Proposal Summary
This proposal covers the scope of the Separate Invoicing of GST and Non-GST items.
Requirement
Xseed requires Separate invoicing of Nil GST and GST items. The sales orders will be created for both GST and Non-GST items.
They have three types of items being invoiced for their customers.
S. No.
Item Type
Inter state GST (Netsuite field in item record)
Fulfillable (in Item Fulfillment)
1
Books/ Kits
Nil GST
Yes
2
MAX Journals & MAX kits
18%
Yes
3
Non inventory items- SuperTeacher App, Universal, Learnometer, Academy, Test Maker
18%
No
Also, they need the invoices to be serially pre-numbered (NOT carry same invoice number, i.e. these are separate invoices in ALL respects).
Deliverables
- Create a script on Sales order for auto invoicing the Non-Inventory items which are non-fulfillable.
- Update the existing invoice creation script in the item fulfilment to add logic of creating separate invoice for items with Nil GST and GST.
- Confirm that it will not affect the other existing functionalities in the system.
Scope of Work
We will be deploying a script on the Sales order for auto invoicing of non-inventory items which are non-fulfillable. So, when creating the sales order, the script will look for the non-inventory items added in the item lines which are non-fulfillable and create the invoice. Non-fulfillable items are identified based in the ‘Can be fulfilled/received’ field in the item record.
There is an existing script deployed in the Item Fulfilment record for invoice creation and syncing the PDF to Vtiger. We will be updating this existing script to create invoices separately for the items having Nil GST and GST. On updating this script, we will make sure that this update will not affect the existing working functionalities in the script.
We will consider all other fulfillable items with Interstate Nil GST for the invoice creation. The items which are having empty interstate GST will be also considered under Nil GST. The script will look for the ‘INTER STATE GST’ field under the GST subtab of the item record for the separate invoice creation of fulfillable items.
We will be creating a custom field on the Item Fulfilment and the Sales order for error handling. If any errors occured during the creation of invoices, the details will be stored on this custom field for reference
Assumptions
- We need to consider only non-inventory items which are non-fulfillable while creating invoices from the sales order creation.
- We need to consider all other items which are fulfillable when fulfilling for separate invoice creation based on GST and Nil GST.
- Empty interstate GST can also be considered as Nil GST.
- There will be no multiple locations while fulfilling the items.
- Only Inter State GST field is needed to be considered for the separate invoice creation.
Exceptions & Limitations
- Only non-inventory items which are not fulfillable is considered for the invoice creation from the SO.
- We will be fetching all details from the Sales orders while creating invoices. So, if there are any other mandatory fields which are not fetched from the sales order, we will exclude them.