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Baserecordtypebaserecordtype: customrecord_ns_ps_meeting_notes
Customformcustomform: Standard NetSuite PS Meeting Notes Form
Emailcustrecord_ns_ps_meeting_note_email: Yes
Isinactiveisinactive: No
Lastmodifiedlastmodified: 8/16/2018 10:27 am
Linenumberlinenumber: 3
Ns ps meeting datecustrecord_ns_ps_meeting_date_dt: Aug 10, 2018
Ownerowner: Shari Fitzgerald
Owneridownerid: 6
Rectyperectype: NetSuite PS Meeting Notes
Rectype 229 1633 maxnkeyrectype_229_1633_maxnkey: 152
Scriptidscriptid: val_20286_3701406_826
Submitnext tsubmitnext_t: customrecordentry
Submitnext ysubmitnext_y: 234
Summarycustrecord_ns_ps_meeting_summary: Discussed:   Company Info – Update basic company information in NetSuite. Come prepared with the following items: <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" lang="en-PH">Company Logo - SW will get these</li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle" lang="en-PH">Web Site – swcorp.com</li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle" lang="en-PH">Address – 5701 NW 35th AVE, MIAMI FL 33042</li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle" lang="en-PH">Return Email Address - the return email address to be used when emailing forms and reports from NetSuite. By default this is set to the original Administrator’s email. internal email address set</li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle" lang="en-PH">Fax Number</li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle" lang="en-PH">Employer Identification Number (EIN) - 134310494</li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle" lang="en-PH">SSN or TIN (Social Security Number, Tax ID Number)</li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle" lang="en-PH">First Fiscal Month - January</li> </ul>   Rename Records/Transactions –  <span style="color: red; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;">No changes, discussed that types of customers can be identified by different customer categories.  Record Numbering –  NETSUITE DEFAULT  will do transaction default prefix and decide on customer prefix.  Will get the starting number and number of digits (these can be reset right before go-live to correspond more closely with legacy numbering or to give some gap, will use subsidiary. General Preferences –   <span style="color: red; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;">Will keep default.   Duplicate Detection – Duplicate detection preferences kept as default. <ul type="disc" style="margin-left:.375in;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"> </ul> </ul> Adjustment period was discussed.  Shari will send more information.   Shari doesn't see it used much anymore.   All my clients but one haven't used.  And the one that did changed due to how reports need to be run. Setup Accounting Periods – CALENDAR MONTH  Shari to add 2018 Discussed the talked about the checklist  Accounting Preferences - General – Come prepared to discuss the following items: <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" lang="en-PH">Should your aging reports use transaction date or due date? DUE DATE</li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle" lang="en-PH">Do journal entries entered in NetSuite require approval from a particular role? YES  <span style="font-family: Arial; font-size: 10pt; color: red; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;">Controller Role</li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle" lang="en-PH">Should customer statements show only open transactions by default? Or all transactions? (NOTE: this can be determined on a case-by-case basis) OPEN</li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle" lang="en-PH">Credit limit preferences for customers and vendors YES, w/warn may want to look at a saved search to have someone other than entry person look at them. </li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle;margin-top:0pt; margin-bottom:10pt" lang="en-PH">Will you be setting classifications (dept, class, location) on journal entries? YES  added the allows for </li> </ul> Terms discount/shipping not relevant. <span style="background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; background-color: rgb(255, 255, 255);">Accounting window 2. Subsidiaries – Shari to add subsidiaries per SOW.   <span style="background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;">Document number prefix 2 digit  all eastern. One elimination subsidiary needs to be created. Segmentation –  <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" lang="en-PH">Departments – Department segments are typically used to represent traditional business areas (ex: Sales, Support etc.) on records such as transactions, financials and employees. Please come prepared with a list of your departments. F&A, MANUFACTURING, SUPPLY CHAIN, IT, MARKETING, SALES, QUALITY ASSURANCE, MERCHANDISING, HR, EXECUTIVE  <span style="font-family: Arial; font-size: 10pt; color: red; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;">including sub-departments  <span style="font-family: Arial; font-size: 10pt; color: red; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;">Team to get final list. </li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle" lang="en-PH">Classes – Class segments are typically used to represent product lines on records such as transactions, financials and items. Please come prepared with a list of your classes.   1 class for product type/group.  SW to give final list</li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle" lang="en-PH">Locations – Location segments are typically used to represent different offices, warehouses or areas you do business in. Please come prepared with a list of your locations.   Need list of locations (inventory and physical locations per sub)</li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle;margin-top:0pt; margin-bottom:10pt" lang="en-PH">Custom Segments – Custom Segments can be used to create more classification fields, similar to class, department and location. If you need more segments, come prepared with a list of custom segment values. ? Explained these could be used in addition to the other classifications (class, department) for financial reporting and none were determined necessary.  </li> </ul> Mkt to ROI reporting is desired. COA – SW team will work to put this in the template.  <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;margin-top:0pt; margin-bottom:10pt" lang="en-PH">Shari suggests 5 or 6 digit to allow for growth and standard accounting numbering 1 - assets, 2 - liabilities, etc. </li><li style="margin-top:0;margin-bottom:0;vertical-align:middle;margin-top:0pt; margin-bottom:10pt" lang="en-PH">1099 will be used. </li> </ul>   Taxes – Come prepared to discuss the following tax topics: Should customers default to taxable? What is your default tax code? CLIENT SHOULD NOT DEFAULT TO TAXABLE<span style="color: red; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; background-color: rgb(255, 255, 255);">After discussion team said CUSTOMER BY DEFAULT ARE TAXABLE WHERE APPLICABLE  One setting that can be overridden <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">Nexuses –  FLORIDA</li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle">Tax Codes – FLORIDA  Want to do automated. Recommend quarterly updates. </li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle;margin-top:0pt; margin-bottom:10pt">Tax Groups –  NO</li> </ul> Budget – . DEFAULT, BEST PRACTICE Amortization/Allocations –  DEFAULT, BEST PRACTICES Check Form – . DEFAULT, BEST PRACTICE  <span style="color: red; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;" lang="en-US">Check voucher voucher discussed ordering<span style="color: red; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; background-color: rgb(255, 255, 255);" lang="en-US">Very good long discussions on many of the topics so didn't get to review everything in this section.  Shari will configure based on the information provided and will follow-up with any questions on areas we didn't get to.
Templatestoredtemplatestored: No
Topiccustrecord_ns_ps_meeting_topic: RTR Personalization
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: —
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