Proposal Summary
This proposal outlines the steps to automate the transfer of attached files from the Shared Vendor Bill to related Bill and Journal transactions.
Requirement
Currently, the client is using a custom transaction called ‘Shared Vendor Bill’ to transfer liability from other subsidiaries to the London Subsidiary for payment on behalf of the other subsidiaries. In this process, an automatic Bill and Journal are created once the Shared Vendor Bill is created. The client wants to automatically transfer the attached files from the Shared Vendor Bill to its related Bill and Journal.
Deliverables
We have reviewed the requirement thoroughly and propose the following deliverables:
The solution will be implemented using a NetSuite Script that triggers upon the creation of a Shared Vendor Bill. The script will:
- Capture the files attached to the Shared Vendor Bill.
- Identify the related Bill and Journals.
- Attach the captured files to the related Bill and Journal.
Assumptions
- Bills and Journals are created automatically upon the creation of the Shared Vendor Bill.
- Files will be attached only if the Bills and Journal records are available in the Shared Vendor Bill immediately after creation.