Proposal Summary
This proposal covers the removal of an address or the prevention of saving an excessive
number of addresses in the customer record.This proposal also covers the engagement
scope of Jobin and Jismi It Services LLP, as official implementation partner Of Oracle
NetSuite.
Requirement
To minimize the number of addresses stored in customer records.
Deliverables
Solution 1
We can enable “Address Lock” so if the customer has 10 addresses in the address book, he
won’t be able to add the address. He can only select one of those addresses for shipping.
Customers could be able to delete one of the addresses which they don’t want to use and
add a new address. we will hide the option for add address for the list of addresses if it
exceeds 10. We can set this limit in the configuration record, and we can change if required.
And we will provide a notification message for address Lock. “Address is locked and please
select one the addresses added”.
Also, we can restrict the same in the customer record in NetSuite, for that, we need to
create a script for the address in the customer record in the NetSuite.
Note: If any of the customers have an address list of more than 10 it remains the same, as
per the script user will not be allowed to add the next of the 10th address line.
Page I 4Solution 2
We can add a check box in the address section ‘Store Address’. If the check box is checked,
we can save the address otherwise remove the address from the customer record after
placing an order.
To implement this, a new checkbox field needs to be added to the address record. In the
regular SCA flow, obtaining these values is not feasible. Hence, a script must be employed to
retrieve and update these details.
Assumption
We will not remove address if only one address in the account.
The address which is used at the time of place order will be there in the corresponding sales
order.
The addresses that existed prior to this implementation will not be considered. The removal
of addresses will only occur after the implementation is initiated.
We need to place an order to validate the functionality, so we will first implement it in the
sandbox. After confirming this in the sandbox, we will proceed to deploy these changes in
the production environment.