CREDIT LIMIT AUTOMATED NOTIFICATIONS
Proposal Summary
This proposal outlines the solution designed for automated email il functionality for customers that either reach or exceed the credit limit during order placement. If a customer attempts to place an order that exceeds their credit limit, prevent the order from being fulfilled and send the email to CSR and ar@corpdesign.com. Also, when the specified approvers give their approval to the orders, the functionality for fulfillment should be reactivated.
Requirement
Corp Design-USA-NS/SCA requires to hold some order placements that meets the criteria,
- Customer that either reach or exceed the credit limit during order placement.
If the sales order satisfies the above conditions the client would like to send an automated email notification. These notifications should be directed to the email addresses of the CSR and ar@corpdesign.com. Also, If the order is placed ON-HOLD ,prevent the order from being fulfilled.
Additionally, when the specified approvers provide their approval for the orders, the functionality for fulfilment should be reactivated.
Objectives
The objective of this project is to develop a functionality that automates email notifications for customer that either reach or exceed the credit limit during order placement. It should also deactivate the fulfilment process for these customers. Additionally, when the specified approvers give their approval to the orders, the functionality for fulfilment should be reactivated.
Approach and Methodology
- We will exclusively focus on orders with a “Pending Fulfillment” status.
- This customization is only applicable during order creation.
- The restriction will be applied to the sales orders that meet the following criteria:
- Customer that either reaches or exceeds the credit limit during order placement
If the sales order satisfies the above condition, the buttons for “Fulfill” will be hidden. Also, sends a credit limit exceeded email notifications to the respective email addresses of the CSR and ar@corpdesign.com. - To identify restricted sales orders, we’ve introduced a checkbox named ‘ON-HOLD’ within the sales order record. When a record is placed on hold, the value of this field is set to ‘Checked.’ Conversely, when the record receives approval from the designated approver, the field value is set to ‘Unchecked’.
- Upon approval of the on-hold sales orders, any future instances of these sales orders, where customers exceed the credit limit, are not considered in our customization.
- We will also be restricted the Fulfillment of these orders from Transaction -> Order Management -> Fulfill Orders.
- The specified roles will possess the authority to approve ON-HOLD orders through two approaches:
- Individual Orders: We will be implementing an “Approve SO” button on each ON-HOLD sales order, which will be visible exclusively to approvers. For this feature, a user event script will be developed. When this button is clicked, the restriction on fulfilment will activated automatically. For this feature, a client script will be developed.
- Bulk Approval of ON-HOLD orders: A suitelet page will be designed to display all ON-HOLD sales orders. This page is only accessible for the `approvers. On this page, approvers will have the option to select multiple orders and initiate the approval process with a single click.
Assumptions
- We will exclusively focus on orders with a “Pending Fulfillment” status that meet the restriction criteria.
- The restriction will be applied to the sales orders that meet the following criteria:
Customer that either reach or exceed the credit limit during order placement.
- It’s important to note that this customization only applies during sales order creation. This means that when editing a sales order, this customization does not take effect.
- Upon approval of the on-hold sales orders, any future instances of these sales orders, where customers exceed the credit limit, are not considered in our customization.
- If a sales order is created with a specific term, and its credit limit is exceeded, we will not treat it as ‘on hold.’
- Once a sales order is created without any ‘hold,’ even if it later exceeds the credit limit, we will not automatically change its status to ‘on hold.’
- Once a sales order is created with ‘on hold,’ even if its credit limit is not exceeded later, we will not automatically change its status from ‘on hold.
- For the credit limit calculation, we will not consider customer returns.
Queries
- Should we exclusively consider the term ‘NET 30,’ or do we need to include all other terms for consideration?”
- Could you please provide the roles who have the ability for the approval?
- Could you please provide the email subject and body content?