SSK PDF Template Customization Proposal

Requirement 1 : Purchase Order PDF

JCurve Solutions Limited would like to create the Purchase Order PDF template as per the given layout

Our Solution

Description of the Task

The requirement can be achieved by customizing the advanced PDF template of the Purchase Order and that template can be applied to the preferred Purchase Order form. So the users can generate the print by clicking the standard print button from the Purchase Order record.

Field Mapping can be followed as per the given mapping file.

The “Angsana” font can be used for the content

Also, a script needs to be deployed on save of the Purchase Order, which will create the Purchase Order Total in Thai words and store it in a custom body field. This total in Thai words can be used on the print[Text Wrapping Break]

The layout of the PDF will be designed as below

Headers(1 to 16, and 23) will be displayed on every page.
The item body table can be considered as the Dynamic. So the table will end immediately after the item lines.
The summary section (17 to 29) can be added immediately after the Item table.
The Signature section(25 and 30) will be displayed on every page as a footer at the end.
If there are multiple pages, the “Continue with next page” label needs to be added at the end of all the pages, except the last page.

Assumptions

Only an Original copy needs to be generated per PO in A4 page size.
The header and footer section (actions 1-16, 23, 25, and 30) will be repeated on every page if the print has multiple pages.

Assume that the SSK account is not Oneworld. So that we need to consider the company details from Company Record
The amount format is decimal and comma-separated(xxx,xxx.xx) and can be aligned right
The Thai words/Labels will be provided by JCurve and we can hard code the Thai labels in the print.
The font style should be Angsana and the font size should be the same as the file provided by the client.
The field sourcing will be done based on the file that is provided by the client and we assume all the fields are available in the SSK Netsuite account

For the 8th field, we can populate the PO Bill Address
We can directly populate the unit from the PO item line
Image/Signature size will be in a proper/unique size

Risks

We can get data only from the current record and the next to join records such as Company and Entity. If any data needs to be populated from the record with more than one join/from item record, then that needs to be populated to a custom field on the corresponding transaction by sourcing or scripting
If the document has more than 1 page, the Summary will show only on the last page
The item table will end immediately after the item lines and will begin the summary table
The Amount in Thai Words conversion will be done by using the predefined library and its conversion logic will depend upon the functions defined within that Library
There will be a limit of 13 digits for the Amount in Thai words[Text Wrapping Break]

Requirement 2 : Vendor return Authorization PDF

JCurve Solutions Limited would like to create the Vendor return Authorization PDF template as per the given layout

Our Solution

Description of the Task

In the NetSuite standard, we are not able to generate the standard printout for the Vendor return Authorization record. This can be achieved by creating a script for adding a custom button named Print VRMA in the Vendor return Authorization record for printing the Vendor Return Authorization. When the user clicks the custom print button, the script will render the custom pdf template and will generate the corresponding printout. We need to create a custom template (XML file) for generating the corresponding printout.

Field Mapping can be followed as per the given mapping file.

The “Angsana” font can be used for the content

Also, a script needs to be deployed on save of the Vendor return Authorization, which will create the Vendor return Authorization Total in Thai words and store it in a custom body field. This total in Thai words can be used on the print[Text Wrapping Break]

The layout of the PDF will be designed as below

Headers (1 to 19) will be displayed on every page.
The item body table can be considered as the Dynamic. So the table will end immediately after the item lines.
The summary section (37 to 62) can be added immediately after the Item table.
The Signature section(63) will be displayed on every page as a footer at the end.
If there are multiple pages, the “Continue with next page” label needs to be added at the end of all the pages, except the last page.

Assumptions

Only an Original copy needs to be generated per Vendor Return in A4 page size.
The header and footer section (actions 1-19, and 63) will be repeated on every page if the print has multiple pages.
Assume that the SSK account is not Oneworld. So that we need to consider the company details from Company Record
The amount format is decimal and comma-separated(xxx,xxx.xx).
The Thai words/Labels will be provided by JCurve and we can hard code the Thai labels in the print.
The font style should be Angsana and the font size should be the same as the file provided by the client.
The field sourcing will be done based on the file that is provided by the client and we assume all the fields are available in the SSK Netsuite account
We can directly populate the unit from the Vendor Return item line
For 14 and 15, script will search for the Item Receipt of the created From PO that contains the same item on the Return Authorization. And the Document Number and Date of the latest Item receipt will be displayed on the print if there are multiple IRs
Image/Signature size will be in a proper/unique size

