General
General · 24 fields · 20 with a value · 4 empty
- Attendeescustrecord_ns_ps_attendees
- ;;Iris Velasquez
- Baserecordtypebaserecordtype
- customrecord_ns_ps_meeting_notes
- Customformcustomform
- Standard NetSuite PS Meeting Notes Form
- Emailcustrecord_ns_ps_meeting_note_email
- Yes
- Isinactiveisinactive
- No
- Lastmodifiedlastmodified
- 10/3/2018 2:40 pm
- Linenumberlinenumber
- 12
- Ns ps meeting datecustrecord_ns_ps_meeting_date_dt
- Oct 3, 2018
- Ownerowner
- Brooke Winterhalder
- Owneridownerid
- 8
- Rectyperectype
- NetSuite PS Meeting Notes
- Rectype 229 1633 maxnkeyrectype_229_1633_maxnkey
- 152
- Scriptidscriptid
- val_24430_3701406_541
- Submitnext tsubmitnext_t
- customrecordentry
- Submitnext ysubmitnext_y
- 234
- Summarycustrecord_ns_ps_meeting_summary
- <p style="margin:0in;font-family:"Calibri Light";font-size:20.0pt">L2Q + O2C Walkthrough #1</p> <p style="margin:0in;font-family:Calibri;font-size:10.0pt;color:#767676">Wednesday, October 3, 2018</p> <p style="margin:0in;font-family:Calibri;font-size:10.0pt;color:#767676">11:49 AM</p><ul style="margin-left:.4159in;direction:ltr;unicode-bidi:embed;margin-top: 0in;margin-bottom:0in"> <p style="margin:0in;font-family:Cambria;font-size:12.0pt"> </p> <p style="margin:0in;font-size:14.0pt"><span style="font-style:italic; font-family:Cambria">Lead </span><span style="font-style:italic;font-family: Wingdings">è </span><span style="font-style:italic;font-family:Cambria">Create an Opportunity with Lead </span><span style="font-style:italic;font-family: Wingdings">è </span><span style="font-style:italic;font-family:Cambria">Converts to Prospect </span><span style="font-style:italic;font-family:Wingdings">è </span><span style="font-style:italic;font-family:Cambria">Create a Quote with Prospect </span><span style="font-style:italic;font-family:Wingdings">è </span><span style="font-style:italic;font-family:Cambria">Converts to Customer </span><span style="font-style:italic;font-family:Wingdings">è </span><span style="font-style:italic;font-family:Cambria">Create a Sales Order with Customer</span></p> <p style="margin:0in;font-family:Cambria;font-size:12.0pt"> </p> <p style="margin:0in;font-family:Cambria;font-size:12.0pt">*** All of these entities and transactions along the way can be entered as standalone/individually</p> <p style="margin:0in;margin-left:.375in;font-family:Cambria;font-size:12.0pt">--- All of these steps are for reporting purposes, and to track the progression of a Company becoming </p> <p style="margin:0in;font-family:Cambria;font-size:12.0pt"> </p> <ul type="disc" style="margin-left:0in;direction:ltr;unicode-bidi:embed; margin-top:0in;margin-bottom:0in"> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Started by entering a Lead</span></li> <ul type="disc" style="margin-left:.375in;direction:ltr;unicode-bidi:embed; margin-top:0in;margin-bottom:0in"> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Lists > Relationships > Leads </span></li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Co. Name = Test Company</span></li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Fill in Annual Revenue</span></li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Qualification</span></li> <ul type="disc" style="margin-left:.375in;direction:ltr;unicode-bidi:embed; margin-top:0in;margin-bottom:0in"> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Buying Time Frame = normally less than a month</span></li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Buying Reason = mostly New Requirement</span></li> </ul> </ul> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Opportunity </span></li> <ul type="disc" style="margin-left:.375in;direction:ltr;unicode-bidi:embed; margin-top:0in;margin-bottom:0in"> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">On the transaction side</span></li> <ul type="disc" style="margin-left:.375in;direction:ltr;unicode-bidi:embed; margin-top:0in;margin-bottom:0in"> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Internal, not client facing</span></li> </ul> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Transactions > Sales > Create Opportunities</span></li> <ul type="disc" style="margin-left:.375in;direction:ltr;unicode-bidi:embed; margin-top:0in;margin-bottom:0in"> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Fill in Company Name: Test Company</span></li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Make sure to include the Sales Rep name</span></li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Probability = 20%</span></li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Projected total 8K</span></li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Fill in Item detail</span></li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Communication tab</span></li> <ul type="disc" style="margin-left:.375in;direction:ltr;unicode-bidi:embed; margin-top:0in;margin-bottom:0in"> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">How discussions go from this Opportunity</span></li> </ul> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Sales</span></li> <ul type="disc" style="margin-left:.375in;direction:ltr;unicode-bidi:embed; margin-top:0in;margin-bottom:0in"> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Qualification details, Buying reason, etc.