Requirement The client’s requirement is to implement an approval process for Sales orders to catch certain issues and send them for secondary or tertiary approval. The approval flow should be as: -The Sales Order is entered by the Order Entry Team. -The Sales Order is reviewed by another team member. -If correct, the order is… Continue reading Proposal for Sales Order Approval Process
Category: Requirement Analysis
Proposal for Recreate the Package and Package content custom records
1. Requirement from (Ox Tools) Ox tools need a customization When the ‘Add New Package’ button is clicked, a window should appear to add package details, updating the custom record ‘Packages’. Upon saving, a custom record called ‘Package Content’ should also be updated. Currently this functionality is in the account, which is from the bundle… Continue reading Proposal for Recreate the Package and Package content custom records
PROPOSAL FOR SHOWING AN ALERT WHEN THE USER ADD A SKU/ITEM MORE THAN ONCE
Proposal summary This proposal covers the new customization in the Sales Order record to show the alert and restriction when the user tries to add a SKU/Item more than once. Requirement Display an alert message to notify the user if they enter a SKU/item more than once in a sales order record. Also, restrict the… Continue reading PROPOSAL FOR SHOWING AN ALERT WHEN THE USER ADD A SKU/ITEM MORE THAN ONCE
Proposal for Max discount and Promotion
Proposal Summary This proposal outlines a comprehensive solution for implementing the maximum discount and promotion. The automation focuses on approving sales orders based on the maximum discount and automatically applying the promotion according to the item and location. This automation aims to streamline the sales process, enhance efficiency, and ensure compliance with discount policies and… Continue reading Proposal for Max discount and Promotion
AUTOMATED EMAILS Proposal
Requirement Pure Care Inc Canada wants to create new email templates that sending when, Create Cash Refund directly from the Cash Sale. Create credit memo directly from invoice(No RA Created) Create Credit Memo from Return Authorization, that was created from an invoice Create Credit Memo from Return Authorization, that was created from cash sale … Continue reading AUTOMATED EMAILS Proposal
Proposal for the Auto-Address feature in the address-book of myaccount and checkout section
This proposal covers the scope of adding the auto-address feature to the checkout and my account section. When the customer enters their partial address, the matched address needs to be shown, which was obtained from the “Auto address” API. The address can be selected and saved to the respective customer profile. Proposal Summary This proposal… Continue reading Proposal for the Auto-Address feature in the address-book of myaccount and checkout section
PROPOSAL FOR PRICE LEVEL & ALLOCATION STRATEGY PER ORDER
This proposal covers the scope for sourcing the customer’s price level and allocation strategy to the sales order’s 2 custom body fields and based on these fields the value for item line level will be sourced. This proposal also covers the engagement scope of Jobin & Jismi, as the Official Implementation Partner of Oracle NetSuite.… Continue reading PROPOSAL FOR PRICE LEVEL & ALLOCATION STRATEGY PER ORDER
Spiff Report Email Automation – Proposal
Proposal Summary This proposal summarizes the functionality of generating spiff reports automatically once every month and emailing them to appropriate spiff personals. Requirement The Spiff report email needs to be sent to respective spiff persons once every month. As of now, the script for implementing this is executed manually every month and need… Continue reading Spiff Report Email Automation – Proposal
CORP AI – NETSUITE INTEGRATION FOR SALES ORDER CREATION PROPOSAL
Proposal Summary This proposal outlines a comprehensive solution for implementing an API endpoint that allows an external system to create a sales order in NetSuite. When the API is invoked by passing the required payload for sales order creation, a success response will be sent back if the order creation is successful, or a… Continue reading CORP AI – NETSUITE INTEGRATION FOR SALES ORDER CREATION PROPOSAL
Possibilities of accessing company’s with same contact.
I have searched for solution and find out that the contact with multiple companies can able to access the companies in which it is assosiated with only with different username or with different password with same login credentials he/she can not access. So the netsuite user has to provide different user name or password while… Continue reading Possibilities of accessing company’s with same contact.