Magswitch would like to have new advanced PDF template – Proforma Invoice
Requirement
Magswitch wants a new Advanced PDF Template – Proforma Invoice. Template must be identical to the current Magswitch EU Invoice. The difference is in the some fields in the template.
Auto Population
Template Availability
Designated to Sales Order creation, so Warehouse can also print these themselves defaulted to Subsidiary. Information is pulled from the Sales Order. New print option in drop down, called MTE – Proforma Inv
Layout same as current Adv Template
Our Solution
The new advanced PDF template can be created in Netsuite as per identical to current Magswitch EU Invoice.
The header section will be modified as per the following image
And all other details will be same as of current MTE invoice PDF
Since we cannot include an additional option in Print drop down, a new button “MTE – Proforma Inv” will be placed in the MTE Sales Order form to create the Proforma Invoice.
Risk
- Adding a new to the Print dropdown menu is not possible. Instead of that, either
- We can add an additional button
or
- An option can be added to the Action Menu. However this will be available only in edit mode. So the user has to edit the SO to generate the print.
or
- We will have to use a separate SO form. So the user can create the proforma Invoice by changing the form and using the ‘print’ button in that dropdown menu
So here we have proposed to add an additional button.
- The print Layout, design , and the font will be the same as the MTE invoice PDF. We will consider only the Standard VAT template(with current Tax percentage 0, 7, & 19%)
Time
| Task | Time Required |
| Analysis | .5 Hour |
| PDF Template Creation | 2 Hours |
| Script to add button and to generate Print in proposed layout on button click | 2 Hours |
| Testing | 1 Hours |
| Deployment & Documentation | .5 Hour |
| Total | 6 Hours |