Proposal Summary
This proposal outlines a customized solution that automates the process of updating tracking numbers in item fulfillment. This solution will involve utilizing the CSV file shared by the Federal Express team through their email plugin.
Requirement
Federal Express team can send a CSV file to NetSuite email box.
They would include our Sales Order Number in the BA field.
Tracking Number is in the D field.
We would need to pick-up each tracking number and write it back to the correct place in NetSuite.
We would need to add in an exception that if the tracking number was already written back that you ignore that item and move on to the next because federal express will send updates on every shipment, and don’t want to continue to write this information to the item fulfillment.
Deliverables
The proposed solution involves developing a functionality that automatically updates the tracking number in the item fulfillment record using the information shared through the email plugin from the FedEx team. This customization will be able to read the CSV file provided by FedEx and identify the Sales Order Number and tracking number. It will then write the tracking number to the correct location in NetSuite’s item fulfillment record while avoiding duplicates.
Once the dedicated email address for receiving the CSV file is set up after enabling the Email Plugin, we will ensure that it is configured to receive files from FedEx team.
The CSV file containing the tracking numbers will be automatically stored inside the file cabinet in NetSuite, where it can be accessed easily for processing.
Our solution will involve extracting the relevant tracking numbers from the CSV file by reading it line by line. We will then match them with the appropriate records in NetSuite and update them accordingly.
To ensure that there are no errors in the data, we will perform thorough data validation checks before updating the records. This will help to avoid any discrepancies or errors that may arise due to incorrect or incomplete data.
Once the data has been successfully processed and updated, we will move the CSV file to a separate folder to indicate that it has been processed. This will help to avoid any confusion or duplication of data.
In case of any errors or issues that arise during the processing of the data, we will notify the packing station and FedEx team immediately via email with the attachment having the CSV file. This will ensure that any issues are resolved quickly and efficiently, minimizing any delays or disruptions in the supply chain.
Assumptions
We assume we will be able to get a mock-up file which including the exact data for testing.
Permission for enabling the email plugin feature within the NetSuite account.
Assume that we need to update the tracking number in the “Packages” tab of the Item Fulfillment record.
The CSV file containing the tracking numbers will be sent to the email address in a consistent and timely manner.
The CSV file will contain accurate and complete tracking number information.
The data structure of the records in NetSuite is consistent and can be easily updated with the new tracking numbers.
There are no conflicts with other customizations or workflows in NetSuite that may impact the proposed solution.
Initially we implement this solution in the SB environment and upon successful confirmation, we will proceed with deploying it to the production environment.