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
- 8/31/2018 10:57 am
- Linenumberlinenumber
- 7
- Ns ps meeting datecustrecord_ns_ps_meeting_date_dt
- Aug 31, 2018
- Ownerowner
- Brooke Winterhalder
- Owneridownerid
- 8
- Rectyperectype
- NetSuite PS Meeting Notes
- Rectype 229 1633 maxnkeyrectype_229_1633_maxnkey
- 152
- Scriptidscriptid
- val_22580_3701406_867
- 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">L2Q Discount Threshold Needs 8/30</p> <p style="margin:0in;font-family:Calibri;font-size:10.0pt;color:#767676">Thursday, August 30, 2018</p> <p style="margin:0in;font-family:Calibri;font-size:10.0pt;color:#767676">1:19 PM</p> <ul style="margin-left:.2673in;direction:ltr;unicode-bidi:embed;margin-top: 0in;margin-bottom:0in"> <p style="margin:0in;font-family:Calibri;font-size:11.0pt"><span style="font-weight:bold">Attendees: Brooke, Shari, Kristoff, Jordan, Daniel, Joe</span></p> <p style="margin:0in;font-family:Calibri;font-size:11.0pt"> </p> <ul type="disc" style="margin-left:0in;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">Showed the restriction on the employee 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">This might not work: in some cases they will be editing transactions – Cases that need an update modification </span></li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">May need to set up more roles in the future</span></li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Decision: Don’t restrict it for now</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">We decided to make it “Restriction: None”, and will get back to it if it poses an issue</span></li> </ul> </ul> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Showed the Discount item and how we added to a quote</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">Has the ability to apply to the entire quote, or add to the line level</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">Entire Quote: Use the dropdown “Discount Item”</span></li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">The line item above: Add the Discount item to have (ex: 10%) it apply to just the individual item</span></li> </ul> </ul> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Can generate a Saved Search that has an alert, so you’ll receive </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">If the item is used on Quote, and had a certain percent, it will notify you</span></li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Doesn’t want to put the customer on hold and call them back</span></li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">**Wants to see a report to get exposure on Quotes needing a discount to make the Sale </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">**No need for an approval process for now</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">They will, over time, address if a restriction might be needed</span></li> </ul> </ul> </ul> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Chart of Accounts is in the File Cabinet, and ready to be uploaded</span></li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Shari and team cleared up a vendor term, so that will be edited as well</span></li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Jordan inquired about images on BOMs</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">Needs to be addressed in Kyle’s session later today with an update/info</span></li> </ul> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Shari wants an hour session next week for Wednesday 9 AM CST</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">Landed Cost review</span></li> </ul> </ul> </ul>
- Templatestoredtemplatestored
- No
- Topiccustrecord_ns_ps_meeting_topic
- L2Q | Discount Threshold Demo 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=7
- Idid
- 7
- InternalIdInternalId
- 7
- Owner refidowner_refid
- 8
- Rectype refidrectype_refid
- 234
No value 4
- Customwhencecustomwhence
- —
- Externalidexternalid
- —
- Nsbrowserenvnsbrowserenv
- —
- Selectedtabselectedtab
- —
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