The client would like to create a consolidated packing slip in NetSuite based on the item fulfillment created through multiple sales orders.
Proposal Summary
This proposal outlines a comprehensive solution creating consolidated packing slip pdf and consolidated invoice pdf using the data of multiple item fulfillments in NetSuite.
MynTahl Corporation aims to streamline its process by consolidating packing slips pdf and invoice pdf in NetSuite. This entails creating and integrating a solution that improves the efficiency of generating consolidated packing slip PDFs and invoice PDF. The primary objective is to leverage technology to automate the generation and delivery, contributing to a more seamless and timely transaction management within the organization.
Prerequisites:
- We will create a custom record named “CONSOLIDATED FULFILLMENT RECORD ” in NetSuite which will store the details of multiple item fulfillments.
Deliverables
To implement this feature in NetSuite, we will design a customized solution tailored to our specific requirements. Our initial step involves the creation of a custom user interface page within the NetSuite account, this page will list all the existing item fulfillments. This custom page will incorporate various filters such as customer, date, ship method,location, currency,and shipping point, enabling the user to filter item fulfillments accordingly. Based on the applied filters, the item fulfillments will be displayed on the custom page. Users can then select specific item fulfillments (by checking the checkbox) from the list and on clicking the “CREATE CONSOLIDATED PRINT RECORD” button we will be re-directed to “CONSOLIDATED FULFILLMENT RECORD”, where we can see the list of item fulfillments that we have choosen for creating the consolidated packing slip pdf and consolidated invoice pdf.In the “CONSOLIDATED FULFILLMENT RECORD” there will be two buttons,one for printing the consolidated packing slip and the other for printing the consolidated invoice.On clicking the Print buttons on the “CONSOLIDATED FULFILLMENT RECORD” the pdf will be generated accordingly.
Consolidated Packing Slip And Invoice Print
- We will be create a custom page for displaying the item fulfillment records for the consolidated print .
- The page contains filters that allow filtering the itemfulfillments in this page.
- User can select the required item fulfillments for generating consolidated print.
- After selecting the required item fulfillments, user need to be click a button named “Create Consolidated Print Record”.
- On the button click, we will create a custom record named “CONSOLIDATED FULFILLMENT RECORD” in the backend with the details of selected item fulfillments and those item fulfillments will be removed from the custom page.
- The “CONSOLIDATED FULFILLMENT RECORD” can be used to store the details of item fulfillments used for printing the consolidated packing slip pdf and consolidated invoice pdf.
- On the successful creation of the custom record, we will open that custom record in new window.In that custom record we will display two buttons. One button for printing the consolidated packing slip and another for printing the consolidated invoice.
- On clicking the “Print Consolidated Packing Slip” consolidated packing slip pdf will be generated for the selected item fulfillments.
- Simillarly, on clicking the “Print Consolidated Invoice”, the consolidated invoice print will be generated based on the invoices
- corresponding to the item fulfillments selected in the custom page.
Note:
- All the filters in the custom page will be set as mandatory. The user will redirected to the “CONSOLIDATED FULFILLMENT RECORD” only if all those filters are choosen correctly.
- The Ship to and Bill to address in the pdf are populated from the default billing and default shipping address of the customer record.
- Document number of the consolidated packing slip pdf and consolidated invoice pdf will be the document number of the custom record.
- The document number of the custom record will be unique and differ from the document number of the item fulfillment and invoice.
- We will attach custom record(“CONSOLIDATED FULFILLMENT RECORD”) link on the related item fulfillments.
- Individual item fulfillments and invoices should be generated prior to the creation of consolidated packing slip pdf and consolidated invoice pdf.
- The pictures used in the proposal are for demonstrations (It depicts the records and pages that we will be using in the development) which will be updated during the development phase.
- The custom record, “CONSOLIDATED FULFILLMENT RECORD” will be used for view purposes only. It does not have operational/accounting impact.
- Any modifications to the item fulfillment or invoice records will be reflected in the subsequent printout if those fields are used in the PDF .
- Pdf will be generated as per the mock up provided.
- Every item line within the item fulfillment, even if they consist of the same item, will be included in both the packing slip PDF and invoice PDF as an individual line. we will not group item lines in the PDF based on the item.
- There won’t be any seperation between item lines in the packing slip PDF or invoice PDF to signify their association with different item fulfillments.
Assumptions
- We will not display item fulfillments created before 6 months for the consolidated packing slip and invoice print generation.
- We assume that item fulfillment and invoice are already created in the account.
Risks
- If there are a large number of item fulfillment records with many items attached, there can be a delay after clicking the button while rendering the ‘Consolidated Packing slip’ pdf and consolidated invoice print.
- The maximum size that a pdf can have been 10 mb. The pdf will not be generated if the size exceeds this limit.
- No pagination will be applied to the custom page.