Import items from alreday existing SO to estimate during the estimate creation
Proposal summary
The proposal covers to Import ALL line items from an existing sales order, while creating the new quote (estimate).
Requirement
Import ALL line items from an existing sales order, while creating the new quote (estimate).
Our Solution – 1
We will add a button named “Import sales order” on the estimate record in the create, edit and view mode.
When user clicks on this button, it will open a custom suitelet page and the user can input the sales order ids. User can select multiple sales orders if required. For better performance it is preferrable to add only one sales order.
Once added the sales order ids, user can click on the submit button and thus all the items in the selected sales orders will be copied to the estimate record along with all item line details.
Assumptions
- In the custom suitelet page user can input Mutiple sales orders
- Button will be visible in the create, edit and view mode of estimate.
- If you are trying to import items in the create/edit mode, then it will be a slow process and there can be performance issues. But it will be much faster in the view mode(Which means after creation). So we prefer to use the button in the view mode for better user experience. We have to create separate code functions for create/edit and view mode functionalities. So if you would like to remove any of the modes, then please let us know.
- As of proposed solution/scope the items on the selected sales order will not be displayed in the custom suitelet page. If required we can implement the same, so that user can select, only the required items from the specific sales order.
- We will add a loading symbol during the import process.
Risks
- If there are many items lines from sales order to be imported, then there will be performance issues during the import process and it can take some time which will affect the user experience.
- The preferable items lines on the sales order is 30 item lines. And the performance also varies based on whether the process is happening in the create/edit context or view context.
Budget and Time
26 hours
Our Solution – 2
We will create a custom suitelet page and the user can enter multiple sales orders numbers. User also need to select the lead/prospect/customer in which the quote should be generated.
After selecting all the above mentioned details, user can click on the submit button. Upon submission, an estimate will be opened in the create mode(To be generated), in which all the item lines on the selected sales orders are populated. So the user can made necessary changes on the estimate and save the same, so that the estimate will be created.
Assumptions
Proposal is prepared based on following assumptions:
- In the custom suitelet page user can input Mutiple sales orders and
- We will showing the estimate in the preferred form.
- The lead/prospect/customer of the estimate Should be selected in the custom suitelet page and it will be mandatory. We will share a mapping with mandatory fields to create estimate.
Risks
- If there large number of sales orders are to be processed(greater than 100), then there can be performance issues and maximum suitelet execution time is 5 minutes.
Budget and Time
26 hours