Requirement:
Client wants to know if it’s possible to consolidate orders that needs to be consolidated from NetSuite itself and send as a single order to Footprint so that from Footprint, the consolidated order can be processed easily. The orders that need to be combined are identified from the Memo field in which Corp Design will add the description like “Combine order SO123 with order SO345”. From this memo, we need to identify the orders need to be combined, then we need to fetch the order details and then combine the details in a single order and then send to footprint.
Proposed Solution:
- The orders that need to be combined are entered in the “Memo” field of the sales orders. If an order with a memo states the need to combine with another order, our script cannot identify the orders from the memo. To address this, we propose creating a new custom field in Sales orders, and Corp Design should select the sales order under which an order needs to be combined.
- Our script will group the orders that need to be combined based on the order entered in the custom field. For all the orders that need to be combined, the value in this custom list/record field should be the same order, which is the primary order in the Memo. We hope Corp Design will correctly enter the order in this custom field.
- For example, in the order SO123, it’s written in the memo to combine order SO123 with SO234 and SO456. In addition to adding a memo to the order for consolidation, we would like Corp Design to add SO123 in both orders SO234 and SO456 so that we can understand these orders are required to combine and should be grouped under the order SO123. We will then fetch the order details of these orders and prepare a single XML file for all the orders to be combined, with EDI file creation based on the format provided by Crane IT.
- The combined orders will be sent two business days before the shipping date in the main order, which is the primary order in the Memo (SO123 in the example above). We believe that nothing will be updated in these orders before two business days. If updated, Corp Design will directly communicate with Crane World to make updates in the Footprint order, right?
Notes:
- Since the orders to be combined are identified using the order entered in the custom list/record field, we assume that Corp Design will enter the same sales order in all the orders that need to be combined.
- The combined orders are sent only two business days before the ship date in the orders. So, we hope all the orders that are combined will have the same ship date. If the ship date in these orders is different, then the order will be sent two business days before the ship date in the primary order in the memo.
- Out of the orders that need to be combined, if one of the orders is ‘ship complete,’ all the orders need to be sent after this order becomes completely available, correct?
- After implementing the customization from NetSuite for combining orders, the format of responses sent from Footprint to NetSuite as pick/pack/ship milestones may or may not change. If there is a change, then we also need to make updates to our scripts accordingly, which will be an extra effort from our end and need to be additionally billed.