Similar to the vendor agreement, this client has an agreement with their customers. So according to the customer sales agreement, the user can create sales orders.

Proposal summary

This proposal summarises the requirements and solution for the sales Agreement custom transaction.

Requirement 

There will be sales contracts with hospitals. In the contract, there will be a contract start date, end date, amount, and the items bound to that contract with its allowed quantity, rate. In the contract, there is a ‘Generate sales order’ button. Now it will open the SO edit mode page to create the SO. Users are required to enter items manually. Also, the remaining quantity and amount are not showing in the contract.

Our Solution

Currently there is a sales agreement custom record added in the Netsuite account. The custom record solution will be updated to add the following field values.

1. Ordered quantity ( Sum of all ordered quantity)
2. Fulfilled Quantity
3. Invoiced Quantity
4. Remaining Quantity

There is a button available for all users “Generate sales order”. By clicking this button the user will navigate to the sales order page with the following fields auto populated.

1. Items
2. Remaining quantity
3. Rate

The rate should be disabled and it is not editable by the user. The quantity of item will be automatically populated as the remaining quantity, later if the user needed can change it.

After saving the sales order, the item’s quantity should be reduced in the sales agreement. If the user adding the items not added in the sales contract added in the order, then will restrict the sales order save. Also, when creating a fulfillment record, invoice record, sales order record the sales agreement should get updated. The Sales order amount, sales order quantity, Invoice amount, Invoice quantity will be automatically populated when a sales order / invoice/ cash sale is created.

This sales “Generate sales order” button will show until the end date. 

Restrict the sales order if the order contains items other than the sales contract or the remaining quantity is less than the ordered quantity.

Assumptions

• If any of the item is not added in the sales contract added to the sales order, then an alert message will be displayed and the save action needs to be restricted
• After saving the sales order the allowed quantity should be reduced.

Additional Recommendations

1. We can add status to the sales contract. The sales contract will be open for the start date to end date. After the start date, the contract will be locked. The user cannot edit the same.
2. On the day the sales contract ends, the user can renew using the renew button.