| 1 |
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;;;Iris Velasquez |
Standard NetSuite PS Meeting Notes Form |
-1234 |
T |
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F |
1 |
8/15/2018 6:39 pm |
8/13/2018 |
8/13/2018 12:00:00 AM |
<ul><li>Spa World will use leads, prospects, and customers</li><li>Customer statuses will be left alone for now</li><li>May need some custom fields, SW to review</li><li>No customer access</li><li><span style="white-space:pre"> </span>Would like a demo of customer center</li><li>Sales campaigns will be used</li><li>Sales territories to be set up later</li><li>Will use opportunities</li><li>Will use forecasts</li><li>Would like sales reps to only see their sales and not others' sales</li><li>Tiered pricing/multiple price levels to be set up</li><li>Set discount thresholds on quotes</li><li><span style="white-space:pre"> </span>Approval process to be set up for given %</li></ul> |
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<List the topics to be covered in the next configuration session> |
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|
Mihir Bhatnagar |
7 |
234 |
val_20275_3701406_766 |
Lead to Quote Personalization |
customrecord_ns_ps_meeting_notes |
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rectype=234&e=T&id=1 |
1 |
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7 |
NetSuite PS Meeting Notes |
152 |
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customrecordentry |
234 |
F |
custrecordentry |
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| 2 |
|
;;;Iris Velasquez |
Standard NetSuite PS Meeting Notes Form |
-1234 |
T |
|
F |
2 |
8/15/2018 6:52 pm |
8/15/2018 |
8/15/2018 12:00:00 AM |
<ul><li>SW to use 1099 contractors</li><li>SW to put in vendor terms or let Brooke/Mihir know which ones to set up</li><li>Every single PO/Purchase Request/Requisition to go through approval process, regardless of dollar amount</li><li><span style="white-space:pre"> </span>Buyer ---> Purchase Manager --> Financial head (on some)</li><li>Will partially receive items, so no 3-way match</li><li>Manual release Blanket POs for now</li><li>Shari to go over GL impact of PO vs Bill discrepancy</li><li><span style="white-space:pre"> </span>EX: $10 PO, but $11 bill paid</li><li>Purchase contracts will be used</li><li><span style="white-space:pre"> </span>Majority of POs will be standalone though</li><li>SW to review $ limit amounts on employee purchases/POs</li><li>Sub-location will be created for quarantined items</li><li>Landed cost to be based on weight, but Mihir to follow up</li><li>Vendor prepayments---Mihir to contact sales team about vendor prepayment SuiteSolution info-specs/financial</li><li>Expense reports to be approved by supervisors</li><li>No billing expenses to customers</li></ul> |
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<List the topics to be covered in the next configuration session> |
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|
Mihir Bhatnagar |
7 |
234 |
val_20280_3701406_487 |
Procure to Pay Personalization |
customrecord_ns_ps_meeting_notes |
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rectype=234&e=T&id=2 |
2 |
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7 |
NetSuite PS Meeting Notes |
152 |
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customrecordentry |
234 |
F |
custrecordentry |
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| 3 |
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Standard NetSuite PS Meeting Notes Form |
-1234 |
T |
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F |
3 |
8/16/2018 10:27 am |
8/10/2018 |
8/10/2018 12:00:00 AM |
Discussed:<span style="background-color: rgb(255, 255, 255);"><br></span><p style="margin:0in;margin-left:.375in;font-family:Calibri;font-size:7.0pt"><span style="background-color: rgb(255, 255, 255);"> </span></p>
<p style="margin:0in;margin-left:.375in;font-family:Arial;font-size:10.0pt;
color:black" lang="en-PH"><span style="background-color: rgb(255, 255, 255);"><span style="font-weight:bold">Company Info</span> –
Update basic company information in NetSuite. Come prepared with the following
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" lang="en-PH"><span style="background-color: rgb(255, 255, 255);"><span style="font-family:Arial;font-size:10.0pt;color:black">Company Logo - </span><font color="#ff0000"><span style="font-family: Arial; font-size: 10pt;">SW will get these</span></font></span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle" lang="en-PH"><span style="background-color: rgb(255, 255, 255);"><span style="font-family:Arial;font-size:10.0pt;color:black">Web Site – </span><span style="font-family:Arial;font-size:10.0pt;color:red">swcorp.com</span></span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle" lang="en-PH"><span style="background-color: rgb(255, 255, 255);"><span style="font-family:Arial;font-size:10.0pt;color:black">Address – </span><span style="font-family:Arial;font-size:10.0pt;color:red">5701 NW 35</span><span style="vertical-align:super;font-family:Arial;font-size:10.0pt;color:red">th</span><span style="font-family:Arial;font-size:10.0pt;color:red"> AVE, MIAMI FL 33042</span></span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle" lang="en-PH"><span style="background-color: rgb(255, 255, 255);"><span style="font-family:Arial;font-size:10.0pt;color:black">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. </span><span style="font-family:Arial;font-size:
10.0pt;color:red">internal email address set</span></span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle" lang="en-PH"><span style="font-family: Arial; font-size: 10pt; color: black; background-color: rgb(255, 255, 255);">Fax Number</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle" lang="en-PH"><span style="background-color: rgb(255, 255, 255);"><span style="font-family:Arial;font-size:10.0pt;color:black">Employer
Identification Number (EIN) - </span><span style="font-family:Arial;
font-size:10.0pt;color:red">134310494</span></span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle" lang="en-PH"><span style="font-family: Arial; font-size: 10pt; color: black; background-color: rgb(255, 255, 255);">SSN or TIN (Social
Security Number, Tax ID Number)</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle" lang="en-PH"><span style="background-color: rgb(255, 255, 255);"><span style="font-family:Arial;font-size:10.0pt;color:black">First Fiscal Month
- </span><span style="font-family:Arial;font-size:10.0pt;color:red">January</span></span></li>
</ul>
<p style="margin:0in;margin-left:.375in;font-family:Arial;font-size:10.0pt;
color:black" lang="en-PH"><span style="background-color: rgb(255, 255, 255);"> </span></p>
<p style="margin-left:.375in;margin-top:0pt;margin-bottom:10pt;font-family:
Arial;font-size:10.0pt" lang="en-PH"><span style="background-color: rgb(255, 255, 255);"><span style="font-weight:bold;color:black">Rename
Records/Transactions</span><span style="color:black"> –</span><span style="color:red"><span style="mso-spacerun:yes"> </span></span><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. </span></span></p>
<p style="margin-left:.375in;margin-top:0pt;margin-bottom:10pt;font-family:
Arial;font-size:10.0pt" lang="en-PH"><span style="background-color: rgb(255, 255, 255);"><span style="font-weight:bold;color:black">Record
Numbering</span><span style="color:black"> – <span style="mso-spacerun:yes"> </span></span><span style="color:red">NETSUITE DEFAULT<span style="mso-spacerun:yes"> </span>will
do transaction default prefix and decide on customer prefix.<span style="mso-spacerun:yes"> </span>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. </span></span></p>
<p style="margin:0in;margin-left:.375in;font-family:Arial;font-size:10.0pt" lang="en-PH"><span style="background-color: rgb(255, 255, 255);"><span style="font-weight:bold;color:black">General Preferences</span><span style="color:black"> – </span><span style="color:red"><span style="mso-spacerun:yes"> </span></span><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</span><span style="color:red">.</span></span></p>
<p style="margin:0in;margin-left:.375in;font-family:Arial;font-size:10.0pt;
color:black" lang="en-PH"><span style="background-color: rgb(255, 255, 255);"> </span></p>
<p style="margin: 0in 0in 0in 0.375in; font-family: Arial; font-size: 10pt;" lang="en-PH"><span style="background-color: rgb(255, 255, 255);"><span style="color: black; font-weight: bold;">Duplicate Detection – </span><font color="#ff0000">Duplicate
detection preferences kept as default. </font></span></p><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>
<p style="margin-left:.375in;margin-top:0pt;margin-bottom:10pt;font-family:
Arial;font-size:10.0pt;color:red" lang="en-PH"><span style="font-size: 10pt; background-color: rgb(255, 255, 255);"><br></span></p><p style="margin-left:.375in;margin-top:0pt;margin-bottom:10pt;font-family:
Arial;font-size:10.0pt;color:red" lang="en-PH"><span style="background-color: rgb(255, 255, 255);"><span style="font-size: 10pt;">Adjustment period was discussed. Shari will send more
information.</span><span style="font-size: 10pt;"> 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.</span></span></p>
<p style="margin-left:.375in;margin-top:0pt;margin-bottom:10pt;font-family:
Arial;font-size:10.0pt" lang="en-PH"><span style="background-color: rgb(255, 255, 255);"><span style="font-weight:bold;color:black">Setup
Accounting Periods </span><span style="color:black">– </span><span style="color:red">CALENDAR MONTH<span style="mso-spacerun:yes"> </span>Shari
to add 2018 Discussed the talked about the checklist<span style="mso-spacerun:yes"> </span></span></span></p>
<p style="margin:0in;margin-left:.375in;font-family:Arial;font-size:10.0pt;
color:black" lang="en-PH"><span style="background-color: rgb(255, 255, 255);"><span style="font-weight:bold">Accounting Preferences -
General –</span> Come prepared to discuss the following 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" lang="en-PH"><span style="background-color: rgb(255, 255, 255);"><span style="font-family:Arial;font-size:10.0pt;color:black">Should your aging
reports use transaction date or due date? </span><span style="font-family:
Arial;font-size:10.0pt;color:red">DUE DATE</span></span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle" lang="en-PH"><span style="background-color: rgb(255, 255, 255);"><span style="font-family:Arial;font-size:10.0pt;color:black">Do journal entries
entered in NetSuite require approval from a particular role? </span><span style="font-family:Arial;font-size:10.0pt;color:red">YES<span style="mso-spacerun:yes"> </span></span><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</span></span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle" lang="en-PH"><span style="background-color: rgb(255, 255, 255);"><span style="font-family:Arial;font-size:10.0pt;color:black">Should customer
statements show only open transactions by default? Or all transactions?
