PROPOSAL SUMMARY
This proposal outlines the addition of group pricing to the NetSuite customer record. When the group pricing of a parent customer record is updated, then its child record will also have the same group pricing.
REQUIREMENT
Blue Leaf would like to apply the newly implemented price framework at their product classification level in NetSuite. Using the Group Pricing feature, price levels can be allocated at the customer level.
In the same manner as the item pricing feature, this feature should be applied at Parent level and any applied price levels should be inherited by the child records of the relevant parent record.
OUR SOLUTION
We can use a user event script and a scheduled script to accomplish the proposed functionality.
We will create a user event script and deployed on the customer record. The script will trigger on the create and edit context of the customer record.
When any changes are made to existing group pricing or when new group pricing is added to a customer record, we will identify if the customer has any sub-customers. If any sub-customer is present for the parent customer, then we will create a note on the parent customer record.
The note will include group pricing information such as “Pricing group” and “price level”.
We will create a scheduled script that will run twice every day. The scheduled script will update the group pricing for the sub-customers of the updated parent customer. On the scheduled script, there will be a saved search to locate the customer record with notes generated on the current day. On the record, only the customers who have sub-customers will have the notes.
Then, we will load the sub-customer record and update the group pricing on the their record based on the parent customer’s Note. If the updated price group existed in the sub-customer with a different price level, then the pricing group will be updated with the new price level.
After updating the group pricing for all sub-customers of the parent record, the user note created on the parent record will be deleted.
ASSUMPTIONS
- We will allow to add the group pricing directly on the child record, even if the group pricing is not present in their parent record.
ESTIMATED EFFORT
Estimated Efforts: 32 hours