</span></li> </ul> </ul> </ul> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Lead is now a Prospect</span></li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">From the Opportunity, Converted to a Quote</span></li> <ul type="disc" style="margin-left:.375in;direction:ltr;unicode-bidi:embed; margin-top:0in;margin-bottom:0in"> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Fills in information from the Opportunity</span></li> <ul type="disc" style="margin-left:.375in;direction:ltr;unicode-bidi:embed; margin-top:0in;margin-bottom:0in"> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Has Opportunity stored on the Sales Information section</span></li> </ul> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Probability is now 50%</span></li> </ul> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Setup > Accounting > Accounting Lists</span></li> <ul type="disc" style="margin-left:.375in;direction:ltr;unicode-bidi:embed; margin-top:0in;margin-bottom:0in"> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Can create Price Levels</span></li> </ul> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Customer record</span></li> <ul type="disc" style="margin-left:.375in;direction:ltr;unicode-bidi:embed; margin-top:0in;margin-bottom:0in"> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Lists > Relationships > Customer</span></li> <ul type="disc" style="margin-left:.375in;direction:ltr;unicode-bidi:embed; margin-top:0in;margin-bottom:0in"> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">***Internal</span></li> </ul> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Financial </span></li> <ul type="disc" style="margin-left:.375in;direction:ltr;unicode-bidi:embed; margin-top:0in;margin-bottom:0in"> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Include their price level details</span></li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Has on sub sub tab “Item Pricing” where Customers can have specific Items at a specific Price level</span></li> </ul> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Sales tab</span></li> <ul type="disc" style="margin-left:.375in;direction:ltr;unicode-bidi:embed; margin-top:0in;margin-bottom:0in"> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Transactions </span></li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Opportunities</span></li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Items Purchase</span></li> </ul> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">New bar at the top (paper with plus sign)</span></li> <ul type="disc" style="margin-left:.375in;direction:ltr;unicode-bidi:embed; margin-top:0in;margin-bottom:0in"> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Directly from the Customer record, you can create an SO or Quote or Invoice etc., store a Phone Call log, create a Task, etc.</span></li> <ul type="disc" style="margin-left:.375in;direction:ltr;unicode-bidi:embed; margin-top:0in;margin-bottom:0in"> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">These all store on the Customer record</span></li> </ul> </ul> </ul> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">From the saved Quote, you can click the button to generate “Sales Order</span></li> <ul type="disc" style="margin-left:.375in;direction:ltr;unicode-bidi:embed; margin-top:0in;margin-bottom:0in"> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Also = Transactions > Sales > Enter Sales Order </span></li> <ul type="disc" style="margin-left:.375in;direction:ltr;unicode-bidi:embed; margin-top:0in;margin-bottom:0in"> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">**You can enter any SO’s Standalone, from the Quote, import, etc.</span></li> </ul> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Opportunity and Quote details are carried forward onto the SO</span></li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Need to include Location for information to show up</span></li> </ul> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Using Pace Jet for shipping</span></li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Fulfill the SO directly from the SO</span></li> <ul type="disc" style="margin-left:.375in;direction:ltr;unicode-bidi:embed; margin-top:0in;margin-bottom:0in"> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Transaction > Sales > Fulfill Orders = Check off which SO(s) to Fulfill</span></li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Item Fulfillment</span></li> <ul type="disc" style="margin-left:.375in;direction:ltr;unicode-bidi:embed; margin-top:0in;margin-bottom:0in"> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Save & See the Packing Slip</span></li> </ul> </ul> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Saved Item Fulfillment </span><span style="font-family:Wingdings;font-size:12.0pt">è </span><span style="font-family:Cambria;font-size:12.0pt">Pick, Pack, and