Proposal summary
AllCraft Trade Solutions would like to track Ship Date on Sales Order and based on that a Dashboard view needs to be setup on Netsuite
Requirement
AllCraft Trade Solutions would like to track Ship Date and based on that a Dashboard view needs to be set up on Netsuite for the current day. If any SO missed shipping previous days, then that needs to be populated to the Dashboard on coming days until it is fulfilled
Our Solution
Prerequisites
- Users has to fill the Ship Date on each sales Order
Description of Task
This requirement can be achieved by creating a saved search and that can be released to add it into the Netsuite Dashboard
The saved search will be created for the Pending/Partially Fulfilled Sales Orders with Ship date On or Before “Current Date”. The prior Orders can be highlighted in another color to make it noticeable that it is delayed.
Only some basic details such as Document Number, Date, Name, Ship Address, Ship Date, Status, and Memo will be included in the Result.
The users has to add this search in their own dashboard to make it bible when they are login to Netsuite
Risks
- We haven’t considered the Dashboard Publish in this scope. Will provide the steps for adding this to the Dashboard. So, each NetSuite user has to add this to their dashboard for once.