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 5:56 pm
- Linenumberlinenumber
- 13
- Ns ps meeting datecustrecord_ns_ps_meeting_date_dt
- Oct 2, 2018
- Ownerowner
- Brooke Winterhalder
- Owneridownerid
- 8
- Rectyperectype
- NetSuite PS Meeting Notes
- Rectype 229 1633 maxnkeyrectype_229_1633_maxnkey
- 152
- Scriptidscriptid
- val_24448_3701406_781
- 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">P2P Walkthrough #1</p> <p style="margin:0in;font-family:Calibri;font-size:10.0pt;color:#767676">Tuesday, October 2, 2018</p> <p style="margin:0in;font-family:Calibri;font-size:10.0pt;color:#767676">3:12 PM<span style="font-size: 11pt;"> </span></p><ul style="margin-left:.2729in;direction:ltr;unicode-bidi:embed;margin-top: 0in;margin-bottom:0in"> <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:Calibri;font-size:11.0pt">Reviewed the Vendor Center and Vendor 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:Calibri;font-size:11.0pt">Lists > Relationships > Vendors > New</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:Calibri;font-size:11.0pt">Clicks "Vendors" to see the list view and all of the Vendors</span></li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Reviewed what is stored on the vendor record</span></li> </ul> </ul> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Demonstrated purchase requisition, request, and 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:Calibri;font-size:11.0pt">Employee Center Role</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:Calibri;font-size:11.0pt">Fill out a Request there</span></li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Dashboard has Reminders for alerts of what to do, and a Portlet that has the ability to fill in a Request and Requisition there</span></li> </ul> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Transactions > Purchases > Enter Purchase Orders </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:Calibri;font-size:11.0pt">Continue to "> List" to see all POs</span></li> </ul> </ul> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Saw the Purchase Contract quickly</span></li> <ul type="disc" style="margin-left:.75in;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:Calibri;font-size:11.0pt">No purchase contracts to start off with, so did not go over fully</span></li> </ul> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Demonstrated the Approvals on the Purchase Request, Requisition, and PO</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:Calibri;font-size:11.0pt">Information is stored on the Employee 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:Calibri;font-size:11.0pt">Supervisor is who will be approving things for you</span></li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Human Resources tab</span></li> <ul type="square" 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:Calibri;font-size:11.0pt">Purchasing</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:Calibri;font-size:11.0pt">Purchase Approval Limit</span></li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Purchase Limit</span></li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Purchase Approver (fill this in if it is different than your supervisor, if blank your supervisor is the approver)</span></li> </ul> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Expenses</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:Calibri;font-size:11.0pt">Expense Approval Limit</span></li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Expense Limit</span></li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Expense Approver (fill this in if it is different than your supervisor, if blank your supervisor is the approver)</span></li> </ul> </ul> </ul> </ul> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Demonstrated Item fulfillment, Vendor bill, and Vendor bill payment</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:Calibri;font-size:11.0pt">Approval on bill payment</span></li> </ul> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Demonstrated Expense reports/approvals</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:Calibri;font-size:11.0pt">Filled out the Expense Report</span></li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Supervisor (if have Expense Approver than Expense Approver) approves PO</span></li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Accounting Approval following Supervisor Approval</span></li> </ul> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">SW likes the NS printed PO form, so no need to adjust as of yet</span></li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Reviewed reports</span></li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Spa World will review expense/purchase approval procedures and let NS Team know what needs to be set up</span></li> </ul> </ul>
- Templatestoredtemplatestored
- No
- Topiccustrecord_ns_ps_meeting_topic
- P2P 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=13
- Idid
- 13
- InternalIdInternalId
- 13
- Owner refidowner_refid
- 8
- Rectype refidrectype_refid
- 234
No value 4
- Customwhencecustomwhence
- —
- Externalidexternalid
- —
- Nsbrowserenvnsbrowserenv
- —
- Selectedtabselectedtab
- —
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