Proposal For Adding Spike Alert And Notice

Proposal Summary 

This proposal summarizes the solution for displaying an alert box on the screen when the available quantity of an item entered in sales order and quote exceeds the re-order point of that particular item in the selected location. And an email notification will be sent to sales reps and specific roles based on the location of item. 

Requirement 

On sales orders and quotes, we would like to have the following occur on a line level location specific basis. 

• When the item quantity exceeds the reorder point, a pop-up is created with the following text:  SPIKE ALERT – Please note the order quantity exceeds the reorder point for this item and may result in a stock out for this item. 
• If possible…can you also add a function to this that if an item is entered on a Sales Order and the item On Hand is below the Reorder Point, the Pop-up will include information, such as: PO#, PO Quantity, and next receipt date from Vendor? 
• When the SPIKE ALERT is triggered, the system sends an email to the following addresses. 
• PUPCO-South 

• All Sales Reps assigned to the PUPCO-South Location 
• All employees with the role PUPCO-Purchasing and Inventory Manager 
• PUPCO-North 
• All Sales Reps assigned to the PUPCO-North Location 
• All employees with the role PUPCO-Purchasing and Inventory Manager 

• MIROC 
• All Sales Reps assigned to the MIROC Location 
• All employees with the role PUPCO-Purchasing and Inventory Manager 

Our Solution 

• We will develop a client script and deploy the script to records Sales order and Quote to display a pop-up message when the available quantity of an item in the given location exceeds the re-order point of that item in that location. 

• Also, if the entered items on hand quantity in the given location is below the re order point, then we will add information showing the PO number, PO quantity and the expected receipt date. 
• The available quantity will be calculated as: 

location available quantity = location available quantity – user entered quantity 

• Re-order point quantity will be calculated as: 
• Re-order point = 0.6 * Re order point  

• The text displaying on the pop-up message box will be:  

SPIKE ALERT – Please note the order quantity exceeds the reorder point for this item and may result in a stock out for this item. 

• The test displaying on the pop-up message box if quantity on hand is below the re-order point: 

SPIKE ALERT – Please note the order quantity exceeds the reorder point for this item and may result in a stock out for this item. 

PO#: POXYZ 

PO Quantity: 10 

Expected Receipt Date: 12/16/2022 

• PO#, PO quantity and expected receipt date are identified with a saved search  
• PO# is the document number of the PO with closest expected receipt date, PO quantity is the ordered quantity of item in this PO and Expected Receipt date will be the closest expected receipt date of this item in the given location. 

• Following the pop-up message, an email notifying this will be sent to the sales reps in respective location and to employees with specific roles. 
• If the location is South – Charlotte NC, the recipients will be all sales reps in this location and All employees with the role PUPCO-Purchasing and Inventory Manager 
• If the location is North – North Jackson OH, the recipients will be all sales reps in this location and All employees with the role PUPCO-Purchasing and Inventory Manager 
• If the location is MIROC – Albuquerque NM, the recipients will be all sales reps in this location and All employees with the role PUPCO-Purchasing and Inventory Manager 
• The email subject will be: Spike Alert on Item {XXX} 

• Email body will be: On Sales Order {XXX}, Item {XXX} was sold in a quantity which may create an out-of-stock condition. 
• The alert box will be displayed and the mail will be sent only after the item is entered and then added to the item sublist (Should click on the OK button) 

Assumptions 

• This solution only works when user creates the sales order/quote using the NetSuite UI. 
• We assume that the email should be sent when the item is entered in the sales order/quote sublist line and the items available quantity is less than or equal to the reorder point in the given location. 
• If so, even if the same item is added for the second time in the same salesorder/quote item line, then the email will be sent twice to the recipients. 
• When the item/items added using the “Add multiple” button, we will not be displaying the spike alert. For the spike alert to appear, you need to enter the item directly in the item sublist. 

• The spike alert will be performed only for the inventory items. 
• We will consider only the 3 locations South – Charlotte NC, North – North Jackson OH and MIROC – Albuquerque NM for this spike alert and notice functionality. 
• If the reorder point of an item is 0, we will not be displaying the alert box as well as sending the emails. 
• The item available quantity will be compared with the reorder point based on the current location given in that particular item line. 
• The spike alert and notice functionality perform each time an item entered in the sales order or quote satisfies the condition (available quantity <= reorder point*0.6) 

• We assume that the PO information need to display on the pop-up message box only if the entered items on hand quantity is below the re order point, here the reorder point is calculated by multiplying location level reorder point with 0.6.