Proposal Summary
This proposal outlines the implementation of a Real Time Script in NetSuite to address the client’s requirement of creating new Sales Orders or applying a different shipping method based on specified criteria from the Sales Orders created on the ‘Graph Tech Guitar Portal’ website. The goal is to enhance the efficiency and precision of the order processing system within NetSuite.
Requirement
When a Sales Order is created in the NetSuite account through the Graph Tech Guitar Portal website, another Sales Order needs to be generated in the NetSuite account based on specific criteria. Additionally, the shipping methods for the new Sales Order should be configured. The criteria for triggering this process include:
- A customer creates a Sales Order using the Graph Tech Guitar Portal website.
- Script checks if any item from the list is present and the country is the USA.
- The list consists of both item types – Inventory Item and Assembly. Please ignore the items with the wrong type to proceed with the script if needed.
Scenario 1 (the Sales Order Total Value in USD is more than $800)
- If positive – the second unique Sales Order is created, and this item/s is/are transferred to the new Sales Order. The shipping service for this new Sales Order is set to “USPSF” (ID4856).
- These two Sales Orders are to be then approved by Sales Reps.
Scenario 2 (the Sales Order Total Value in USD is less than or equal to $800)
- If positive – the shipping service for this Sales Order is set to “USPSF” (ID4856).
- This Sales Order is to be then approved by Sales Reps.
Deliverables
The requirement can be fulfilled by deploying a Real-Time Script in the Sales Order. This script, triggered upon the creation of a Sales Order in the NetSuite account, will generate an alternate Sales Order, and modify the shipping method based on specified criteria.
- Script checks if any item is an Inventory Item or Assembly and the country is the USA.
- Then check for the sales order value.
- IF the value is greater than $800, the script will create a new sales order and set the shipment method to “USPSF” (ID4856). The shipping method of the existing sales order will be the same as what the customer has given.
- If the value is less than or equal to $800, the script will not create a new sales order but set the shipment method of the existing sales order to “USPSF” (ID4856).
- The items added to the new sales order will be the Inventory Item and Assembly items from the existing sales order, and the rest will be ignored.
- Customer, Subsidiary, and Sales rep details will be the same as that of the existing sales order.
- Only Inventory and Assembly items are considered.
- Discount Item is not considered.
- Location will be USA.
- Shipping cost will be set as zero but the shipment method will be changed to “USPSF” (ID4856) for a new sales order created.
- Price of the item will be the same as that of the existing sales order.
- Items that are transferred to the new sales order will be closed at the line level in the existing sales order.
For the Sales Order approval, there exists a workflow in the NetSuite account. We need to update the criteria in the workflow to smoothly running the workflows for sales order approval in the NetSuite.
Assumptions
- Users, especially Sales Representatives, possess the required permissions for actions in the NetSuite account.
- An existing approval workflow for Sales Orders is assumed to be in place or will be created during this implementation.
- The script will trigger whenever a new Sales Order is created through the Graph Tech Guitar Portal website as well as manually through the NetSuite account.
- The script is triggered only when a Sales Order is created, not when it is edited
Risks
- If the user edits the existing Sales Order alternate Sales Order won’t be created.
Time
18 Hours