Proposal Summary
Add a new button for quote/estimate records called “Download excel”. In that button’s action, the excel file must be downloaded in excel format. The file must be named in the format “document number.xls”
Requirements
The “PROFORMA INVOICE” excel is downloaded from the quote/estimate record. The excel mockup will look like this.
Our Solution
- In the view mode of the quote/estimate record, we’ll add a button.
- “Download Excel” is the name of the button. We’ll make an excel file using this button action. And the file will be named “Document Number.xls” when it is downloaded.
- The button will be display all the quote/estimate record.
- This mockup will be used to create an invoice excel file from the sales order.
Field mapping
| Excel field | NetSuite field |
| Body Field | |
| Date | Transaction Date of the sales order. (Field Id: trandate) |
| Invoice # | Document Number of the sales order. (Field Id: tranid) |
| BILL TO | Billing address |
| SHIP TO | Shipping address |
| Expires | Expires (Field id: duedate) |
| Terms | Terms (Field id: terms) |
| ATTENTION | ATTENTION (Field id: custbody_apc_attn) |
| Sales Rep | CREATED BY (Field id: custbody_apc_created_by) |
| Customer Ref # | CUSTOMER REF # (Field id: custbody_apc_cust_ref_num) |
| Shipping Method | SHIPPING METHOD (Field id: shipmethod) |
| Subtotal | Subtotal (Field id: subtotal) |
| Shipping Cost | SHIPPING COST (Field id: altshippingcost) |
| Taxe Total | TAX TOTAL (Field id: taxtotal) |
| discount | Only the discount is existed. |
| Total | TOTAL (Field id: total) |
| Sublist Field | |
| Line # | Line number in the item sublist. |
| RFQ Line # | RFQ REF # in the item sublist. |
| Item | Item name <br> item description |
| Quantity | Quantity in the item sublist. |
| Unit Price | Rate in the item sublist. |
| UOM | UOM in the item sublist. |
| Amount | Amount in the item sublist. |
| Delivery Date | Delivery in the item sublist. |
Assumption
- Images and barcodes will not be considered in the excel download.
- We have read a condition in the PDF. The conditions are listed below:
1. If the item is “MISC – QUOTE” the item name must come from “item 2” else the name-value will come from the item field.
2. The tax total label will be displayed “Tax Total (tax rate %)”.
3. There is a condition in the discount, If the discount rate ends with a percentage symbol, then we add the discount name with percentage symbol else we add the discount item name in summary. The discount item only displays the discount is available in the quote.