Proposal Summary
This proposal describes the Automation of CSV import for creating Bin Enhancement custom records in NetSuite.
Requirement
Client would like to add a script that automates two CSV imports into a custom record, which should run once every day at 9:00 PM. The script should:
- Create a new “Bin Enhancement” record if the “Bin Enhancement Bin” column is empty in the CSV import.
- Update the “Bin Enhancement” record if the “Bin Enhancement Bin” value is different from the “Preferred Bin” value, setting the “Bin Enhancement Bin” value to match the “Preferred Bin” value.
Current Functionality:
Currently the file containing item details is creating using following saved search.
Saved search: Preferred Bin – Bin Enhancement Check
Using the data from the saved search, the client performing 2 imports to create and update the “RF-SMART Item Bin Enhancement” custom records.
Import for Bin Enhancement creation:
If column Bin Enhancement Bin is empty in the file, new “RF-SMART Item Bin Enhancement” custom record will be created using import.
Import for Bin Enhancement Update:
If the Bin Enhancement Bin value is different from the Preferred Bin in the item record, the “RF-SMART Item Bin Enhancement” custom record will be updated to match the Preferred Bin Value
using CSV import.
Functionality Needs to be implemented:
The client would like to implement automation to create Bin Enhancement custom records in NetSuite instead of manually importing the files.
If the inventory item satisfies the conditions in the mentioned saved search, the “RF-SMART Item Bin Enhancement” custom record needs to be created or updated.
Deliverables
We will be implementing a script to create or update the “RF-SMART Item Bin Enhancement” custom records on a scheduled basis. The script will be scheduled on every day at 9 PM.
Fetching data and “RF-SMART Item Bin Enhancement” custom record automation
The script will fetch the item details using same criteria added in the saved search as mentioned below:
- Bin Number does not start with Retail, MF and Mezz
- Item Name does not start with PRT.
- Location of Bin Number is Main Warehouse
- TMG-INV-Program Name none of AvantStay, Clarke, Galen College of Nursing, Marsblade
- Closed Program in TMG-INV-Program Name is false.
- On hand is greater than zero- or 90-days sales greater than zero.
RF-SMART Item Bin Enhancement Record Creation
If there is no RF-SMART Item Bin Enhancement custom record created for the item, new record will be created.
RF-SMART Item Bin Enhancement Record Update
If the Bin Number in the related RF-SMART Item Bin Enhancement custom record and the preferred Bin number in the item record do not match, then the RF-SMART Item Bin Enhancement custom record will be updated.
Field Mapping
| Field in RF-SMART Item Bin Enhancement | Field in Item record |
| Item | Item |
| BIN Number | Preferred Bin Number |
| Inventory Status | Static Value “Good” |
| Maximum | Class Link.Max |
| Minimum | Class Link.Min |
Error Handling
Proper error handling will be added for the RF-SMART Item Bin Enhancement custom record creation and update.
If the script fails to create or update the RF-SMART Item Bin Enhancement due to any error, the error will be added in a custom field in the item record.
And a consolidated email will be sent to a user once a day to notify item records having the error.
Assumptions
- This functionality will work only for the inventory items.
- The script will consider the same conditions added in the saved search for fetching the item details.
Saved search: Preferred Bin – Bin Enhancement Check
- The existing RF-SMART Item Bin Enhancement record will be updated only if the preferred Bin number from the item record is not matching with the Bin Number in the RF-SMART Item Bin Enhancement record.
- All fields in the field mapping table will be updated when updating the RF-SMART Item Bin Enhancement record.
- Inactive RF-SMART Item Bin Enhancement records , Bin and inactive items will not be considered for this functionality.
Risk
- Assume that only a single RF-SMART Item Bin Enhancement record will be available for the same item. If the item contains multiple RF-SMART Item Bin Enhancement records, the latest record will be considered for the update.
- We are automating the current manual processes of custom record creation only and will not verify any processes from RF smart.