PROPOSAL SUMMARY
This proposal covers the scope of how to set the values in the child/grandchild customer fields Sales Rep, Public Sector, Special information, Invoice Email, Price Level, Terms, Taxable and Default Billing Address(if any) whenever updating the corresponding parent customer fields.
REQUIREMENT
Business Telecom Products Inc would also like to update the values in the child/grandchild customer fields Sales Rep, Public Sector, Special information, Invoice Email, Price Level, Terms, Taxable and Default Billing Address(if any) whenever update the corresponding parent customer fields.
OUR SOLUTION
- Whenever a new child customer/grandchild customer is created against a parent customer, the field values Sales Rep, Public Sector, Special information, Invoice Email, Price Level, Terms, Taxable and Default Billing Address (if any) will be set based on the values from the parent customer.
- When we edit an existing child/grandchild record and changes the value of the parent customer then a confirm message will be shown as ‘When you change the parent customer value the corresponding fields Sales Rep, Public Sector, Special information, Invoice Email, Price Level, Terms, Taxable and Default Billing Address (if any) will be changed corresponding to the new parent customer. When confirm we will change the customer .
- Whenever we changes any of the following Sales Rep, Public Sector, Special information, Invoice Email, Price Level, Terms, Taxable and any Billing address is set as default then we will show a warning message like the changes will be flows to the child/grandchild customers.
- When a parent customer field is changed and this parent customer having the child/grandchild customers less than 10 numbers we will update it in real time using a user event script.
- If there are more than 10 child/grandchild we will use map reduce script to update the child records. In this case whenever any of the specified Sales Rep, Public Sector, Special information, Invoice Email, Price Level, Terms, Taxable and Default Billing Address (if any) field values are changed the map reduce script is triggered to update the child customer fields in background.
ASSUMPTIONS
- While updating the Sales Rep, Public Sector, Special information, Invoice Email, Price Level, Terms, Taxable and Default Billing Address of the child customer we will consider only the preceding parent. We will not consider the price level of the top-level parent price level for updating the child price level.
- Special Information and Invoice Email will have a default sourcing from the parent customer fields. And we will overwrite all the values with the new parent customer during the edit context.
- If the parent customer fields Price level, Terms and Sales Rep are empty or contains a value which is inactive, we are not updating this value to the child records.
- If any of the fields Sales Rep, Public Sector, Special information, Invoice Email, Price Level, Terms, Taxable, and Default Billing Address are updated for a child customer we will consider this scenario. We will only update the child record field in the edit context if only the parent changes.
- The default address will be set to the child customers default billing address if the parent has a default billing address.