GIS_Document Printing for Sales Transaction Version 4.1 – Estimation (Quotation)

Requirement 1: Estimate Include Vat for CSD   

J-curve would like to create the Estimate PDF template as per given layout 

Our Solution 

The requirement can be achieved by creating a script for adding a custom button named CSD – Estimate (Include VAT) in the Estimate. When the user clicks the custom button then PDF will be generated. 

Field Mapping can be followed as per the given mapping file.  

The “Angsana” font can be used for the content 

The layout of the PDF will be designed as below 

• Header will be displayed on every page 
• The item body table can be considered as the Dynamic. So, the table will be end immediately after the item’s lines 
• Summary section can be added immediately after the Item table 

• Signature will be displayed on every page  

The contract document will be appended after the Estimate print. 

Assumptions 

• The page size is A4 
• The header and footer section (actions 7-11, 16-21, and 54-56) will be repeated on every page if the print has multiple pages 
• The amount format is comma-separated. 
• The Thai words/Labels will be provided by the JCurve Solutions Limited and we can hard code the Thai labels in the print. 
• The font style should be Angsana and the font size should be the same as the file provided by the client. 

• The field sourcing will be done based on the file that is provided by the client and we assume all the fields are available in Netsuite account 
• The field mapping 52 & 53 is under the Pending Mapping as per the mapping document shared. So, the value of those fields can be set as empty. 
• Project is considering from the first line 

Risks 

• If document has more than 1 page, Total will show only in the last page 
• The item table will end immediately after the item lines and will begin the summary table (29-51) 
• The contents in the summary part (29-53) will be broken into multiple page due to long content availability. The summary section will be split as follows 

• 30-37,29 
• 38 – 43 

• 44-53 

• The contract document will be appended after the Estimate print. We can add a contract document PDF from the File Cabinet into Estimate print. This contract file will be same for all Estimate print. If you want to change this file in future, then replace the current PDF file with new one (File format should be in PDF format). 

Requirement 2: Estimate Exclude Vat for CSD 

J-curve would like to create the Estimate PDF template as per given layout 

Our Solution 

The requirement can be achieved by creating a script for adding a custom button named CSD – Estimate (Exclude VAT) in the Estimate. When the user clicks the custom button then PDF will be generated. 

Field Mapping can be followed as per the given mapping file.  

The “Angsana” font can be used for the content 

• The layout of the PDF will be designed as below 
• Header will be displayed on every page 

• The item body table can be considered as the Dynamic. So, the table will be end immediately after the item’s lines 
• Summary section can be added immediately after the Item table 
• Signature will be displayed on every page  

The contract document will be appended after the Estimate print. 

Assumptions 

• The page size is A4 
• The header and footer section (actions 7-11, 16-21 and 53-55) will be repeated on every page if the print has multiple pages 
• The amount format is comma-separated. 
• The Thai words/Labels will be provided by the JCurve Solutions Limited and we can hard code the Thai labels in the print. 

• The font style should be Angsana and the font size should be the same as the file provided by the client. 
• The field sourcing will be done based on the file that is provided by the client and we assume all the fields are available in NetSuite account 
• The field mapping 51 & 52 is under the Pending Mapping as per the mapping document shared. So, the value of those fields can be set as empty. 
• Project is considering from the first line 

Risks 

• If document has more than 1 page, Total will show only in the last page 
• The item table will end immediately after the item lines and will begin the summary table (29-52) 
• The contents in the summary part (29-52) will be broken into multiple page due to long content availability. The summary section will be split as follows 

• 29 – 36 

• 37 – 42 
• 43-52 

• The contract document will be appended after the Estimate print. We can add a contract document PDF from the File Cabinet into Estimate print. This contract file will be same for all Estimate print. If you want to change this file in future, then replace the current PDF file with new one (File format should be in PDF format). 

Requirement 3: Estimate Include Vat 

J-curve would like to create the Estimate PDF template as per given layout 

Our Solution 

The requirement can be achieved by creating a script for adding a custom button named Estimate (Include VAT) in the Estimate. When the user clicks the custom button then PDF will be generated. 

Field Mapping can be followed as per the given mapping file.  

The “Angsana” font can be used for the content 

• The layout of the PDF will be designed as below 
• Header will be displayed on every page 
• The item body table can be considered as the Dynamic. So, the table will be end immediately after the item’s lines 

• Summary section can be added immediately after the Item table 
• Signature will be displayed on every page  

Assumptions 

• The page size is A4 

• The header and footer section (actions 7-11, 16-21 and 54-56) will be repeated on every page if the print has multiple pages 
• The amount format is comma-separated. 
• The Thai words/Labels will be provided by the JCurve Solutions Limited and we can hard code the Thai labels in the print. 
• The font style should be Angsana and the font size should be the same as the file provided by the client. 
• The field sourcing will be done based on the file that is provided by the client and we assume all the fields are available in Netsuite account 

• The field mapping 52 & 53 is under the Pending Mapping as per the mapping document shared. So, the value of those fields can be set as empty. 
• Project is considering from the first line 

Risks 

• If document has more than 1 page, Total will show only in the last page 

• The item table will end immediately after the item lines and will begin the summary table (29-53) 
• The contents in the summary part (29-53) will be broken into multiple page due to long content availability. The summary section will be split as follows 

• 30-37, 29 
• 38 – 43 
• 44-53 

Requirement 4: Estimate Exclude Vat  

J-curve would like to create the Estimate PDF template as per given layout 

Our Solution 

The requirement can be achieved by creating a script for adding a custom button named Estimate (Exclude VAT) in the Estimate. When the user clicks the custom button then PDF will be generated. 

Field Mapping can be followed as per the given mapping file.  

The “Angsana” font can be used for the content 

• The layout of the PDF will be designed as below 

• Header will be displayed on every page 
• The item body table can be considered as the Dynamic. So, the table will be end immediately after the item’s lines 
• Summary section can be added immediately after the Item table 
• Signature will be displayed on every page  

Assumptions 

• The page size is A4 
• The header and footer section (actions 7-11, 16-21 and 53-55) will be repeated on every page if the print has multiple pages 
• The amount format is comma-separated. 
• The Thai words/Labels will be provided by the JCurve Solutions Limited and we can hard code the Thai labels in the print. 

• The font style should be Angsana and the font size should be the same as the file provided by the client. 
• The field sourcing will be done based on the file that is provided by the client and we assume all the fields are available in Netsuite account 
• The field mapping 51 & 52 is under the Pending Mapping as per the mapping document shared. So, the value of those fields can be set as empty. 
• Project is considering from the first line 

Risks 

• If document has more than 1 page, Total will show only in the last page 
• The item table will end immediately after the item lines and will begin the summary table (29-52) 
• The contents in the summary part (29-52) will be broken into multiple page due to long content availability. The summary section will be split as follows 

• 29 – 36 

• 37 – 42 
• 43-52