Proposal Summary
The proposal is to implement a workflow in NetSuite that restricts user editing capabilities for Sales Orders based on the statuses of associated RF-SMART Tasks. Specifically, Sales Orders will only be locked for editing when RF-SMART Tasks are in the statuses of In Process, Planned, or Review.
Requirement
Blueleaf needs to Implement a solution within NetSuite to restrict user editing capabilities for Sales Orders based on the statuses of associated RF-SMART Tasks. When a Sales Order is being edited, a workflow should trigger to retrieve the statuses of associated RF-SMART Tasks. If any RF-SMART Task is in the status of In Process, Planned, or Review status, the Sales Order should be marked as locked for editing.
Deliverables
1. Identifying RF-SMART Task Statuses:
We will identify specific RF-SMART Task statuses that trigger the restriction on Sales Order editing. These statuses include:
a. In Process
b. Planned
c. Review
2. Workflow Setup:
Trigger Workflow Action Condition:
a. Retrieve associated RF-SMART Tasks for the Sales Order.
b. Check the status of each RF-SMART Task.
c. If any task has a status of In Process, Planned, or Review:
• The Sales Order should be locked.
d. If no task has a status of In Process, Planned, or Review:
• The Sales Order can be edited.
Assumptions and Limitations
• It is assumed that RF-SMART Tasks are accurately associated with Sales Orders and reflect the current state of operations.
• The workflow and script will operate effectively within the NetSuite environment without conflicting with other existing functionalities or customizations.
• This solution relies on the accuracy and timeliness of RF-SMART Task updates. Delays or inaccuracies in RF-SMART Task status updates may impact the effectiveness of Sales Order editing restrictions.
• The workflow and script may not be able to prevent editing of Sales Orders in real-time if changes occur simultaneously from multiple users. In such cases, conflicts may arise, requiring manual resolution.
Estimated Effort
Estimated Hours – 15 Hours