(NOTE: this can be determined on a case-by-case basis) </span><span style="font-family:Arial;font-size:10.0pt;color:red">OPEN</span></span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle" lang="en-PH"><span style="background-color: rgb(255, 255, 255);"><span style="font-family:Arial;font-size:10.0pt;color:black">Credit limit
preferences for customers and vendors </span><span style="font-family:
Arial;font-size:10.0pt;color:red">YES, w/warn may want to look at a saved
search to have someone other than entry person look at them. </span></span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle;margin-top:0pt;
margin-bottom:10pt" lang="en-PH"><span style="background-color: rgb(255, 255, 255);"><span style="font-family:Arial;font-size:
10.0pt;color:black">Will you be setting classifications (dept, class,
location) on journal entries? </span><span style="font-family:Arial;
font-size:10.0pt;color:red">YES<span style="mso-spacerun:yes">
</span>added the allows for </span></span></li>
</ul>
<p style="margin-left:.375in;margin-top:0pt;margin-bottom:10pt;font-family:
Arial;font-size:10.0pt;color:black" lang="en-PH"><span style="background-color: rgb(255, 255, 255);">Terms discount/shipping not
relevant. </span></p>
<p style="margin-left:.375in;margin-top:0pt;margin-bottom:10pt;font-family:
Arial;font-size:10.0pt;color:black" lang="en-PH"><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. </span></p>
<p style="margin-left:.375in;margin-top:0pt;margin-bottom:10pt;font-family:
Arial;font-size:10.0pt;color:black" lang="en-PH"><span style="background-color: rgb(255, 255, 255);"><span style="font-weight:bold">Subsidiaries</span>
– Shari to add subsidiaries per SOW.<span style="mso-spacerun:yes"> </span><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<span style="mso-spacerun:yes">
</span>all eastern. </span>One elimination subsidiary needs to be created.</span></p>
<p style="margin:0in;margin-left:.375in;font-family:Arial;font-size:10.0pt;
color:black" lang="en-PH"><span style="background-color: rgb(255, 255, 255);"><span style="font-weight:bold">Segmentation –</span> </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" lang="en-PH"><span style="background-color: rgb(255, 255, 255);"><span style="font-weight:bold;font-family:Arial;font-size:10.0pt;color:black">Departments</span><span style="font-family:Arial;font-size:10.0pt;color:black"> – 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. </span><span style="font-family:Arial;font-size:10.0pt;color:red">F&A,
MANUFACTURING, SUPPLY CHAIN, IT, MARKETING, SALES, QUALITY ASSURANCE,
MERCHANDISING, HR, EXECUTIVE<span style="mso-spacerun:yes"> </span></span><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><span style="font-family:Arial;font-size:10.0pt;color:red"><span style="mso-spacerun:yes"> </span></span><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. </span></span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle" lang="en-PH"><span style="background-color: rgb(255, 255, 255);"><span style="font-weight:bold;font-family:Arial;font-size:10.0pt;color:black">Classes</span><span style="font-family:Arial;font-size:10.0pt;color:black"> – 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.<span style="mso-spacerun:yes"> </span></span><span style="font-family:Arial;font-size:10.0pt;color:red"> 1 class for product type/group. SW to give final list</span></span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle" lang="en-PH"><span style="background-color: rgb(255, 255, 255);"><span style="font-weight:bold;font-family:Arial;font-size:10.0pt;color:black">Locations</span><span style="font-family:Arial;font-size:10.0pt;color:black"> – 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. </span><span style="font-family:Arial;font-size:10.0pt;
color:red"><span style="mso-spacerun:yes"> </span>Need list of locations (inventory and
physical locations per sub)</span></span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle;margin-top:0pt;
margin-bottom:10pt" lang="en-PH"><span style="background-color: rgb(255, 255, 255);"><span style="font-weight:bold;font-family:
Arial;font-size:10.0pt;color:black">Custom Segments </span><span style="font-family:Arial;font-size:10.0pt;color:black">– 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. ? </span><span style="font-family:Arial;
font-size:10.0pt;color:red">Explained these could be used in addition to the other classifications (class, department) for financial reporting and none were determined necessary. </span></span></li>
</ul>
<p style="margin-left:.375in;margin-top:0pt;margin-bottom:10pt;font-family:
Arial;font-size:10.0pt;color:black" lang="en-PH"><span style="background-color: rgb(255, 255, 255);">Mkt to ROI reporting is desired.
</span></p>
<p style="margin-left:.375in;margin-top:0pt;margin-bottom:10pt;font-family:
Arial;font-size:10.0pt;color:black" lang="en-PH"><span style="background-color: rgb(255, 255, 255);"><span style="font-weight:bold">COA</span>
– SW team will work to put this in the template. </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;margin-top:0pt;
margin-bottom:10pt" lang="en-PH"><font color="#ff0000" face="Arial" style="background-color: rgb(255, 255, 255);"><span style="font-size: 10pt;">Shari suggests 5 or 6 digit to allow for growth and standard accounting numbering 1 - assets, 2 - </span><span style="font-size: 13.3333px;">liabilities</span><span style="font-size: 10pt;">, etc. </span></font></li><li style="margin-top:0;margin-bottom:0;vertical-align:middle;margin-top:0pt;
margin-bottom:10pt" lang="en-PH"><span style="font-family: Arial; font-size: 10pt; color: red; background-color: rgb(255, 255, 255);">1099 will be used. </span></li>
</ul>
<p style="margin:0in;margin-left:.375in;font-family:Arial;font-size:10.0pt"><span style="font-weight: bold; background-color: rgb(255, 255, 255);"> </span></p>
<p style="margin:0in;margin-left:.375in;font-family:Arial;font-size:10.0pt"><span style="background-color: rgb(255, 255, 255);"><span style="font-weight:bold">Taxes – </span>Come prepared to discuss the following
tax topics: Should customers default to taxable? What is your default tax code?
<span style="color:red">CLIENT SHOULD NOT DEFAULT TO TAXABLE</span></span></p><p style="margin:0in;margin-left:.375in;font-family:Arial;font-size:10.0pt"><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<span style="mso-spacerun:yes"> </span>One setting
that can be overridden</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="background-color: rgb(255, 255, 255);"><span style="font-weight:bold;font-family:Arial;font-size:10.0pt">Nexuses – </span><span style="font-family:Arial;font-size:10.0pt"> </span><span style="font-family:Arial;font-size:10.0pt;
color:red">FLORIDA</span></span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="background-color: rgb(255, 255, 255);"><span style="font-weight:bold;font-family:Arial;font-size:10.0pt">Tax Codes – </span><span style="font-family:Arial;font-size:10.0pt;color:red">FLORIDA<span style="mso-spacerun:yes"> </span>Want to do automated. Recommend
quarterly updates. </span></span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle;margin-top:0pt;
margin-bottom:10pt"><span style="background-color: rgb(255, 255, 255);"><span style="font-weight:bold;font-family:Arial;
font-size:10.0pt">Tax Groups – </span><span style="font-family:Arial;
font-size:10.0pt"> </span><span style="font-family:Arial;
font-size:10.0pt;color:red">NO</span></span></li>
</ul>
<p style="margin-left:.375in;margin-top:0pt;margin-bottom:10pt;font-family:
Arial;font-size:10.0pt" lang="en-PH"><span style="background-color: rgb(255, 255, 255);"><span style="font-weight:bold">Budget – </span>. <span style="color:red">DEFAULT, BEST PRACTICE</span></span></p>
<p style="margin-left:.375in;margin-top:0pt;margin-bottom:10pt;font-family:
Arial;font-size:10.0pt" lang="en-PH"><span style="background-color: rgb(255, 255, 255);"><span style="font-weight:bold">Amortization/Allocations
– </span> <span style="color:red">DEFAULT, BEST PRACTICES</span></span></p>
<p style="margin-left:.375in;margin-top:0pt;margin-bottom:10pt;font-family:
Arial;font-size:10.0pt"><span style="background-color: rgb(255, 255, 255);"><span style="font-weight:bold" lang="en-PH">Check Form</span><span lang="en-PH"> – </span><span lang="en-US">. </span><span style="color:red" lang="en-US">DEFAULT, BEST
PRACTICE<span style="mso-spacerun:yes"> </span></span><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></span></p><p style="margin-left:.375in;margin-top:0pt;margin-bottom:10pt;font-family:
Arial;font-size:10.0pt"><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.</span></p><p style="margin-left:.375in;margin-top:0pt;margin-bottom:10pt;font-family:
Arial;font-size:10.0pt"><span style="color:red;
background:yellow;mso-highlight:yellow" lang="en-US"><br></span></p> |
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<List the topics to be covered in the next configuration session> |
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Shari Fitzgerald |
6 |
234 |
val_20286_3701406_826 |
RTR Personalization |
customrecord_ns_ps_meeting_notes |
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rectype=234&e=T&id=3 |
3 |
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6 |
NetSuite PS Meeting Notes |
152 |
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customrecordentry |
234 |
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custrecordentry |
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Standard NetSuite PS Meeting Notes Form |
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8/24/2018 11:47 am |
8/24/2018 |
8/24/2018 12:00:00 AM |
<p style="margin:0in;margin-left:.375in;font-family:Calibri;font-size:11.0pt"><span style="background-color: rgb(255, 255, 0);">Highlighted is what was discussed during session. </span></p><p style="margin:0in;margin-left:.375in;font-family:Calibri;font-size:11.0pt"> </p>
<p style="margin:0in;margin-left:.375in;font-family:Arial;font-size:10.0pt"><span style="font-weight:bold">Sales Preferences – </span><span style="background-color: rgb(255, 255, 0);">These preferences were supplied by Spa World</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:Arial;font-size:10.0pt">Lead, Prospect and Customer
Statuses (ex: Lead = Unqualified, Prospect – New = In Discussion, etc) </span><span style="font-family:Arial;font-size:10.0pt;color:red">NEW, FOLLOW UP,