Risks

If the document has more than 1 page, the Summary will show only on the last page
The item table will end immediately after the item lines and will begin the summary table
For 14 and 15, script will search for the Item Receipt of the created From PO that contains the same item on the Return Authorization. Since we are searching the Item Receipt based only the Item, if the same items / Different items on the Return Authorizations are received on multiple Receipt, then latest IR based on the internal ID will be displayed on the print
The Amount in Thai Words conversion will be done by using the predefined library and its conversion logic will depend upon the functions defined within that Library
There will be a limit of 13 digits for the Amount in Thai words

Requirement 3 : Sales Order PDF

JCurve Solutions Limited would like to create the Sales Order PDF template as per the given layout

Our Solution

Description of the Task

The requirement can be achieved by customizing the advanced PDF template of the Sales Order and that template can be applied to the preferred Sales Order form. So the users can generate the print by clicking the standard print button from the Sales Order record.

Field Mapping can be followed as per the given mapping file.

The “Angsana” font can be used for the content

Also, a script needs to be deployed on save of the Sales Order, which will create the Sales Order Total in Thai words and store it in a custom body field. This total in Thai words can be used on the print[Text Wrapping Break]

The layout of the PDF will be designed as below

Headers (1 to 25, 52, and 53) will be displayed on every page.
The item body table can be considered as the Dynamic. So the table will end immediately after the item lines.
The summary section (38 to 51, except 47) can be added immediately after the Item table.
The Signature section(47) will be displayed on every page as a footer at the end.
If there are multiple pages, the “Continue with next page” label needs to be added at the end of all the pages, except the last page.

Assumptions

Only an Original copy needs to be generated per SO in A4 page size.
The header and footer section (actions 1 to 25, 52, 53, and 47) will be repeated on every page if the print has multiple pages.
Assume that the SSK account is not Oneworld. So that we need to consider the company details from Company Record
The amount format is decimal and comma-separated(xxx,xxx.xx) and can be aligned right
The Thai words/Labels will be provided by JCurve and we can hard code the Thai labels in the print.
The font style should be Angsana and the font size should be the same as the file provided by the client.
The field sourcing will be done based on the file that is provided by the client and we assume all the fields are available in the SSK Netsuite account
For the 10th field, we can populate the SO Bill Address
We can directly populate the unit from the SO item line
Image/Signature size will be in a proper/unique size

Risks

We can get data only from the current record and the next to join records such as Company and Entity. If any data needs to be populated from the record with more than one join/from item record, then that needs to be populated to a custom field on the corresponding transaction by sourcing or scripting
If the document has more than 1 page, the Summary will show only on the last page
The item table will end immediately after the item lines and will begin the summary table
The Amount in Thai Words conversion will be done by using the predefined library and its conversion logic will depend upon the functions defined within that Library
There will be a limit of 13 digits for the Amount in Thai words

Requirement 4 : DO (Packing Slip) PDF

JCurve Solutions Limited would like to create the DO PDF template as per the given layout

Our Solution

Description of the Task

The requirement can be achieved by customizing the advanced PDF template of the Packing Slip and that template can be applied to the preferred Packing Slip form. So the users can generate the print by clicking the standard print button from the Item Fulfillment record. [Text Wrapping Break][Text Wrapping Break]Field Mapping can be followed as per the given mapping file.

The “Angsana” font can be used for the content

Also, a script needs to be deployed on save of the Item Fulfillment, which will create the Item Fulfillment Total in Thai words and store it in a custom body field. This total in Thai words can be used on the print. Also it populate the Tax Rate from the So first line on to a custom field on IF in order to display it in Print[Text Wrapping Break]

The layout of the PDF will be designed as below

Headers (1 to 19) will be displayed on every page.
The item body table can be considered as the Dynamic. So the table will end immediately after the item lines.
The summary section (33 to 48, Except 47) can be added immediately after the Item table.
The Signature section(32 and 47) will be displayed on every page as a footer at the end.
If there are multiple pages, the “Continue with next page” label needs to be added at the end of all the pages, except the last page.

