Proposal Summary
Al-Garawi Group would like to have an option to create Proforma Invoice from Estimate(Quote) record to submit to the customer
Requirement
Al-Garawi Group wants a new Advanced PDF Template – Proforma Invoice. Template must be identical to the Al Garawi Quote PDF/HTML Proposal 2 quote PDF. The further layout changes will be done by Al-Garawi team by updating the template
Our Solution
Prerequisites
- An additional Estimate form needs to be created for implementing the proposed solution
Description
The new advanced PDF template can be created in Netsuite by copying the Quote template Al Garawi Quote PDF/HTML Proposal 2
Then the additional Print option can be included in the Estimate record, by adding a new button “Proforma Invoice”. Upon button click, script will generate the PDF by using the copied version of the Template.
Risk
- J&J will not make any updates to the PDF template. So the template layout and content updates has to be done by Al Garawi team
Since it is a Quote template, the data captured will be from the Estimate record.