Print checks and forms created using custom suitelet page

Proposal summary

We will customize the current voucher template for the billpayment to add the reference number.

Also we will create a custom UI page for the bulk print option.

Requirement 

 In the print of the voucher from individual bill payment, the reference number is missing.

when printing multiple checks using “Print checks and forms”. only the top portion is appearing, rest is missing. So need a solution for multiple printing of checkers together, because individual prints take more time.

Our Solution

Requirement #1: Show reference number in check print.

The reference number is sourced from the applied bill transactions. (This field is used to store the vendor’s invoice number so they can easily identify for which bill they are getting paid).

Suggested Solution: Update the “Nutrex – US Vendor Payment PDF/HTML” Template to add the reference number. Add a column to show Reference numbers from applied bills. So the reference number will be added for the vouchers printing from bill payment.

Estimate:  3h

Requirement #2: Custom UI for bulk print

Root cause problem: In the requirement 1(Bill payment voucher) it is rendered from the bill payment record. But when using the “print checks and forms” it uses multiple  transaction data for the printing and uses different PDF formats. To overcome this we have to print the transactions one by one as a voucher( similar to Nutrex – US Vendor Payment PDF/HTML Template). For multiple prints, we have to create a customized UI as suggested in the following Solution.

Suggested Solution: To Print the multiple bill payments we have to create a custom UI to print the transactions as check. The bulk check will be printed all at once. So the actions will be as follows.

• Create a custom UI for Multiple checks print as similar to standard “print checks and forms”.
• In this, we can set filters such as accounts to filter all the Vendor payments to be printed. Also the first check number will be added. uer can overwrite the value if needed.
• There will be a check box to check the transactions to select the vendor payments that need to be printed.
• Once the UI is submitted, The system will render the checks based on the selected transactions and redirect them to the PDF page. and also mark the vendor payment as a printed check.
• If the user selected more than 25, users will be restricted to submit the form showing the alert.
• The dimension and the mockup will be based on the current single voucher print.

Sample check format

It looks like both Netsuite and QuickBooks follow the same standard on voucher layout. In the screenshot you shared we have only 13 lines as maximum on the allowed space. Similarly, we can make adjustments in the font size and spacing in the lines to accommodate the maximum line with maximum readability.

Assumptions

• 25 checks per bulk print: Maximum number of prints can be taken simultaneously is 25
• The original number of payment lines that can accommodate is 12. But we do the adjustments to make it 13. So 13 lines are included in the check payment table. If there are more than 13 lines it will not be printed in the check. So we assume that bill payment lines will not exceed the number 13 in this business scenario/ It will be a rare case scenario.

Risks

• If there are more than 13 payment lines it will not be printed in the check.
  So if there are more than 13 bill lines for a single payment ,  we cannot fit the entire bills on a single page. If it exceeds it will be hidden. 

Budget and Time

Description	Time Required
Requirement #1: Show reference number in check print.	3h
Requirement #2: Custom UI for bulk print	30h