Proposal summary
This proposal covers the scope of the PDF template customization for Invoice and credit memo.
Requirement
Macrofin would like to prepare a PDF for Invoice and Credit memo.
Our Solution
The requirement can be achieved by creating a PDF template for Invoice and Credit Memo. We will copy the exact layout of the invoice .The field should be sourced as per the shared pdf file. The template can be created as per provided sample
We are attaching the field mapping of invoice and credit memo.
MF-683 Mapping Fields of Invoice and Credit Memo
Invoice :
Credit Memo :
Credit Memo layout is the same layout with the invoice.
Assumptions
- The font used in the invoice and credit memo is Proxima Nova Bold and the font size is 10px. So the same can be used when creating the template
- We will be using Header colour #093554 and Charge details/Charge description etc.colour #093554 too
- We are going to create the invoice template from scratch/or from the standard advanced PDF template provided by Netsuite.
- We will do the customization of the PDF Templates in the clients Production account.
- We assume that if item A has 5 lines in the transaction,we will need to group it together and summarize the totals. So we will show all the items in the charge details table after grouping the same items.
- We assume that item in charge details are normal items(individual inventory items). We are not considering other items such as item groups, kit items and assembly items etc.
- We are excluding the description items and subtotal items on the charge details
Risks
- As we are setting the header in each print ,If the number of item lines is more in charge of details ,those item lines will be moved to the next page.
- Grouping items and summarizing the total should require more effort if the item is an item group,kit item and assembly items etc.
Time : 16 Hours
| Task | Time Required |
| Analysis | 2 hr |
| Field Mapping | 1.5 hr |
| PDF Template Creation for Invoice | 8hrs |
| PDF Template Creation for Credit Memo | 1 Hrs |
| Testing | 2.5 hr |
| Documentation | 1 hr |
| Total | 16 Hours |