This proposal covers to integrate NetSuite with an online form submission process to capture customer information and create corresponding records. The integration will facilitate the automatic conversion of the form to a PDF, attachment of the PDF to the NetSuite record, and email communication with the customer for Toolfetch LLC-USA. This proposal also covers the engagement scope of Jobin and Jismi It Services LLP, as official implementation partner Of Oracle NetSuite.
Proposal Summary
Toolfetch would like to enhance the customer record creation process by implementing a seamless integration with NetSuite. This integration will enable the attachment of a custom form to the customer record, capturing essential details and improving data accuracy. Additionally, a confirmation email with a PDF attachment will be sent to customers upon form submission.
Requirement
The primary objective of the requirement is to have a seamless integration between NetSuite and a custom form for capturing customer details during the customer record creation process. The form should be attached to the customer record and made available for customers to fill out online. After submitting the form, the data should be automatically attached to the customer record in NetSuite for future reference. Additionally, a confirmation email along with a PDF attachment should be sent to the customer for their records.
Deliverables
Upon clicking the ‘get started’ button, an online form will be presented, where we will populate the corresponding fields with the required values. Once the online form is saved, a custom record will be automatically created using the NetSuite external Link. The form will include the customer’s email ID.
If the customer’s email ID already exists in the NetSuite environment, we will convert the online form into a PDF and attach it to the attachment sub-tab. Additionally, we will send an email to the customer, including the PDF attachment.
However, if the customer’s email ID is not found in NetSuite, we will create a new customer record using the details provided in the online form. Subsequently, we will send an email to the customer, containing the attached PDF.
Assumptions
- On the online form, we need to include the mandatory fields in the customer record.
- It is assumed that appropriate validation mechanisms will be implemented to ensure the accuracy and completeness of form data before saving or processing it. This includes validation of required fields, data formats, and any additional business rules or constraints.
Risks
- Integration Complexity: The integration between NetSuite and the online form submission process may involve technical complexities and dependencies. Issues related to data synchronization, or system updates could impact the smooth functioning of the integration.
- Data Accuracy and Integrity: Incorrect or incomplete data submission by customers may lead to inaccurate or inconsistent customer records in NetSuite. Proper validation mechanisms should be in place to ensure data accuracy and integrity.
- Email Delivery and Communication: The successful delivery of emails containing the PDF attachments to customers relies on factors such as email server stability, spam filters, and customer email address accuracy. There is a risk of emails not being delivered or being marked as spam, potentially affecting communication with customers.
- System Downtime and Availability: Unforeseen system downtime or technical issues in NetSuite or the online form submission platform could disrupt the integration, impacting the timely creation of customer records or communication with customers.
- Third-Party Dependencies: If the online form submission platform or any third-party services involved in the integration experience downtime, errors, or compatibility issues, it may impact the overall functionality of the integration.
Estimated Effort
30 Hours
| Description | Time Required |
| Analysis | 3 Hours |
| Development (Creating Form(3Hours), Creating Script(15Hours)) | 18 Hours |
| Deployment | 4 Hours |
| Testing | 4 Hours |
| documentation | 1 Hours |
| Total | 30 Hours |