CLOSED, LOST, 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:Arial;font-size:10.0pt;color:red">Use the </span></li>
</ul>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Arial;font-size:10.0pt">Sales Roles permissions to view
other sales reps’ transactions </span><span style="font-family:Arial;
font-size:10.0pt;color:red">VIEW NOT EDIT</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Arial;font-size:10.0pt">Default quote expiration in
days </span><span style="font-family:Arial;font-size:10.0pt;color:red">5</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Arial;font-size:10.0pt">Sales Campaigns and Forecast
preferences </span><span style="font-family:Arial;font-size:10.0pt;
color:red">EXPLAIN - will set default.</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle;margin-top:0pt;
margin-bottom:10pt"><span style="font-family:Arial;font-size:10.0pt">How
will you generate leads? </span><span style="font-family:Arial;font-size:
10.0pt;color:red">MARKETING CAMPAIGNS, EXISTING CUSTOMERS, EMAIL, LEAD
GENERATION, PPC</span></li>
</ul>
<p style="margin:0in;margin-left:.375in;font-family:Arial;font-size:10.0pt"><span style="font-weight:bold">CRM Lists –</span>Be prepared to discuss the following
CRM-related areas:</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:Arial;font-size:10.0pt">Contact Role – identify the
role an individual contact plays (ex: Decision Maker, Primary Contact
etc.) </span><span style="font-family:Arial;font-size:10.0pt;color:red">PLEASE
EXPLAIN. <span style="background-color: rgb(255, 255, 0);">Explained that this is just an additional piece of information to help identify the contact.</span></span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle;margin-top:0pt;
margin-bottom:10pt"><span style="font-family:Arial;font-size:10.0pt">Win/Loss
Reason – use this list to identify standard reasons for an opportunity
being won or lost (ex: Budget, Customer Service) – </span><span style="font-family:Arial;font-size:10.0pt;color:red">BUDGET, PRICE,
FEATURES, WARRANTY, LEAD TIME/SHIPPING, INVENTORY, REVIEWS, AGENT, NO
FOLLOW UP, VARIETY, COMPETITOR PRICE, ATTRIBUTES</span></li>
</ul>
<p style="margin-left:.375in;margin-top:0pt;margin-bottom:10pt;font-family:
Arial;font-size:10.0pt;color:red"><span style="background-color: rgb(255, 255, 0);">Long discussion on difference between Lead and Opportunity.</span></p><p style="margin-left:.375in;margin-top:0pt;margin-bottom:10pt;font-family:
Arial;font-size:10.0pt;color:red"><span style="background-color: rgb(255, 255, 0);">Lead is an entity. Lead can turn into a prospect or customer.</span></p><p style="margin-left: 0.375in; margin-top: 0pt; margin-bottom: 10pt;"><span style="background-color: rgb(255, 255, 0);"><font color="#ff0000" face="Arial"><span style="font-size: 13.3333px;">Opportunity</span></font><span style="color: red; font-family: Arial; font-size: 10pt;"> is a t</span></span><span style="color: red; font-family: Arial; font-size: 10pt; background-color: rgb(255, 255, 0);">ransaction. It can turn into a quote or Sales Order. </span></p><p style="margin-left:.375in;margin-top:0pt;margin-bottom:10pt;font-family:
Arial;font-size:10.0pt;color:red"><span style="font-size: 10pt; background-color: rgb(255, 255, 0);">Sugguest HW - understading Lead/Customer
process vs Opportunity/SO process</span></p><p style="margin-left:.375in;margin-top:0pt;margin-bottom:10pt;font-family:
Arial;font-size:10.0pt;color:red">There are two options for processing opportunities. They can be entered standalone or a Case can be entered to record the call and then the opportunity can be entered from the case to have it linked. We did the standalone opportunity. Walkthrough we will show from the case. </p>
<p style="margin:0in;margin-left:.375in;font-family:Arial;font-size:10.0pt"><span style="font-weight:bold">Sales Rules – </span>In NetSuite you can create sales
rules for how potential customers are assigned to sales reps. Be prepared to
discuss the following:</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:Arial;font-size:10.0pt">Customer field the rule applies
to (ex: State, Price Level) </span><span style="font-family:Arial;
font-size:10.0pt;color:red">DEFAULT/BEST PRACTICE</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Arial;font-size:10.0pt">Description of rule </span><span style="font-family:Arial;font-size:10.0pt;color:red">DEFAULT/BEST PRACTICE</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle;margin-top:0pt;
margin-bottom:10pt"><span style="font-family:Arial;font-size:10.0pt">Criteria
for rule (ex: State = Illinois) </span><span style="font-family:Arial;
font-size:10.0pt;color:red">N/A</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;margin-top:
0pt;margin-bottom:10pt"><span style="font-family: Arial; font-size: 10pt; color: red; background-color: rgb(255, 255, 0);">Sales rules won't be necessary. Sales Reps are not used in the Spa World process. Won't assign it to a Sales Rep so no rules are
necessary.</span></li>
</ul>
</ul>
<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;color:red"><span style="font-family: Arial; font-size: 10pt; background-color: rgb(255, 255, 0);">Not using Partners.</span></li>
</ul>
<p style="margin-left:.375in;margin-top:0pt;margin-bottom:10pt;font-family:
Arial;font-size:10.0pt;color:red"> </p>
<p style="margin:0in;margin-left:.375in;font-family:Arial;font-size:10.0pt"><b>Sales Territories – </b><font color="#ff0000" style="background-color: rgb(255, 255, 0);">Will not use.</font><b> </b>In NetSuite you can create
sales territories that use the sales rules discussed above to determine how
customers are distributed to sales reps. Be prepared to discuss the following:</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:Arial;font-size:10.0pt">Description of territory </span><span style="font-family:Arial;font-size:10.0pt;color:red">N/A</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Arial;font-size:10.0pt">Grouping of rules that define
territory </span><span style="font-family:Arial;font-size:10.0pt;
color:red">N/A</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle;margin-top:0pt;
margin-bottom:10pt"><span style="font-family:Arial;font-size:10.0pt">Sales
Reps that fall within each territory </span><span style="font-family:Arial;
font-size:10.0pt;color:red">N/A</span></li>
</ul>
<p style="margin-left:.375in;margin-top:0pt;margin-bottom:10pt;font-family:
Arial;font-size:10.0pt"><span style="font-weight:bold">Price Levels</span> –
When you use the Multiple Pricing feature you can create many different price
levels to sell your items. This allows you greater flexibility to set different
pricing for customers. How many price
levels do you have? Are there markups/discounts associated to these price
levels? Will you use multiple-currency pricing? Come prepared with this
information. <span style="color:red">YES, WITH THE EXCEPTION OF MULTI CURRENCY
<span style="background-color: rgb(255, 255, 0);">one currency. </span></span></p>
<p style="margin-left:.375in;margin-top:0pt;margin-bottom:10pt;font-family:
Arial;font-size:10.0pt"><span style="font-weight:bold">Price Groups</span> –
Price groups allow you to assign customer-specific price levels for groups of
items. For example, you could create a pricing group called Laptops and
associate the pricing group with all of your laptops. Do you use price groups?
What are they called? <span style="color:red">PLEASE EXPLAIN<span style="mso-spacerun:yes"> </span></span><span style="color:red;background:
yellow;mso-highlight:yellow">No customer specific pricing.</span><span style="color:red"><span style="mso-spacerun:yes"> </span></span></p>
<p style="margin:0in;margin-left:.375in;font-family:Arial;font-size:10.0pt"><span style="font-weight:bold">Quantity Pricing Schedule – </span><span style="background-color: rgb(255, 255, 0); color: red; font-size: 10pt;">No quantity pricing</span></p><p style="margin:0in;margin-left:.375in;font-family:Arial;font-size:10.0pt">this allows you to
automatically apply different sales prices to items depending on the quantity
being sold. (ex: discounts to customers buying in bulk). Come prepared with the
following information:</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:Arial;font-size:10.0pt">Name of Schedule, Unit Type
(see units of measure above) and Units (see above) </span><span style="font-family:Arial;font-size:10.0pt;color:red">YES BUT DO NOT HAVE
ALL UNITS DEFINED. WHAT’S BEST PRACTRICE</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Arial;font-size:10.0pt">Should discount be applied to
all items or just the items that hit the quantity level? (ex: a schedule
offers no discount for the first 100 items sold and a 5% discount if more
than 100 are sold. If 150 items are sold, the first 100 are at normal
price, and the other fifty items are sold at 5% discount.) </span><span style="font-family:Arial;font-size:10.0pt;color:red">CAN WE DO BOTH?</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Arial;font-size:10.0pt">What are the quantities and
associated discounts? </span><span style="font-family:Arial;font-size:
10.0pt;color:red">WHAT ARE DEFAULTS AND BEST PRACTICE</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle;margin-top:0pt;
margin-bottom:10pt" lang="en-PH"><span style="font-family:Arial;font-size:
10.0pt;color:black">Do you use quantity-based pricing? What are the max #
of price levels? </span><span style="font-family:Arial;font-size:10.0pt;
color:red">YES, BUT WOULD LIKE TO UNDERSTAND BEST PRACTICE<span style="mso-spacerun:yes"> </span></span></li>
</ul>
<p style="margin-left:.375in;margin-top:0pt;margin-bottom:10pt;font-family:
Arial;font-size:10.0pt"><span style="font-weight:bold">Lead Form </span>– The
Lead form in NetSuite is used to receive information about leads. You can
customize the appearance of this form as well as the information you require
from anyone who submits the form. Come prepared with additional fields or
fields to remove on your new form. <span style="color:red">SOURCE, PRODUCT
INTERESTS…WHAT ARE BEST PRACTICE. <span style="background-color: rgb(255, 255, 0);"> Make the MFG form preferred. Use Lead source, Product interest use comments or create a field.</span></span></p>
<p style="margin-left:.375in;margin-top:0pt;margin-bottom:10pt;font-family:
Arial;font-size:10.0pt"><span style="font-weight:bold">Online Lead Form – </span>Online
customer forms are used to receive information about leads from your website.
