PDF Templates

JS-1

Requirement 1 : Invoice PDF

JCurve Solutions Limited would like to create the Invoice PDF template as per given layout

Our Solution

The requirement can be achieved by customizing the advanced PDF template of the invoice and that template can be applied to the preferred Invoice form. So the users can generate the print by clicking the standard print button from the invoice record. 

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

The “Angsana” font can be used for the content

Also a script needs to be deployed on save of the invoice, which will create the Invoice Total in Thai words and store it in a custom body field. This total in Thai words can be used on the print

The layout of the PDF will be designed as below

  • Headers will be displayed on every page.
  • The item body table can be considered as the Dynamic. So the table will end immediately after the item lines.
  • Summary section can be added immediately after the Item table.
  • Signature will be displayed on every page.
  • If there are multiple pages, the “Continue with next page” label needs to be added at the end of all the pages, except the last page.

Assumptions

  • 5 copies need to be generated per invoice. 1 Original and 4 copies of the same page size.
  • The header and footer section (actions 1-26 and  44 – 50) 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 Gable’s Netsuite account
  • Billing address can be populated from Invoice record
  • No need to show the Signature if the Invoice Status is Pending Approval, All other states, we can display the signature.
  • Image/Signature size will be in a proper/unique size

Risks

  • We can get data only from the current record and the next join record such as Subsidiary and Entity. If any data needs to be populated from record with more than one join/from item record, then that needs to be populated to a custom field on the corresponding transaction by sourcing or scripting 
  • 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

Requirement 2 : Credit Note PDF

J-curve would like to create the Credit Note (Credit Memo) PDF template as per given layout

Our Solution

The requirement can be achieved by customizing the advanced PDF template of the credit memo and that template can be applied to the preferred credit memo form. So the users can generate the print by clicking the standard print button from the credit memo record. 

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

The “Angsana” font can be used for the content

Also a script needs to be deployed on save of the credit memo, which will create the credit memo Total in Thai words and store it in a custom body field. This total in Thai words can be used on the print

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 items lines
  • Summary section can be added immediately after the Item table
  • Signature will be displayed on every page
  • If there are multiple pages, the “Continue with next page” label needs to be added at the end of all the pages, except the last page

Assumptions

  • 5 copies need to be generated per credit memo. 1 Original and 4 copies of the same page size.
  • The header and footer section (actions 1-23 and  44 – 49) 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 Gable’s Netsuite account
  • Billing address can be populated from Credit memo record
  • 31, and 32 content needed to be added only once after all the item lines with in the item table
  • Image/Signature size will be in a proper/unique size

Risks

  • We can get data only from the current record and the next join record such as Subsidiary and Entity. If any data needs to be populated from record with more than one join/from item record, then that needs to be populated to a custom field on the corresponding transaction by sourcing or scripting 
  • 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

Requirement 3 : Customer Payment PDF

J-curve would like to create the Receipt (Customer Payment) PDF template as per given layout
                                     

Our Solution

The requirement can be achieved by customizing the advanced PDF template of the Customer Payment and that template can be applied to the preferred Customer Payment form. So the users can generate the print by clicking the standard print button from the Customer Payment record. 

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

The “Angsana” font can be used for the content

Also a script needs to be deployed on save of the Customer Payment, which will create the Customer Payment Total in Thai words and store it in a custom body field. This total in Thai words can be used on the print

Assumptions

  • 2 copies need to be generated per Customer Payment. 1 Original and 1 copy of the same page size. The page size is A5 for both
  • The header and footer section (actions 1-11 and  22 – 25) 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 Gable’s Netsuite account
  • Billing address can be populated from Payment record
  • Image/Signature size will be in a proper/unique size

Risks

  • The item body table can be considered as the Dynamic. So the table will be end immediately after the items lines
  • The footer of this print can be fixed at a specific position on the page from the end of the page(This will not be relative to the item table)
  • We can get data only from the current record and the next join record such as Subsidiary and Entity. If any data needs to be populated from record with more than one join/from item record, then that needs to be populated to a custom field on the corresponding transaction by sourcing or scripting 

Requirement 4 : Purchase Order PDF

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

Our Solution

The requirement can be achieved by customizing the advanced PDF template of the Purchase Order and that template can be applied to the preferred Purchase Order form. So the users can generate the print by clicking the standard print button from the credit memo record. 

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

The “Angsana” font can be used for the content

Also a script needs to be deployed on save of the Purchase Order, which will create the Purchase Order Total in Thai words and store it in a custom body field. This total in Thai words can be used on the print

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 items lines
  • Summary section can be added immediately after the Item table
  • Signature will be displayed on every page
  • If there are multiple pages, the “Continue with next page” label needs to be added at the end of all the pages, except the last page

Assumptions

  • Only original copy is needed
  • The header and footer section (actions 1-23 and  43 – 51) 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 Gable’s Netsuite account
  • Billing address can be populated from purchase order record
  • 37 to 39, need to add 4 lines. One for Item with category is not Hardware or software, 2nd for Hardware Category Item, 3rd for software category item, last complete sub total

Risks

  • We can get data only from the current record and the next join record such as Subsidiary and Entity. If any data needs to be populated from record with more than one join/from item record, then that needs to be populated to a custom field on the corresponding transaction by sourcing or scripting 
  • 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

Requirement 5 : Delivery Order

We need to create the delivery order from the item fulfillment page as a pre-printed form.


