Proposal summary

This proposal includes the details on adding new custom fields in the sales order item line, which populate the value from existing standard and custom fields. The value in the fields will auto-populate once we create sales order. This value should not change when we update the actual fields.

Requirement 

1. When we have 3 quantities of an item in the sales order and we will refund the customer deposit amount for one quantity of item with “Customer refund with items” custom record, then the item total quantity will be reduced to 2 in the sales order. Client needs to show total quantity 3 in the quantity field of that item and have to fulfill the sales order for the remaining 2 quantities even after we have created the “Customer refund with items” custom record. The fields needed are :-

• Actual Quantity – Total quantity of each item 
• Quantity to fulfill – Quantity remaining to fulfill

2. When we create the “Customer refund with items” record the amount , discount , affiliated discount, customs and shipping amounts should be reduced from the sales order. There should also need a new field which shows the original amount of sales order. The fields needed are :-

• Actual Amount – Total actual amount of each item
• Amount remaining –  Amount remaining after refund

These updates are needed in the sales order related script and also in the sales order report.

Our Solution

1. We will create two new custom fields and will add them in sales order. The fields will be:-

• Actual Quantity :- We will create a new custom field to show the “Actual quantity of item” in the sales order item line and this field value will not change. It will be a static value. This new field value will be added automatically from the standard quantity field. This quantity will not change once the sales order is saved.
• Actual Amount – We will create a new custom field to show the actual amount of each item in the sales order item line and this field value will not change. It will be a static value. This new field value will be added automatically from the standard amount field. This amount will not change once the sales order is saved.

2. The standard field “Quantity” will be renamed as “Quantity to fulfill” and the “Amount” will be renamed to “Amount remaining”. The field  “Quantity available to fulfill” will show the remaining quantity available to fulfill. The field “Amount remaining” will show the remaining amount.
3. We will add new custom fields in item line as,

• Actual Customs
• Actual shipping
• Actual discount
• Actual Affiliated discount
• Actual Delivery income
• Actual VAT Income

The values in these fields will be auto populated from the original field values. The values in these fields will not be updated when we create customer refund with items custom record. These field amounts will not change once the sales order is saved. 

The original fields will be renamed as “Customs remaining”, “Shipping remaining”, “Discount remaining”, “Affiliated discount remaining”, “Delivery income remaining” and “VAT Income remaining”.

4. We will update these fields in the saved reports.
5. We will add a summary box in the sales order along with the current standard summary box. This will show the fields “Total Amount” and “UCredit”. The total amount will be the total of the “Actual Amount” new custom field in the item line.

Assumptions

• These fields are needed only in the sales order record and in the related report. These fields are not needed in the custom import schema file of sales order, as the values will be auto populated when we create sales order.

Time

Estimated effort:- 34 hours