ennVee

Enterprise

Kāladi Consulting Services is now ennVee Solutions Pvt. Ltd.

Kāladi Consulting Services is now ennVee Solutions Pvt. Ltd.

How NetSuite streamlined Business processes for a leading Solar Industry player?

Customer

FTC Solar is a growing global provider of solar tracker systems, technology, software and engineering services. With decades of experience in the solar industry across segments, FTC Solar has been steadily growing with utility-scale deployment projects around the world.

Technology status before NetSuite

The customer was predominantly dependent on Excel for their Bill of Materials (BOM) records and was concerned about the extent of manual efforts involved.

FTC Solar had chosen NetSuite to streamline and automate business processes to support their growth. Though they had the vanilla implementation done, they were not able to make the best use of the applications. They wanted the application to be adopted to their business’s requirements through customized solutions.

They were using Salesforce tool to manage their sales process. They were in need of a unified source of information for which it was important for all their functions to operate through one platform. Thereby, NetSuite’s Order to Cash Cycle was approached to replace Salesforce tool.

The customer has been using some features of the NetSuite Procure-to-Order and Order-to-Pay modules. 

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Key Concerns

ennVee's Solution - NetSuite Implementation, Tool Enhancement & Customizations:

FTC Solar project was largely a solution that involved customizing NetSuite. The journey so far has been about ennVee coming up with custom solutions in NetSuite that ensured optimum performance, agility and streamlined processes. The detailed solutioning discussions, meticulously designed project plan and extensive support services led to an automation journey for our customer. Below mentioned are few of the key feature enablement, enhancement and customizations.

Item Master Management: ennVee enabled setup of the item master as a single source of information across sales channels and business system such as order management, warehouse management as well as to support production planning.

Each item was differentiated into item revisions and identified as project-based or non-project related. Every item was mapped to the Item revision and each item had an approved vendor listed against it. To complete the transactions, the financial impact on COGS and asset accounts are impacted and GL accounts updated

Costing: A movement to FIFO method was enabled for the customer. Unit types were defined to be set up as default for each transaction. These were defined as purchased units in purchase order, as sales units in invoice or as stock items in inventory. These unit of measurement were updated in NetSuite.

Managing Vendor Master: A supplier qualification verification process was setup for adding new vendors to the system. Stages for approval, score allocation to vendor and assessing documents related to approval, were created. Based on the roles and access, the concerned users would be notified for approval. Upon approval, the vendor’s status would be updated to ‘active’ and will be available for transactions.

Procure-To-Pay: P2P setup was done for the customer covering all stages from purchase requisition to bill payment. Purchase Orders could be generated through special order configurations from sales order, purchase requisition, RFQ or purchase contract. Custom workflows were created at multiple points in the P2P cycle.

Drop Shipment: A provision was created for drop shipment items’ fulfillment to be done automatically based on criteria. Items were registered as drop shipment. Fulfillment was streamlined as mentioned below in the diagram through Special Orders.

Bill Of Materials: A customized workflow was created for BOM. Sales lines (SL) involved invoicing the customers directly. Whereas procurement lines (PL) involved placing orders with the vendors. These were facilitated through csv imports. The workflow needed a special role to be created for approval, with additional layers of validation added. Only upon approval, the Sales Orders could be generated.

Multiple report and workflow customizations were done for the BOM process.

3PL Integration: One of the key requirements from the customer was to integrate their 3PL partner’s Order Management Booking system with NetSuite for transmission of PO information. An automated process was configured to manage outbound information. This involved automation of PO information to 3PL via SFTP. This benefited the customer a great deal by reducing the time and efforts that went into scheduling reports, downloading the files, and then emailing them.

How ennVee Facilitated Adoption?

Benefits

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