Proposal Summary
This proposal describes listing of transaction details related to the serial number of inventories.
Requirement
Nuvara would like to list and display all the transactions associated with the Serial number of inventories.
Deliverables
A custom page will be provided for user that would list the transactions based on the serial number of inventories. Transactions related to the inventory items and assembly bill of materials will be listed on the custom page.
The user has to choose either an item from the item filter or a serial number from the serial number filter in order to view the transaction data.
Page:
Initially, the custom page showing the transaction details will be empty. Users can select from the filters and details will be displayed based on the filters applied on the custom page when the Search button is clicked.
Transaction details list page:
The page will have the following:
Selection Criteria Fields:
Item : This field will be a select field and user can select the item from this field.
Serial Number: This field will be a select field from which user can select the serial number. If the item in the Select Item filter is selected, then the serial number filter will be listing serial numbers of that selected item.
From Date: This field will be a date picker field and will be set to today’s date by default. Users can choose the date in the “From date” and transactions having trandate after this “from date” will be filtered.
To Date: This field will be a date picker field and will be set to today’s date by default. Users can choose the date in the “To date” and transactions having trandate up to this “To date” will be filtered.
Search Button
When the user clicks the search button, the transaction data will be displayed based on filters like the Serial Number, Item, From Date, To Date and the page selected. User has to choose either an item or a serial number for displaying the transaction details.
Transaction Details Table
The transaction details will be displayed based on the filters applied. The following fields will be shown for the table.
- Internal ID
- Document Number: This field will be a hyperlink field, when clicked will navigate to the corresponding transaction record.
- Serial Number
- Order Type
- Date
- As-Of Date
- Period
- Tax Period
- Type
- Name
- Account
- Memo
- Amount
- Preferred Entity Bank
- Vendor Bank Fees
- Bank Fee
- Receipt date
- PO type
- Next Approver Role
- Order By
- Entity Bank (Vendor)
- Entity Bank (Employee)
- Exclude from Electronic Bank Payments Processing
Pagination
The page size and page index will display on the custom page. Each page will contain a maximum of 500 transaction details. Since pagination is based on number of transactions, the details of a single serial number may split into different pages. Users can click on the page index to move to the next page.
By default, the details of the first page will be shown in the custom page.
Assumptions
- The search criteria and the fields used to display the data will be the same as that used by NetSuite in the standard page for displaying transaction details.
- Transactions related to the inventory items and assembly bill of materials will only be listed.
- The data in the custom page is displayed only if one of the criteria for choosing the Serial number or the Item is selected.
The details will be displayed in a table when the Search button is clicked once the filters have been chosen on the custom page.
- Any date validations are not required on the From and To Date filters. The result can be displayed if any Data satisfies the Dates given by user
- The details of the first page will be displayed in the custom page by default.
Risks
- The custom page will not include an option to download the transaction details. If it is required, we can consider it on the next scope.