Ship</span></li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Shipped Item Fulfillment is ready to be Billed</span></li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Collect Invoice after you ship</span></li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Can manually create standalone Invoices</span></li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">If a Customer is making a Deposit on the SO</span></li> <ul type="disc" style="margin-left:.375in;direction:ltr;unicode-bidi:embed; margin-top:0in;margin-bottom:0in"> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">From the saved SO, you can click Create Deposit button and create a Customer’s Deposit in relation to the SO</span></li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Transactions > Customers > Accept Customer Payments</span></li> <ul type="disc" style="margin-left:.375in;direction:ltr;unicode-bidi:embed; margin-top:0in;margin-bottom:0in"> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Apply a payment to the Invoice, create a Credit, or create a Deposit</span></li> </ul> </ul> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">If have a Customer Return</span></li> <ul type="disc" style="margin-left:.375in;direction:ltr;unicode-bidi:embed; margin-top:0in;margin-bottom:0in"> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Create the Case</span></li> <ul type="disc" style="margin-left:.375in;direction:ltr;unicode-bidi:embed; margin-top:0in;margin-bottom:0in"> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Search Transaction Type</span></li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Enable Create Transaction</span></li> </ul> </ul> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Reports </span></li> <ul type="disc" style="margin-left:.375in;direction:ltr;unicode-bidi:embed; margin-top:0in;margin-bottom:0in"> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Pipeline Analysis</span></li> <ul type="disc" style="margin-left:.375in;direction:ltr;unicode-bidi:embed; margin-top:0in;margin-bottom:0in"> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Pipeline by Status Summary</span></li> <ul type="disc" style="margin-left:.375in;direction:ltr;unicode-bidi:embed; margin-top:0in;margin-bottom:0in"> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Showing the Leads and Prospects</span></li> <ul type="disc" style="margin-left:.375in;direction:ltr;unicode-bidi:embed; margin-top:0in;margin-bottom:0in"> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Can filter by the Sales Rep who created it</span></li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Directly click into the Quote that was generated</span></li> </ul> </ul> </ul> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Sales Order</span></li> <ul type="disc" style="margin-left:.375in;direction:ltr;unicode-bidi:embed; margin-top:0in;margin-bottom:0in"> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Sales Orders by Customer Summary</span></li> <ul type="disc" style="margin-left:.375in;direction:ltr;unicode-bidi:embed; margin-top:0in;margin-bottom:0in"> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Can take you directly to Customer record</span></li> </ul> </ul> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Inventory</span></li> </ul> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Inquired about seeing how long the Customer has been a customer</span></li> </ul> <p style="margin:0in;margin-left:.375in;font-family:Cambria;font-size:12.0pt"> </p> <p style="margin:0in;font-family:Cambria;font-size:12.0pt"> </p> <p style="margin:0in;font-family:Cambria;font-size:12.0pt"> </p> <p style="margin:0in;font-family:Cambria;font-size:12.0pt">ACTION ITEMS</p> <ol type="1" style="margin-left:0in;direction:ltr;unicode-bidi:embed;margin-top: 0in;margin-bottom:0in;font-family:Cambria;font-size:12.0pt;font-weight:normal; font-style:normal"> <li value="1" style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt;font-weight:normal; font-style:normal;font-family:Cambria;font-size:12.0pt">Want a link of the Lead’s Opportunity on the Lead record</span></li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Want additional field on the Lead, and to carry to the Opportunity and Customer form</span></li> <ol type="a" style="margin-left:.375in;direction:ltr;unicode-bidi:embed; margin-top:0in;margin-bottom:0in;font-family:Cambria;font-size:12.0pt; font-weight:normal;font-style:normal"> <li value="1" style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt;font-weight:normal; font-style:normal;font-family:Cambria;font-size:12.0pt">Mulit-select, mandatory to fill out</span></li> </ol> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Want to store that Lead is Tax Exempt on the record</span></li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt;background:yellow;mso-highlight: yellow">HIGH PRIORITY:</span><span style="font-family:Cambria;font-size: 12.0pt"> If an order is sent through EDI, what is telling them that the SO came in with pricing that they don't normally have?