Author: Manikandan TM

Purchase order’s quantity update by email

Proposal Summary This proposal summarises the email notification of purchase order quantity value modifications. When a user or system changes the item quantity value in a purchase order item line, the system must be notified through email of the revised item data. Requirements  Send an email to acknowledge the quantity update on the purchase order’s… Continue reading Purchase order’s quantity update by email

Multiple Project For Email Automation.

Proposal summary This project proposal covers multiple requests that will help to send the notification for the customers. Based on the different conditions for sales orders and item fulfillment. We have planned to a written a user event script and map/reduce script for sending emails for customers. Requirement  For sending emails to customers Notifying Old… Continue reading Multiple Project For Email Automation.

HUBSPOT DEAL INTEGRATION

Proposal summary This proposal summarizes the functionality for integrating Hubspot deals data with Netsuite. When a deal is created/updated in the closed won stage in Hubspot. We need to create a sales order in Netsuite for the corresponding deals. Requirement  To Integrate Hubspot with Netsuite. When creating a new deal or updating an existing deal… Continue reading HUBSPOT DEAL INTEGRATION

Cash flow planning report

Proposal summary This project proposal describes the scope of creating a custom cash flow planning board report using a suite script. Requirement  Create a custom cash flow planning board report using suite script functionality. The cash flow planning board computation is shown below. LC margin = If the Mode of payment is LC site, LC… Continue reading Cash flow planning report

Assign sales rep to sales order item line.

Automating the value of the sales rep in the sales order item line. The sales rep will be identified based on the customer territory and the item’s brand value setup in the custom record. Requirements Is there any way to automate this using sales rules? The scenario will be the customer is located in a… Continue reading Assign sales rep to sales order item line.

UPDATING PURCHASE ORDER ITEM QUANTITY ON THE BASIS OF THE SAVED SEARCH PENDING QUANTITY VALUE

This proposal covers the scope of updating the purchase order item quantity on the basis of the saved search pending QTYS column value. Requirement Create a script that takes that item and subtracts the quantity from the “Pending Qty” column. So, if the order is 5 and the pending qty is 1, You delete one… Continue reading UPDATING PURCHASE ORDER ITEM QUANTITY ON THE BASIS OF THE SAVED SEARCH PENDING QUANTITY VALUE

SALES REP CONTRIBUTION BASED ON THE BRAND.

This proposal covers the scope of displaying the sales rep contribution based on the brand. Requirement  The client sells many types of brands. The sales reps are responsible for selling these brands, the sales rep can sell more than one brand.  A customer can have multiple sales reps if they buy different brands. On a… Continue reading SALES REP CONTRIBUTION BASED ON THE BRAND.

PROPOSAL FOR STORING PRODUCTS QUANTITY FROM SUPERIOR TO NETSUITE

This proposal summarizes the establishment of connecting the Netsuite and Superior Communications using API. Requirement The Products quantity from the superior communication needs to be updated in the Netsuite  Quantity of Products shown at Superior will be able to be seen in Netsuite. Create a connection between NetSuite and Superior through API . Fetch products using… Continue reading PROPOSAL FOR STORING PRODUCTS QUANTITY FROM SUPERIOR TO NETSUITE

Create invoice from CSV file.

Create invoices from uploaded CSV files. Users will be manually updated the CSV file in the file cabinet using a custom record. Using this CSV file we need to create invoices for each item in the CSV. The Invoice creation SO mapping will be based on the saved search(Search-id: 14235). Requirements The objective is to… Continue reading Create invoice from CSV file.