Proposal Summary
Our proposed solution involves incorporating a button within Sales Orders and Quotes to facilitate the display of Inventory Stock details and automate adjustments by leveraging data from Jenne Web Services. To achieve this, we plan to utilize the getPriceAvailability API and extract relevant information from the MPN and HPMPN fields in the item record, enabling us to retrieve comprehensive item availability data. The script will be executed upon clicking the designated button, initiating requests to Jenne Web Services to fetch quantity details for the inventory items specified in the Sales Order/Quote. Any identified disparities between the available quantity at the Jenne location in NetSuite and the received quantity from Jenne Web Services will trigger the creation of corresponding inventory adjustment records within NetSuite. The results of these adjustments, specifically the updated Available Quantity, will be prominently displayed through a Popup window, ensuring seamless visibility of the inventory status.
Requirement
Business Telecom Products Inc. aims to integrate its NetSuite account with Jenne Web Services. The client desires a button on the Sales Order and Quote. Upon clicking, the client wishes to display the real-time available quantity of items from Jenne. They intend to generate an inventory adjustment for the item on the Sales Order and Quote in case of any discrepancies between the Available Quantity on NetSuite’s Jenne location and Jenne Web Services. Additionally, the client wishes to store the recently fetched details in NetSuite.
Deliverables
We propose the addition of a new button, “Refresh Inventory,” on both Sales Order and Quote records within NetSuite. This button will be accessible within the view context of Sales Orders and Quotes. Upon clicking, our script will utilize the getPriceAvailability API from Jenne Webservices, using the values in the MPN and HPMPN fields in the item record to fetch the available quantity. Only Inventory item types will be considered for fetching details specific to the corresponding Sales Order/Quote.
The primary objective is to establish a reliable mechanism for keeping NetSuite records in sync with dynamic inventory information obtained from Jenne Web Services.
Data Retrieval and Processing
Our solution adopts a comprehensive approach to data retrieval and processing. Leveraging the MPN and HPMPN values, our system will retrieve item availability data from Jenne Web Services. The subsequent cross-checking and processing of this data will facilitate the identification of any discrepancies between the total available quantity from the Jenne location in NetSuite and the response received from Jenne Webservices. This crucial step forms the basis for initiating precise and accurate inventory adjustments.
Calculation:
Our approach to handling the retrieved quantity after API calls is intricately designed to accommodate different scenarios based on the availability of MPN and HPMPN values.
- Only MPN Scenario: For inventory items where only the MPN is available, our system will initiate an API call to Jenne Web Services, fetching the details of item availability using the provided MPN. The received quantity details will then be used to adjust the inventory count in NetSuite by creating Inventory adjustment records, ensuring a direct and efficient update of inventory levels for items with a singular MPN.
- Only HP MPN Scenario: For inventory items where only the HP MPN is available, our system will initiate an API call to Jenne Web Services, fetching the details of item availability using the provided HP MPN. The received quantity details will then be used to adjust the inventory count in NetSuite by creating Inventory adjustment records, ensuring a direct and efficient update of inventory levels for items with a singular HP MPN.
- HP MPN and MPN Scenario: In instances where an inventory item is associated with both HP MPN and MPN values, our system will exhibit a more intricate calculation process. Two separate API calls will be made, one for each value (HP MPN and MPN). The quantity details retrieved from both calls will be combined to calculate the total availability for the specific item. Subsequently, this cumulative value will be utilized to update the available quantity in NetSuite. The mechanism involves the creation of inventory adjustment records to seamlessly reflect the aggregated availability of the item, accommodating the dual nature of HP MPN and MPN inventories.
Inventory Adjustment Records
A pivotal aspect of our solution involves the creation of detailed inventory adjustment records within NetSuite. Upon identifying discrepancies between the total available quantity from the Jenne NetSuite location and the response from Jenne Webservices, our system will dynamically generate inventory adjustment records within NetSuite. A single inventory adjustment will be created for each button click if any difference is found.
Show and Store Recently fetched Qty
Upon clicking the button on the Sales Order/Quote, an inventory adjustment will be created if any difference is found. Simultaneously, a pop-up window will open. The pop-up page will be created using Suite let and will display the recently fetched Available Qty of the items on the Sales Order/Quote for user reference, following the specified layout.
The Suite let page will have a button named “Store fetched Quantity”. While the user clicks the button the item quantity will be stored on the NetSuite custom record. The custom record will be attached with the Sales order /Quote’s Body field. A transaction body field will be created for storing the Inventory stock Custom record. If a custom record already exists for a Sales Order/Quote, then a new custom record will not be created; instead, the existing custom record will be updated with the newly fetched values. The custom records will also have the same fields available on the Pop-up window Page.
Assumptions
- It is assumed that no instances will occur where the same MPN or HPMPN is associated with different items, or an item has the same MPN and HPMPN value. Our solution is tailored to handle unique identifiers for each inventory item. Deviations from this assumption may impact the accuracy of adjustments.
- The stability and reliability of Jenne Web Services are assumed to be consistent. Unforeseen disruptions, downtimes, or changes in the API structure may pose a risk to the successful execution of the scheduled script and data retrieval.
- It is assumed that the adjustment location and expense account information for inventory adjustments will remain consistent and accurately specified. Any changes or discrepancies in this information may impact the integrity of financial reporting.
Risks
- Data retrieval challenges from Jenne Web Services may impact the accuracy of adjustments.
- Unit cost set to zero may affect financial reporting and should be confirmed as acceptable.
Notes
- Clear instructions on the expense account for adjustments and confirmation of reporting requirements for GL impact reporting are crucial.
- Inventory adjustments will be executed by setting the unit cost to zero. This deliberate approach ensures that the adjustment process does not have any direct impact on the balance sheets.
- If Jenne’s location is considered a virtual location and not utilized in transactions, the commitment based on this location might not occur according to standard NetSuite behaviour.
- The custom button will be available on all Sales Orders and Quotes and only on the view context.
- The recently fetched quantity from Jenne Webservices will be compared with the Quantity Available on the Jenne location on the Item Record.
- The custom record will be created or updated only when the button within the Suite let, labelled “Store fetched Quantity,” is clicked.
- The Suite let page will be designed using NetSuite standard elements.