PROPOSAL FOR TRACKTRACERX – NETSUITE INTEGRATION

PROPOSAL FOR TRACKTRACERX – NETSUITE INTEGRATION 

Proposal For TrackTraceRX-NetSuite Integration 

This proposal covers serialization process along with the TrackTrace-Netsuite integration. This proposal also covers the engagement scope of Jobin and Jismi IT Services LLP, as official implementation partner Of Oracle NetSuite.

Table of Contents 

​Summary 

This documentation covers serialization process along with the TrackTrace-Netsuite integration for handling the DSCSA rule. 

Requirement 

The pharmaceutical sector has been implementing serialization for its RX products using EPCIS and GS1 standards. There are various providers available in the market to ensure interoperability. We are evaluating providers and require your assistance in integrating them with NetSuite. 

After reviewing the TrackTraceRX documentation, we have concluded that it offers the most suitable features for serialization requirements. Its open APIs provide access to most of its functions, allowing us to integrate them if required. 

Prerequisite 

Client needs to provide the import file with the list of items, customers, vendors, locations for the initial sync with TrackTraceRX. The Client will also need to provide all the missing and required data for integrating these records with TrackTraceRX. 

Deliverable 

To comply with the DSCSA and serialization, the following actions need to be performed in the NetSuite account. 

  • TrackTraceRX-NetSuite integration 

TrackTraceRX-NetSuite integration 

TrackTraceRX-NetSuite integration will be done for the inbound and outbound operations. 

The authentication will be by using the API key. We assume the API key will be provided by TrackTraceRX.  

Master Data Sync 

 
Master data sync in NetSuite refers to the process of synchronizing and maintaining consistency between the master data records across various systems and applications within an organization. The master data from NetSuite will be synced to TrackTraceRX in real-time. 

Item Sync: 

  • Item creation, update, inactive/deletion from NetSuite will be synced to TrackTraceRX in real-time. 
  • We will sync the Existing item (list provided by Client) from NS to TrackTraceRX. This will be a onetime initial sync. 
  • We will be only considering all lot numbered items in NetSuite for the integration. 

Location sync:  

  • Location creation, update, inactive/deletion from NetSuite will be synced to TrackTraceRX in real-time. 
  • We will sync the Existing Locations (list provided by Client) from NS to TrackTraceRX. This will be a onetime initial sync. 

 
 
Vendor sync: 

  • The vendors creation, update /deletion/inactivation in the Client account will be synced with TrackTraceRX in real time.  
  • Only vendors flagged by Client in the vendor record will be taken into consideration for integration. 
  • We will sync the existing Vendor (list provided by Client) from NS to TrackTraceRX. This will be a onetime initial sync.  
  • We will be creating the Vendors as trading partners in TracktraceRX 

Customer sync 

  • The customers created, updated /deleted/inactivated in the client account will be synced with TrackTraceRX in real time.  
  • Only customers flagged by client in the customer record will be taken into consideration for integration. 
  • We will sync the existing Customer (list provided by the Client) from NS to TrackTraceRX. This will be a one-time initial sync. 
  • We will be creating the Customers as trading partners in TracktraceRX 

Inbound operations 

The flow will be like, the created PO from NS will be sent to vendor and TrackTraceRX. Vendor will send the EPCIS data with serial information to TrackTraceRX. Simultaneously, vendor will also send the items physically to NetSuite warehouse.  

RapidRX will compare the electronic and physical data and will handle further steps. The Item receipt will be created in NetSuite by NetSuite by using custom script when Items are received physically in the NetSuite warehouse. 

Purchase order Sync 

  • Client will create Purchase orders in NetSuite account. The purchase order creation, update, deleted will be synced to TrackTraceRX in real time. 
  • Whenever a Purchase order is created/updated/cancel in NetSuite, the same details will be sent to the tracktraceRX  
  • This integration will happen only for the Vendors and only for the items that are already integrated with TrackTraceRX. 

Item receipt Sync 

We will create the Item receipt in NetSuite by fetching the details from the TrackTraceRX for the purchase order. 

 
On the next step TrackTraceRX will receive the EPCIS information from vendor and TrackTraceRX will create shipments in their system. Rapid RX will, compare the electronic and physical data, and will perform the further steps in the inbound flow. 

Outbound operations 

Sales order Sync: 

  • Client will create Sales orders in NetSuite account. The sales order creation, update, deleted will be synced to TrackTraceRX in real time. 
  • This integration will happen only for the Customers and only for the items that are already integrated with TrackTraceRX. 

 Sales order close sync: 

Client will close the Sales orders in NetSuite account by clicking the close order button. The closed orders will be deleted from TrackTraceRX on a scheduled basis. The closed order sync will only happen for the sales orders which are already synced to TrackTraceRX. 

Item fulfilment Sync: 

We will create the Item fulfilment in NetSuite by fetching the details from the TrackTraceRX for the sales order. The Item fulfilment will be created in the shipped status. 

