pick Tickets 

4. The transaction form will be changed by a user event script based on the created user/employee location (MIROC – Albuquerque NM). If the user/employee is from the “MIROC – Albuquerque NM” location, we will use the script to automate the MIROC transaction forms. 

5. This transaction form automation script will be used for sales orders, quotes, purchase orders, and credit memo records. 

6. Also, we will create the new PDF template for each transaction form. 

7. Following will be the mockup of each MIROC transaction record print. 
   
8. For the MIROC purchase order 
    
       
    
    
    

For the MIROC credit memo 
 
 
 
 

For the MIROC quote 
 
 
 
 

For the MIROC sales order 
 
 
 
 

For the MIROC customer statement 
 
 
 
 

For the MIROC packing slip 
 
 
 
For the MIROC picking ticket 
 
 

8. We’ll also make changes to the existing pupco purchase order’s print. We will include the specified paragraph as a footer in the purchase order print. Only the change is applicable to the print of the preferred purchase order form. 

9. The content will be  
   **Standard Terms and Condition Apply** 
   Container Deliveries Require 24 Hour Notification Prior To Delivery.  
   All international PO’S must be inspected by an approved inspector prior to shipment. 

Assumption 

1. For the MIROC location, we need to update the existing picking ticket location wise restriction script. When the user takes picking ticket print from the “MIROC” form, we need to change the picking ticket print accordingly. For this, we need time for update the script and picking ticket print logic. 

2. We also need to update the script for consolidated packing slip print from a sales order, while making changes in the packing slip print we also need to update the consolidated packing slip print. 

3. All required transaction forms are duplicated with the naming convention MIROC. 

7.