Automating Order to Cash Process in NetSuite
One of our global clients is a USA-based firm engaged in the specialty distribution business
Requirement
They approached Jobin & Jismi as they had a NetSuite Customization requirement. The client wanted us to automate the order to cash process. The automation had to include processes from sales order to invoice generation. This was for both cash sales and invoice.
Challenges
One roadblock that our developers faced during the development is that CSV import is not possible with Item Fulfillment, so they had to find an alternative method to reach the solution.
Solution
Our developers analyzed and implemented the requirement through CSV import and script. The order to cash process works in a step-by-step method. It starts with the generation of Sales Order (SO), and Item fulfillment (IF).
It finally generates an invoice/cash sale. Our experts set up a template and imported the data through mapping. Thus, we were able to seamlessly automate the sales orders.
The system automates IF and invoice/cash sale generation via script. This is for the sales orders created by CSV import.
The system generates the IF only if the lot number is set. NetSuite needs to understand which item belongs to which lot.
Our developers created a checkbox in SO for users to specify whether to automate the IF or not. The system generates the IF only when all items in sales order have a lot number.
Result
The customization was successful, and our client now enjoys seamless order to cash automation. NetSuite will automatically generate the Sales Orders entries provided in the Excel sheet. The system also generates the corresponding Item Fulfillment, invoice/cash sale along with the generation of Sales Orders.
