Proposal Summary
This proposal outlines the scope of the customization to populate the Customer Part Number in transactions. This functionality is already available through the NetSuite Standard SCM bundle in their parent company, Ox Tools’ NetSuite account. The request is to recreate only the Customer Part Number functionality.
The estimated time to complete the work detailed in this proposal is 24 hours.
This proposal is based on our discussions, anticipations, and understanding derived from our meetings and other communications. Any additional requirements or updates that arise during the development process will be handled as change requests.
Deliverables
The client has already created the Customer Part Number-related records and fields required for populating transaction records. Therefore, the implementor only needs to develop the associated scripts.
- Validation Script for CPN Records:
- Uniqueness Validation:
- The same CPN cannot be assigned to the same item for the same customer if the CPN is active. Any violations will trigger an alert, preventing the record from being saved.
- Format Validation:
- The CPN must be alphanumeric and may include dashes but must not contain spaces.
- Users will receive appropriate error messages if the validation fails.
- CPN format validation should ensure spaces are excluded while allowing dashes.
- Auto population scripts related to Transaction Records
- UI Context Script Implementation in Transaction Records
- The CPN field will automatically populate on the sales order and invoice line when an item is added with the help of client script.
- Inactive records will be excluded from populating.
- Customization for Non-UI Contexts in Transaction Records:
- Separate customizations will handle CPN auto-population for non-UI contexts such as imports, web services, and workflows. (The existing script/logic in the OX Tools account will be reused for this purpose).
- Inactive records will be excluded from populating.
Assumptions
- Inactive Items Retention:
- Inactive items will not be deleted but will remain in the system for reference purposes.
- Applicable Item Types:
- The functionality will apply only to the following item types:
- Assembly/Bill of Materials
- Inventory Items
- Kit Items
- Existing Setup:
- The Customer Part Number-related records and fields have already been created by the client, and no modifications are required to these. The implementor will focus solely on developing the associated scripts.
- Reusability of Logic:
- The existing script/logic from the Ox Tools account will be reused for handling non-UI context auto-population, ensuring consistency and reducing development effort.
- Validation Scope:
- CPN uniqueness validation and format validation will only consider active CPN records.
- UI and Non-UI Context Differentiation:
- Separate scripts will be developed for handling CPN auto-population in UI contexts (e.g., sales order and invoice lines) and non-UI contexts (e.g., imports, web services, and workflows).
- Error Handling:
- Clear and user-friendly error messages will be displayed for any validation failures, ensuring smooth user experience and compliance with the required format and uniqueness criteria.
- Inactive Record Exclusion:
- Inactive CPN records will not populate in transaction records, maintaining data accuracy and relevance.
Scope Limitations
- Limited Item Types:
- The functionality will only support the specified item types: Assembly/Bill of Materials, Inventory Items, and Kit Items. Other item types are out of scope.
- Validation Scope:
- Validation scripts will only check for active CPN records. Inactive CPN records will not trigger validation or affect uniqueness checks.
- Integration Dependencies:
- The implementation assumes that any integration systems (imports, web services) already support the required data formats. Any required changes to these systems are out of scope.
Risks
- Performance Issues:
- The usage of both User Event Scripts and Client Scripts for automating the Customer Part Number (CPN) validation and population processes may cause slight variations in the system’s performance, particularly for the concerned records.
- Unforeseen Customization Needs:
- Unexpected requirements or deviations from the standard SCM bundle functionality in the Ox Tools account could increase development effort or delay timelines.
- Inactive Records Mismanagement:
- Misunderstanding or mismanagement of inactive records could result in incorrect exclusions or inclusions, potentially leading to data inaccuracies.