Assumptions

Only an Original copy needs to be generated per IF in A4 page size.
The header and footer section (actions 1 to 19, 32 and 47) will be repeated on every page if the print has multiple pages.
Assume that the SSK account is not Oneworld. So that we need to consider the company details from Company Record
The amount format is decimal and comma-separated(xxx,xxx.xx) and can be aligned right
The Thai words/Labels will be provided by JCurve and we can hard code the Thai labels in the print.
The font style should be Angsana and the font size should be the same as the file provided by the client.
The field sourcing will be done based on the file that is provided by the client and we assume all the fields are available in the SSK Netsuite account
A new Custom field need to be added on IF for populating the Item Rate from SO
The custom field for Discount (custcol_Disc Amount) needs to be applied on IF as well
We can directly populate the unit from the IF item line
Amount calculation, Thai conversion, Tax rate population to a custom field on IF will be done by using a script on save of IF
Image/Signature size will be in a proper/unique size

Risks

We can get data only from the current record and the next to join records such as Company and Entity. If any data needs to be populated from the record with more than one join/from item record, then that needs to be populated to a custom field on the corresponding transaction by sourcing or scripting
If the document has more than 1 page, the Summary will show only on the last page
The item table will end immediately after the item lines and will begin the summary table
Tax rate will be only considered from the first line of the SO even if that is blank or Tax rate is different in different line
The Amount in Thai Words conversion will be done by using the predefined library and its conversion logic will depend upon the functions defined within that Library
There will be a limit of 13 digits for the Amount in Thai words

Requirement 5 : Invoice (Non Vat) PDF

JCurve Solutions Limited would like to create the Invoice (Non Vat) PDF template as per the given layout

Our Solution

Description of the Task

The requirement can be achieved by customizing the advanced PDF template of the Invoice and that template can be applied to the preferred Invoice form. So the users can generate the print by clicking the standard print button from the Invoice record. So the Invoice (Non Vat) PDF will be generated if the Invoice Type of the Invoice is (Non Vat)

Field Mapping can be followed as per the given mapping file.

The “Angsana” font can be used for the content

Also, a script needs to be deployed on save of the Invoice, which will create the Invoice Total in Thai words and store it in a custom body field. This total in Thai words can be used on the print. Also the same script will populate the “Date Till Net Due” value from the related terms record to a custom field on the Invoice.[Text Wrapping Break]

The layout of the PDF will be designed as below

Headers(1 to 29) will be displayed on every page.
The item body table can be considered as the Dynamic. So the table will end immediately after the item lines.
The summary section (37 to 50, and 53) can be added immediately after the Item table.
The Signature section(36 and 52) will be displayed on every page as a footer at the end.
If there are multiple pages, the “Continue with next page” label needs to be added at the end of all the pages, except the last page.

Assumptions

Only an Original copy needs to be generated per Invoice in A4 page size.
The header and footer section (actions 1-29, 36, and 52) will be repeated on every page if the print has multiple pages.
Assume that the SSK account is not Oneworld. So that we need to consider the company details from Company Record
The amount format is decimal and comma-separated(xxx,xxx.xx) and can be aligned right
The Thai words/Labels will be provided by JCurve and we can hard code the Thai labels in the print.
The font style should be Angsana and the font size should be the same as the file provided by the client.
The field sourcing will be done based on the file that is provided by the client and we assume all the fields are available in the SSK Netsuite account
For the 7th field, we can populate the Invoice Bill Address
We can directly populate the unit from the Invoice item line
Image/Signature size will be in a proper/unique size

Risks

We can get data only from the current record and the next to join records such as Company and Entity. If any data needs to be populated from the record with more than one join/from item record, then that needs to be populated to a custom field on the corresponding transaction by sourcing or scripting
If the document has more than 1 page, the Summary will show only on the last page
The item table will end immediately after the item lines and will begin the summary table
Tax rate will be only considered from the first line of the Invoice even if that is blank or Tax rate is different in different line
PDF layout will depend upon the Invoice Type. We will hardcode this condition on the template
The Amount in Thai Words conversion will be done by using the predefined library and its conversion logic will depend upon the functions defined within that Library
There will be a limit of 13 digits for the Amount in Thai words

Requirement 6 : Invoice (Vat) PDF

JCurve Solutions Limited would like to create the Invoice (Vat) PDF template as per the given layout

Our Solution

Prerequisites

Need a scanned copy of the blank Preprinted form for testing purpose

Description of the Task

The requirement can be achieved by customizing the advanced PDF template of the Invoice and that template can be applied to the preferred Invoice form. So the users can generate the print by clicking the standard print button from the Invoice record. So the Invoice (Vat) PDF will be generated if the Invoice Type of the Invoice is (Vat)

Field Mapping can be followed as per the given mapping file.

