Netsuite Form Project Proposal

Proposal summary

OX Tools USA would like to include an option for two forms & one barcode label that will need to be printed off of the item fulfillment in bulk from a custom page, In a Predefined Layout.

Requirement

OX Tools USA would like to create a custom page for printing three forms.

Our Solution

  • A custom page need to be developed under Transactions “Bulk Print Page” 
  • In the page we will add fields and buttons
  1. Status: Picked, Packed, Shipped
  2. Date Range: From , To date fields. This refers to the transaction creation date range
  3. Customer Name
  4. Mark All and Unmark All buttons.
  5. 3 other buttons for Item fulfillment & barcode printing option
  • The number of IFs in the print document will be based on the number of IFs selected in each pagination (roughly around 50 to 100).

Assumptions

  • The order type is only Item Fulfillment. As the purpose of this custom page is mainly for generating print related to IF
  • Only IFs of Open US-based SO will only be listed
  • We haven’t considered any role level permission to access this custom page

Risks 

  • The number of orders listed on the first page and successive pages will be confirmed later checking the script execution limit.

Requirement 

OX Tools USA would like to create a print for US-based Item fulfilments as shown below:

Our Solution

Prerequisites

  • Logo and images should be provided by OX tools USA

Description

  • The requirement can be achieved by adding a button called “VPXD PDF” on the above proposed custom page for IF. 
  • Users will select the IFs from the list in the custom page and should click the “VPXD PDF” button. The script will generate the pdf in the below layout format on the button click.
  • The page size is Size 8.5” x 11” (Letter Size). 
  • Will generate one document for each button click(PDF of multiple IFs will be included in the same file if the user selected multiple IFs).

Field Mapping:

Labels Netsuite Field
Lowe’s RDC LocationLowes “Ship To” RDC Number (Field ID : custbody32)
Store #Lowes Final Destination Store Number (Field ID : custbody33)
P.O. #CUSTOMER PO NO: field from related  Sales order (Field ID : otherrefnum) 
Pallet Count: # _______ of ________Pallet Information Tab On IF 
Vendor NameFixed value of “OX Group USA – Charlton Stevens”
Vendor ContactFixed Value of “(585) 613-2150”
Date At BottomTodays Month/Year
  • The number of IFs in the print document will be based on the number of IFs selected in each pagination.
  • The Pallet Count: # _______ of ________ will have more than one pair of values. So this print will have multiple pages for the same IF. 

Assumptions

  • The print has multiple pages with mapping provided for the given layout.
  • The Pallet Count: # _______ of ________ considered to have more than one pair of values for one IF. So for the same IF multiple pages generated with only change in the Pallet Count# value.
  • The number of IFs in the print document is based on the number of IFs selected in each pagination.
  • The page size is 8.5” x 11”.

Risks 

  • PDF creation will be delayed based on the number of transaction be to be processed
  • Here we proposed a custom button to create the provided print. The new layout can be taken from the print button option only.

Requirement 

OX Tools USA would like to create a print for Packing Slip as shown below:

Our Solution

Description

  • The requirement can be achieved by adding a button called “LPS PDF”  on the above proposed custom page for IF. 
  • Users will select the IFs from the list in the custom page and should click the “LPS PDF” button. The script will generate the pdf in the below layout format on the button click. 
  • The page size is Size 8.5” x 11” (Letter Size). 
  • Will generate one document for each button click(PDF of multiple IFs will be included in the same file if the user selected multiple IFs).
  • The alignment of the item table should match with the alignment of the table above it. So we have to expand the width towards the right side.

Field Mapping:

Labels Netsuite Field
TitleLowe’s Purchase Order
EDI Receiver ID:Remove this line from the header
Company name:OX GROUP USA – WF
Vendor Number: SHIP FROM VBU (Field ID:cutbody36)
Purchase Order NumberCUSTOMER PO NUMBER (field id: custbody_ozlink_purchaseorder) in IF
Ship ToSHIP TO ADDRESS field (Field ID: shipaddress)
Delivery : PH#PHONE(Field ID: custbody_phone)
if it is empty then,

PHONE DELIVERY PHONE NUMBER field (Field ID: custbody55)
Final Destination Store # :FINAL DESTINATION STORE NUMBER (Field ID: custbody33)
Date :Date (Field ID: trandate)
Reference :REF. NO. (Field ID: tranid)
GS# :Remove this line from the header
Truck Load Number :TRUCKLOAD REFERENCE NUMBER(Field ID: custbody34)
Req Ship DateREQUESTED SHIP DATE (Field ID: shipdate) from related SO.

Need to populate this field in IF
Req Delivery DateREQUESTED DELIVERY DATE (Field ID: custbodyeta) from related SO.

Need to populate this field in IF
Buyer NameREPLENISHMENT SPECIALIST NAME (Field ID:custbody45)
Method of PaymentSHIPPING CARRIER (Field ID: shipmethod)
Carrier NameShipping Carrier (Field ID: custbody_ctl_carrier)
Carrier IDSHIPPING CARRIER SCAC field (Field ID: custbody37)
Line #:Item Line Numbers
Dept #:DEPARTMENT NUMBER (Field ID: custbody43)
Dept ID: DEPARTMENT NAME (Field ID: custbody44)
Item # :LOWE’S ITEM NUMBER in the item table of IF
Description:DESCRIPTIONVendor model : Item name in the item table
Quantity :QUANTITY of item
Unit :UNIT

Assumptions

  • The print will follow the field mapping for the provided layout with a page size of 8.5” x 11” (Letter size).
  • The header area consists of – Title, Company name. And for the footer, we will add the page number.
  • Full width can b used on the Item Table

Risks 

  • PDF creation will be delayed based on the number of transaction be to be processed
  • Here we proposed a custom button to create the provided print. The new layout can be taken from this print button option within the custom page.

Requirement 

OX Tools USA would like to create a label print for US Item Fulfillments as shown below:

Our Solution

  • The requirement can be achieved by adding a button called “LABEL PDF” on the above proposed custom page. 
  • Users can select the IFs from the list in the custom page and should click the “LABEL PDF” button. 
  • The script will generate the pdf of the item label for IF, in the below layout format on the button click. 
  • Will generate one document for each button click(PDF of multiple IFs will be included in the same file if the user selected multiple IFs).
  • The label fits onto a label size of 4” x 6”. 

Field Mapping:

Labels Netsuite Field
Title107308 – OX TOOLS USA
Model NumberITEM CODE field (Field ID : itemid)
Barcode barcode of the Outer Carton Barcode (Field ID : custitem10)
Barcode numberbarcode number will be the numeric value of the Outer Carton Barcode (Field ID : custitem10)
Add one more line of info called “Carton Quantity: 10pcs”.Field name: OUTER CTN QTY(Field ID : custitem9)
The Lowes Item #:(Field ID : custitem139)

Assumptions

  • The item label will not be repeated based on the quantity. So there will be only one label for each item in each IF. And the items for all the selected IF in the first page listed in the custom page will be printed in sequence.

Risks 

  • Here we proposed a custom button to create the provided print. As the advanced pdf template has limitations in bringing custom fields datas.

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