Proposal summary
JCurve Solutions would like to create a new SO PDF template for SSK
Requirement
JCurve Solutions would like to create new SO PDF template for SSK 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 a new Sales Order form. So the users can generate the print by clicking the standard print button from the Sales Order record by changing the form. Otherwise from the standard Print Checks & Forms page by selecting the new form and the required Sales orders.
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 15 and 24) will be displayed on every page.
- The item body table can be considered as Dynamic. So the table will end immediately after the item lines.
- The summary section (19 to 21) can be added immediately after the Item table.
- The Signature section(22 and 23) 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 1-15, 24, 22, and 23) 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 18, we can directly populate the unit from the SO item line
- Image/Signature size will be in a proper/unique size
- Code 128 type can be used for the Barcode
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 new PDF Template will be applied to a new SO form. So the user has to update the form in the transaction if they need to generate the print as per the new layout from the standard Print button the Sales Order. Otherwise, they have to use the Bulk Print page.