Proposal Summary
This proposal outlines the scope of sending automated email notifications to CSRs and
Logistics when an item becomes available to ship in sales orders either by inventory
adjustment or by creating item receipts
Requirement
Need to update the existing functionality that sends automatic emails when creating
inventory adjustment or item receipt listing all the orders in which the items received were
back ordered in such a way that the emails need to be listed only the orders in which the
received items became available when received the item.
Deliverables
• The existing functionality to send email notifications to CSR and logistics sends the
emails with all the sales orders in which the received items(Either by inventory
adjustment or item receipt) were back ordered. Because of this, there can be orders
in which the items are available and the orders in which the items still back ordered
in the email.
• We will update the existing script to get all the orders in which the items were back
ordered before receiving the items
• And then develop a new functionality to filter out only the sales orders in which
these items became available after receiving the items.
• We will create a custom record setup as a part of filtering the sales orders.
• The email notification will be sent to logistics and respective CSRs, the email body
will contain the sales orders in which the received item/items are available to ship.
Assumptions
• The email subject, email body, table format will be same as before.
• We assume that not all the items in the sales order must be available for including
the sales order in email, we may include the sales orders in which the received item
became available (other items in order may or may not be back ordered when the
email was sent)