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General · 24 fields · 19 with a value · 5 empty

Baserecordtypebaserecordtype: customrecord_ns_ps_meeting_notes
Customformcustomform: Standard NetSuite PS Meeting Notes Form
Emailcustrecord_ns_ps_meeting_note_email: Yes
Isinactiveisinactive: No
Lastmodifiedlastmodified: 10/4/2018 4:52 pm
Linenumberlinenumber: 14
Ns ps meeting datecustrecord_ns_ps_meeting_date_dt: Oct 4, 2018
Ownerowner: Shari Fitzgerald
Owneridownerid: 6
Rectyperectype: NetSuite PS Meeting Notes
Rectype 229 1633 maxnkeyrectype_229_1633_maxnkey: 152
Scriptidscriptid: val_24593_3701406_746
Submitnext tsubmitnext_t: customrecordentry
Submitnext ysubmitnext_y: 234
Summarycustrecord_ns_ps_meeting_summary: Additional attendees: Ronni & Karen Review Deduction Management:<o:p></o:p> 1.      Items - Showed the Deduction, Chargeback and Small Balance WO  Other Charge for Sale items created and created one for Promotion Deduction.  SW will need to review the GL accounts that these are applied to. <o:p></o:p> 2.      Small Deduction WO - discussed the limits and that a script can be scheduled to create CM's for these small balances.  SW will not turn this on to start.<o:p></o:p> <o:p> </o:p> Walked through Transactions:<o:p></o:p> Deduction for allowed concession:<o:p></o:p> 1.       Create or have open Invoice<o:p></o:p> 2.       Accept Customer Payment<o:p></o:p> 3.       Enter an amount less than Balance<o:p></o:p> 4.       Save<o:p></o:p> 5.       DM page displays (select the deduction type or use the default) 6.       Submit<o:p></o:p> <o:p> </o:p> Deduction for unallowed concession (Chargeback):<o:p></o:p> 1.       Create or have open Invoice<o:p></o:p> 2.       Accept Customer Payment<o:p></o:p> 3.       Enter an amount less than Balance<o:p></o:p> 4.       Select invoices<o:p></o:p> 5.       Save<o:p></o:p> 6.       DM page displays<o:p></o:p> 7.       Click chargeback<o:p></o:p> 8.       Enter message for Memo<o:p></o:p> 9.       Submit<o:p></o:p> <o:p> </o:p><o:p>This solution allows one credit memo deduction per invoice.  You can select multiple invoices.</o:p><o:p>Please review SuiteSolution at SuiteAnswer 62716.</o:p> <o:p> </o:p>
Templatestoredtemplatestored: No
Topiccustrecord_ns_ps_meeting_topic: AR Deduction & Write-off
Topicscustrecord_ns_ps_next_meeting_topics: <List the topics to be covered in the next configuration session>
Typetype: custrecordentry

No value 5

Attendeescustrecord_ns_ps_attendees: —
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: —

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