Proposal summary
This proposal covers the scope of the PDF for Vendor Return Authorization.
Requirement
Power Utility Products Co would like to prepare a PDF for Vendor Return Authorization and that needs to be sent to the vendor.
Our Solution
The requirement can be achieved by creating a PDF template for Vendor Return Authorization. A Button “VRMA PRINT & EMAIL” will be added on the Vendor Return Authorization record using script. Upon clicking on the button, it will generate the PDF of Vendor Return Authorization by using the custom template and also it will send an email by attaching this PDF to the vendor.
The Sample mockup is attached.
Will create an Email Template as follows and that will be used to send the email.
FROM
Current User
TO
Taken from email field (E-mail field of Vendor Record)
SUBJECT
Power Utility Products Company: Vendor Return Authorization #VRMA No.
MESSAGE
Hi –
Please see the attached VRMA.
Thank you
PUPCO – Purchasing Team
Risks
- If the vendor email address is not specified in the vendor record, then it will only print the Vendor Return Authorization, and will not send the email.