Proposal summary 

Bloom & Grow Group would like to automate their fulfillment process as per the following scope and plan. 

Requirement 

The processes involved in the existing system are 

1. Consolidated fulfilment record creation is created through a script  in the existing business
2. To see the consolidated fulfillment record,go to transactions>custom>fulfill order lines in the Netsuite
3. Then we can enter the consolidated order number and customer name, so that the sales order related to this consolidated order can be viewed
4. Select the Sales Order and on submitting the form, Consolidated Fulfillment record is created.

After creating these consolidated fulfillment record, the CSV file should be uploaded to the SFTP server

Solution

1. Add an ‘Auto consolidated fulfill’  checkbox in the Customer record and  the Sales Order  . The ‘Auto consolidated fulfill’ checkbox in the sales order will be auto populated from the customer record.
   
   Note that the user can check the ‘Auto consolidated fulfill’ checkbox in sales order even if the checkbox is not checked in the customer record while creating or editing a sales order.
2. Create a map/reduce  script for automating the process of consolidated fulfillment record creation and item fulfillment record creation from sales order when the ‘auto consolidate fulfill’ checkbox is checked
   1. Three processes  need to be automated from sales order if ‘Auto consolidate fulfill’ checkbox is checked
      1. Two records need to be generated from sales order are
         1. Item fulfillment with the status as ‘Picked’
         2. Consolidated item fulfillment record 
      2. After item fulfillment and custom record creation, Generate a CSV file and send to SFTP server at the same time.

Note that the CSV file will be send to the SFTP server with the item fulfillment status as picked

Field Mapping

• For item fulfillment Creation, all fields from sales order will be used
• For consolidated fulfillment record Creation, the below table will illustrates the field mapping

Fields in Consolidated fulfillment record	Fields in Netsuite
Name	Sales order document number
Created From	Item fulfillment document number
FulfillmentID	Item fulfillment internal ID
Date	Sales order Date
Customer	Sales order Customer
Status	Item fulfillment status
Remark	Sales order memo
Created from record type	Sales order
Delivery Information	Sales order Shipping address line 1
Addresse	Sales order Shipping address addresse
Attention	Sales order Shipping address attention
Phone	Sales order shipping address Phone
Address1	Sales order Shipping address
Address2	Sales order Shipping address
City	Sales order Shipping address
State/county	Sales order Shipping address
Postal Code	Sales order Shipping address
Country	Sales order Shipping address
Subsidiary	Sales order subsidiary
Item	From sales order(in subtab)
Quantity	From sales order(in subtab)
Units	From sales order(in subtab)
Expected Delivery Date	Expected Delivery Date in Sales Order
Delivery Window	Default business hours in sales order
Contact Person	Attention in Address of Sales Order
Contact Tel	Sales order Shipping address phone
Order memo	Sales order memo
Order Changed Indicator	Order Changed Indicator from sales order
Order Line Changed Indicator	Default is “F”
Is Internal Transfer	Is true if the order type is Transfer order
Self PickUp	Is true if the order type is Sales order

Below are the fields for  CSV upload to SFTP server from consolidated fulfillment record

• Outbound Ticket No(Internal ID of Consolidated Fulfillment)
• Order No
• FulfillmentID
• Customer ID
• Customer Name
• Date
• Subsidiary
• Location
• Delivery Information
• AddressID
• Address1
• Address2
• City
• State
• Postal Code
• Country
• Item
• Quantity
• Units
• Expected Delivery Date
• Delivery Window
• Contact Person
• Contact Tel
• Order memo
• Order Changed Indicator
• Order Line Changed Indicator
• Is Internal Transfer
• Self PickUp

Note: Each line in the CSV file will be corresponding to the line item in each sales order. To exemplify, if there are 5 line items in sales order, there is one item fulfillment and one custom consolidated fulfillment record created and the CSV file contains five lines with same consolidated record details but different item name and its corresponding quantities. 

Assumption: 

• The Sales Order can be created in UI or CSV uploaded. 
• In the first phase of development, consider the sales order record type only.
  In the second phase, consider the transfer order record type as well (which will be defined later)
  Consolidated fulfillment and item fulfillment record will be created for sales order
• Addresses used in consolidated fulfillment record is the shipping address in sales order
• The EDI STATUS field on the consolidated fulfillment custom record is unrelated to this scope.
• The WMS integration flow will be the same as current, no changes on the existing WMS integration 
• The Sales Order will be fully fulfilled, no partial fulfilment allowed when it is auto-generated One Sales Order will have one Fulfilment only, no combinations 
• Applicable only for those warehouse locations where there is no bin management 
• Automatic fulfilment sends CSV files to SFTP for warehouse pickup
• Applicable only to AU, NZ, CN, HK, MY, SG , Indonesia Subsidiaries
• We will not be considering any consignment location
• Custom fields existing in the custom record such as ‘Is Internal transfer’, ‘Self pick up’, ‘Order Changed Indicator’, ‘Order Changed Indicator is out of scope of the script

Time

Effort required: 26 hours