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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: 12/7/2018 12:57 pm
Linenumberlinenumber: 31
Ns ps meeting datecustrecord_ns_ps_meeting_date_dt: Dec 7, 2018
Ownerowner: Shari Fitzgerald
Owneridownerid: 6
Rectyperectype: NetSuite PS Meeting Notes
Rectype 229 1633 maxnkeyrectype_229_1633_maxnkey: 152
Scriptidscriptid: val_84156_3701406_882
Submitnext tsubmitnext_t: customrecordentry
Submitnext ysubmitnext_y: 234
Summarycustrecord_ns_ps_meeting_summary: Discussed Upsell process ·       Upsell SO/WO process: <o:p></o:p> ·       SO will come in via EDI as pending fulfillment<o:p></o:p> ·       Ship-to Address should be the End customer, Addressee should be the name, Email will go into a custom field.<o:p></o:p> ·       CSR will call End user within 24 hours.<o:p></o:p> ·       ‘24 Hour Upsell Hold’ field is checked on the Work Order to indicate Production should not begin yet. Flag should be unchecked after 24 hours. [This part needs to be discussed with Kyle]<o:p></o:p> ·       If upsell,<o:p></o:p> ·       Generate an upsell SO (New SO) with a new customer.  <o:p></o:p> ·       New customer information will be from the ship-to address of the Big Box Sales Order.<o:p></o:p> ·       Saved Search (SW | End customer Search has been created so that the Addressee can be searched.<o:p></o:p> ·       Enter original SO Number in a custom related SO field on the Upsell order and the upsell order number on the Origial SO in the related SO field. <o:p></o:p> ·       Use a non-inventory item to add a description and set price or enter $ amount for upsell opportunities Team prefers to make about 20 in order to control pricing.<o:p></o:p> ·       Customer service will use tasks to communicate information to shop floor about the order.  ·       Production staff can add Upsell SO Number in a custom related SO field on the WO.  Add notes to the existing WO and edit the components as necessary.Can make a SS that has order with related SO field as a check. Promotions on EDI orders:  Since these order come in net of the discount use a Promo that is $0.   Promo will be automatically applied and assumed that it is taken.  Marketing Department can then have the data for tracking promo use.  Since the Promotion item will be on the SO the EDI Shipping Acknowledgement and Invoice should strip the promotion before sending to EDI partner.
Templatestoredtemplatestored: No
Topiccustrecord_ns_ps_meeting_topic: EDI Promo & upsell questions
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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