You can customize the appearance of this form as well as the information you
require from anyone who submits the form. Come prepared with the following: <span style="color:red">SOURCE, PRODUCT INTERESTS…WHAT ARE BEST PRACTICE </span></p><p style="margin-left:.375in;margin-top:0pt;margin-bottom:10pt;font-family:
Arial;font-size:10.0pt"><span style="color: red; background-color: rgb(0, 255, 0);">NOTE AFTER MEETING: Sorry I forgot you are on a non-NS website. This form can be used on your website. For product interest use Class or custom field </span></p>
<p style="margin:0in;margin-left:.375in;font-family:Arial;font-size:10.0pt"><span style="font-weight:bold">Opportunity Form – </span>Opportunity forms in
NetSuite are used by sales reps to record all details of a deal with a prospect
or customer. These forms are customizable to meet your particular needs. Before
the session be sure to do the following:</p>
<p style="margin-left:.375in;margin-top:0pt;margin-bottom:10pt;font-family:
Arial;font-size:10.0pt">Review NetSuite’s standard Opportunity Form by
navigating to: <span style="font-weight:bold">Transactions > Sales >
Create Opportunities.<span style="mso-spacerun:yes"> </span></span><span style="color:red">SOURCE = Lead Source, PRODUCT INTERESTS <span style="background-color: rgb(255, 255, 0);">(item section)</span> , ESTIMATED SHIP TIME <span style="background-color: rgb(255, 255, 0);">(expected ship date),</span> PRICE,
CROSSSALE (look at this as part of the upsell), UPSELL, SOCIAL MEDIA CHANNELS = <span style="background-color: rgb(255, 255, 0);">Campaign Category</span> (INSTAGRAM, TWITTER, PINTEREST, REDDIT), REFERRAL (“RECOMMEND PERSON”)= <span style="background-color: rgb(255, 255, 0);">contact</span>,
EXTENDED WARRANTY (item or notes (OTO) ANYTHING ELSE BEST PRACTICES,</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;margin-top:0pt;
margin-bottom:10pt;color:red"><span style="font-family: Arial; font-size: 10pt; background-color: rgb(255, 255, 0);">BTB: This will be a Business to Distributor so the opportunity
will not go into a quote. It just
needs to be closed. </span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle;margin-top:0pt;
margin-bottom:10pt;color:red"><span style="font-family: Arial; font-size: 10pt; background-color: rgb(255, 255, 0);">BTC: will have times that this would be a quote</span></li><li style="margin-top:0;margin-bottom:0;vertical-align:middle;margin-top:0pt;
margin-bottom:10pt;color:red"><span style="font-family: Arial; font-size: 10pt; background-color: rgb(255, 255, 0);">Opportunities include items since it is a transaction. </span></li>
</ul>
<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: Arial; font-size: 10pt; background-color: rgb(255, 255, 0);"> Make the Mfg Lead form preferred. </span></li>
</ul><font face="Arial"><span style="font-size: 13.3333px;"><br></span></font><BR>
<p style="margin:0in;margin-left:.375in;font-family:Arial;font-size:10.0pt"><span style="font-weight:bold">Quote Form – <span style="background-color: rgb(255, 255, 0);">Will use Mfg form as preferred. </span></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;margin-top:0pt;
margin-bottom:10pt"><span style="font-family:Arial;font-size:10.0pt;
color:red">BEST PRACTICES</span></li>
</ul> |
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8/28/2018 3:55 pm |
8/28/2018 |
8/28/2018 12:00:00 AM |
<p style="margin:0in;font-family:"Calibri Light";font-size:20.0pt">C2R 8/28</p>
<p style="margin:0in;font-family:Calibri;font-size:10.0pt;color:#767676">Tuesday,
August 28, 2018</p>
<p style="margin:0in;font-family:Calibri;font-size:10.0pt;color:#767676">10:42
AM</p>
<p style="margin:0in;font-family:Arial;font-size:10.0pt"> </p>
<p style="margin:0in;font-family:Arial;font-size:10.0pt"> </p>
<p style="margin:0in;font-family:Calibri;font-size:12.0pt"><span style="font-weight: bold; font-style: italic; text-decoration-line: underline;">ACTION
ITEMS</span></p><p style="margin:0in;font-family:Calibri;font-size:11.0pt"> </p><p style="margin:0in;font-family:Calibri;font-size:11.0pt">Interested in Online
Lead generation and having them fill out the sales order</p><p style="margin:0in;font-family:Calibri;font-size:11.0pt">--- The customers
have accounts on their website</p><p style="margin:0in;font-family:Calibri;font-size:11.0pt">*** <span style="background:aqua;mso-highlight:aqua">NS</span> Need to investigate</p><p style="margin:0in;font-family:Calibri;font-size:11.0pt"> </p><p style="margin:0in;font-family:Calibri;font-size:11.0pt">FUTURE: Possibility
of wanting the option for an On Hold Case status </p><p style="margin:0in;font-family:Calibri;font-size:11.0pt"> </p><p style="margin:0in;font-family:Calibri;font-size:11.0pt">Interested in having
more fields to drill down on the Case details </p><p style="margin:0in;font-family:Calibri;font-size:11.0pt">-- Need more custom
fields and then added to reports (<span style="background:aqua;mso-highlight:
aqua">SW</span>)</p><p style="margin:0in;font-family:Calibri;font-size:11.0pt">-- Ex: Order Status
inquiries are about 40%</p><p style="margin:0in;font-family:Calibri;font-size:11.0pt">-- Ex: Which piece
is broken, etc.</p><p style="margin:0in;font-family:Calibri;font-size:11.0pt"> </p><p style="margin:0in;font-family:Calibri;font-size:11.0pt">Need to provide the
Case Types (<span style="background:aqua;mso-highlight:aqua">SW</span>)</p><p style="margin:0in;font-family:Calibri;font-size:11.0pt"> </p><p style="margin:0in;font-family:Calibri;font-size:11.0pt">Currently do not do
Case Rules or Territories, but will be creating over time</p><p style="margin:0in;font-family:Calibri;font-size:11.0pt"> </p><p style="margin:0in;font-family:Calibri;font-size:11.0pt">Want to know if
Cases can be invisible and inaccessible to irrelevant roles/people</p><p style="margin:0in;font-family:Calibri;font-size:11.0pt">-- Just accounting
receiving the cases pertaining to accounting issues/inquiries</p><p style="margin:0in;font-family:Calibri;font-size:11.0pt">-- <span style="background:aqua;mso-highlight:aqua">NS</span></p><p style="margin:0in;font-family:Calibri;font-size:11.0pt"> </p><p style="margin:0in;font-family:Calibri;font-size:11.0pt">Want an escalation
if case has been Open for certain amount of time</p><p style="margin:0in;font-family:Calibri;font-size:11.0pt">-- Need specifics of
what that will be</p><p style="margin:0in;font-family:Calibri;font-size:11.0pt">-- <span style="background:aqua;mso-highlight:aqua">NS</span></p><p style="margin:0in;font-family:Calibri;font-size:11.0pt"> </p><p style="margin:0in;font-family:Calibri;font-size:11.0pt">** Some future Saved
Searches for dashboard notifications of cases being Open for so many days, etc.</p><p style="margin:0in;font-family:Calibri;font-size:11.0pt"> </p><p style="margin:0in;font-family:Calibri;font-size:11.0pt">Need to install the
Warranty & Repairs bundle</p><p style="margin:0in;font-family:Calibri;font-size:11.0pt">-- Configure (<span style="background:aqua;mso-highlight:aqua">NS</span>)</p><p style="margin:0in;font-family:Calibri;font-size:11.0pt"> </p><p style="margin:0in;font-family:Calibri;font-size:11.0pt"> </p><p style="margin:0in;font-family:Arial;font-size:10.0pt">
</p><p style="margin:0in;font-family:Calibri;font-size:11.0pt"> </p><p style="margin:0in;font-family:Arial;font-size:10.0pt"><span style="font-weight:bold">Support Preferences - </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" lang="en-PH"><span style="font-family: Arial; font-size: 10pt;">Notification
preferences (send notifications to customers, assignees etc.) </span><span style="font-family:Arial;
font-size:10.0pt;color:red">WOULD LIKE TO UNDERSTAND ALL OPTIONS</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle" lang="en-PH"><span style="font-family: Arial; font-size: 10pt;">Set up items to
Offer Support to associate specific items with cases </span><span style="font-family:Arial;font-size:10.0pt;color:red">YES</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" lang="en-PH"><span style="font-family:Arial;font-size:10.0pt;background:aqua;mso-highlight:
aqua">On the item record, on Preferences, can check off "Offer
Support"</span></li>
</ul>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle;margin-top:0pt;
margin-bottom:10pt" lang="en-PH"><span style="font-family: Arial; font-size: 10pt;">Default case statuses at each stage in support process
</span><span style="font-family:Arial;font-size:10.0pt;color:red">PLEASE
EXPLAIN</span></li>
</ul><p style="margin:0in;font-family:Arial;font-size:10.0pt"><span style="font-weight:bold">Case Creation – </span>Cases are created in four ways
in NetSuite. Come prepared to discuss your requirements regarding each creation
method:</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:Arial;font-size:10.0pt">A support rep creates a case in
NetSuite </span><span style="font-family:Arial;font-size:10.0pt;
color:red">YES</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Arial;font-size:10.0pt">A customer completes an online
form </span><span style="font-family:Arial;font-size:10.0pt;color:red">NO
FOR B2B BUT WOULD LIKE TO FOR B2C</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:Arial;font-size:10.0pt;background:aqua;mso-highlight:
aqua">Wanting to get the NS order form into their website</span></li>
</ul>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Arial;font-size:10.0pt">A customer sends an email to
your support address </span><span style="font-family:Arial;font-size:10.0pt;
color:red">YES</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Arial;font-size:10.0pt">A customer clicks the Contact
Support link in the Customer Center or your website to fill out an
external case record. </span><span style="font-family:Arial;font-size:
10.0pt;color:red">NO FOR B2B BUT WOULD LIKE TO FOR B2C</span></li>
</ul><p style="margin:0in;margin-left:.375in;font-family:Arial;font-size:10.0pt;
color:red"> </p><p style="margin:0in;font-family:Arial;font-size:10.0pt"><span style="font-weight:bold"> </span></p><p style="margin:0in;font-family:Arial;font-size:10.0pt"><span style="font-weight:bold">Support Setup Tasks –</span> There are numerous setup
tasks to discuss for case management:</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-weight:bold;font-family:Arial;font-size:10.0pt">Cases Statuses</span><span style="font-family:Arial;font-size:10.0pt"> – Cases Statuses communicate
how close a case is to being closed, or how it was closed. NetSuite has
the following standard case statuses – Not Started, In Progress,
Escalated, Re-Opened, and Closed. Come prepared with a list of any
additional case statuses you use.</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:Arial;font-size:10.0pt;background:aqua;mso-highlight:
aqua">If they track time against their support reps, and if they want to
add an On Hold status that would indicate if youre awaiting customer
response</span></li>
</ul>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-weight:bold;font-family:Arial;font-size:10.0pt">Case
Priorities</span><span style="font-family:Arial;font-size:10.0pt"> – Case
Priorities are used to customize the rankings you give to cases to convey
which ones need to be answered first. NetSuite has the following standard
case priorities – High, Medium and Low. Come prepared with a list of any
additional case priorities you use. </span><span style="font-family:Arial;
font-size:10.0pt;color:red">YES, WHAT ARE OTHER BEST PRACTICES USING NS</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-weight:bold;font-family:Arial;font-size:10.0pt">Case Types – </span><span style="font-family:Arial;font-size:10.0pt">Case Types represent the kind
of support issues your customer is reporting. NetSuite has the following
standard case types – Question, Concern and Problem. Come prepared with a
list of any additional case types you track. </span><span style="font-family:Arial;
font-size:10.0pt;color:red">WE HAVE A LARGER LISTS THAT WOULD LIKE TO HAVE
TRANSFERRED OVER</span></li>
</ul><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-weight:bold;font-family:Arial;font-size:10.0pt;background:
aqua;mso-highlight:aqua">Case Issue</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:Arial;font-size:10.0pt;background:aqua;mso-highlight:
aqua">Segment the case issue</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:Arial;font-size:10.0pt;background:aqua;mso-highlight:
aqua">Problem = Shipping</span></li>
<ul type="square" 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:Arial;font-size:10.0pt;background:aqua;mso-highlight:
aqua">Evaluate why 60% of cases are based on shipping</span></li>
</ul>
</ul>
</ul>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-weight:bold;font-family:Arial;font-size:10.0pt">Case Origins –</span><span style="font-family:Arial;font-size:10.0pt"> A Case Origin type is how a
support case is reported. NetSuite has the following standard case origin
types – Phone, Email, Web and Other. Come prepared with a list of
additional origins you have. </span><span style="font-family:Arial;
font-size:10.0pt;color:red">YES, NEED TO ADD CHAT, SOCIAL MEDIA</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:Arial;font-size:10.0pt;background:aqua;mso-highlight:
aqua">ADDED </span></li>
</ul>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-weight:bold;font-family:Arial;font-size:10.0pt">Case Profiles
–</span><span style="font-family:Arial;font-size:10.0pt"> Case Profiles
enable you to apply different configuration to Support Cases, giving
control over the branding of the Support communication. A case profile
will already be setup, but you can add additional profiles for the
different brandings/identities you may have. </span><span style="font-family:Arial;font-size:10.0pt;color:red">PLEASE EXPLAIN</span></li>
</ul><p style="margin:0in;font-family:Arial;font-size:10.0pt"> </p><p style="margin:0in;font-family:Arial;font-size:10.0pt"><span style="font-weight:bold">Case Rules – </span>A case assignment rule is a set of
parameters for how support cases are distributed to support representative. The
rules are based on fields found in the case record. Be prepared to discuss the
following:</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:Arial;font-size:10.0pt">Case field the rule applies to
(ex: Case Status, Zip Code) </span><span style="font-family:Arial;
font-size:10.0pt;color:red">PLEASE EXPLAIN ALL</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Arial;font-size:10.0pt">Description of rule</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle;margin-top:0pt;
margin-bottom:10pt"><span style="font-family:Arial;font-size:10.0pt">Criteria
for rule (ex: Case Status = Escalated)</span></li>
</ul><p style="margin:0in;font-family:Arial;font-size:10.0pt"><span style="font-weight:bold">Case Territories - </span>When you create a case rule,
you set criteria for a certain field on the case record. You then group rules
into territories and assign a support rep to the territory. Any new cases that
meet the criteria of each rule in a territory are assigned to that support rep.
