Proposal Summary
This proposal summarises the email notification of purchase order quantity value modifications. When a user or system changes the item quantity value in a purchase order item line, the system must be notified through email of the revised item data.
Requirements
Send an email to acknowledge the quantity update on the purchase order’s items. When a user or system modifies the number of products in a purchase order. Check that the PO is listed in the “corresponding PO” column of the sales order. If the purchase order is included in the “corresponding PO” column of the sales order, We will send the purchase order’s updated item information to the employee “Marie M Raymond”.
Our Solution
We will create a user event script for checking the quantity update in the purchase order. This script will work on the edit context of the purchase order record.
The script will check if that purchase order is listed in any sales order’s “corresponding PO” column.
If the purchase order is listed in any of the sales order record’s “corresponding PO” columns. Then script will check if the purchase order record has an item line with quantity updated or a new item added.
If a quantity updated line exists in the purchase order, the script will list the line with quantity updated.
If a new item is added to the purchase order record. The script will list these lines also.
The email body contains the following columns: Item name, PO number, PO #, sales order document number, Customer and difference between new and existing quantity.
Assumption
- We will send all updated quantity lines and newly added item quantity to employee “Marie M Raymond” in the format of CSV.
- This mail is only sent if any changes occur in the PO line items.
- There may be a chance for a performance issue for purchase order edit context after deploying this script.