This proposal covers the scope of Invoice PDF Customization. This proposal also covers the engagement scope of Jobin and Jismi, as official implementation partner Of Oracle NetSuite.
Proposal Summary
This proposal summarizes the functionality for the customization of invoice PDF template.
Requirement
FinThrive needs to customize their invoice template. We’ll also need to provide details on any custom fields required for the same. FinThrive plans to upload an Excel file to NetSuite to create invoices and customized invoice template should be created for these invoices. Template should have the following design.
• We will display the line level items as sections based on their category.
• We will create a custom form for invoices, and the custom invoice pdf will be applied on the custom form.
• We will create CSV import field mapping for invoice record creation in NetSuite.
Assumption
• We will follow the given field mapping provided in the excel file
Header level field mapping
| Remittance Address | FinThrive Healthcare Inc. P.O. Box 736990 Dallas TX 75373-6990 |
| Customer Id | Subscriber Id |
| Invoice Date | Invoice Created Date |
| Invoice Page | Page number |
| Invoice For | Customer Address |
| Business | Nthrive Client # |
| Parent | Parent company |
Line level field mapping
| Code | Item Name/ Number |
| Description | Item description |
| Quantity | Item Quantity |
| Unit Price | Item’s unit price |
| Amount | Amount |
• FinThrive will be provide the image of “TransUnion” watermark displayed in the given design.
• For displaying the items as section vise, FinThrive will provide a flag on line level to identify the sections.
• As per the meeting discussions, FinThrive didn’t set up the invoice form and fields. We assume that we should create the following custom fields on invoice record
– Segment
– Org_Id
– First five invoice characteristics.
– Cmpnt Prdt Dsc
-Solut Cmpnt Units
-Category (Required to identify the section of the item to invoice pdf)
• We will use the following mapping for the CSV import,
| FIELDS FROM EXCEL | NETSUITE INVOICE RECORD FIELDS | |
| Segment | Create custom field | |
| Org_Id | Create custom field | |
| Subscriber ID | Subscriber ID | |
| Subscriber Name | Company Name | |
| InvoiceLeading0s | Invoice # | |
| Product Code | Item | |
| First 5 Invoice Characteristics | Create custom field | |
| Cmpnt Prdt Dsc | Create custom field | |
| Product Name | Description | |
| Total Units | Quantity | |
| Solut Cmpnt Units | Create custom field | |
| Revenue+Tax | Amount | |
| Category | Create custom field |