The proposal details the new updates that should be done on the invoice grouping PDF. 

Requirement 

Following are the requirements that need to developed:

•  Create a template where the discount line is shown but in the correct section. Clients should have two options for the invoice printing.One is discount amount is added into the the original item line so that discount line is not required in the PDF(already developed) and the other is discount line should be shown in the correct section 
•  Can individual (non consolidated) invoices not have the ‘Estimate customer column’” 
• Can the ‘Estimate Customer’ in the consolidated invoice not have the account code and just have the name
• Unit Price – this field is currently sourced from Rate transaction line field, which shows total amount. However, this field should be sourced from the Amount transaction line field and show discounted value.
• Quantity – currently quantity is sourced from the transaction line quantity field, which is a calculated field and divides quantity on an estimate by period on billing schedule. However, COM would like to see the original quantity from the estimate. See an example of required invoice lines below:  Could you please create a new invoice item line field for SF Quantity and source quantity from estimate to this new invoice field and then source the PDF Quantity field from this SF Quantity field instead of the standard NetSuite Qty?  

Our Solution

Clients should have two options for the grouped invoice PDF. They are:

•  discount amount is added into the the original item line so that discount line is not required in the PDF – Current version which is already implemented in SB1
• discount line should be shown in the correct section – Need to implement 

We will be creating a new template for the invoice PDF showing the Discount lines in the correct order. The order should be the same as in the original invoice record. The initial version of the PDF should be the current Invoice Grouping PDF. PDF should be printed in the correct order as per in the invoice record which should include the item lines and discount item lines.

For the individual invoices, the Estimate Customer column should be avoided in the PDF. We can differentiate the consolidated and non consolidated invoices based on a field called Grouped Sales Order(internal id: custbody_grouped_sales_order). If the field is checked then the order is consolidated and if it is not checked then the order is non-consolidated. The condition can be embedded into the PDF code so that the same PDF can be used for both the consolidated and non-consolidated invoices.

We can trim out the Customer code from the Estimate Customer column in the PDF. Only the name should appear in the column. This needs to be done on both versions of invoice PDF layout. 

Unit Price of the item lines should be sourced from the Amount transaction line field and show discounted value.

Currently it is sourced from the Rate transaction line field and this needs to be changed and nowards it should be from the amount field. 

Quantity of the item should be the original quantity in the Estimate record. For that first need to create a new column field called SF Quantity. This column field should be available in the Estimate , Sales Order and Invoice Record. Current Estimate script should automatically populate the  SF Quantity field value from the original Quantity field. The sales order script also needs to be updated to populate the original estimate into the sales order item lines. The invoice grouping PDf should use the  SF Quantity column field to show the quantity in the PDF. 

The new unit price and Quantity setup should be available in the both versions of the invoice Grouping PDF. 

Assumptions

• Initial version of the new PDF code should be the current version of the Invoice grouping code.
• Updating the current script won’t affect the current work.
• Templates of two versions need to be developed for invoice grouping PDF. 

Risks 

• Development for the new version of the template(showing discount lines) has some risks involved.

Total Efforts: 18hr