Proposal Summary
This proposal summarizes the functionality of implementing a customized solution for linking the related items attached to an item with each other.
Requirement
The client would like to develop a customized solution for linking the items added as related items in an item record with each other.
Deliverables
- We will develop functionality that automatically links related items within an item to each other.
- To implement this functionality, we will need to establish a custom record setup for related items. Although NetSuite provides a standard method for adding related records, we opt for creating custom records for related items. This approach offers greater flexibility and allows us to access related item data in saved searches and reports.
- So, a related item can be added to an item in the ‘Related Items’ sublist under the Adobe Sync subtab
- In our custom solution, it will execute when related items are added to an item and then the item record is saved. The item to which these related items are added will be automatically linked to these items as related items. Additionally, each related item will be linked to each other’s record as related items.
- For example, suppose a user is adding items X, Y, and Z as related items to item A. Then A will be automatically linked as a related item to X, Y, and Z. Furthermore, Y and Z will be linked to X, X and Y will be linked to Z, and Z and X will be linked to Y.
- Similarly, if a related item is removed from an item, let’s say, the related item X from the previous example is removed from A, then item A will automatically be removed from the list of related items for item X. Also, X will be removed from the items Y and Z as X is no more in A as a related item. This process operates in a similar way to adding related items, but in the context of deletion.
- The linking of related items occurs when the item record is saved after adding or removing related items to an item.
Assumptions
- We assume that when a linked related item is removed from an item, then we should remove this item from the removed items related item list.
- The automatic linking of related items only occurs between the related items added and the item to which the related item is added. For example, if ITEM2 is added to ITEM1 as a related item, our functionality will automatically link ITEM1 to ITEM2 as ITEM2’s related item. However, if ITEM3 was already a related item of ITEM2, we cannot link ITEM1 and ITEM3 together.
- Currently, only the inventory items are considered for this functionality.
- The automatic linking of items as related item occurs only when the item record is saved after adding or removing related items to an item.
- We consider adding the related items as custom record entries to enhance the flexibility of this functionality. This approach also enables us to effortlessly retrieve data related to the related items in saved searches.