Proposal Summary
This proposal encompasses the solution design of custom resource booking feature for “GRW007 Bookable Resource” from Work Order Management page.
Requirement
Growire would like to develop a booking feature for a custom record “GRW007 Bookable Resource”, from within the Work Order Management App.
In the Web App, it certainly shows the availability of these items based on the date and Time chosen to book. Also, the charges for the item will be articulated associating to the custom work calendar mechanism exclusively for each bookable resource
Deliverables
- Growire would like to develop an item reservation/booking feature within the Work Order Management App. This will be accessible as a widget in the portion highlighted below.
- This is used certainly to book “GRW007 Bookable Resource”. They are not using standard entities as resources, instead a custom record “GRW007 Bookable Resource”, and hence going for a custom solution.
- “GRW007 Bookable Resource” items should be allocated to customers. I.e. The End Users will be customers.
- “GRW007 Work Effort Bookable Res Assign” is another custom record which records the booking of the item in Netsuite.
- There will be normal working hours for each bookable resource. There will be extra/special charges applied for the item over the basic charge what is set on hourly rate. We will handle this using the custom work calendar setup in backend (Netsuite).
Booking page – View in Web App:
- In the booking page (UI of Web App), there will be an option to choose the “GRW007 Bookable Resource”.
- Depicted in the below picture as “Bookable Item Selection Field” – Enter the keywords of the name of the “GRW007 Bookable Resource” items.
- Start Date – Choose the start date for the booking.
- Start Time – Work start time for the day/ for each day
- End Time – Work End time for the day/ for each day
- End Date – This will be set as the Thru Date in the bookable page booking record.
- If no end date is chosen, then it will set the same as start date.
- If an end date > start date is chosen, it will create that much booking records in netsuite with the chosen start and end time for that customer.
- E.g. From 02/03/2024 to 19/03/2024 for the time 9:00 am to 5:00 pm, then it will create 18 custom records in Netsuite, for the time 9am to 5pm.
- In the Booking page there will be an option to choose the Time zone. According to the value chosen, the availability calculation should be done as per the system standard time zone and the conversion in background should be carried out accordingly.
- In the bottom section we can see the status of bookings for the chosen items and their availability for the chosen dates and time period.
- Select the available items from the drop-down list for the field “Bookable Item Selection field”. (If required we can add alert to show the normal and special charge rate for that item)
- Hit Search to check the availability and see the booked slots of bookable resource.
- Hit the Submit button for booking the chosen bookable resource.
Backend (Netsuite) Records Schema:
GRW007 Bookable Resource
The following fields will be considered in this phase.
In the “GRW007 Bookable Resource” record we will add a sublist showing the working hours for the item.
Working Hours Record Schema:
It will work more or less with the same logic of Calander Events with extended functionality of adding Holidays.
Working hours record will be linked as sublist to the Bookable Resource rather than a single selection field and so they can create entries from within the Bookable resource record for each range of start and end time (for the same day itself), with required recurrence options.
Refer the table below for understanding the work calender record schema:
Handling Charges:
There will be an additional field in the Bookable resource record.
- OVERUSAGE RATE – Special Charge – To Record the special Charge. This charge will be imposed additionally to the normal/
Note:
- Currently there are 13 Bookable resource records. Names might not be distinct. In the Booking page each bookable resource record will be treated as a booking item.
- The Front-End page Design will be finalized during development phase, relying on the responsive and Aesthetics.
Error Handling:
Backend errors will be recorded in a custom Record
Assumptions
- There will be unique entries for each GRW007 bookable Resource based on each Resources (GRW007 Resource), there won’t be duplicates.
- Name for each Bookable Resource might not be unique for each entries. Hence there will be a unique identifier something like catalog id/number within the bookable item record, which will be shown along with the availability.
- Currently there are no booking confirmation emails sent.
- RAC Rates will be considered in the next phase.
Estimated Effort
- 250 hours