Proposal summary
This proposal covers the scope of the consolidated packing slip printing functionality with a single button for multiple records.
Requirement
The client wants to have a ‘Print Packing Slip’ printing functionality to print a single packing slip for a sales order even if multiple fulfillment records are present. Currently, when each item is picked, different fulfillment records are created.
In the standard NetSuite workflow if there is more than one item fulfillment for a single sales order, then there will be multiple packing slips. The requirement is to print a single packing slip consolidating all the related item fulfillment record data related to a sales order. After printing the packing slip the status of the related item fulfillments need to be changed to ‘Shipped’ status.
Deliverables
We can create a custom button in the sales order record opened in ‘view’ mode with the label ‘Print Packing Slip’. This button can be made visible to specific user roles as required. The consolidated packing slip can be printed by clicking this button.
A new button will also be added to the sales order record to confirm changing the status of the item fulfilments to ‘shipped’.
Assumptions
- · The ‘Print Packing Slip’ button will be available if and only if the sales order already has item fulfillment records in ‘packed’ status.
- · We will be reusing the existing ‘packing slip’ template for the consolidated packing slip.
- · The button will be visible to all users and roles right now. But we can make the button available for specific roles and admin roles in the future
- · The functionality is being developed for the sales order record page only.
- · The status of the item fulfilments will not be changed to ‘Shipped’ on clicking the ‘Print Packing Slip’ button to avoid errors. We can add another button in the sales order to change the item fulfillment record status to ‘Shipped’.
Risk
- · If there are a large number of item fulfillment records with many items attached to the sales order, there can be a delay after clicking the button while rendering the ‘Packing slip’ to print.
- · If a user already changed the status of an item fulfillment to ‘Shipped’ then the items in that fulfillment will not be available in the consolidated packing slip.
- · Only the items in ‘packed’ status will be visible in the consolidated packing slip.
Estimate
Estimated Effort: 20 hours