Proposal for Creating EFT payment template for UK Proposal summarySmartRecruiters would like to create EFT payment templates for UK entity. In thisrequirement, we need to create 3 types of Payment file formats. RequirementSmartRecruiters would like to generate an EFT template for the bank. Following are the 3different EFT templates that need to be generated. GBP… Continue reading EFT payments template UK
Author: Aleena Jacob
Margin Report – Transactions
Proposal Summary This proposal covers the scope of creating the Report for Margin to the Netsuite Production account of RSP Supply. We will be creating a custom page for margin reports and users can download the report after its creation on a scheduled basis. Requirement RSP Supply needs a report for Margin with the item… Continue reading Margin Report – Transactions
Wrapper API- Integration
Proposal summary We are returning the order and financial summary from Netsuite in the JSON format using the Restlet script whenever the API is requested from the external application. Specifically we are returning the school order details, parent-student order details, invoice and payment details. Requirement XSEEED Education is developing an internal app product that is… Continue reading Wrapper API- Integration
Importing Work Order from Googlesheet
Importing Work Order details from google sheet to Netsuite. Proposal summary Using google sheet to update the work orders in Netsuite with a trigger from google sheet. Requirement Utemaster has a list of orders to be updated in google sheet with ID and one custom body date field that needs to be updated. At that… Continue reading Importing Work Order from Googlesheet
Automation of Creating Invoices and Bills for intercompany sales orders
This proposal covers the scope of Automating the creation of Invoices and Bills. Proposal Summary This proposal will be covering the implementation of the Automation of Creating Invoice and Bills from Intercompany Sales Order and Purchase Order to the production account. Requirement Macrofin’s client needs to automate the creation of the Invoice and Bill when… Continue reading Automation of Creating Invoices and Bills for intercompany sales orders
Proposal for email automation
Email automation for the order processing. Proposal summary Need to implement the solution for email automation needed for the main order processing. Requirement When an order is created, and the PO is created, automatically send an email with the PO to the vendor. The template can be chosen based on if the order is a… Continue reading Proposal for email automation
Netsuite – Pharmsaver Integration
This proposal covers the Netsuite – Pharmsaver Integration. Proposal summary The proposal includes the actions between the Netsuite and Pharmsaver.net platform. Pharmsaver will initiate the RealTimeInventory request to Netsuite and the Netsuite will return the item details. Pharmsaver will initiate a request for “Whole-saler order”, which will create sales orders in Netsuite. And Shipping Confirmation… Continue reading Netsuite – Pharmsaver Integration
Performance Period Segment Automation
This proposal covers the automation of the performance period segment Proposal summary Automatically set values on the performance period segment upon journal creation. And also set the journals after creation using a scheduled script. Requirement Automate the Performance Period segment selection on the transactions based on the Posting Period. Our Solution Action 1: Scheduled script… Continue reading Performance Period Segment Automation
Consolidated Invoicing
This proposal covers the Proposal For Consolidated Invoicing Proposal summary Compusoft AS currently provides a consolidated invoice to some customers, which combines multiple estimates into one invoice. This invoice will provide all the statutory information required to be a recognised invoice and include all the line item details, with the appropriate discounts. A customer may… Continue reading Consolidated Invoicing
Auto populate Expected Shipping date in SO and IF
Auto-populate Expected Shipping date in SO and IF using a script. Proposal summary Expected ship date will be copied from the SO to the IF upon creation and thus to the print. The body level ship date of the SO will also be updated based on the latest ship date from the line level upon… Continue reading Auto populate Expected Shipping date in SO and IF