Automate Spiff Report Email
Category: Requirement Analysis
Proposal of Email template for Sales order
Proposal summary This proposal covers the scope of the email message creation for sales order using the custom button “Email CS”. Requirement UteMaster NZ Ltd would like to prepare email templates for sales orders. A custom button need to add in the sales order “Email CS” .When this button is clicked, a new email will… Continue reading Proposal of Email template for Sales order
Proposal for Address Lock
Address Lock
Disable Line level fields based on condition
We have the user event script serverWidget method to disable the entire column specifically. But if we need to disable/change the visibility of a specific cell in a row and column of a line it is not possible to use the user event script. Proposed Solution: Using DOM element in Script to disable the particular… Continue reading Disable Line level fields based on condition
PROPOSAL FOR UPDATING THE AUTOMATIC PURCHASE ORDER CREATION FUNCTIONALITY BASED ON THE ITEM’S PREFERRED VENDORS.
Proposal summary This proposal addresses the creation of automated purchase orders from sales orders based on the preferred vendor for the corresponding items. Requirement Change the CREATE PO to create POs based on preferred vendor instead of just ZT RMB vendor by default. So if SO has items for 3 different preferred vendors, it will… Continue reading PROPOSAL FOR UPDATING THE AUTOMATIC PURCHASE ORDER CREATION FUNCTIONALITY BASED ON THE ITEM’S PREFERRED VENDORS.
Cleerline Technology Group-SCA Webstore Setup and Development Proposal
Create sandbox instance to test changes to our website
Update B2B soft integration
Proposal Summary To modify the existing B2B soft integration based on the invoice. Currently, the B2B soft PO creation sync is based on the sales orders. We will modify the integration logic based on the invoice. If a sales order has multiple invoices, we will create a PO for each invoice in B2B soft. Also,… Continue reading Update B2B soft integration
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