Requirement 

 

The objective of this proposal is to create a customized solution in NetSuite that allows users to manually control the restocking process when creating cash refunds. The standard NetSuite functionality automatically handles restocking in the background. The goal is to modify the existing NetSuite functionality which automatically handles restocking when creating cash refunds. By introducing a manual control mechanism, users can decide if an inventory item should be restocked.

 

Solution 

 

We propose adding a custom trans checkbox named “RESTOCK?” on the Cash Refund record. This checkbox will give users the option to manually control whether an inventory item should be restocked.

Customization of Cash Refund Record

Introduce a transaction line custom field checkbox named “RESTOCK?” to the Cash Refund record. This field will be visible and editable when creating cash refunds.

Upon creation of a cash refund, users will have the option to manually control restocking via the “RESTOCK?” checkbox, subject to the absence of a related item receipt.

Develop and deploy a custom script that triggers when the “RESTOCK?” checkbox is checked or unchecked.

The script bypass restocking by creating an inventory adjustment that reflects the item not being restocked. This adjustment includes setting the quantity to the negative of the refunded quantity and using a default inventory adjustment account.

If checked, the item will be restocked as usual.

If RESTOCK? field is unticked on the cash refund, it should trigger the inclusion of the item in the inventory adjustment. If ticked, the item should not be included.

The location and subsidiary for the inventory adjustment are derived from the cash refund record.

The inventory adjustment account is predefined and consistent across similar transactions.

Customization may require additional configuration if specific inventory details (like lot number or serial number tracking) are involved.

Each item on the cash refund, including the item name, quantity, and any item-specific details, must be accurately reflected in the inventory adjustment.

Map each line item and its respective quantity from the cash refund to the inventory adjustment. Adjust quantities as needed to reflect reverse restocking (negative adjustment).

The location where the items are being restocked should be consistent with the location specified in the cash refund.

Assumptions 

 

The location and subsidiary for the inventory adjustment are derived from the cash refund record.

The inventory adjustment account is predefined and consistent across similar transactions.

Customization may require additional configuration if specific inventory details (like lot number or serial number tracking) are involved.

If the IR is not created and does not involve a “RESTOCK?” option, the Cash Refund should present this option to users, allowing them to make a final decision during the refund process

Risks

 

·        If inventory details need to be configured, additional steps may be required to ensure accurate data handling.

·        The manual process introduces a layer of complexity in inventory tracking, especially if not all users are diligent in managing the “RESTOCK?” checkbox appropriately.

·        If the inventory items have specific details that need tracking (like lot or serial numbers), additional scripting and configuration will be necessary to ensure these details are correctly handled during the adjustment process.

·         if the “RESTOCK?” checkbox was activated in the IR the restock is not possible in Cash Refund.

Estimate 

 

Time and effort:  34 Hours

Note: The estimated duration may be subject to change if there are any additional effort encountered during the development.