Jira code: ALGAR-34

Proposal summary

Al-Garawi Group would like to do an Item fulfillment validation in which the user should not be able to fulfill sales orders if there is no customer deposit associated to that sales order.

Requirement 

Al-Garawi Group would like to implement a solution which allows them to restrict the fullfill option of sale orders if there is no customer deposit associated with that sales order.

Our Solution

There is no standard out of the box solution for this request. The requirement can be achieved by using the below methods.

On an individual Sales order 

For a sales order that is in Pending fulfillment status we can check if there is any customer  deposit transaction attached for the Sale order with the deposit transaction total greater than or equal to the respective Sales order total. If there is no deposit with the full amount attached to a Sales order then we can hide the fulfillment button from the Sales order using a script/workflow.

If you are using bulk fulfill page 

• We can view and fulfill single item fulfillment and save the same
  • If this is the case then we can deploy two scripts in Item fulfillment. One for showing the alert that the respective sale order doesn’t have a customer deposit associated with full amount and another script to block the save of item fulfillment that have sales orders that don’t have Customer deposit attached with full amount.
• We can multi select the Sales order to fulfill and then click on submit button so that the multiple Item fulfillments records are created in the background
  • If this is the case then the above one script we use for restriction of item fulfillment record creation will restrict the IF creation that doesn’t have an Deposit attached to the Sales order.

Assumptions

• The fulfillment can happen only form UI 
• The fulfillment can be by clicking the fullfill button form the Sales order or from the bulk fulfillment page.
• We will allow the user to fulfIll a sales order only if there is a customer deposit created and attached to that sales order for the sales order total amount.

Risks

• This customization will not allow the user to fulfill if there is only a partial amount created as a customer deposit for that sales order.