The proposal covers the new year consolidated sales order creation. Based on the Billing Start Date, next year’s consolidated sales order will be created.

Requirement 

The requirement is to create the new consolidated sales order for the new year based on the Billing Start Date. IF the Billing start date is 02/Dec and 31/Dec, then need to create the new consolidated sales order for the next year if not present and if the consolidated sales order is already created, the item line should be added to the same consolidated sales order for the new year.

Our Solution

A custom column field should be created in the estimate item lines. The name of the field will be ”SO Year”. The estimate script automatically populates the value for the SO Year based on the billing start date. If the billing start date is on or before Dec 1st, the SO Year will be the same year as on the Billing Start Date and if the Billing start date is on or after Dec 2nd, then SO Year will be Billing Start Date Year + 1. This will feature will be added to the current Estimate script. 

 A custom body field will be created on the transactions. This field will be present on Sales Order and Invoice. The name of the field will be ”SO Year”. When the sales order is created from the script, the SO year field will be populated automatically from the estimate item lines. This will be done for both individual and consolidated sales orders creation. This will feature will be added to the current Map-reduce script for the Sales order Creation. 

On the creation of the Consolidated Sales order, the Sales order script should check whether a consolidated sales order is created for the SO year. Based on the current setup, the creation is based on the currency and customer. For the new update, the SO year should also be considered for the consolidated sales order. If no consolidated sales order is created, then need to create the new consolidated sales order and if the consolidated sales order is present for the SO Year, then the item lines should be added to the same consolidated sales order.  For this, need to update the current Map-reduce script for the Sales order Creation.

Based on the  SO Year field on the Sales Order, the User can determine the Sales order is on which year. 

The body field should be present on the SF Q2B Customization Tab. 

Assumptions

• The update shouldn’t affect the current process of Q2B Customization
• The transaction date has no change for the new year consolidated sales order.
• The proposal covers only the consolidated sales order creation for the new year. 
• The new year Sales order is only for the Consolidated Sales order and we don’t need to consider the individual sales order. 
• The update has no effect on the invoice creation and invoice PDF. 

Risks 

• The current process of the Q2B Customization should be preserved. 

Total Efforts: 14 hr