Proposal Summary
This proposal outlines the development of a solution to sync finance-related data from the NetSuite customer record to the website instance. The goal is to enhance the website’s ability to display accurate and up-to-date information to clients and users.
The estimated time for the completion of the proposal is 26 hours.
Requirement From Corp Design
Client wants the financial data fields from NetSuite’s finance tab for each customer record to be synced to the corresponding customer profile on the website. This involves near real-time syncing to ensure website data remains current as financial information changes in NetSuite.
The customers which satisfy the following conditions should be considered for syncing:
- Adobe Customer Id should not be empty.
- Approved checkbox should be checked.
- Sync Customer to Adobe checkbox should be checked.
- Customer should not be inactive.
The following fields values are required from the finance tab:
- Terms
- Price Level
- Credit Limit
- Hold
- Balance
- Deposit Balance
- Unbilled Orders
- Overdue Balance
- Days Overdue
- Current
- 1-30 Days
- 31-60 Days
- 61-90 Days
- Over 90 Days
Statement of Work (SOW)
The implementer has reviewed the requirement thoroughly and proposes the deliverables below.
- Adding Custom Field
- Adobe Finance Sync Date – This field created under the finance tab of customer record stores the current date when the field values in finance tab of customer record gets updated in website for each customer.
- Adobe Finance Sync Error – This field created under the finance tab of customer record stores the error which occurred while syncing the values on the website.
- Map/Reduce Script
- A Map/Reduce script will be deployed to handle large volumes of data.
- The fields to be considered for sync in the finance tab of customer record will be fetched and passed to the API.
- The customers data on the website instance will be updated during the script execution.
- The values to the custom fields based on the API response are updated.
- Script execution happens twice a day at 10am EST and 3PM EST to ensure accuracy of financial balance information.
Assumptions
- When there is a change in the field values before each schedule, then there is a discrepancy in the data in NetSuite and website.
- For a new customer, the fields will be empty until creation of transactions. Thus, values will be populated only if the field have values in NetSuite.
- Adobe Finance Sync Error field value will be replaced with new error each time an error occurs during script execution.
Scope Limitations
- Our scope and provided estimate are based on the anticipation, expectation, and understanding from our discussions and emails. If any scope changes or additional feature developments are identified during actual development, they will be treated as change requests.
- When any unexpected error occurs during the customer update on the website due to data discrepancy, user needs to manually check on the issue. The error caused will be stored on the custom field.
- Update of data twice a day is proposed instead of real-time synchronization.
Estimated Effort
Estimated Effort – 26 man hours.
The estimate includes Project management, risk analysis, system analysis, development, API integration, unit testing, regression testing, documentation, and deployment.
The rate is calculated based on our master service agreement.
Validity of this proposal
7 days from the date of submission.