Proposal Summary
This proposal outlines a comprehensive solution for separating logistics-related and sales-related emails into different subtabs within NetSuite’s customer and other records. The separation will help in organizing and accessing emails based on their transaction module efficiently.
Requirement
MynTahl Corporation DBA East Electronics wants to separate logistics-related and sales-related emails into different subtabs under the customer and other records in NetSuite. This involves creating custom records for logistics and sales communications, linking these to the entity records, and configuring subtabs to display these emails accordingly.
Deliverables
- Create Custom Records:
- Logistics Communication: Custom record to store logistics-related emails.
- Sales Communication: Custom record to store sales-related emails.
- Link these custom records as child records to the entity record.
- Email Entry:
- Create entries in the respective custom records for each email, associating them with the relevant entity.
- Email Segregation:
- Use message search to retrieve all emails.
- Filter emails based on the transaction module to distinguish between logistics communication and sales communication.
- Subtab Configuration:
- Configure the entity record to display the custom records under separate subtabs:
- Logistics Communication Subtab: Display emails from logistics-related transactions.
- Sales Communication Subtab: Display emails from sales-related transactions.
- This approach ensures that emails are organized and easily accessible under the appropriate subtabs based on their transaction module.
- Custom Records Creation:
- Create two custom records with the following fields:
- Standard Fields (under Communication Subtab):
- Date
- Author
- Primary Recipient
- Subject
- Type
- Files
- Attachments
- Internal Only
- Other Fields:
- Entity – List/Record field – Entity (mark as record is parent)
- Include Name
- Message Id – Message Record Id
- To
- CC
- BCC
- View Message – As retrieved from the saved search
- View – Inline HTML field styled as button defaulted to the URL of the message record with ID in the Message Id field.
Script Execution:
- Schedule a script to execute every 1 hour to create the corresponding email entries.
- All emails from the following transaction types will be considered as Logistics Communication, and others as Sales Communication:
- Sales Orders (for the fulfillment process)
- Item Fulfillments
- Shipping Instructions
- Customer Return Authorizations
- Vendor Returns
- Transfer Orders
- Invoices (as they are part of the sales transaction completion)
- Credit Memos (related to returns and adjustments)
- Warehouse Transfers
View Message:
- For viewing the message (email), open the custom record and from there, open the message record by clicking a button called “View Message”.
- Ensures only one record is created for a message record by checking the internal ID of the message record and the Message Id in the custom record.
Assumptions
- The emails will be attached to the custom record as well as the customer record or other records in a time interval of 1 hour; it would not be working in real time.
- Custom record creation will be handled by the development team.
- Search criteria for emails:
- Message type – Emails
- Logistics Communication: Sales Orders, Item Fulfillments, Shipping Instructions, Customer Return Authorizations, Vendor Returns, Transfer Orders, Invoices, Credit Memos, Warehouse Transfers.
- Sales Communication: Other emails
- If the email message content is large, the full message may not be available in the custom record. To view the entire message, you will need to open the message record.