Be prepared to discuss the following:</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:Arial;font-size:10.0pt">Name of Territory </span><span style="font-family:Arial;font-size:10.0pt;color:red">PLEASE EXPLAIN ALL</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Arial;font-size:10.0pt">Rules for the Territory –
should it match any rule or all rules?</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle;margin-top:0pt;
margin-bottom:10pt"><span style="font-family:Arial;font-size:10.0pt">Which
reps fall into each territory</span></li>
</ul><p style="margin:0in;font-family:Arial;font-size:10.0pt"><span style="font-weight:bold">Escalation - </span>You can set up escalation rules
and assignments to ensure that high priority cases are routed to the correct
person in your company at the right time. You set criteria to search cases,
then create escalation assignments to group the rules. When a case matches the
criteria, it is automatically assigned to the person or group you have selected
for the assignment. Be prepared to discuss the following:</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:Arial;font-size:10.0pt">Case field the rule applies to
(ex: amount of time since case was created) </span><span style="font-family:
Arial;font-size:10.0pt;color:red">YES, WOULD LIKE TO UNDERSTAND ALL
POSSIBLE OPTIONS</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Arial;font-size:10.0pt">Criteria for rule</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle;margin-top:0pt;
margin-bottom:10pt"><span style="font-family:Arial;font-size:10.0pt">Escalation
assignment</span></li>
</ul><p style="margin-top:0pt;margin-bottom:10pt;font-family:Arial;font-size:10.0pt"><span style="font-weight:bold">Warranty and Repairs</span> – Warranty, repairs and
field service can be offered to customers in NetSuite. If you are using
warranty and repairs, come prepared to discuss requirements. <span style="color:red">WE ARE, AND NEED</span></p><p style="margin:0in;font-family:Arial;font-size:10.0pt"><span style="font-weight:bold">Case Form – </span>Case records in NetSuite allow you
to track issues your customers report and the responses your support reps give.
These forms are customizable to fit your particular business. Before the
session be sure to do the following:</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:Arial;font-size:10.0pt">Review NetSuite’s standard Case
Form by navigating to: </span><span style="font-weight:bold;font-family:
Arial;font-size:10.0pt">Lists > Support > Cases > New. </span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Arial;font-size:10.0pt">Try inputting information for a
couple of sample cases into the system to determine what information is
missing from the forms, or what information should be removed or
rearranged. </span></li>
</ul><p style="margin:0in;font-family:Arial;font-size:10.0pt"><span style="font-weight:bold"> </span></p><p style="margin:0in;font-family:Arial;font-size:10.0pt"><span style="font-weight:bold">Online Case Form – </span>Online case forms make it
easy for customers to contact you with any problems they are having and make it
even easier for your service team to resolve the problems and offer customers
the best service possible. Online forms can be created using either NetSuite's
default form template or a custom HTML template you upload. You can link to the
form from your Web site or from the Customer Center. Come prepared with the
following:</p><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:Arial;font-size:10.0pt">Marked up NetSuite online case
form indicating the additional fields/fields to remove on your new case
forms.</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle;margin-top:0pt;
margin-bottom:10pt"><span style="font-family:Arial;font-size:10.0pt">Use
this standard NetSuite online case form as a guide to markup:</span></li>
</ul><ul type="disc" style="margin-left:.375in;direction:ltr;unicode-bidi:embed;
margin-top:0in;margin-bottom:0in">
</ul> |
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<List the topics to be covered in the next configuration session> |
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Brooke Winterhalder |
8 |
234 |
val_22535_3701406_392 |
Call to Resolution Personalization Session |
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8/28/2018 5:12 pm |
8/27/2018 |
8/27/2018 12:00:00 AM |
<ul><li>Emails to be sent from info@(companyname).com</li><li>Will start with static groups, then transition to dynamic<br></li><li>Will use coupon codes</li><li>Would like to use upsell manager</li><li>Have web developer on staff, he will work on templates</li></ul> |
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<List the topics to be covered in the next configuration session> |
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Mihir Bhatnagar |
7 |
234 |
val_22559_3701406_704 |
Marketing to ROI Personalization |
customrecord_ns_ps_meeting_notes |
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8/31/2018 10:57 am |
8/31/2018 |
8/31/2018 12:00:00 AM |
<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> |
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<List the topics to be covered in the next configuration session> |
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Brooke Winterhalder |
8 |
234 |
val_22580_3701406_867 |
L2Q | Discount Threshold Demo Session |
customrecord_ns_ps_meeting_notes |
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NetSuite PS Meeting Notes |
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Standard NetSuite PS Meeting Notes Form |
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8/31/2018 11:27 am |
8/28/2018 |
8/28/2018 12:00:00 AM |
<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">Benefits/needs of using a
prefix: Transactions will used. Will likely use Subsidiary but need to determine. Also team needs to decide if they will use a prefix for customer. </span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Emails for subsidiaries<span style="mso-spacerun:yes"> </span>Just need return email address for
Company and subsidiary. This should not be an employee's email but should be generic</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Temp vs. regular employees
Employee access, will have additional fields for Payroll related status when the NS Payroll is installed.</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Ranking vs. lead time<span style="mso-spacerun:yes"> </span>- Order priority can be used this
purpose.<span style="mso-spacerun:yes"> </span>Zero and 1 high priority</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Where will Pacejet sit, be
accessed<span style="mso-spacerun:yes"> </span>Will be added bundle with
tabs/fields added as necessary to the related transactions and entities that need to have Pacejet activity.</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Shipping defaults
predetermined by our vendors. At first I thought this was about the shipping method for Purchase orders but it ended up not actually being related to the vendor but actually customers and what their requirement was for the number of days Spa World had to ship it to them.<span style="mso-spacerun:yes"> </span></span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Business manufacturing
thresholds that are coming up or have past. How will everyone
know/see? This is related to the last point. This would require a customization if it can't come in through EDI.</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">Need to enter an item lead
time per item per customer. <span style="background-color: rgb(255, 255, 0);">This is not standard NetSuite. </span></span></li><li style="margin-top:0;margin-bottom:0;vertical-align:middle">This lead time requirement is for MFG products.</li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle">On MFG products there could
be a different Leadtime for the same item for different customer.<span style="font-family: Calibri; font-size: 11pt;"> </span><span style="font-family: Calibri; font-size: 11pt;">Amazaon could be 5 , HD would</span><span style="font-family: Calibri; font-size: 11pt;"> </span><span style="font-family: Calibri; font-size: 11pt;">be 4.</span></li><li style="margin-top: 0px; margin-bottom: 0px; vertical-align: middle;"><span style="font-family: Calibri; font-size: 11pt;">EDI orders - will there be an Ship date on the transaction. If so then this is how the ship date can come into NetSuite for the customer.</span></li><li style="margin-top: 0px; margin-bottom: 0px; vertical-align: middle;"><font face="Calibri"><span style="font-size: 14.6667px;">Spa World </span></font>They want to have this for
measurement and they want this to be populated in the Shipdate field as
well.</li>
</ul>
</ul>
<p style="margin:0in;font-family:Calibri;font-size:11.0pt"> </p> |
|
<List the topics to be covered in the next configuration session> |
|
|
Shari Fitzgerald |
6 |
234 |
val_22585_3701406_730 |
General Questions |
customrecord_ns_ps_meeting_notes |
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NetSuite PS Meeting Notes |
152 |
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| 9 |
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|
Standard NetSuite PS Meeting Notes Form |
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9 |
8/31/2018 4:57 pm |
8/31/2018 |
8/31/2018 12:00:00 AM |
<!--[if gte mso 9]>
<![endif]--><!--[if gte mso 9]>
<![endif]-->
<p class="MsoNormal">Project Management/Program Management</p>
<p class="MsoListParagraphCxSpFirst" style="text-indent:-.25in;mso-list:l0 level1 lfo1"><span style="mso-fareast-font-family:Calibri"><span style="mso-list:Ignore">-<span style="font:7.0pt "Times New Roman"">
</span></span></span>Jordan emphasized that this is a huge
undertaking for the amount of modules Spa World is implementing, impacting every
single department in the company. </p>
<p class="MsoListParagraphCxSpMiddle" style="text-indent:-.25in;mso-list:l0 level1 lfo1"><span style="mso-fareast-font-family:Calibri"><span style="mso-list:Ignore">-<span style="font:7.0pt "Times New Roman"">
</span></span></span>Multiple ERP implementations have not gone well.</p>
<p class="MsoListParagraphCxSpMiddle" style="text-indent:-.25in;mso-list:l0 level1 lfo1"><span style="mso-fareast-font-family:Calibri"><span style="mso-list:Ignore">-<span style="font:7.0pt "Times New Roman"">
</span></span></span>Everyone at Spa World needs more handholding.</p>
<p class="MsoListParagraphCxSpMiddle" style="text-indent:-.25in;mso-list:l0 level1 lfo1"><span style="mso-fareast-font-family:Calibri"><span style="mso-list:Ignore">-<span style="font:7.0pt "Times New Roman"">
</span></span></span>NS to bridge communication with Verenia, WMS
team, SuitePeople team and Training team.</p>
<p class="MsoListParagraphCxSpMiddle" style="text-indent:-.25in;mso-list:l0 level1 lfo1"><span style="mso-fareast-font-family:Calibri"><span style="mso-list:Ignore">-<span style="font:7.0pt "Times New Roman"">
</span></span></span>Plan to Produce Personalization Session – rescheduled
for Wednesday.</p>
