Category: Unapproved R&A

Proposal For Customer Profile and Management Plan Template Customization in Netsuite

This proposal covers the scope of the Customer profile and management plan template customization of Graph Tech Innovation LTD. This proposal also covers the engagement scope of Jobin and Jismi It Services LLP, as official implementation partner Of Oracle NetSuite. Requirement Graph Tech Innovations Ltd would like to load the following template into the Netsuite… Continue reading Proposal For Customer Profile and Management Plan Template Customization in Netsuite

Proposal For Sales Report By Customization

This proposal covers the scope of the Sales report customization of Graph Tech Innovation LTD. This proposal also covers the engagement scope of Jobin and Jismi It Services LLP, as official implementation partner Of Oracle NetSuite. This proposal covers the scope of the Sales report by following classifications: Brand Sales Customer Sales Requirement Graph Tech… Continue reading Proposal For Sales Report By Customization

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.

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

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

NetSuite SCA customization for Cart, checkout, shipping cost updates

Proposal summary The proposal covers the updates in cart, checkout, my account, and shipping cost calculations. Requirement  Link to FedEx On the production test account ( crossfit@goodearthdist.com  /  GoodEarth123!) we have a shipped item fulfillment (80143) that is listed on SCA purchase history but the link to the FedEx website is broken. The link currently… Continue reading NetSuite SCA customization for Cart, checkout, shipping cost updates

Proposal For Adding Negative Amount In Payment Record

Jira code-TAG-39 This proposal covers the method for adding the amount as a negative income in the sales account from the customer payment. This proposal also covers the engagement scope of Jobin and Jismi It Services LLP, as an official implementation partner of Oracle NetSuite. Proposal summary Ten Acre Gifts would like to add a… Continue reading Proposal For Adding Negative Amount In Payment Record

Forms and Templates for Sales Order, Invoice, Purchase Order, Credit Memo

Requirement:Set up the forms and PDF templates for the L2i subsidiary.Transaction Forms are Invoice, Sales Order, Purchase Order, Credit Memo.Subsidiary: L2iAttached is what the address, Logo should look like. The logos are in the File Cabinet inNetsuite under L2i Marketing. Solution: This requirement can be achieved by creating new transaction forms for Invoices, Sales Orders,… Continue reading Forms and Templates for Sales Order, Invoice, Purchase Order, Credit Memo