Requirement
Analyze the feasibility of a new script to send an API notification to the Donor portal when a ‘pending donation’ is converted to an ‘Incoming Fund’. Add a client reply with the estimated effort, queries, and details regarding the implementation plan.
Implementation Plan
A ‘user event’ script that triggers at the ‘afterSubmit’ entry point of a pending donation record can be added to the NetSuite account.
If the ‘pending donation’ record status is updated to ‘Converted’, the user event will fetch details from the related ‘incoming fund’ such as ‘fund name’, ‘donor’, ‘fund amount’, ‘fund type’, and ‘linked Pending Donation ID’. These data can be posted to any specific URL preferred by the client.
Additional details required:
- The portal URL to which the data/notification needs to be posted
- The expected ‘incoming fund’ record field values in the API notification
- The authorization header values for the portal URL for posting the data
- Any specific data format to be followed to post the data
Risks:
If we are sending internal IDs or similar unique identifiers from NetSuite to Portal, there should be a mechanism in the portal to map this value to the data in the portal.
Estimated time: 10 hours for the development and testing.