This proposal covers the scope of customizing the packing slip PDF. This proposal also covers the engagement scope of Jobin and Jismi It Services LLP, as official implementation partner Of Oracle NetSuite.
Requirement
Client would like to implement customizations in packing slip PDF.
Client have shared the Bunning packing slip as reference for the fields to be required in the PDF. Note that the field labels should be the same as that in the bunnings packing slip.
The standard PDF used for the packing slip generation is shown below:
Our Solution
Field customization
We will be creating a custom field called “Invoice ID” in the Fulfilment record. The invoice ID field value will be updated with the latest invoice number.
“Print Bunnings Packing Slip” Button in Invoice record
We will be implementing a custom button “Print Bunnings Packing Slip” in the invoice record. When the user clicks on the button, the packing slip will be printed irrespective of the forms. The script will be checking the latest item fulfillment record with shipped status and taking the details and fields from the item fulfilment record.
Invoice ID Custom Field Update
Whenever the invoice record is created, we will be implementing a script to update the invoice ID field in the item fulfillment record. The document number of the invoice record will be updated in the “invoice ID” field in the item fulfilment record. We will be considering the latest item fulfilment(shipped status) with same sales order number and related PO# number.
Packing slip PDF Customization
Create an advanced PDF template and design a template in the following design:
Barcode Requirements
• Unique scannable printed Barcode must be present
• Barcode to represent a concatenation of the Purchase Order and Delivery number
• Must be Code 128 (wide) compliant
• Dimensions as follows:
- Length – 70mm (min) – 85mm (max)
- Height – 11mm (min) – 13mm (max)
• Application identifiers:
- (400) Bunnings Purchase Order Number
- (90) Supplier Delivery Document Number – invoice document number in Netsuite
Note:
- Barcode will be present in the packing slip only if the invoice ID field value is updated with the script
- The brackets for the Application Identifiers are encoded into the barcode
Barcode Sample
- Remove the text “Furtex Limited” under the furtex logo
- Make alignments proper for making UI more attractive
- Include the page number of the PDF in bottom of the page
- Disclaimer field will be updated based on the subsidiary
- Item description will be restricted to 50 characters
- Layout will be portrait view
Field mapping are provided as below:
| Field in the packing slip PDF | Netsuite Field |
| Barcode | As mentioned above |
| Ship To | Shipping address in the IF |
| Purchase Order | Related PO# field in the SPS subtab |
| Delivery Docket | Invoice document number |
| Delivery date | Transaction date in the item fulfilment number |
| Order Date | Transaction date in the item fulfilment number |
| Ship Date | Date in the item fulfillment |
| PO# | Related PO# field in SPS subtab |
| Appro Order | Appro Order checkbox in the item fulfilment |
| Ecommerce | Ecommerce checkbox in the item fulfilment |
| Picker | Picker in the item fulfilment record |
| Custom Number | Customer Id (in the customer record) |
| Item Code | Item field in the item tab |
| Description | Description field in the item tab |
| Units | Units field in the item tab |
| Shipped | Quantity in the item tab |
| BPN | BPN in the item line level field |
Assumptions
- Sales order number and PO# field will not empty in the item fulfilment record and unique identifier to identify the invoice record
Risk
- We will be updating the invoice ID field value in the latest item fulfilment created with shipped status. Suppose the user created the second item fulfilment record and then they created the invoice for the first item fulfilment record, then the update in the Invoice ID field will be mistaken
- Invoice ID field will not be get updated in the existing item fulfilment records
Time
Estimate Hours: 18 Hours