Once the item fulfilment is created in NetSuite, we will send the item, invoice details including the serial information data to TrackTraceRX. This action will be Realtime/scheduled. This will create a shipment picking in TrackTraceRX. 

Assumptions 

  • Field mapping will be confirmed in the initial stage of development. 
  • Client will provide the import file with a list of items, customer, vendors, location for the initial sync with TrackTraceRX. The Client will also need to provide all the missing and required data for the integration. 
  • We assume that only one item fulfilment will be created for each sales order. There won’t be multiple item fulfilment created for the same Sales order. And we hope the item fulfilment will be created in shipped status and invoice will also be autogenerated along with item fulfilment. 
  • We will initially implement in the NetSuite Sandbox and TrackTraceRX test account. After your confirmation, we can establish a connection between NetSuite production and TrackTraceRX production. 
  • Assume that sales order cancel will not happen in Client. So, it does not need to be considered in the NS-TrackTraceRX integration.  
  • We will map the address of the customer and vendor in the Netsuite with corresponding trading partner’s address in the TrackTraceRX 
  • We can create necessary custom fields/records in NetSuite for better error handling regarding the integration. 
  • Sales orders or purchase orders that are approved in NetSuite will only be synced to TracktraceRX if there is approval routing enabled for these transactions. 
  • There are limits for the fields like a city with a maximum word length of 50 characters in NetSuite and this will be limited while sending data from NetSuite to TracktraceRX as per standard NetSuite Limitations 
  • We assume that while receiving items of the purchase order or transfer order, the receiving quantity will not be more than the quantity specified in the purchase or transfer order. 
  • We assume that while fulfilling a sales order, the fulfilled quantity will always be less than or equal to the quantity in the sales order. 
  • No more additional line items can be received or fulfilled in Shopify or NetSuite system while receiving a purchase order or fulfilling a sale order.  
  • Sending any emails from the script is out of the scope of this development. For example, if the send email to customers after fulfillment feature is enabled in the NetSuite account, the emails will be sent from NetSuite. 
  • We assume that the item fulfillments will be created based on the committed quantities in NetSuite. 
  • We assume that the GS1, GLN, SGLN, company prefix values will be added in the entity records. 

Scope Limitation / Terms & Conditions 

  • Integration with TrackTraceRX in Receiving (ItemReceipt) and fulfilling (item fulfilment) are already tracking in TrackTraceRX. So, we are not considering separate inventory (Stock) sync. 
  • We will not sync the existing list of Shipping method, tax, discount etc to TrackTraceRX. 
  • We will only consider the Lot numbered Items in NetSuite for the sync with the TrackTraceRX. 
  • Only newly created transactions will be considered for the integration, the existing transaction sync will not be included in this scope as it is not needed. 
  • Payment method sync or price level sync is not considered in this integration. 
  • Class or department or category classifications in transactions are out of the scope of this development. 
  • Vendor return, customer returns, transfer orders or intercompany transactions are out of scope. 
  • Inbound shipment records are out of the scope of this development. 
  • The changes outside of the proposal will be considered as additional change of request. 
  • Creation of items and orders in the TracktraceRX will not be reflected in NetSuite 
  • Product composition, category, manufacturer sync or any other attributes sync from NetSuite to TracktraceRX is out of scope of the development 

Risks 

  • Item Fulfilment we face any difficulty to do item fulfilment sync in real time; we will be doing it in a scheduled process. So, there will be a delay in syncing the item fulfilment to TrackTraceRX. 
  • For Sales Order sync, Item Fulfilment the number of items is greater than a particular limit it may take more time to save the Sales Order or depending on the performance, we may change it to scheduled process.  
  • While sending the Sales Order and item fulfilment details to TrackTraceRX, we will sync the details of lot numbered items only. Item Fulfilment there are any items other than lot numbered items, then those details will not be synced with TrackTraceRX. 
  • Only the Sales Order and item fulfilment created for the synced customer will be considered for the sync. 
  • Only the purchase orders and item receipt of the synced vendors will be considered for the sync. 
  • We will not keep any track of Serialisation in TracktraceRX side to NetSuite while receiving or fulfilling the items. 

Project Execution Process  

  • As the proposal is accepted, the client will share NetSuite access.  
  • A Project lead and Team lead will be introduced to the client who will be the point of contact for the client throughout the SDLC.  
  • The project manager will schedule a kick-off call to discuss the entire project scope and get clarification on all the queries.  
  • Soon after the kick-off call within a working day time, the project manager will revert to the project plan. We will be following the Agile methodology for development. 
  • We as the company use Jira as the project management tool. In case the client would like to use any equivalent tool then we are open to that.  
  • Regular meetings will be scheduled with the client and keep the client updated with the project progress.  
  • The client will be provided with the test release as per the project plan and expects to revert with the feedback so that it can be incorporated in the upcoming sprint.  

Time 

30 Working Days 

Cost estimate 

9000 USD 

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