Client Overview:
Jacksonville, Florida-based personal care product manufacturer uses NetSuite to manage the Order to Cash process, Accounting and Finance process.
Problem Statement:
- When a customer places an order through an EDI platform, it is challenging for the company to import those orders into NetSuite.
- They manage the Order in the system when the Customer purchases the Product quantity in Each presented challenge.
- The User entered the Customer Payment record directly, increasing the risk of human error.
Solution Provided:
- To convert the Purchase order (placed by the Customer in EDI) to a Sales order in NetSuite and to transmit the Invoice copy back to EDI so the Customer can pay it back by getting the Invoice Details from SPS Portal, an Integration between NetSuite and SPS Portal (EDI) was set up.
- A backend script was developed to handle and transform each quantity into a case in accordance with the requirements of the warehouse team.
- Set up a daily backend job to read the CSV file from the SPS portal (which was stored in NetSuite) and generate a customer payment in NetSuite.
- Created custom logic to carry out backend validations and to fill values based on the end user-supplied source values.
Benefits to Client:
1. The EDI Integration and NetSuite Integration made generating and managing customer orders simple.
2. There are time savings in the creation of customer payments, there is no need for manual intervention, and human error is removed.
3. The additional record validation kept the data in the system clean.
