MAR-359
Requirement
- Please add newaccount@marshallelectronics.net to email notification generated after application is completed. Please update the email template to include the following:
Subject: New account application completed
Body: A new account application has been completed for the following customer:
Company Name: (Name) (link to record)
ID: (Internal ID)
Payment Method: Terms / Credit Card / Wire Transfer - 220V checkbox is not found in customer record even though it was selected. I went to the form and noticed this field was not enabled so I enabled it but not sure if you guys need to check anything else about that.
- International address requirements – City and State/Province should not be required as some countries don’t have this information.
- Accounting Approved button doesn’t show on customer record when user sends Credit Reference sheet. I think before we added the credit reference sheet, criteria was to look for Terms file to be there for that button to be visible.
- Terms file. Could it be made more readable? Currently it has a bunch of HTML code and it’s not very easy to read.
- Per my sales ops team, this is going to be the normal process for these apps.
- Account completed → script generates email notification to newaccount@marshallelectronics.net
- Sales Ops reviews account, updates record, and clicks Sales Ops Approved. NetSuite needs to send email notification to employee David Lindbergh with the following:
Subject: Credit application waiting to be reviewedBody: A new credit application has been received for the following customer. Please use the link to go to the record.Company Name: (Name) (link to record)
ID: (internal ID) - Accounting reviews credit app, updates record, saves it and clicks Accounting Approved. NetSuite needs to send email notification to newaccount@marshallelectronics.net with the following
Subject: Accounting has reviewed the credit applicationBody: Accounting has reviewed the credit application. Check account to releaseCompany Name: (Name) (link to record)
ID: (internal ID)
Meetings and communications with the team.
Solution
- We shall make the following changes in the email functionality.set the subject of the email to be “New account application completed”.Could you please confirm if the company name to be attached in the email is the Company name of Billing address? Regarding the payment method in the email body, If the user has added a credit reference sheet or submitted Terms form, then we shall set the Payment method to be ‘Terms’.If the user has opted for “PAY BY ACH OR WIRE TRANSFER”, then we shall set the Payment method to be Wire Transfer. Otherwise, we shall set the Payment method to be “Credit Card”.We shall also add “newaccount@marshallelectronics.net” to the recipients’ list. We will have to modify the code to make these changes.
- We checked on the “220V REQUIRED” field. We could see that the 220V checkbox is displayed inside the Financial/Shipping tab of the customer/lead/Prospect record. The value of “Is 220V REQUIRED IF SHIPPING OUTSIDE OF the USA” from the form is saved to this custom entity field upon the final submit. Financial/Shipping tab is not displayed in the lead/Prospect forms before the final submission of the SCA form. How ever, when we checked, we could see that the value is getting saved to this field upon the final submission of the form. Upon the final submission, when this Financial/Shipping tab is displayed in the Lead/prospect form, the field “220V REQUIRED” is found to be checked if the checkbox “Is 220V REQUIRED IF SHIPPING OUTSIDE OF USA” is checked. Could you please check and let us know your thoughts on this. Also please let us know if you would like to move the entity field “220V REQUIRED” from the “Financial/Shipping” tab to the “SCA Customer Form” tab.
- Regarding the International address requirements, could you please confirm if the following is the modification required, If the customer whose “Geolocation” field value is “International”, then the “City” and “State” fields in the Billing address section of page 2 of the SCA form should be made as non-mandatory. For the customers whose “Geolocation” field value is “Domestic”, the “City” and “State” fields will remain as mandatory. If this is the requirement we will have to modify the code of the form and its validations.
- The criteria for adding the Credit reference sheet is as follows. When the customer navigates to the 4th page of the form, the first section displays “Are you applying for terms?” with two radio button options “YES” and “NO”. If the customer chooses the option “YES”, then the new section “Do you have a Credit Reference Sheet that you would like to upload?” is displayed with two radio button options “YES” and “NO”. If the customer chooses the option “YES”, then the customer can upload the Credit reference sheet.
Currently, the credit reference sheet is not considered in the workflow set for the approval buttons. It considers as the PO terms file is not empty.
Do you need to change the condition?
Let me know what the change in logic to show the button.
Current criteria are
(PO File Is Not Empty) And (Stage = Prospect)
5.Regarding the “Terms file. Could it be made more readable? Currently, it has a bunch of HTML code and it’s not very easy to read” Currently, we are creating the terms as a basic HTML file. We are creating this file from the suit script of the extension for SCA customer form. Currently, this file displays each field of the form as new lines. It would be great if you could specify the required changes in this file. So that we shall check for its possibility.
6.When the account is completed and finally submitted, an email is sent to the required recipients. As per the workflow set, the approval buttons are displayed in the Netsuite entity record. Could you please let us know for any modifications in the working?
We can notify specified users with the Sales Ops Approved & Accounting Approved events. By adding additional actions in the existing workflows. We have to create two templates and two email actions to create a notification system.
Will create two email templates with the record link and email ID with the given content.