Category: Approved R&A

All approved R & A proposals.

Remove all rates and amounts from the SO/ PO form for the warehouse & store roles.

Requirement: Remove all rates and amounts from the SO form for the warehouse & store roles. Assumption: Possible to hide all financial-related fields from the sales order record. But when creating a saved search in the warehouse role, it is possible to see all rates and amount fields. As a result, we must limit the… Continue reading Remove all rates and amounts from the SO/ PO form for the warehouse & store roles.

Sales Order, Work Order, and Shipping planning & scheduling

Requirement: Some customers are highly important, and they frequently buy, the system, should remind the sales team to communicate with the customer regularly based on his buying pattern. Assumption: Send the email to the sales rep on the customer record using search. And now we have considered the buying pattern as if customers haven’t generated… Continue reading Sales Order, Work Order, and Shipping planning & scheduling

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

Custom Segment in Australia

Proposal summary Studco Building Systems would like to add a custom segment for the transaction records This document covers the solution for the above-mentioned main points by making use of custom segments. Requirement Custom segments for Australia:- We need to create a custom segment for transaction type records.  Header level values Assembly Build Bill Bill… Continue reading Custom Segment in Australia