Proposal Summary
This proposal describes the process of customizing the customer portal by automating the Sales Effective/ Shipping Date in the Sales order and by sending the list of Sales orders to the corresponding Sales Rep for the approval.
Requirement-1
Graph Tech needs to customize the customer portal by automating the field named Sales Effective/ Shipping Date in the Sales Order.
When the Sales Rep must approve the SO, the Sales Effective/Shipping Date shall be applied. Depending on the Customer Price Level (e.g. OEM, Distributor, Dealer, Builder) there would be specific number of working days added to the date of SO release.
Number of Working Days to be added for each customer channel
OEM +45 working days : April 11th plus 45 w/d = June 13th
Distributor +15 working days : April 11th plus 15 w/d = May 02nd
Dealer +5 working days : April 11th plus 5 w/d = April 18th
Builder +5 working days : April 11th plus 5 w/d = April 18th
Retail +2 working days : April 11th plus 2 w/d = April 13th
Artist +2 working days : April 11th plus 2 w/d = April 13th
Our Solution
We need to set the value of the field “Sales Effective/Shipping Date” (Field ID: ‘saleseffectivedate’) based on the Sales Order creation date (Field ID: ‘trandate’) and the channel (Field ID: custbody_eb_channel) using a User Event Script in the create mode.
The “Sales Effective/Shipping Date” field value is calculated from transaction date. According to the channel, the number of working days associated with each of the customer channel will be added to the transaction date for obtaining corresponding sales effective date.
Sales Effective/Shipping Date = Date + Number of working days corresponds to the channel
The table below displays the number of working days associated with each channel.
| CHANNEL | WORING DAYS |
| OEM | 45 |
| Distributor | 15 |
| Dealer | 5 |
| Builder | 5 |
| Retailer | 2 |
| Artist | 2 |
Assumptions
- We will update the Sales Effective/ Shipping Date at the time of creation.
- If channel field is empty, then we will not do any change in the Sales Effective Date.
- This update will not make any change in the existing Sales Orders
- The Sales Effective/Shipping Date field will be editable (Not locked)
- The script will be restricted to the orders creating in the customer portal and not applicable to other orders creating in the NetSuite
Questions
- There are many other customer channels in the list. Could you please specify the corresponding working days associated with the following
- DEALERA
- DISDOM
- DISINT
- OEM-2
- OEMDOM
- OEMINT
- WEBSTORE
Requirement- 2
The Sales orders creating in the customer portal will be approved by 3 Sales Persons. Graph Tech need to create a flow where every Sales rep gets an email with the list of new SO posted during the previous day with the link to that particular record so that they can easily find out the Sales Orders which needs to be approved.
Every Sales Rep will get the list of SO with they are assigned.
Our Solution
This requirement can be achieved using a Scheduled Map Reduce Script which will send Emails to the corresponding Sales Rep every day with a list of Sales Orders for the approval process.
We will attach the list of Sales Orders in the “Pending Approval” status in a table format in the Email body with the link to the corresponding SO.
For example, we have attached a sample table format.
| Date of SO release | SO Internal ID | Link to SO Record |
| 12/04/2022 | 123456 | SO-123456 |
The sender of the Email is Administrator and the receiver will be the corresponding Sales Rep in each Sales Order.
We will schedule the script to work in every day so that the Sales rep get the newly created Sales Orders daily.
Questions
- Could you specify the name of the other 2 sales reps who needs the Sales order list by email? (Assuming that one is AlexG)
Time Hours –Requirement 1
| Task (Sandbox & Production) | Time |
| User Event Script | 4H |
| Testing | 2H |
| Production Deployment | 1H |
Time Hours –Requirement 2
| Task (Sandbox & Production) | Time |
| Map Reduce Script | 10H |
| Testing | 2H |
| Production Deployment | 2H |