Category: Requirement Analysis

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

Commerce Redirect Page

Requirement: Whenever changes happen to item record URL Component (under Webstore subtab) or URL fragment in Category or Subcategory record changes we have to create Redirects (Navigation – Commerce>Hosting>Redirects) Risk Redirects are not Scriptable. Alternative Solution We can potentially use the import option for Redirect creation/Updation (Navigation – Commerce>Hosting>Redirects>Import). We will create a custom record… Continue reading Commerce Redirect Page

EFT payments template UK

Proposal for Creating EFT payment template for UK Proposal summarySmartRecruiters would like to create EFT payment templates for UK entity. In thisrequirement, we need to create 3 types of Payment file formats. RequirementSmartRecruiters would like to generate an EFT template for the bank. Following are the 3different EFT templates that need to be generated. GBP… Continue reading EFT payments template UK

Proposal for teamwork collaboration with Netsuite

Our Solutions The document summarizes the solutions we suggested for bringing up some teamwork features in the Netsuite 1. Field Customization Create Project Rep field in the opportunity record where project reps lists will be sourced to the field. The user can select or change the rep through the User interface. 2.Contractor health and safety… Continue reading Proposal for teamwork collaboration with Netsuite

Proposal For Invoice PDF Customization

Requirement  Client would like to implement customizations in Invoice PDF., The following points need to be noted: Item description to be limited to only 50 characters when displayed in the invoice PDF. Shipment ID (Item fulfillment number) info to be displayed under invoice in the invoice PDF Forms to be applied will be different according… Continue reading Proposal For Invoice PDF Customization

Outbound Integration of Customer Master Data and Customer Balance From Netsuite

Requirement  The client would like to sync the customer data and customer balance data from Netsuite to the Application. Our Solution We will provide a REST API for the Application user to fetch the data from Netsuite to the Application. Customer Data Sync We will be implementing an API to fetch the customer data from… Continue reading Outbound Integration of Customer Master Data and Customer Balance From Netsuite

Updating due date based on uploading date

Requirement  The client requirement is to update the due date in the invoice record according to the uploading date and the customer’s terms of billing. Our Solution Implement a script in the invoice record and script will be updating the due date according to the value selected in the fields “uploading date” and “customer terms”… Continue reading Updating due date based on uploading date

Automated Consolidate Fulfillment from sales order Phase II

Proposal summary  Bloom & Grow Group would like to automate their fulfillment process as per the following scope and plan.  Requirement  In the existing system, we have automated the process of consolidated fulfillment record creation and item fulfillment record creation from sales order when the ‘auto consolidate fulfill’ checkbox is checked Three processes  is  automated… Continue reading Automated Consolidate Fulfillment from sales order Phase II