General
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
- 11/16/2018 6:30 pm
- Linenumberlinenumber
- 26
- Ns ps meeting datecustrecord_ns_ps_meeting_date_dt
- Nov 16, 2018
- Ownerowner
- Brooke Winterhalder
- Owneridownerid
- 8
- Rectyperectype
- NetSuite PS Meeting Notes
- Rectype 229 1633 maxnkeyrectype_229_1633_maxnkey
- 152
- Scriptidscriptid
- val_34330_3701406_575
- 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 #2 Follow up 11/16</p> <p style="margin:0in;font-family:Calibri;font-size:10.0pt;color:#767676">Friday, November 16, 2018</p> <p style="margin:0in;font-family:Calibri;font-size:10.0pt;color:#767676">3:07 PM</p> <p style="margin:0in;font-family:Calibri;font-size:11.0pt"><span style="font-weight:bold">Attendees: Brooke, Shari, Kristoff, Ronni, Toni</span></p> <p style="margin:0in;font-family:Calibri;font-size:11.0pt"> </p> <p style="margin:0in;font-family:"Segoe UI";font-size:11.0pt"><span style="font-weight:bold"> AGENDA</span></p> <p style="margin:0in;font-family:"Segoe UI";font-size:11.0pt"> </p> <ol type="1" style="margin-left:.375in;direction:ltr;unicode-bidi:embed; margin-top:0in;margin-bottom:0in;font-family:Calibri;font-size:11.0pt; font-weight:normal;font-style:normal"> <li value="1" style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt;font-weight:normal;font-style: normal;font-family:Calibri;font-size:11.0pt">Finish up Vendor Bill Electronic Payment (need to create Vendor Notification file)</span></li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Validate 3 Way Match is working</span></li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Complete a Vendor Prepayment</span></li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Walkthrough Positive Pay</span></li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Vendor Bill with varying payment (during R2R)</span></li> </ol> <p style="margin:0in;font-family:Calibri;font-size:11.0pt"> </p> <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">Walked through the Vendor Prepayment process</span></li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Realized that Positive Pay must be set up before testing can occur</span></li> </ul> <p style="margin:0in;font-family:Calibri;font-size:11.0pt"> </p> <p style="margin:0in;font-family:Calibri;font-size:11.0pt"><span style="font-style:italic;text-decoration:underline">ACTION ITEMS</span></p> <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">Need to add the Lists > Tax items permission to the Vendor Prepayments role</span></li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Want a field on the Vendor Prepayment screen to indicate the remaining balance needed to be paid for the PO</span></li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Positive Pay needs to be set up</span></li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Testing paying invoices that are different amounts</span></li> <ul type="circle" 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">Po was for $5</span></li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">When you enter the invoice, do the bill purchase orders, and do $6 instead = See the vendor bill variances</span></li> </ul> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">During UAT, Make Payments through all of the subsidiaries</span></li> <ul type="circle" 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">Do some mismatch (Invoice is more than the PO)</span></li> </ul> </ul>
- Templatestoredtemplatestored
- No
- Topiccustrecord_ns_ps_meeting_topic
- Procure to Pay Walkthrough #2 Follow Up Session
- 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
- —
System & IDs
System & IDs · 10 fields · 6 with a value · 4 empty
- Customform refidcustomform_refid
- -1234
- Entryformquerystringentryformquerystring
- rectype=234&e=T&id=26
- Idid
- 26
- InternalIdInternalId
- 26
- Owner refidowner_refid
- 8
- Rectype refidrectype_refid
- 234
No value 4
- Customwhencecustomwhence
- —
- Externalidexternalid
- —
- Nsbrowserenvnsbrowserenv
- —
- Selectedtabselectedtab
- —
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Fields without a value are shown as “—”.