Our Solution

The requirement can be achieved by customizing the standard advanced PDF template for item fulfillment. We can generate the printout from clicks on the standard print button from the item fulfillment record. The header (company logo and address fields) and footer section will be merged by the client after generating the printout. The fields will be sourced as per the file shared by the client.

Field Mapping

The layout of the PDF will be designed as below

  • Header will be displayed on every page
  • A specific number of lines will be fixed on every page on the Item table. 

Assumptions

  • The header section will be repeated on every page if the print has multiple pages.
  • The header (logo & address) and footer sections will merge by the client after the print generation.
  • The item line will be repeated based on the number of the lot/serial number from the item fulfillment.
  • If the lot/serial number has multiple lines, then the  item, description and QTY will be one line but all serial and lot will show all.
  • The date format should be in the format “DD/MM/YYYY”.
  • The amount format is comma-separated.
  • The Thai words will be provided by the client and we can hard code the Thai words in the printouts. 
  • 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 Gable’s Netsuite account.
  • If the item which does not fit in a single page, then the rest will be printed on the next page.

Risks

  • We can get data only from the current record and the next join record such as Subsidiary and Entity. If any data needs to be populated from record with more than one join/from item record, then that needs to be populated to a custom field on the corresponding transaction by sourcing or scripting 

Requirement 6 : Transfer PDF

We need to customize for printing the Inventory Adjustment as the transfer form.

Our Solution 

In the NetSuite standard, we are not able to generate the standard printout for the Inventory adjustment  record. This can be achieved by creating a script for adding a custom button named print transfer order in the inventory adjustment record for printing transfer form. When the user clicks the custom print button, the script will render the custom pdf template and will generate the corresponding printout. We need to create a custom template (XML file) for generating the corresponding transfer form printout.

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 items lines
  • Signature will be displayed on every page
  • If there are multiple pages, the “Continue with next page” label needs to be added at the end of all the pages, except the last page

Assumptions

  • We assume that all the custom fields are in the corresponding NetSuite account for sourcing. The souring will be based on the file shared by the client.
  • We can use XML files for rendering and files can be stored in the file cabinet.
  • The header and footer section (actions 1-19 and 34-39) will be repeated on every page if the print has multiple pages.
  • The date format should be in the format “DD/MM/YYYY”.
  • The amount format is comma-separated.
  • The Thai words will be provided by the client and we can hard code the Thai words in the printouts. 
  • The font style should be Angsana and the font size should be the same as the file provided by the client.
  • If the lot/serial number has multiple lines, then the  item, description and QTY will be one line but all serial and lot will show all.

Risks

  • We can get data only from the current record and the next join record such as Subsidiary and Entity. If any data needs to be populated from record with more than one join/from item record, then that needs to be populated to a custom field on the corresponding transaction by sourcing or scripting 

Requirement 7 : Cheque Print

We need to customize the advanced pdf template for printing the checks from the “ Print Checks & Forms” page.

Our Solution

The requirement can be achieved by customizing the standard Advanced PDF/HTML Template for the cheque with mentioned changes. We can update the template print size the same as the cheque paper and the standard cheque pepper dimensions are 8.00 in (Width) x 3.67 in (Height) and we can use the same. For the amount in words, we can create a custom field for storing the value in words using a standard formula, and from that, we can sourcing the value to the printout.

For printing the vendor payment in the form of the cheque, we need to consider the following in the bill payment record. We need to check the TO BE PRINTED checkbox as true and then it will be available for print from the following navigation Transaction > Management > Print cheque and forms. 

Field Mapping 

Assumptions

  • The logo and other details in the cheque will be merged by the client after the generation of the cheque print.
  • We will only generate the values in the printout without any layout.
  • The Thai words will be provided by the client and we can hard code the Thai words in the printouts. 
  • The print dimension will be the same as the standard cheque paper (8.00 in (Width) x 3.67 in (Height).
  • We can store the amount in words (English) in a custom field and from that, we can populate it to the printout.
  • The font style should be Angsana and the font size should be the same as the file provided by the client.
  • The date format should be in the format “DD/MM/YYYY”.
  • The amount format is comma-separated.

Risks

  • We can get data only from the current record and the next join record such as Subsidiary and Entity. If any data needs to be populated from record with more than one join/from item record, then that needs to be populated to a custom field on the corresponding transaction by sourcing or scripting

Leave a comment

Your email address will not be published. Required fields are marked *