The “Angsana” font can be used for the content

The layout of the PDF will be designed as below

Headers(1 to 9) will be displayed on every page.
A specific number of lines will be fixed on every page on the Item table. The line height also will be predefined to a exact value without considering the content on each line
Memo and Summary section (Action 16 to 21) can be fixed at the end of the last page based on the number of line in the last page

Assumptions

Only 1 copy needs to be generated within an A4 page size.
The header (actions 1-9) will be repeated on every page if the print has multiple pages.
Assume that the SSK account is not Oneworld. So that we need to consider the company details from Company Record
The amount format is decimal and comma-separated(xxx,xxx.xx)
The Thai words/Labels will be provided by JCurve and we can hard code the Thai labels in the print.
The font style should be Angsana and the font size should be the same as the file provided by the client.
The field sourcing will be done based on the file that is provided by the client and we assume all the fields are available in the SSK Netsuite account
For the 2nd field, we can populate the Invoice Bill Address
We can directly populate the unit from the Invoice item line
Image/Signature size will be in a proper/unique size

Risks

We can get data only from the current record and the next to join records such as Company and Entity. If any data needs to be populated from the record with more than one join/from item record, then that needs to be populated to a custom field on the corresponding transaction by sourcing or scripting
The number of items per page and the item row height will be fixed. So if the description is larger than the fixed height, then will remove the overflow data
Two lines will be dedicated for the memo on all pages and the Memo will be displayed only at the end of the item table on the last page. If there is more content than 2 lines, then extra data will not be displayed on the PDF
If the document has more than 1 page, the Amounts on the Summary sections will show only on the last page
Tax rate will be only considered from the first line of the Invoice even if that is blank or Tax rate is different in different line
PDF layout will depend upon the Invoice Type. We will hardcode this condition on the template
The Amount in Thai Words conversion will be done by using the predefined library and its conversion logic will depend upon the functions defined within that Library

There will be a limit of 13 digits for the Amount in Thai words
SInce the PDF will be printed on a Preprinted page, there will be a chance for small variation for the positions upon printing

Requirement 7 : Customer Billing Note PDF

JCurve Solutions Limited would like to create the PDF template for custom record “CBN Customer Billing Note” as per the given layout

Our Solution

Description of the Task

SInce we need to fetch the data from the child record, we are not able to use the advanced PDF template of the custom record. So this can be achieved by creating a script for adding a custom button named CBN Print in the CBN Customer Billing Note record for printing the PDF. When the user clicks the custom print button, the script will render the custom pdf template and will generate the corresponding printout. We need to create a custom template (XML file) for generating the corresponding print layout.

Field Mapping can be followed as per the given mapping file.

The “Angsana” font can be used for the content

The layout of the PDF will be designed as below

Headers (1 to 5) will be displayed on every page.
The item body table can be considered as the Dynamic. So the table will end immediately after the item lines. Also, the item lines will not be separated with borders
The summary section (18 to 26) can be added immediately after the Item table.
The Signature section(27) will be displayed on every page as a footer at the end.
If there are multiple pages, the “Continue with next page” label needs to be added at the end of all the pages, except the last page.

Assumptions

Only an Original copy needs to be generated per Vendor Return in A4 page size.
The header and footer section (actions 1-5, and 27) will be repeated on every page if the print has multiple pages.
Assume that the SSK account is not Oneworld. So that we need to consider the company details from Company Record
The amount format is decimal and comma-separated(xxx,xxx.xx) and can be aligned right
The Thai words/Labels will be provided by JCurve and we can hard code the Thai labels in the print.
The font style should be Angsana and the font size should be the same as the file provided by the client.
The field sourcing will be done based on the file that is provided by the client and we assume all the fields are available in the SSK Netsuite account
For field 18, we will display the sum of Total from all the Invoice and Credit Memos of the related child record

Risks

If the document has more than 1 page, the Summary will show only on the last page
The item table will end immediately after the item lines and will begin the summary table[Text Wrapping Break]

Requirement 1 : Purchase Order PDF

Requirement 2 : Vendor return Authorization PDF

Requirement 3 : Sales Order PDF

Requirement 4 : DO (Packing Slip) PDF

Requirement 5 : Invoice (Non Vat) PDF

Requirement 6 : Invoice (Vat) PDF

Requirement 7 : Customer Billing Note PDF

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