OVERVIEW
CURRENT NETSUITE BUSINESS PROCESS
Current NS Business Process
Currently the Brumate NetSuite data is entered manually between Profill and NetSuite. The data including the Sales Order, Purchase Order, Items,etc. are manually added to Profill. Item fulfillment, shipping and receiving information from profill is entered manually into NetSuite currently.
DESCRIPTION OF CLIENT REQUIREMENTS
Description / Requirements
The objective of the project is to automate the data integration between Profill and NetSuite. The NetSuite data including Sales Order, Purchase Order, Items are to be integrated to Profill via the Celigo API integration. Similarly, the Order confirmation, Receipts and Inventory adjustments from Profill are to be updated to NetSuite.
CLIENT BUSINESS JUSTIFICATION
Business Justification
The proposed integration will save time entry by allowing automation of the major business process including outbound orders, inbound orders, item and inventory. This integration can eliminate human errors caused by manual integration.
DETAIL REQUIREMENTS
REQUIRED FUNCTIONAL PROCESS
Outbound Order integration
Functional Process
The Sales Orders from NetSuite are to be integrated to Profill.
The Sales orders would contain categories of items, out of which only the item lines with a Product category, tumblers will be integrated to Profill.
The product category will be defined on the item record. This value will be sourced to the sale order line items for item identification for integration.
All the NetSuite Sales Orders despite the location need to be considered for integration to Profill, provided they have the tumblers item. SPS orders will be copied into NetSuite and will not be sent, replicate same process as Shipmonk. If the sales order has Sales Channel of EDI then do not send to Profill.
Profill will receive the sales order with the specific Product category line items. Profill will return an acknowledgement of order receipt.
Profill will fulfill the sales orders and submit an item fulfillment via integration to NetSuite. The fulfillment record will use pre-defined location to complete fulfillment.
Partial Fulfillment of line items will also be considered.
Wholesale orders and SPS orders will require sales order approval process.
Only the Sales orders in status of Pending Fulfillment are considered for integration.
Updates made to the Sales Orders in NetSuite are expected to be integrated with Profill. The updates include changes in item quantities, new item lines added, removing item lines (not preferred instead line close can be used).
The Sales Order integration from NetSuite to Profill will occur in real time.
The order and shipment confirmation integration from Profill to NetSuite will occur in predefined 15 min intervals.
If a Return Authorization is created in NetSuite for a sales order, a Order Return will be created in Profill.
Profill will receive the Returned items back in stock and an Item receipt will be created in NetSuite.
The Return Authorization sync from NetSuite to Profill will be a real-time sync.
The Profill receipt sync from Profill to NetSuite will occur in predefined 15 min intervals.
Inbound Order integration
Functional Process
The Purchase Orders from NetSuite are to be integrated to Profill.
Like the Sales orders, Purchase orders may also contain a combination of different product categories of items, out of which only the items with Product category, tumblers is expected to be integrated to Profill.
Use checkbox on the purchase order that will be manually checked by Brumate. Checkbox will be defined for the line level of items.
Only the Purchase orders in status Pending Receipt are considered for integration.
When the Purchase Orders are received in Profill corresponding Item Receipts are expected to be created in NetSuite.
The Receipts are created for the pre-defined location.
Partial receipt scenario is also considered.
Updates made to the Purchase Orders in NetSuite are expected to be integrated with Profill.
The Purchase Order integration from NetSuite to Profill will occur in real time.
The Receipt integration from Profill to NetSuite to create the Item Receipts will occur in predefined 15 min intervals.
Item integration
Functional Process
NetSuite item record information is integrated to Profill.
The integration will include the new items created in NetSuite and also updates to the existing items.
The different item types considered for the integration include Inventory items, and Kit items.
Item master data is only included in this integration, item inventory will not be integrated along with the Items.
The item integration will run in predefined schedules.
Inventory integration
Functional Process
The Inventory adjustments made in Profill are integrated to NetSuite.
It is expected that Inventory adjustments are made in Profill. Adjustment types will be provided by Profill to determine which inventory adjustments will be integrated.
The NetSuite Inventory of the Items will be adjusted with the corresponding quantity in Profill. Adjustment code will need to be captured and sent to NetSuite.
The NetSuite Adjustments are created for a pre-defined location in NetSuite.
The inventory adjustment integration will occur in real time.
ASSUMPTIONS
Outbound Order integration
Assumptions
Historic Sales orders are not considered in integration.
Deleting the NetSuite Sales order is not propagated to Profill.
A sales order that does not have an item with product category, tumblers when created will not be edited afterwards and add that product category item.
Carton and package data are not considered in the integration.
The API for the Sales order creation and update are available for Profill. Separate Customer Integration will not be required in Profill for creating Sales Order.
The Sales Order will be created for a specific Customer created for Brumate in Profill. So separate sync for customers will not be required from NetSuite to Profill.
Invoice integration will not be required.
Inbound Order integration
Assumptions
Historic Purchase orders are not considered in integration.
Deleting the NetSuite Purchase order is not propagated to Profill.
NetSuite Supplier integration to Profill is not included.
The API for the Purchase order creation and update are available for Profill. Separate Supplier Integration will not be required in Profill for the creation of Purchase Order.
The Purchase Order will be created for a specific supplier created for Brumate in Profill. So separate sync for supplier will not be required from NetSuite to Profill.
Vendor Return and invoice integration will not be required.
Item integration
Assumptions
It is expected that present items in NetSuite are already existing in Profill with matching SKU. The existing items mass sync will not be required.
Deleting/Inactivating the NetSuite Item is not propagated to Profill.
Lot numbered and serialized items are not considered in the integration.
The API for the item creation and update is available for Profill.
Inventory integration
Assumptions
It is expected that Inventory adjustments are made in Profill.
Inventory count will not be created in NetSuite.
The API for the Inventory Adjustment will be available for Profill.