</span></li> <ol type="a" style="margin-left:.375in;direction:ltr;unicode-bidi:embed; margin-top:0in;margin-bottom:0in;font-family:Cambria;font-size:12.0pt; font-weight:normal;font-style:normal"> <li value="1" style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt;font-weight:normal; font-style:normal;font-family:Cambria;font-size:12.0pt">They need something to tell them if there is a discrepancy between pricing that’s already established and what customer (Home Depot especially) is sending them</span></li> </ol> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Set up an alert + Setting that prevents the creation of SO if exceeding the Credit Limit</span></li> <ol type="a" style="margin-left:.375in;direction:ltr;unicode-bidi:embed; margin-top:0in;margin-bottom:0in;font-family:Cambria;font-size:12.0pt; font-weight:normal;font-style:normal"> <li value="1" style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt;font-weight:normal; font-style:normal;font-family:Cambria;font-size:12.0pt">Sales Reps cannot enter SO </span></li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Alert that SO cannot be entered if going over the Credit Limit</span></li> </ol> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt;background:yellow;mso-highlight: yellow">MUST:</span><span style="font-family:Cambria;font-size:12.0pt"> On SO = Want to know how much of that Item is in Stock</span></li> <ol type="a" style="margin-left:.375in;direction:ltr;unicode-bidi:embed; margin-top:0in;margin-bottom:0in;font-family:Cambria;font-size:12.0pt; font-weight:normal;font-style:normal"> <li value="1" style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt;font-weight:normal; font-style:normal;font-family:Cambria;font-size:12.0pt">NOT customer facing</span></li> </ol> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Want to have a Notes section and Terms and Conditions on the Printed SO </span></li> <ol type="a" style="margin-left:.375in;direction:ltr;unicode-bidi:embed; margin-top:0in;margin-bottom:0in;font-family:Cambria;font-size:12.0pt; font-weight:normal;font-style:normal"> <li value="1" style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt;font-weight:normal; font-style:normal;font-family:Cambria;font-size:12.0pt">Kristoff to provide that information for T&C</span></li> </ol> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Since WMS is doing the Fulfilling, they don’t want to have an Item Fulfillment accessible and to skip that step for ERP (done with WMS)</span></li> <ol type="a" style="margin-left:.375in;direction:ltr;unicode-bidi:embed; margin-top:0in;margin-bottom:0in;font-family:Cambria;font-size:12.0pt; font-weight:normal;font-style:normal"> <li value="1" style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt;font-weight:normal; font-style:normal;font-family:Cambria;font-size:12.0pt">Don't want people in the office to do Item Fulfillment</span></li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">People in the warehouse won’t have access to anything but fulfilling</span></li> </ol> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">*** Important that alerts/reminders for roles are set up</span></li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Once Item Fulfillment is Shipped, they want the Invoice auto-generated</span></li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Interested in seeing the Customer’s history</span></li> <ol type="a" style="margin-left:.375in;direction:ltr;unicode-bidi:embed; margin-top:0in;margin-bottom:0in;font-family:Cambria;font-size:12.0pt; font-weight:normal;font-style:normal"> <li value="1" style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt;font-weight:normal; font-style:normal;font-family:Cambria;font-size:12.0pt">Something that says how long they’ve been a customer</span></li> </ol> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Want a report that shows the highest amount of money a Customer has owed them</span></li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Need a follow up meeting for I/C Transactions for a half hour session – want Monday afternoon or Tuesday of next week (only have the status meeting)</span></li> </ol> </ul>
- Templatestoredtemplatestored
- No
- Topiccustrecord_ns_ps_meeting_topic
- L2Q and C2R Walkthrough #1
- Topicscustrecord_ns_ps_next_meeting_topics
- <List the topics to be covered in the next configuration session>
- Typetype
- custrecordentry
No value 4
- Cc emailcustrecord_ns_ps_meeting_note_cc_email
- —
- NetSuite job record emailcustrecord_ns_job_record_email
- —
- Ns ps next meeting datecustrecord_ns_ps_next_meeting_date_dt
- —
- Versionversion
- —
System & IDs
System & IDs · 10 fields · 6 with a value · 4 empty
- Customform refidcustomform_refid
- -1234
- Entryformquerystringentryformquerystring
- rectype=234&e=T&id=12
- Idid
- 12
- InternalIdInternalId
- 12
- Owner refidowner_refid
- 8
- Rectype refidrectype_refid
- 234
No value 4
- Customwhencecustomwhence
- —
- Externalidexternalid
- —
- Nsbrowserenvnsbrowserenv
- —
- Selectedtabselectedtab
- —
No field matches your search.
Fields without a value are shown as “—”.