<p class="MsoListParagraphCxSpLast" style="text-indent:-.25in;mso-list:l0 level1 lfo1"><span style="mso-fareast-font-family:Calibri"><span style="mso-list:Ignore">-<span style="font:7.0pt "Times New Roman"">
</span></span></span>Project is on schedule and everyone understands
the importance to go live in December. </p>
<p class="MsoNormal">Implementation Bundle</p>
<p class="MsoListParagraphCxSpFirst" style="text-indent:-.25in;mso-list:l0 level1 lfo1"><span style="mso-fareast-font-family:Calibri"><span style="mso-list:Ignore">-<span style="font:7.0pt "Times New Roman"">
</span></span></span><span style="mso-ascii-font-family:Calibri;
mso-ascii-theme-font:minor-latin;mso-hansi-font-family:Calibri;mso-hansi-theme-font:
minor-latin;mso-bidi-font-family:Calibri;mso-bidi-theme-font:minor-latin">Meeting
Notes</span></p>
<p class="MsoListParagraphCxSpMiddle" style="text-indent:-.25in;mso-list:l0 level1 lfo1"><span style="mso-fareast-font-family:Calibri"><span style="mso-list:Ignore">-<span style="font:7.0pt "Times New Roman"">
</span></span></span><span style="mso-ascii-font-family:Calibri;
mso-ascii-theme-font:minor-latin;mso-hansi-font-family:Calibri;mso-hansi-theme-font:
minor-latin;mso-bidi-font-family:Calibri;mso-bidi-theme-font:minor-latin">Action
Items</span></p>
<p class="MsoListParagraphCxSpLast" style="margin-left:1.0in;mso-add-space:auto;
text-indent:-.25in;mso-list:l0 level2 lfo1"><span style="font-family:"Courier New";mso-fareast-font-family:"Courier New""><span style="mso-list:Ignore">o<span style="font:7.0pt "Times New Roman"">
</span></span></span>NS to follow up with Spa World on action item to
make certain we stay on schedule and meet deadlines.</p>
<p class="MsoNormal">Status Meetings</p>
<p class="MsoListParagraphCxSpFirst" style="text-indent:-.25in;mso-list:l0 level1 lfo1"><span style="mso-fareast-font-family:Calibri"><span style="mso-list:Ignore">-<span style="font:7.0pt "Times New Roman"">
</span></span></span>Friday PM Meeting</p>
<p class="MsoListParagraphCxSpLast" style="text-indent:-.25in;mso-list:l0 level1 lfo1"><span style="mso-fareast-font-family:Calibri"><span style="mso-list:Ignore">-<span style="font:7.0pt "Times New Roman"">
</span></span></span>Tuesday Status Meeting</p>
<p class="MsoNormal">SuitePeople</p>
<p class="MsoListParagraphCxSpFirst" style="text-indent:-.25in;mso-list:l0 level1 lfo1"><span style="mso-fareast-font-family:Calibri"><span style="mso-list:Ignore">-<span style="font:7.0pt "Times New Roman"">
</span></span></span>60 days to implement</p>
<p class="MsoListParagraphCxSpMiddle" style="text-indent:-.25in;mso-list:l0 level1 lfo1"><span style="mso-fareast-font-family:Calibri"><span style="mso-list:Ignore">-<span style="font:7.0pt "Times New Roman"">
</span></span></span>Kayla Hansen, Payroll Project Coordinator</p>
<p class="MsoListParagraphCxSpMiddle" style="text-indent:-.25in;mso-list:l0 level1 lfo1"><span style="mso-fareast-font-family:Calibri"><span style="mso-list:Ignore">-<span style="font:7.0pt "Times New Roman"">
</span></span></span>Kickoff mid-October</p>
<p class="MsoListParagraphCxSpMiddle" style="text-indent:-.25in;mso-list:l0 level1 lfo1"><span style="mso-fareast-font-family:Calibri"><span style="mso-list:Ignore">-<span style="font:7.0pt "Times New Roman"">
</span></span></span>Spa World’s payroll check dates for January 2019
provided</p>
<p class="MsoListParagraphCxSpMiddle" style="margin-left:1.0in;mso-add-space:
auto;text-indent:-.25in;mso-list:l0 level2 lfo1"><span style="font-family:"Courier New";mso-fareast-font-family:"Courier New""><span style="mso-list:Ignore">o<span style="font:7.0pt "Times New Roman"">
</span></span></span>1/3, 1/10, 1/17, 1/24,
1/31 </p>
<p class="MsoListParagraphCxSpLast" style="margin-left:1.0in;mso-add-space:auto;
text-indent:-.25in;mso-list:l0 level2 lfo1"><span style="font-family:"Courier New";mso-fareast-font-family:"Courier New""><span style="mso-list:Ignore">o<span style="font:7.0pt "Times New Roman"">
</span></span></span>Jan 3 will be a full accrual for the last week
of Dec 2018</p>
<p class="MsoNormal">Verenia</p>
<p class="MsoListParagraph" style="text-indent:-.25in;mso-list:l0 level1 lfo1"><span style="mso-fareast-font-family:Calibri"><span style="mso-list:Ignore">-<span style="font:7.0pt "Times New Roman"">
</span></span></span>Maggie scheduled several meetings to follow up
with Verenia.</p>
<p class="MsoNormal">WMS</p>
<p class="MsoListParagraphCxSpFirst" style="text-indent:-.25in;mso-list:l0 level1 lfo1"><span style="mso-fareast-font-family:Calibri"><span style="mso-list:Ignore">-<span style="font:7.0pt "Times New Roman"">
</span></span></span>Reviewed updated Project Plan with WMS project
tasks.</p>
<p class="MsoListParagraphCxSpMiddle" style="text-indent:-.25in;mso-list:l0 level1 lfo1"><span style="mso-fareast-font-family:Calibri"><span style="mso-list:Ignore">-<span style="font:7.0pt "Times New Roman"">
</span></span></span>Venkat to send deck presented along with additional
information to prepare for WMS configuration sessions and UAT scripts.</p>
<p class="MsoListParagraphCxSpLast" style="text-indent:-.25in;mso-list:l0 level1 lfo1"><span style="mso-fareast-font-family:Calibri"><span style="mso-list:Ignore">-<span style="font:7.0pt "Times New Roman"">
</span></span></span>Discussed use case scenario examples.</p>
<p class="MsoNormal">ERP<b style="mso-bidi-font-weight:normal"><span style="mso-fareast-font-family:"Times New Roman""></span></b></p>
<p class="MsoListParagraph" style="text-indent:-.25in;mso-list:l0 level1 lfo1"><span style="mso-fareast-font-family:Calibri"><span style="mso-list:Ignore">-<span style="font:7.0pt "Times New Roman"">
</span></span></span>COA loaded</p>
<p class="MsoNormal"><span style="mso-fareast-font-family:"Times New Roman"">Training</span></p>
<p class="MsoListParagraph" style="text-indent:-.25in;mso-list:l0 level1 lfo1"><span style="mso-fareast-font-family:Calibri"><span style="mso-list:Ignore">-<span style="font:7.0pt "Times New Roman"">
</span></span></span><span style="mso-fareast-font-family:"Times New Roman"">Maggie
to add tasks in the project plan for Training dates and to arrange for Kelly to
provide specific guidance to get started on hands on training prior to
Walkthrough I.</span></p>
<p class="MsoNormal"><span style="mso-fareast-font-family:"Times New Roman"">Donner</span></p>
<p class="MsoListParagraphCxSpFirst" style="text-indent:-.25in;mso-list:l0 level1 lfo1"><span style="mso-fareast-font-family:Calibri"><span style="mso-list:Ignore">-<span style="font:7.0pt "Times New Roman"">
</span></span></span><span style="mso-fareast-font-family:"Times New Roman"">Advanced
Manufacturing not needed; WIP and Routing is included </span></p>
<p class="MsoListParagraphCxSpLast" style="text-indent:-.25in;mso-list:l0 level1 lfo1"><span style="mso-fareast-font-family:Calibri"><span style="mso-list:Ignore">-<span style="font:7.0pt "Times New Roman"">
</span></span></span><span style="mso-fareast-font-family:"Times New Roman"">Vendor
Prepayments SuiteSolution may be needed; Shari will review in session scheduled
next Wednesday.</span></p>
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<p class="MsoNormal">Status Meeting Agenda</p>
<p class="MsoNormal"> </p>
<p class="MsoNormal">Review schedule</p>
<p class="MsoNormal">Status of Personalization Session and Configuration</p>
<p class="MsoNormal">Status of WMS</p>
<p class="MsoNormal">Status of Data Migration </p>
<p class="MsoNormal">Action Items</p>
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<![endif]--> |
9/4/2018 |
9/4/2018 12:00:00 AM |
Maggie Everts |
4 |
234 |
val_22652_3701406_818 |
PM Meeting |
customrecord_ns_ps_meeting_notes |
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rectype=234&e=T&id=9 |
9 |
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4 |
NetSuite PS Meeting Notes |
152 |
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customrecordentry |
234 |
F |
custrecordentry |
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| 10 |
|
|
Standard NetSuite PS Meeting Notes Form |
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T |
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10 |
9/7/2018 5:36 pm |
9/5/2018 |
9/5/2018 12:00:00 AM |
Session to Discuss Landed Cost, Standard Cost and VB Variances<br><br><br><p class="MsoNormal"><b>Meeting with Shari, Brooke, Jordan, Daniel</b><o:p></o:p></p>
<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt;text-indent:-.25in;mso-list:l0 level1 lfo1;
tab-stops:list .5in;vertical-align:middle"><!--[if !supportLists]--><span style="font-size:10.0pt;mso-bidi-font-size:11.0pt;font-family:Symbol;
mso-fareast-font-family:Symbol;mso-bidi-font-family:Symbol">·<span style="font-variant-numeric: normal; font-variant-east-asian: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: "Times New Roman";">
</span></span><!--[endif]-->Setup > Accounting > Accounting
Preferences<o:p></o:p></p>
<p class="MsoNormal" style="margin-left:.75in;text-indent:-.25in;mso-list:l0 level2 lfo1;
tab-stops:list 1.0in;vertical-align:middle"><!--[if !supportLists]--><span style="font-size:10.0pt;mso-bidi-font-size:11.0pt;font-family:"Courier New";
mso-fareast-font-family:"Courier New"">o<span style="font-variant-numeric: normal; font-variant-east-asian: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: "Times New Roman";"> </span></span><!--[endif]-->The
Default Asset Account is the Inventory Account<o:p></o:p></p>
<p class="MsoNormal" style="margin-left:.75in;text-indent:-.25in;mso-list:l0 level2 lfo1;
tab-stops:list 1.0in;vertical-align:middle"><!--[if !supportLists]--><span style="font-size:10.0pt;mso-bidi-font-size:11.0pt;font-family:"Courier New";
mso-fareast-font-family:"Courier New"">o<span style="font-variant-numeric: normal; font-variant-east-asian: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: "Times New Roman";"> </span></span><!--[endif]-->Vendor
Bill Variances = IPV ( Invoice Price Variance)<o:p></o:p></p>
<p class="MsoNormal" style="margin-left:.75in;text-indent:-.25in;mso-list:l0 level2 lfo1;
tab-stops:list 1.0in;vertical-align:middle"><!--[if !supportLists]--><span style="font-size:10.0pt;mso-bidi-font-size:11.0pt;font-family:"Courier New";
mso-fareast-font-family:"Courier New"">o<span style="font-variant-numeric: normal; font-variant-east-asian: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: "Times New Roman";"> </span></span><!--[endif]-->The Standard Cost Variance accounts<o:p></o:p></p>
<p class="MsoNormal" style="margin-left:81.0pt;text-indent:-.25in;mso-list:l0 level3 lfo1;
tab-stops:list 1.5in;vertical-align:middle"><!--[if !supportLists]--><span style="font-size:10.0pt;mso-bidi-font-size:11.0pt;font-family:Symbol;
mso-fareast-font-family:Symbol;mso-bidi-font-family:Symbol">·<span style="font-variant-numeric: normal; font-variant-east-asian: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: "Times New Roman";">
</span></span><!--[endif]-->The 3<o:p></o:p></p>
<p class="MsoNormal" style="margin-left:1.5in;text-indent:-.25in;mso-list:l0 level4 lfo1;
tab-stops:list 2.0in;vertical-align:middle"><!--[if !supportLists]--><span style="font-size:10.0pt;mso-bidi-font-size:11.0pt;font-family:Wingdings;
