Proposal Summary

Flowco would like to automatically calculate the Viton seals on the Sales order

Requirement

Flowco has items that require Viton Seals/washers. So, they need to automatically calculate the number of Seals required for replacement based on the item record(V1 size, V1 Qty, V2 size, V2 Qty) and need to add additional lines to calculate the seal type and quantity for applicable items on the sales order.

They have some suggestions to achieve the requirement

1. Flowco needs to add a button named ‘Add Viton Seals’ to the Item sublist
2. When ‘Add Viton Seals’ is clicked ‘Viton’ column should appear with checkboxes for all applicable items in item lines
3. When ‘Add Viton seals’ is clicked ‘Mark All’ button needs to be visible
4. So their order processor can either mark all lines or selectively mark them.
5. And when the record is saved, an additional line should be added which mentions the seal type and total quantity needed for items.
6. Also, they need to add a note to the Warehouse Notes (Memo) field stating  ***Fittings marked ‘-SEALS CHGD – require Viton seals*** and  ‘-SEALS CHGD’ needed to be added on the item description of items which are having seals.
7. And also they need to add them on RF Scanners also.

Our Solution

Prerequisites

As the script is going to be deployed in the UI, the script needs to be optimized otherwise it will affect the performance. So in order to do that, we need to do some updates in the Netsuite to achieve this requirement in the best and optimized way.

• A custom checkbox ‘Seal Item’ is added in item records and if the item is a seal, this checkbox needs to be marked. 
• Currently the V1 and V2 size field is mapped to the custom list of seals. So, change this list as an item list with the checkbox marked items only. So, the list will only show seal items and it will be a best practice.
• Additional 4 columns V1 size, V1 Qty, V2 size, V2 Qty are added on the item lines on SO. And values are sourced from the corresponding seal of the item and Qty to the line.
• A checkbox is added to the item line to know which lines are added by the script for seal items

Description 

This requirement can be achieved by deploying scripts to the Sales Order.

On the Sale order creation, add the button ‘Add Viton Seals’ on the item sublist. Upon clicking ‘Add Viton Seals’, shows the Viton column and also searches for the items which are having V1 size or V2 size seals and enables checkboxes only to those item lines.

In addition to that, the ‘Mark All’ button will be visible. So your order processor can either mark all or selectively mark them on the check box-enabled item lines.

Upon Saving record, 

• Additional lines are added which show the corresponding seals of the items with the total quantity of seals required. If the same seal is required for different items, we will only consider it as a single line item and take the total quantity of seals.
• And we will add a note to the Warehouse note field stating ***Fittings marked ‘-SEALS CHGD – require Viton seals***.
• Adds ‘-SEALS CHGD’ to the item description of items that have seals to make visible on the Sales Order.

This same will be considered on Editing Sales orders.

On Sales Order edit, will display the button ‘Add Viton Seals’ if the Sales Order status is in Pending Fulfillment. Upon button click, the script will display the Viton column by resetting to the initial state(Seal item lines that are added by the script are removed and the checkboxes related to Seal required items will be set to false). The remaining process will be the same as in creating Sales orders.

Since the description of the items that have seals are updated, it will help to identify the Items that have seals on RF scanners and Picking Tickets also.

Assumptions

• There will be no editing in Sales orders after item fulfillment creation.
• The total number of lines(normal items + Seal items) per transaction will not exceed 500
  

Risks

• The proposed solution will only work for the orders that are created via UI in Netsuite.
• The Seal item lines are only added on Save of Sales orders.
• The Viton Seal calculation and adding additional lines on Sales order Save will take place only if there is at least one ‘Add Viton Seal’ button trigger.
• If the item lines hold more lines it may affect the performance.
• The script will flag the seal line items which are automatically added by the script in order to avoid confusion and to reset the item on Sales Order edit.
• On editing, we will validate each line whether they are edited or not. If editing an already added item Qty, and if they have a seal, we will remove the corresponding seal item which is flagged, and recalculate and add them again.
• If additional seals are added to the order over and above the calculated seals, a separate line for the calculated seals will be added.  The 2 quantities will not be added together, the calculator does not need to look for matching item codes within the order
• The process may fail if the total number of lines per transaction exceeds 500.
• There will be no changes in the functionality or layout of the Picking ticket or RF Scanners as per the current scope.
• Seal items will be considered only for Inventory/Assembly items