Proposal summary
This proposal outlines the advancements made in the TrackTraceRx integration process, focusing on synchronizing existing lots in NetSuite and enhancing item fulfillment synchronization to accommodate these lots effectively.
Requirement
The TrackTraceRx system is designed to handle only those lots that have been received through TrackTraceRx. Unfortunately, existing lots in NetSuite cannot be used for fulfillment using TrackTraceRx. To address this limitation, we require a solution that allows us to manage existing lots in the item fulfillment process.
Deliverable
We will need separate processes in the inbound and outbound sides for managing the existing lots that not recorded in TrackTraceRx
Inbound – Sync Existing Lots
To utilize the existing lots in TrackTraceRx, the first step is to register those lots within the TrackTraceRx system.
Our approach involves identifying all existing Item Receipts with available lots, excluding those that are already fully fulfilled. Using a script, we will synchronize these selected item receipts and their corresponding purchase orders with TrackTraceRx. The Inbound shipments generated for these receipts will be lot-based, meaning they will not contain any serial information sent to TrackTraceRx.
Additionally, to keep track of the lots synced to TrackTraceRx, we will implement a custom record. This record will aid in identifying the lot type during the creation of Item fulfillment.
Purchase order Sync:
- The existing purchase orders in NetSuite will be synced to TrackTraceRx. This will be a one-time sync.
- This integration will happen only for the vendors and only for the items that are already integrated with TrackTraceRx.
Item receipt Sync:
- Item receipts present in NetSuite but not yet synchronized with TrackTraceRx will be brought into synchronization.
- The Purchase order will be synced prior to the item Receipt Sync.
- The vendor, location and item needed to be synced prior to syncing the Item receipt.
Outbound- Item Fulfilment sync for Fulfilment with Existing Lot
On the outbound side, we must distinguish the lot types and proceed to generate two separate outbound shipments in TrackTraceRx.
Upon the creation of an item fulfillment in NetSuite, our initial step will involve identifying the lot type associated with the utilized lot numbers for the items. Based on this information, we will proceed to generate two distinct outbound shipments in TrackTraceRx – one for lot-based lot numbered items and the other for serial-based lot numbered items.
Note
- The exisitng Item receipt and Purchase order sync will be a one time sync.
- All the existing lots synced through this process will be lot based lot. Therefore, they will not contain any serial information.
- If the item fulfillment comprises both lot-based and serial-based lot items, we will generate two separate outbound shipments in NetSuite for that single item fulfillment.