PROPOSAL FOR
NETSUITE CUTOMIZATIONS
POINT AUSTRALIA PTY LTD
_________________________________________________________________________________
JOBIN AND JISMI IT SERVICES LLP
27 MAY 2022
Proposal For Netsuite customizations
This proposal also covers the engagement scope of Jobin and Jismi IT Services LLP, as official implementation partner Of Oracle NetSuite.
Submitted To
Sandip Adhikari
Administrator
Point Australia Pty Ltd
Submitted By
Rijo John
Project Manager
Jobin and Jismi IT Services LLP
Submitted on 27/5/22
Proposal Version 1.1
Table of contents
Requirement
- Send email button – The client has a button in sales order to download the items as an excel. Some of the files have a size larger than 25 MB which prevents them to send to customers through email. So, they would like to have a solution to create multiple Excel files, so that they could sent it to customers. Right now, they download it, add it to we transfer and then share the link to customers. They would like to add a new button in sales order record to send the items list to customers.
Solution
Sales Order Customizations
Send email with image button
We will be adding a “Send email with Image” button in the sales order record. When the user clicks on the button, an email containing an URL to download with sales order details will be send to the customers.
We will be creating a custom suite let page in the NetSuite for the user to download the files.
In the email content, we will be sending the suitelet URL and when the user clicks the URL, a custom page will be loaded and the page will show a download button.
Upon clicking the download button in the suite let page, the files will be downloaded in the browser. If the sales order items are more than its limit, then multiple Excel files will be downloading.
For Example,
One excels file, according to our assumptions, will be up to 25 MB in size and contain around 200-line items. We’ll set a condition that when a sales order has more than 200-line items, the line items will be divided into 200-line files (excel size limit).
When a sales order contains 600-line items, we will break it into three sets of 200-line items.
When sales order contains 310-line items we will divide into 200-line items and 110-line items.
Note:
- If the statement email field in the sales order is empty, we will not be sending an email.
- For sending email to the customer, we will be using the “Statement email” field in the sales order record.
- We will use the existing custom record “Excel import configuration” for fetching the image details in the excel sheet.
Fields in the Excel file are shown below:
- Product Image
- Item Code
- Barcode
- Description
- Quantity
- Unit Price
- Discount %
- Total $
Assumptions
- As per NetSuite standard features, email messages cannot exceed 25,000,000 bytes (approximately 25MB) in size. This includes the size of the message body and all attachments
- Email templates will be already created in the NetSuite and user can select in the custom record.
- The buttons will be appearing in all forms, and we assume that there is no form restriction
- Button action can be triggered by any roles and all employees
- All the scripts will be released to all subsidiaries
- Multiple CSV downloading option should be allowed in browsers
Estimate
Time and effort: 38 h (44h)
Internal
| Description | Hours |
| Analysis | 8h |
| Send email button in sales order record | 2h |
| Email sent to customer | 2h (3h) |
| Export to excel suitelet | 4h |
| Export to excel email link click handling in suitelet | 4h |
| Client script to downloading | 10h (15h) |
| Testing | 6h |
| Deployment | 2h |
| Total | 38h (44h) |