Proposal Summary
This proposal describes a comprehensive plan for updating the Invoice PDF template. The proposed changes are designed to align with the client’s requirements.
The scope and the provided estimate are based on the anticipation, expectation, and understanding through our discussions and email. If the scope change/additional feature development identified during actual development, they will be treated as change request.
Requirement
- The client aims to update the Invoice PDF template in their NetSuite Account.
- The first requirement is to add a status field at the top right of the PDF form. This field should hold the status value of the Invoice record.
- The second requirement is, at the bottom of the invoice, a field should be added to reference payments made. For example: Amex *6606 7/1/2024 -$6,140.10 (this would be below the total and above the amount due). This information should be pulled from the related customer deposit record.
Statement of Work (SOW)
The implementer will apply the customization to the transaction “Invoice”.
Custom Field Creation:
The implementer will create custom field Status, Customer Deposit Amount and Customer Deposit Amount Label in the “RSP Supply – Invoice” form.
Forms Customization:
The implementer will customize the available transaction forms to display the created custom fields in the form “RSP Supply – Invoice”.
Scripts Implementation:
The implementer will implement a user event script in the Invoice record.
User Event Script Functionality:
- It will function in create and edit modes of transactions record.
- The Status value to the Status field will be get from the Invoice record Status. Set the status value in thecustom Status field.
- The Customer Deposit Amount field will be set with the total customer deposit amount applied to the Invoice record.
- The Customer Deposit Amount Label field will be set with the label required from client end.
Scope Limitations
- We will display the status of the invoice in the Invoice PDF.
- The Customer Deposit Amount will be displayed between the “Total” and “Amount Due” rows in the Invoice PDF.
- We will create the custom fields in the “RSP Supply – Invoice” form: “Status”, “Customer Deposit Amount”, “Customer Deposit Label”.
- If only one customer deposit is applied to the Invoice record, the Customer Deposit Label in the Invoice PDF will be populated from the “Customer Deposit Label” field. We can populate the value to the “Customer Deposit Label” field using scripting. Eg: Amex *6606 7/1/2024
- If multiple customer deposits are applied to one Invoice record, the total amount of all customer deposits will be summed and set in the “Customer Deposit Amount” field.
- Using the advanced PDF template “Custom Invoice PDF/HTML Template RSP-254,” we will include the total customer deposit amount in the Invoice PDF.
- When multiple customer deposits are attached to an Invoice record, the label for the Customer Deposit Amount should reflect the total amount of all customer deposits applied.
- We had a query “What needs to be the label for Customer deposit amount if multiple Customer deposit is attached in Invoice record?
Prerequisite:
The client should provide a mapping of the label Amex *6606 7/1/2024 for including the Customer Deposit Amount. Our assumptions related to the mapping are included in the Estimate Assumptions Part.
Estimated Effort
Phases Deliverables Time
Phase 1 Completion of development in NetSuite Production 21 Hours
Total 21 hours
Estimate assumptions
- We assume the mapping to the label “Amex *6606 7/1/2024” will be like Amex is taken from the Payment Method in the Customer Deposit record. Amex will be the abbreviation for American Express.
- As per our assumption *6606 part will be the end of the Credit Card number. And this field can be fetched from the CREDIT CARD # field in the Customer Deposit record.
- As per our assumption 7/1/2024 part will be the date in the Customer Deposit record.
- But if there are multiple customer deposit are attached in one Invoice record, we assume sum of the customer deposits applied in the record needs to be shown between Total and Amount Due. During this time what needs to be the label of the Customer Deposit Amount.
- The implementer expects the client to sign off or report bugs within 7 days of UAT submission in Sandbox. If no feedback is received or approved for production deployment, the work will be considered approved, and an invoice for 46 hours will be issued.
Validity of this proposal
7 days from the date of submission.