Customer Field Sourcing Proposal

Proposal summary

Marshall would like to Populate fields from the Parent Customer record to its Sub Customer record.

Requirement 

Marshall would like to copy the following fields of parent record to child customer record 

• Assigned Rep Firms / Class / Percentage
• Regional Sales Managers
• RSM (if any)
• Type
• Category
• Notes to Order Entry
• Shipping carrier
• Shipping method
• Geo Location
• Price Level (group pricing)

Also, they would like to set the following field with given default values

• Terms: Cash Sale
• Payment Method: Credit Card
• Pref. CC Processor: Z – B2B Solupay
• Taxable: True
• Tax Item: Avatax
• Status: Customer-Active

Our Solution

Description of Task

Netsuite is populating only the basic details such as Parent, Addresses, RSM and Currency to the Sub customer form

The auto population of the rest of the mentioned data to the sub customer can be achieved by using a workflow and script.

A script/workflow can be deployed on the customer record which triggers on load of the sub customer form(Creation). 

1. The proposed workflow/script will perform the following

1. Set following values as default if the Parent field is not empty
   • Terms: Cash Sale
   • Payment Method: Credit Card
   • Pref. CC Processor: Z – B2B Solupay
   • Taxable: True
   • Tax Item: Avatax
   • Status: Customer-Active
     

2. Populate the following values Parent Customer if the Parent field is not empty

• • Regional Sales Managers
  • Type
  • Category
  • Notes to Order Entry
  • Shipping carrier
  • Shipping method
  • Geo Location
  • Price Level (Body Field)
    

3. Will add the Pricing Group and Price Level Sublist entries from the Parent customer on Group Pricing  and Item Pricing Sublist respectively

2. Also will add a script on save of the new Customer record which will create the Sales Rep Matrix records for sub customer as of the same entries on its Parent customer 

Risks

• Since the MAR will always create the Sub customer from Button on the Parent customer, we have considered the Default value setup only on the initial Load action. If the Parent customer has been modified/selected on a New customer form, then the proposed solution will not work. Because if we doing this operation in Parent field change, then it may cause the performance issue
• The proposed solution will be applicable only for Sub Customer, Not for SubLead/SubProspects
• The performance of the customer save action will reduce based on the number of Sales Rep Matrix records that exist for its Parent. Maximum 50-60 Rep Firms record creation can be done with the proposed script. If the count increases, then the record creation may fail.
• This customization will be applicable only for the sub customer created after the implementation

Testing Plan

• We can implement the workflow on load in Production account as we need to confirm only the Default values setting without saving the Customer record
• The script on Saves can be implemented in an RP account first. Once the UAT is completed we can move that to the Production account. So this avoid the unrequired Test data creation on Sales Rep Matrix record