Amend Customer Name and Address in Invoice & Credit Drawer

To amend the Customer Name and Address in the Invoice & Credit Drawers, and the corresponding generated Invoice & Credit PDFs between the account and customer enquiries.

Reference: For more details, refer to JIRA Story VN-15180.

Updating Invoice Drawer and PDF

Steps to Execute the Script

1. Navigate to the visn-devops-scripts repository.

2. Go to the Actions tab.

3. Click on the ** <env> Execute Node Script** workflow and then click the Run Workflow button.

4. A modal dialog will appear:

   • Use workflow from dropdown : Select a latest branch.

   • 2nd input field (Enter the filepath along with arguments to execute) : Leave this field empty.

   • 3rd input field (Enter the script name from package.json along with arguments to execute) :

     updatePaybillCustomerNameInInvoice -- -ac <account ID> -lc <LeaseCompany ID> -e <Enquiry ID> -i <Date>

Description of Command Arguments

Sr.No	Argument	Description
1	updatePaybillCustomerNameInInvoice	Script name.
2	-ac	Account ID involved in the amendment process.
3	-lc	LeaseCompany ID involved in the amendment process.
4	-e	Enquiry ID (optional). Provide this argument only if you need to update a single enquiry. If omitted, the script will run for all enquiries associated with the specified Account ID and LeaseCompany ID. This option is mainly for testing purposes.
5	-i	Date in yyyy-MMM-dd format (e.g., 2024-Nov-05). Optional; specify this if the amendment applies only to enquiries within a particular date range. If omitted, the script will run for all enquiries associated with the specified Account ID and LeaseCompany ID.

Outcome:

Executing this script will update the Customer Name and Address only in the Invoice Drawer and the corresponding generated Invoice PDF. No changes will be made to other areas.

Updating Credit Drawer and PDF

Steps to Execute the Script

1. Navigate to the visn-devops-scripts repository.

2. Go to the Actions tab.

3. Click on the ** <env> Execute Node Script** workflow and then click the Run Workflow button.

4. A modal dialog will appear:

   • Use workflow from dropdown : Select a latest branch.

   • 2nd input field (Enter the filepath along with arguments to execute) : Leave this field empty.

   • 3rd input field (Enter the script name from package.json along with arguments to execute) :

       updatePaybillCustomerNameInCredit -- -ac <account ID> -lc <LeaseCompany ID> -e <Enquiry ID> -i <Date>

Description of Command Arguments

Sr.No	Argument	Description
1	updatePaybillCustomerNameInCredit	Script name.
2	-ac	Account ID involved in the amendment process.
3	-lc	LeaseCompany ID involved in the amendment process.
4	-e	Enquiry ID (optional). Provide this argument only if you need to update a single enquiry. If omitted, the script will run for all enquiries associated with the specified Account ID and LeaseCompany ID. This option is mainly for testing purposes.
5	-i	Date in yyyy-MMM-dd format (e.g., 2024-Nov-05). Optional; specify this if the amendment applies only to enquiries within a particular date range. If omitted, the script will run for all enquiries associated with the specified Account ID and LeaseCompany ID.

Outcome:

Executing this script will update the Customer Name and Address only in the Credit Drawer and the corresponding generated Credit PDF. No changes will be made to other areas.

Notes

• Ensure the correct Account ID, LeaseCompany ID, and optional parameters (Enquiry ID and Date) are provided to avoid unintended updates.
• These updates will reflect only in the specified locations (Invoice & Credit Drawers and PDFs). Other areas will remain unaffected.
• This script can be executed for either all enquiries under an account or specific enquiries based on the provided arguments.

Status: Approved
Category: Protected
Authored By: Jeyakumar Arunagiri on Jan 23, 2025

Revisions