Proposal Summary
Magswitch would like to have new advanced PDF template – Commercial Invoice
Requirement
Magswitch wants a new Advanced PDF template – Commercial Invoice.
Auto-Population
Shipping from needs to populate dynamic from the field below
Will Remove Discount, freight from the layout
Template Availability
Template availability on Sales order. Also the same button should be available in “item fulfilment” the USA Warehouse only uses the Item Fulfilment window, not both Sales Order then Item fulfillment (like MTE)
Layout
Our Solution
The new Advanced PDF template – Commercial Invoice can be created in Netsuite using standard features.
The Auto Population and the layout can be done as per the requirement.
Since we cannot include an additional option in Print drop down, a new button “Comm. Inv” will be placed in both MAC, MTI, and MTWW Sales Order form and in Item Fulfillment to create the Commercial Invoice.
Additional Notes
- Shipping from can be populated dynamically from the Ship From field
- Discount, freight will not be considered in the layout
- Regarding the Button on IF, the Print will be the same as the PDF that is generated from SO. That means we just include an additional option to take the print also from the related IF, since the warehouse does not have permission to SO. We will not consider any data from the specific IF
- There will not be any data on the footer. All the remaining content will be added as the body content
Risk
- Adding a new to the Print dropdown menu is not possible. Instead of that, either
- We can add an additional button
or
- An option can be added to the Action Menu. However this will be available only in edit mode. So the user has to edit the SO to generate the print.
or
- We will have to use a separate SO form. So the user can create the proforma Invoice by changing the form and using the ‘print’ button in that dropdown menu
So here we have proposed to add an additional button.
- Commercial Invoice Template will be completely the same for all subsidiaries(MAC, MTI and MTWW) except the PDF header on the top.
- Same template, just different Subsidiary details, eg. Bank details, name, etc.
Time
| Task | Time Required |
| Analysis | 1.5 Hour |
| PDF Template Creation | 8 Hours |
| Script to add button and to generate Print in proposed layout on button click | 3 Hours |
| Testing | 2 Hours |
| Deployment & Documentation | 1.5 Hour |
| Total | 16 Hours |