Proposal Summary
This proposal summarizes the functionality for sending emails when a customer deposit is attached to the sales order and prevents the user to enter the ship date on a prepaid sales order if the customer deposit is not applied.
Requirement
1) Corp Design want to prevent the user to entering the ship date on Prepaid sales order if the customer deposit is not applied.
2) Corp Design want to send automated email to CSR and ar@corpdesign.com when a customer deposit is attached for a sales order.
Our Solution
• We will prevent the entering of the ship date on sales orders when the sales order is prepaid, and the deposit is not applied.
• On record creation, the ship date will be populated automatically, if the term is prepaid and the deposit is not applied, we will remove the ship date from the ship date field and disable the field for preventing the entering of ship date.
• On record editing, if the term is changed from prepaid to any other terms, we will enable the ship date field for entering the ship date regardless of the customer deposit.
• We will write a user event script for send email to CSR and ar@corpdesign.com when a customer deposit is created for an order.
• Following will be the subject and body of the email
Subject: Deposit or Payment received from (Name of the customer)
Email: Please note that a deposit or payment from (Customer’s name) was applied to PO#/SO#. Please manage the pickup or shipping immediately.
Assumption
• We will not consider the status of customer deposit while sending the emails.
• We will not consider the amount of customer deposit while restricting entering of the ship date.
• We will clear the existing ship date if the term is changed from any other term to prepaid and it doesn’t have a deposit.
• We assume that we should send emails for attaching of each customer deposit when a sales order having multiple customer deposit.
• We will not consider the advance invoicing of sales order. We assume that Corp Design will create invoices only after the fulfilment. If the invoice is created for the Sales order before the item fulfilment, we don’t consider the same. We will disable the ship date field when the sales order is prepaid and until it have a customer deposit.