Tag: customization

Assign sales rep to sales order item line.

Automating the value of the sales rep in the sales order item line. The sales rep will be identified based on the customer territory and the item’s brand value setup in the custom record. Requirements Is there any way to automate this using sales rules? The scenario will be the customer is located in a… Continue reading Assign sales rep to sales order item line.

UPDATING PURCHASE ORDER ITEM QUANTITY ON THE BASIS OF THE SAVED SEARCH PENDING QUANTITY VALUE

This proposal covers the scope of updating the purchase order item quantity on the basis of the saved search pending QTYS column value. Requirement Create a script that takes that item and subtracts the quantity from the “Pending Qty” column. So, if the order is 5 and the pending qty is 1, You delete one… Continue reading UPDATING PURCHASE ORDER ITEM QUANTITY ON THE BASIS OF THE SAVED SEARCH PENDING QUANTITY VALUE

CRM – API Integration & customization

NFC-3 This proposal was submitted to the client to create a 3rd party API integration with the Netsuite. Project Goals  Get the estimation for CRM – API Integration and customization. Our Solution As per our best understanding, the task is to create an API integration with the 3rd party system OSCAR EMR.  INTEGRATION We have… Continue reading CRM – API Integration & customization

SALES REP CONTRIBUTION BASED ON THE BRAND.

This proposal covers the scope of displaying the sales rep contribution based on the brand. Requirement  The client sells many types of brands. The sales reps are responsible for selling these brands, the sales rep can sell more than one brand.  A customer can have multiple sales reps if they buy different brands. On a… Continue reading SALES REP CONTRIBUTION BASED ON THE BRAND.

Dunning Invoice Number Proposal

Compusoft AS have set up Dunning and are sending dunning letters which have been customised. They would now like to change the Invoice Number that is sent on the custom dunning letters. Requirement  The requirement is to populate the Invoice Number on the Dunning letter. If the Subsidiary is running on the legacy system ,… Continue reading Dunning Invoice Number Proposal