mso-fareast-font-family:Wingdings;mso-bidi-font-family:Wingdings">§<span style="font-variant-numeric: normal; font-variant-east-asian: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: "Times New Roman";"> </span></span><!--[endif]-->Default
Production Price Variance<o:p></o:p></p>
<p class="MsoNormal" style="margin-left:135.0pt;text-indent:-.25in;mso-list:l0 level5 lfo1;
tab-stops:list 2.5in;vertical-align:middle"><!--[if !supportLists]--><span style="font-size:10.0pt;mso-bidi-font-size:11.0pt;font-family:Symbol;
mso-fareast-font-family:Symbol;mso-bidi-font-family:Symbol">·<span style="font-variant-numeric: normal; font-variant-east-asian: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: "Times New Roman";">
</span></span><!--[endif]-->Your actual quantity used x Standard cost of
components less actual cost of the components<o:p></o:p></p>
<p class="MsoNormal" style="margin-left:1.5in;text-indent:-.25in;mso-list:l0 level4 lfo1;
tab-stops:list 2.0in;vertical-align:middle"><!--[if !supportLists]--><span style="font-size:10.0pt;mso-bidi-font-size:11.0pt;font-family:Wingdings;
mso-fareast-font-family:Wingdings;mso-bidi-font-family:Wingdings">§<span style="font-variant-numeric: normal; font-variant-east-asian: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: "Times New Roman";"> </span></span><!--[endif]-->Default
Production Quantity Variance<o:p></o:p></p>
<p class="MsoNormal" style="margin-left:135.0pt;text-indent:-.25in;mso-list:l0 level5 lfo1;
tab-stops:list 2.5in;vertical-align:middle"><!--[if !supportLists]--><span style="font-size:10.0pt;mso-bidi-font-size:11.0pt;font-family:Symbol;
mso-fareast-font-family:Symbol;mso-bidi-font-family:Symbol">·<span style="font-variant-numeric: normal; font-variant-east-asian: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: "Times New Roman";">
</span></span><!--[endif]-->Basically your standard cost of the components x
standard quantity used less actual quantity used<o:p></o:p></p>
<p class="MsoNormal" style="margin-left:1.5in;text-indent:-.25in;mso-list:l0 level4 lfo1;
tab-stops:list 2.0in;vertical-align:middle"><!--[if !supportLists]--><span style="font-size:10.0pt;mso-bidi-font-size:11.0pt;font-family:Wingdings;
mso-fareast-font-family:Wingdings;mso-bidi-font-family:Wingdings">§<span style="font-variant-numeric: normal; font-variant-east-asian: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: "Times New Roman";"> </span></span><!--[endif]-->Default
Purchase Price Variance<o:p></o:p></p>
<p class="MsoNormal" style="margin-left:135.0pt;text-indent:-.25in;mso-list:l0 level5 lfo1;
tab-stops:list 2.5in;vertical-align:middle"><!--[if !supportLists]--><span style="font-size:10.0pt;mso-bidi-font-size:11.0pt;font-family:Symbol;
mso-fareast-font-family:Symbol;mso-bidi-font-family:Symbol">·<span style="font-variant-numeric: normal; font-variant-east-asian: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: "Times New Roman";">
</span></span><!--[endif]-->Generated by PO<o:p></o:p></p>
<p class="MsoNormal" style="margin-left:81.0pt;text-indent:-.25in;mso-list:l0 level3 lfo1;
tab-stops:list 1.5in;vertical-align:middle"><!--[if !supportLists]--><span style="font-size:10.0pt;mso-bidi-font-size:11.0pt;font-family:Symbol;
mso-fareast-font-family:Symbol;mso-bidi-font-family:Symbol">·<span style="font-variant-numeric: normal; font-variant-east-asian: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: "Times New Roman";">
</span></span><!--[endif]-->They should be expense accounts (can be in the
COGS type)<o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt;text-indent:-.25in;mso-list:l0 level1 lfo1;
tab-stops:list .5in;vertical-align:middle"><!--[if !supportLists]--><span style="font-size:10.0pt;mso-bidi-font-size:11.0pt;font-family:Symbol;
mso-fareast-font-family:Symbol;mso-bidi-font-family:Symbol">·<span style="font-variant-numeric: normal; font-variant-east-asian: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: "Times New Roman";"> <br></span></span></p>Estimated Landed Costs will be used because standard cost is being used. Review SA 49853 for more information on this.<BR><br>Long conversation on Standard Cost Variances and GL impact:<BR><br><p class="MsoNormal" style="margin-left: 27pt; text-indent: -0.25in; vertical-align: middle;"><span style="font-size: 10pt; font-family: Symbol;"><span style="font-variant-numeric: normal; font-variant-east-asian: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: "Times New Roman";"> </span></span>Components are taken out of inventory and put into WIP<o:p></o:p></p><p class="MsoNormal" style="margin-left: 0.75in; text-indent: -0.25in; vertical-align: middle;"><span style="font-size: 10pt; font-family: "Courier New";">o<span style="font-variant-numeric: normal; font-variant-east-asian: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: "Times New Roman";"> </span></span>Everything is does is Standard, no Actual<o:p></o:p></p><p class="MsoNormal" style="margin-left: 0.75in; text-indent: -0.25in; vertical-align: middle;"><span style="font-size: 10pt; font-family: "Courier New";">o<span style="font-variant-numeric: normal; font-variant-east-asian: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: "Times New Roman";"> </span></span>The only actual brought in is when you receive at standard and you're making your variance at that point against the Purchase Order (PPV) but there could still be invoice variance. <o:p></o:p></p><p class="MsoNormal" style="margin-left: 0.75in; text-indent: -0.25in; vertical-align: middle;"><span style="font-size: 10pt; font-family: "Courier New";">o<span style="font-variant-numeric: normal; font-variant-east-asian: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: "Times New Roman";"> </span></span>It goes back into inventory for the Finished Goods<o:p></o:p></p><p class="MsoNormal" style="margin-left: 81pt; text-indent: -0.25in; vertical-align: middle;"><span style="font-size: 10pt; font-family: Symbol;">·<span style="font-variant-numeric: normal; font-variant-east-asian: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: "Times New Roman";"> </span></span>FG's are at standard<o:p></o:p></p><p class="MsoNormal" style="margin-left: 0.75in; text-indent: -0.25in; vertical-align: middle;"><span style="font-size: 10pt; font-family: "Courier New";">o<span style="font-variant-numeric: normal; font-variant-east-asian: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: "Times New Roman";"> </span></span>Whatever variances are in production, for WIP, that is done and that variance goes to the P&L<o:p></o:p></p><p class="MsoNormal" style="margin-left: 0.75in; text-indent: -0.25in; vertical-align: middle;"><span style="font-size: 10pt; font-family: "Courier New";">o<span style="font-variant-numeric: normal; font-variant-east-asian: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: "Times New Roman";"> </span></span>Sell it = COGS is recognized<o:p></o:p></p><p class="MsoNormal" style="margin-left: 81pt; text-indent: -0.25in; vertical-align: middle;"><span style="font-size: 10pt; font-family: Symbol;">·<span style="font-variant-numeric: normal; font-variant-east-asian: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: "Times New Roman";"> </span></span>At standard<o:p></o:p></p><p class="MsoNormal" style="margin-left: 27pt; text-indent: -0.25in; vertical-align: middle;"><span style="font-size: 10pt; font-family: Symbol;">·<span style="font-variant-numeric: normal; font-variant-east-asian: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: "Times New Roman";"> </span></span>COGS is going to be reflected at that transaction for that customer order<o:p></o:p></p><p class="MsoNormal" style="margin-left: 0.75in; text-indent: -0.25in; vertical-align: middle;"><span style="font-size: 10pt; font-family: "Courier New";">o<span style="font-variant-numeric: normal; font-variant-east-asian: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: "Times New Roman";"> </span></span>Variance is just sitting in the variance account<o:p></o:p></p><p class="MsoNormal" style="margin-left: 0.75in; text-indent: -0.25in; vertical-align: middle;"><span style="font-size: 10pt; font-family: "Courier New";">o<span style="font-variant-numeric: normal; font-variant-east-asian: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: "Times New Roman";"> </span></span>If want to allocate and reflect at the order level = Not something standard cost can do, you have to do yourself<o:p></o:p></p><p class="MsoNormal" style="margin-left: 27pt; text-indent: -0.25in; vertical-align: middle;"><span style="font-size: 10pt; font-family: Symbol;">·<span style="font-variant-numeric: normal; font-variant-east-asian: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: "Times New Roman";"> </span></span>If your WO was specific to that customer and had the variances, could run a financial based off of customer, and could show up that way</p><BR><br>Example of WO variance GL impact. Also read SA 28082 for more info on Production variances.<BR><br><table class="Table TableWordWrap SCXW135584158" border="1" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; table-layout: fixed; width: 0px; overflow: visible; border-collapse: collapse; empty-cells: show; position: relative; color: rgb(0, 0, 0); font-family: "Segoe UI", "Segoe UI Web", Arial, Verdana, sans-serif; font-size: 12px; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;"><tbody class="SCXW135584158" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent;"><tr class="TableRow SCXW135584158" role="row" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; overflow: visible; height: 11px;"><td role="rowheader" class="SCXW135584158" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; vertical-align: top; overflow: visible; background-color: rgb(247, 150, 70); border-width: 1px 0px 1px 1px; border-style: solid none solid solid; border-top-color: rgb(247, 150, 70); border-right-color: initial; border-bottom-color: rgb(247, 150, 70); border-left-color: rgb(247, 150, 70); border-image: initial; width: 107px;"><div class="TableCellContent SCXW135584158" style="margin: 0px; padding: 0px 4px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; overflow: visible;"><div class="OutlineElement Ltr SCXW135584158" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; overflow: visible; cursor: text; clear: both; position: relative; direction: ltr;"><p class="Paragraph SCXW135584158" paraid="568205423" paraeid="{2b3ae488-f884-4b0e-89dd-18c2eb3a03a4}{163}" style="margin-top: 0px; margin-right: 0px; margin-left: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; word-wrap: break-word; font-weight: bold; vertical-align: baseline; background-color: transparent; color: rgb(255, 255, 255); margin-bottom: 0px !important;"><span class="TextRun SCXW135584158" xml:lang="EN-GB" lang="EN-GB" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; font-size: 8.5pt; font-family: Verdana, Verdana_MSFontService, sans-serif; line-height: 16px; font-variant-ligatures: none !important;">Transaction</span><span class="EOP