Requirement
Blue Rhine Industries requires customization of the invoice to match the logistic invoice format, enabling the submission of a unified document to higher authorities. Currently, the NetSuite customer invoice and the logistic invoice have separate document numbers for a single invoice record. The objective is to generate a single invoice with the same document number for both the logistic invoice format and the customer invoice format.
Deliverable
We are planning to implement a button within the invoice record. This button will only appear in the view mode of the record. Additionally, we’re planning to add two new body fields to both the standard and commercial invoice records.
Upon clicking this button, it will initiate the opening of a commercial invoice record in a new tab, specifically in edit mode. During this process, certain fields will be automatically filled in the commercial invoice.
Field Mapping:
| Standard Invoice Field | Commercial Invoice Field |
| Sales Invoice # | Commercial Invoice # |
| Date | Date |
| Project | Project ID |
However, certain fields that differ from those present in the standard invoice will necessitate manual input from the user.
After saving the commercial invoice record, the record will be in the view mode. The standard invoice link will be appended to a designated field in the commercial invoice. Concurrently, the commercial invoice link will be incorporated into a specified field within the standard invoice and the button will be removed from the Standard Invoice
Assumptions
The proposed solution is based on the following assumptions:
- The standard invoice is created first before the commercial invoice
- Once the commercial Invoice is created from the standard invoice any changes made to the standard invoice will not be reflected in the commercial invoice
- If the commercial invoice is inactivated, then the button will not be visible to create the record again