Proposal Summary
This proposal outlines the solution designed for handling ON-HOLD sales orders by restricting the picking ticket printing and the process for fulfillment . Also, when the specified approvers give their approval to the orders, the restriction on printing picking tickets and fulfilment should be reactivated.
Requirement
SZCO Supplies requires to hold some sales orders that meets the following criterias,
- Customer has exceeded their account credit limit as set in their customer record
- Customer has open invoices that are past their due date
- Order will go on hold if the customer has an available credit
- Order will go hold if customer has Hold for Check term
- Customer paying by wire transfer will go on hold
- Orders that come from webstore, or SPS commerce or any 3rd party system, they go on hold, we check and then release to warehouse for printing
If the sales order satisfies the above conditions the client would like to place these sales orders ON-HOLD, then the functionality to print pick tickets or proceed with fulfilment should be deactivated. Also, the system should store the on-hold reasons within a designated field within the sales order record.
Additionally, when the specified approvers provide their approval for the orders the functionality for pick ticket printing and fulfilment should be reactivated.
Objectives
The objective of this project is to develop a functionality that, when a sales order is on hold due to several reasons, deactivated the process for fulfilment and print picking ticket. Also, when the specified approvers give their approval to the orders, the restriction on printing picking tickets should be reactivated.
Approach and Methodology
- We will exclusively focus on orders with a “Pending Fulfillment” status.
- Also, the restriction will be applied to the sales orders that meet the following criteria:
- Customer has exceeded their account credit limit as set in their customer record
- Customer has open invoices that are past their due date
- Order will go on hold if the customer has an available credit
- Order will go hold if customer has Hold for Check term
- Customer paying by wire transfer will go on hold
- Orders that come from webstore, or SPS commerce or any 3rd party system, they go on hold, we check and then release to warehouse for printing
- If the sales order satisfies the above conditions, the buttons for “Fulfill” and “Print Picking Ticket” will be hidden.
- For identifying the restricted sales orders, we introduce a list field within the sales order record with name “APPROVAL STATUS”. This field comprises the values [“-All-“, “ON-HOLD”, “APPROVED”]. When a record is placed on hold, its field value becomes “ON-HOLD.” Conversely, when the record receives approval from the designated approver, its field value is set to “APPROVED”. In cases where a sales order does not meet the criteria for restrictions, the field value remains “-All-” consistently.
- For identifying the reason for the restriction, add an automated multiselect field with name “ON-HOLD REASON” for specifying the reason for the hold. Within this field, all possible reasons will be displayed, and the specific on-hold reason associated with that sales order will be highlighted.
- Upon approval of the on-hold sales orders once, any future instances of these sales orders being placed on hold not considered in our customization.
- We will also 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, we will automatically changed the approval status to APPROVED and will clear the ON-HOLD REASON field values. 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. Additionally, the feature to filter sales orders based on the reasons for being on-hold is also available.
Added Value
In this project, we aim to bring significant added value to your organization. Here’s what you can expect from us,
- Drawing from our experience working with diverse clients, we will bring industry best practices to implement the required functionality. We will leverage this knowledge to streamline processes and ensure compliance with industry standards, enabling you to extract maximum value from your NetSuite platform.
- We offer ongoing technical support and maintenance to address any future needs or enhancements.
Risk
- There is a chance for printing picking ticket PDF from Transactions -> Managements -> Print Checks and Forms. We cannot restrict this function.
Assumptions
- We will exclusively focus on orders with a “Pending Fulfillment” status that meet the restriction criteria.
- Upon approval of the on-hold sales orders once, any future instances of these sales orders being placed on hold not considered in our customization.
- We Cannot restrict printing picking ticket PDF from Transactions -> Managements -> Print Checks and Forms.
- The restriction will be applied to the sales orders that meet the following criteria:
1) Customer has exceeded their account credit limit as set in their customer record :- Credit Limit of the customer is less than the Balance
2) Customer has open invoices that are past their due date :- The customer in sales order has open invoices with past due date.
3) Order will go on hold if the customer has an available credit :- Available credit is means that open Credit memo
4) Order will go hold if customer has Hold for Check term :- The selected term is “Hold For Check”
5) Customer paying by wire transfer will go on hold :- The selected term is
“Wire Transfer”
6) Orders that come from webstore, or SPS commerce or any 3rd party system, they go on hold, we check and then release to warehouse for printing :- Adobe Order Id Is Not Empty And Sales Channel = Web