- Proposal Summary
This proposal outlines the customization to reconfigure the Price List Generator page accessible from the customer record in NetSuite.
- Detailed Requirements
The standard “Generate Price List” function in NetSuite offers both PDF and Excel outputs, but with limited flexibility for modifications.
The objective of this customization is to design a custom page to display and process values, particularly the net price and multiplier for each item for a customer.
- Custom Page for Price List Generation:
- Display and process values such as net price and multiplier for each item.
- Provide flexibility for customization as per your business needs.
- Pricing Calculations:
- Evaluate how to accurately identify the price level value for the customer, including scenarios with group pricing, item pricing, and price level tiers.
- The multiplier value will be calculated based on the primary price level, with priority given to group pricing or item pricing.
- Filters and Selection Options:
- Filters will be available to select the item type and type of attachment before generating the price list.
- Output Versions:
- Support for generating both the Multiplier Version and the Nets Only Version (or both) depending on customer requirements.
- Export Options:
- Provide the ability to export the generated price list as PDF or Excel from the custom page.
- Notification System:
- Single Page Notification: Users can trigger notifications for specific price lists directly from the custom page.
- Bulk Notifications: A scheduled process using a custom record configuration will allow bulk notifications to be sent as needed.
- Scope of Work
A custom Generate Price List page will be created using script. This page will be designed for both individual and bulk customer price list generation. Users will have the flexibility to email or export the price lists.
The proposal outlines the development of a custom Generate Price List page in NetSuite, designed to offer more flexibility and customization compared to the standard functionality. The primary goal is to enable users to generate and manage customer-specific price lists using a streamlined interface.
A user-friendly custom page accessible from the customer record which displays item names and descriptions initially, with base price.
Users can apply filters based on Customer, Price List Version (Multiplier or Nets Only), Item Type, and Export Format (PDF or Excel). Users can generate price lists and export them in PDF or Excel formats. They can also email the generated reports directly from the interface.
For a single Customer, report generation is a real-time process.
For Multiple customers this will be a scheduled background process to prevent system timeouts and handle large data volumes. A custom record named “Price List Generation” will store bulk processing requests, monitor statuses, and manage generated reports. Users will receive notifications once the scheduled process is completed, and the generated files will be available in the related custom record.
The price list will only show the price based on the customer’s associated price level, not all price levels.
The custom page will only list the items; to see the price list, users have to click the export button, which will download the price list. The user can’t view the price list without downloading it.
Deliverables
Custom Suitelet Page:
- A Suitelet will be created as a custom page within NetSuite.
- It will be accessible directly from the Customer Record using a button or link.
- The Suitelet will have a user-friendly UI that supports easy selection and report generation.
- On the Generate Price List page, only the item name and item description will be displayed.
- Only the price levels specifically assigned to the selected customer will be displayed on the generated price list.
- In this customization, we will display the pricing for a quantity of 0 to represent the base pricing level for the customer. This allows the user to view only the pricing applicable at the lowest quantity tier. We will not be showing any quantity breakups in the excel file.
The following fields will be available in the custom Page:
Customer- Select the customer(s) for whom the price list should be generated.
Date: Specify the date to be displayed on the price list.
Export Options: Users will have an option to export reports in Excel/PDF. The export files will include headers, footers, and necessary branding shared in the sample attached below except logo in excel.
Price List Version – To Select the type of price list to generate. Multiplier or Nets Only Version
Item Type – To Select specific item types for filtered price list generation.
- Users will be able to filter the report based on item types.
Export Price List Button: On clicking the Generate Price List button, the Price list file will be generated based on the selected filters and options.
The system will calculate the Multiplier and Net Price using configured pricing rules.
The price list will be generated based on the standard NetSuite pricing hierarchy, in the following order:
- Customer-Specific Item Pricing (Customer Record > Sales > Item Pricing)
- Group Pricing
- Primary Price Level
- Base Price (Standard Price)
The Net Price will reflect the applicable customer price level using this hierarchy.
The multiplier value will be calculated as follows: Multiplier = 100%-System Discount%
Email Functionality
The custom page will also include an Email button that triggers an email with the generated report as an attachment to the customer email.
Handling Bulk Price Lists
For a single customer, the price list generation will be handled in real-time. For multiple customers, a scheduled process will be triggered to generate the reports.
For multiple customers, the export and email processes will be handled as scheduled to avoid system limits or time-out errors.
Custom record
- A custom record named “Price List Generation” will store the price list generation requests and track the processing status (Not Started, In Progress, Completed, or Failed). The generated pricelist will be linked to this custom record.
Advanced PDF Template
A customized template for PDF generation needs to be set up to export the report.
Excel Template (XML Schema)
A customized template for Excel generation based on the client’s shared model. In Excel file Company logo will not be included.
Scope and Limitations
- In Excel file Company logo will not be included.
- Assumptions
- All customer and item pricing data are accurate and maintained within NetSuite.
- Users have appropriate permissions to access and generate reports
- Group pricing and item pricing will be accurately reflected in the report.
- No additional third-party integrations are in scope.
- Real-time data sync with external systems is not included.
- Notifications will be limited to email notifications within NetSuite.
- Reports will only be generated using standard NetSuite data.
- The custom customer price list generation process is incompatible if the system has multiple currencies. Currently, the system doesn’t have multi-currency, in the future, if multicurrency’s are added, then this customization require modification to show the price list in different currencies.
- Price list generation for multiple customers will be processed in the background using the scheduled script.
- The print button is excluded to prevent processing issues.
- The price list will be generated based on the standard NetSuite pricing hierarchy. The Net Price will reflect the applicable customer price level using this hierarchy.
- Exported reports may be subject to NetSuite’s file size limitations. If the generated price list exceeds the limit, the report will be split into multiple files or truncated to meet system requirements.
- For a single customer, the price list generation will be handled in real-time. For multiple customers, a scheduled process will be triggered to generate the reports. This may result in a slight delay, and users will receive a notification once the process is completed. The generated file will be stored in the custom record for download.
- Only the price levels specifically assigned to the selected customer will be displayed on the price list.
- Notes
The scope and the provided estimate are based on the anticipation, expectation, and understanding through our discussions and email. If the scope change/additional feature development identified during actual development will be treated as change request.