Proposal summary
This proposal covers the scope of the PDF for Supplier Return Authorization to send to the Supplier.
Requirement
Astro Hospitality New Zealand would like to prepare a PDF for Supplier Return Authorization and there needs an option to send that to the Supplier.
Our Solution
The requirement can be achieved by creating a PDF template for Supplier Return Authorization. The buttons VRMA PRINT and VRMA EMAIL will be added to the Vendor Return Authorization record using script.
Upon clicking on the button VRMA PRINT, it will generate the PDF of Supplier Return Authorization by using the custom template and clicking upon the button VRMA EMAIL, it will pop up to open an email widget by attaching the generated PDF, also set by the Recipient and Recipient Email Address. Users can add additional messages or attachments and clicking Upon Merge & Send Button email will be sent to the Supplier.
The sample mockup attached
Field Mapping
| PDF Mockup Fields | Netsuite Field Id |
| Supplier | billaddress |
| Order Date | trandate |
| Contact | custbody_entered_by |
| Reference No. | tranid |
| Item | Item |
| Supplier Code | vendorname |
| Description | description |
| Quantity Ordered | quantity |
| Rate | Rate |
| Total | usertotal |
| Tax | taxtotal |
| Currency | currency |
The Sample mockup for the Email Widget is attached.
Will create an Email Template as follows and that will be used to send the email.
FROM
Current User
TO
Taken from email field (E-mail field of Supplier Record)
SUBJECT
Astro Hospitality Ltd: Vendor Return Authorization #SRANo.
MESSAGE
Hi,
Please see the attached SRA.
Thank you
Astro Hospitality Ltd – Purchasing Team
Note
- Will use the Purchase order template ASTR-3 JJ Astro Domestic Purchase Order PDF/HTML Template(ID: CUSTTMPL_115_4865800_794) as a reference for the SRA Print Layout
Risks
- On the Supplier record, the email field contains no data(Supplier email), then the Email Address field will be blank on the Email Widget.