This proposal comprehensively outlines the scope of customizations required to address the split case, on-premises only and delivery fee scenarios, including the development of user event scripts, client scripts, workflows, and approval processes, ensuring efficient handling of sales orders based on specific criteria. This proposal also covers the engagement scope of Jobin and Jismi IT Services LLP, as official implementation partner Of Oracle NetSuite.
Proposal Summary
This proposal details the necessary customizations to manage split case, on-premises only and delivery fee scenarios in sales orders. It includes creating user event and client scripts, implementing workflows, and establishing approval processes. These changes will streamline sales order processing by automating actions based on predefined criteria. Requirement Develop customizations to manage split case, on-premises only and delivery fee scenarios in sales orders for Bacchus Wine Merchant-AU-NS. Integrate new fields, validation rules, and value sourcing mechanisms into the Sales order approval process for Bacchus Wine Merchant-AU-NS.
Deliverables
The following customizations will be implemented in the sales order record:
A custom field (Approval status) will be created in sales order for indicating custom approval status. Split Case Scenario: • We will create a User Event Script to add the ‘Split Case Fee’ item as an additional line based on the total quantity of the bottle unit items added to the Sales order. The script will calculate the total quantities of the items that have base units as bottles (BTL) and add the ‘Split Case Fee’ item as an additional line based on this total quantity. This item will be added upon saving the Sales order. • An additional checkbox ‘Waive Split Fee’ will be created on the Sales order body field. It will only be enabled if a BTL unit item is added. Upon clicking it, a popup message will be displayed ‘Are you sure you want to waive the Split fee?'” If this checkbox is checked upon save, the sales order will undergo approval process. On premise only scenario: • We will develop a client Script to check if the customer category is ‘Off-premise’ and if any line item in the Sales Order is marked as ‘On Prem Only’. If both conditions are met, Page I 4 upon saving the sales order, display a popup stating: ‘Your order contains item codes [item codes] marked as On Prem Only. If you proceed, the order will be pending approval based on the availability of this item. Alternatively, please remove the item code to proceed with this sales order’. If you click ok, the sales order will undergo approval process. Delivery fee scenario: • We will Create a new field under the Customer record, labelled “Waive Shipping” (with a tick and untick option that prompts “Are you sure you want to make changes?” to prevent accidental alterations). If “Waive Shipping” is ticked, no shipping charge will be applied. If “Waive Shipping” is not ticked, then shipping charge will be calculated: • We will create a custom record ‘Postcode to Zone’ for storing the details of postcode and zone. So, new postal codes can also be added to this record in the future. We will deploy a user event script to calculate the ship cost based on the postal code of the customer. We will use the created custom record to find the delivery fee based on the postal code and zone. The zone will be identified from the field ‘Freight Charge’. We will update the delivery fee if the postal code is updated in the sales order. • Also, we will include a checkbox ‘Waive Delivery Fee’ in sales order record for excluding the delivery fee. If this checked and upon save, the sales order will undergo approval process. Workflow: After saving the Sales order, • Approval request mail will be sent to orders@bacchuswinemerchant.com.au indicating the first approval scenario. Firstly, the workflow will check for the split case scenario, If the split case scenario is present, then after saving the sales order, ‘Approve split case’ and ‘Reject split case ‘buttons will be visible. • “Approve Split Case” and “Reject Split Case” buttons will be visible in the Sales Order. • Upon split case approval, the “Split Case Fee” line will be deleted (Workflow Action Script). • Upon split case rejection, an email will be sent to the sales representative indicating that the split fee was rejected. Page I 5 • Item fulfilment will be created only if the ‘on prem only’ and ‘delivery fee’ scenarios are absent. • After completing split case stage then the workflow will check for the on premise only scenario. If the split case scenario is not present, workflow will check for the on premise only scenario. If the on prem only scenario is present, ‘Approve on prem only’ and ‘Reject on prem only’ buttons will be visible. • “Approve On Prem Only” and “Reject on Prem Only” buttons will be visible in the Sales Order (SO). • Upon On Prem Only approval, workflow will check for the delivery fee scenario. • Upon On Prem Only rejection, if the Sales Order is rejected, the “On Prem Only” item will be automatically removed from sales order (Workflow Action Script). An email will be sent to the sales representative indicating that items were rejected. • Item fulfilment will be created only if the ‘delivery fee’ scenario is absent. • After completing on prem only stage then the workflow will check for the delivery fee scenario. If the on prem only scenario is not present, workflow will check for the delivery fee scenario. If the delivery fee scenario is present, then after saving the sales order, ‘Approve delivery fee’ and ‘Reject delivery fee’ buttons will be visible. • “Approve Delivery fee” and “Reject Delivery fee” buttons will be visible in the Sales Order. • Upon Delivery fee approval, the shipping charge will be deleted. • Upon Delivery fee rejection, wave delivery checkbox will be set unchecked, and an email will be sent to the sales representative indicating the rejection. After completing all the existing scenarios an item fulfilment will be created automatically (workflow action script) A User event script can be implemented to restrict bulk fulfilment based on the custom approval status. Page I 6
Assumptions
The proposed solution is based on the following assumptions:
• We assume that Bacchus does not use bins or lot items; this condition will not be considered when creating item fulfillments. If any error arises during the creation of item fulfillments, we will send an email indicating the error.
• We assume that, after generating the item fulfilment, developments do not need to be considered when editing the sales order.
• Since a custom field will be added in the sales order indicating the approval status for each stage, bulk fulfilment will be restricted based on the custom approval status by implementing a user event script.
• If there are backordered items in the sales order, only the items with available quantity will be fulfilled during the auto creation of the item fulfilment. After that, we must manually fulfil the back-ordered items.
• Approval request emails will be sent to orders@bacchuswinemerchant.com.au
• Rejection mails will be sent to the corresponding Sales Rep in the sales order. Questions
• Regarding the delivery fee scenario, we can only override the shipping cost if the shipping method is set to “more”. The shipping cost cannot be changed if the shipping method is “UPS”. Can you confirm which shipping method will be chosen and on what basis? • Please specify the email address to which the error emails should be sent.
Limitations
• The developments mentioned will only be effective in the create mode, meaning they will impact when a new sales order is being created.
• Any changes or updates to the approval process will also require updating the approval flow. This ensures that the approval process remains aligned with any modifications made to the functionalities and accuracy in the approval workflow.
Estimated Time Total: 50 Hours