SCXW135584158" data-ccp-props="{"134233117":true,"134233118":true,"201341983":0,"335559739":200,"335559740":276}" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; font-size: 8.5pt; line-height: 16px; font-family: Verdana, Verdana_MSFontService, sans-serif;"> </span></p></div></div></td><td role="columnheader" class="SCXW135584158" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; vertical-align: top; overflow: visible; background-color: rgb(247, 150, 70); border-width: 1px 0px; border-style: solid none; border-top-color: rgb(247, 150, 70); border-right-color: initial; border-bottom-color: rgb(247, 150, 70); border-left-color: initial; border-image: initial; width: 272px;"><div class="TableCellContent SCXW135584158" style="margin: 0px; padding: 0px 4px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; overflow: visible;"><div class="OutlineElement Ltr SCXW135584158" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; overflow: visible; cursor: text; clear: both; position: relative; direction: ltr;"><p class="Paragraph SCXW135584158" paraid="1624927883" paraeid="{2b3ae488-f884-4b0e-89dd-18c2eb3a03a4}{170}" style="margin-top: 0px; margin-right: 0px; margin-left: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; word-wrap: break-word; font-weight: bold; vertical-align: baseline; background-color: transparent; color: rgb(255, 255, 255); margin-bottom: 0px !important;"><span class="TextRun SCXW135584158" xml:lang="EN-GB" lang="EN-GB" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; font-size: 8.5pt; font-family: Verdana, Verdana_MSFontService, sans-serif; line-height: 16px; font-variant-ligatures: none !important;">Account</span><span class="EOP SCXW135584158" data-ccp-props="{"134233117":true,"134233118":true,"201341983":0,"335559739":200,"335559740":276}" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; font-size: 8.5pt; line-height: 16px; font-family: Verdana, Verdana_MSFontService, sans-serif;"> </span></p></div></div></td><td role="columnheader" class="SCXW135584158" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; vertical-align: top; overflow: visible; background-color: rgb(247, 150, 70); border-width: 1px 1px 1px 0px; border-style: solid solid solid none; border-top-color: rgb(247, 150, 70); border-right-color: rgb(247, 150, 70); border-bottom-color: rgb(247, 150, 70); border-left-color: initial; border-image: initial; width: 114px;"><div class="TableCellContent SCXW135584158" style="margin: 0px; padding: 0px 4px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; overflow: visible;"><div class="OutlineElement Ltr SCXW135584158" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; overflow: visible; cursor: text; clear: both; position: relative; direction: ltr;"><p class="Paragraph SCXW135584158" paraid="211345779" paraeid="{2b3ae488-f884-4b0e-89dd-18c2eb3a03a4}{177}" style="margin-top: 0px; margin-right: 0px; margin-left: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; word-wrap: break-word; font-weight: bold; vertical-align: baseline; background-color: transparent; color: rgb(255, 255, 255); margin-bottom: 0px !important;"><span class="TextRun SCXW135584158" xml:lang="EN-GB" lang="EN-GB" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; font-size: 8.5pt; font-family: Verdana, Verdana_MSFontService, sans-serif; line-height: 16px; font-variant-ligatures: none !important;">Debit/Credit</span><span class="EOP SCXW135584158" data-ccp-props="{"134233117":true,"134233118":true,"201341983":0,"335559739":200,"335559740":276}" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; font-size: 8.5pt; line-height: 16px; font-family: Verdana, Verdana_MSFontService, sans-serif;"> </span></p></div></div></td></tr><tr class="TableRow SCXW135584158" role="row" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; overflow: visible; height: 11px;"><td role="rowheader" colspan="3" class="SCXW135584158" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; vertical-align: top; overflow: visible; background-color: rgb(253, 233, 217); border-width: 0px 1px 1px; border-style: none solid solid; border-top-color: initial; border-right-color: rgb(250, 191, 143); border-bottom-color: rgb(250, 191, 143); border-left-color: rgb(250, 191, 143); border-image: initial; width: 493px;"><div class="TableCellContent SCXW135584158" style="margin: 0px; padding: 0px 4px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; overflow: visible;"><div class="OutlineElement Ltr SCXW135584158" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; overflow: visible; cursor: text; clear: both; position: relative; direction: ltr;"><p class="Paragraph SCXW135584158" paraid="164789932" paraeid="{2b3ae488-f884-4b0e-89dd-18c2eb3a03a4}{185}" style="margin-top: 0px; margin-right: 0px; margin-left: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; word-wrap: break-word; font-weight: bold; vertical-align: baseline; background-color: transparent; color: rgb(0, 112, 192); margin-bottom: 0px !important;"><span class="TextRun SCXW135584158" xml:lang="EN-GB" lang="EN-GB" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; font-variant-ligatures: none !important; color: rgb(81, 81, 81); font-weight: normal; font-size: 8.5pt; font-family: Verdana, Verdana_MSFontService, sans-serif; line-height: 16px;">Work Order Issue (Issue Materials)</span><span class="EOP SCXW135584158" data-ccp-props="{"134233117":true,"134233118":true,"201341983":0,"335559739":200,"335559740":276}" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; font-size: 8.5pt; line-height: 16px; font-family: Verdana, Verdana_MSFontService, sans-serif;"> </span></p></div></div></td></tr><tr class="TableRow SCXW135584158" role="row" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; overflow: visible; height: 11px;"><td role="rowheader" class="SCXW135584158" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; vertical-align: top; overflow: visible; border-width: 0px 1px 1px; border-style: none solid solid; border-top-color: initial; border-right-color: rgb(250, 191, 143); border-bottom-color: rgb(250, 191, 143); border-left-color: rgb(250, 191, 143); border-image: initial; width: 107px;"><div class="TableCellContent SCXW135584158" style="margin: 0px; padding: 0px 4px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; overflow: visible;"><div class="OutlineElement Ltr SCXW135584158" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; overflow: visible; cursor: text; clear: both; position: relative; direction: ltr;"><p class="Paragraph SCXW135584158" paraid="1730831961" paraeid="{2b3ae488-f884-4b0e-89dd-18c2eb3a03a4}{195}" style="margin-top: 0px; margin-right: 0px; margin-left: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; word-wrap: break-word; font-weight: bold; vertical-align: baseline; color: rgb(0, 112, 192); margin-bottom: 0px !important;"><span class="TextRun SCXW135584158" xml:lang="EN-GB" lang="EN-GB" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; color: rgb(81, 81, 81); font-size: 8.5pt; font-family: Verdana, Verdana_MSFontService, sans-serif; line-height: 16px; font-variant-ligatures: none !important;"><span class="NormalTextRun SCXW135584158" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent;"></span></span><span class="EOP SCXW135584158" data-ccp-props="{"134233117":true,"134233118":true,"201341983":0,"335559739":200,"335559740":276}" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; font-size: 8.5pt; line-height: 16px; font-family: Verdana, Verdana_MSFontService, sans-serif;"> </span></p></div></div></td><td class="SCXW135584158" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; vertical-align: top; overflow: visible; border-width: 0px 1px 1px 0px; border-style: none solid solid none; border-top-color: initial; border-right-color: rgb(250, 191, 143); border-bottom-color: rgb(250, 191, 143); border-left-color: initial; border-image: initial; width: 272px;"><div class="TableCellContent SCXW135584158" style="margin: 0px; padding: 0px 4px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; overflow: visible;"><div class="OutlineElement Ltr SCXW135584158" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; overflow: visible; cursor: text; clear: both; position: relative; direction: ltr;"><p class="Paragraph SCXW135584158" paraid="2082491302" paraeid="{2b3ae488-f884-4b0e-89dd-18c2eb3a03a4}{200}" style="margin-top: 0px; margin-right: 0px; margin-left: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; word-wrap: break-word; vertical-align: baseline; color: rgb(0, 112, 192); margin-bottom: 0px !important;"><span class="TextRun SCXW135584158" xml:lang="EN-GB" lang="EN-GB" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; font-variant-ligatures: none !important; color: rgb(81, 81, 81); font-size: 8.5pt; font-family: Verdana, Verdana_MSFontService, sans-serif; line-height: 16px;">Assembly Item WIP Account</span><span class="EOP SCXW135584158" data-ccp-props="{"134233117":true,"134233118":true,"201341983":0,"335559739":200,"335559740":276}" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; font-size: 8.5pt; line-height: 16px; font-family: Verdana, Verdana_MSFontService, sans-serif;"> </span></p></div></div></td><td class="SCXW135584158" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; vertical-align: top; overflow: visible; border-width: 0px 1px 1px 0px; border-style: none solid solid none; border-top-color: initial; border-right-color: rgb(250, 191, 143); border-bottom-color: rgb(250, 191, 143); border-left-color: initial; border-image: initial; width: 114px;"><div class="TableCellContent SCXW135584158" style="margin: 0px; padding: 0px 4px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; overflow: visible;"><div class="OutlineElement Ltr SCXW135584158" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; overflow: visible; cursor: text; clear: both; position: relative; direction: ltr;"><p class="Paragraph SCXW135584158" paraid="1741846595" paraeid="{2b3ae488-f884-4b0e-89dd-18c2eb3a03a4}{207}" style="margin-top: 0px; margin-right: 0px; margin-left: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; word-wrap: break-word; vertical-align: baseline; color: rgb(0, 112, 192); margin-bottom: 0px !important;"><span class="TextRun SCXW135584158" xml:lang="EN-GB" lang="EN-GB" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; font-variant-ligatures: none !important; color: rgb(81, 81, 81); font-size: 8.5pt; font-family: Verdana, Verdana_MSFontService, sans-serif; line-height: 16px;">Debit</span><span class="EOP SCXW135584158" data-ccp-props="{"134233117":true,"134233118":true,"201341983":0,"335559739":200,"335559740":276}" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; font-size: 8.5pt; line-height: 16px; font-family: Verdana, Verdana_MSFontService, sans-serif;"> </span></p></div></div></td></tr><tr class="TableRow SCXW135584158" role="row" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; overflow: visible; height: auto;"><td role="rowheader" class="SCXW135584158" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; vertical-align: middle; overflow: visible; background-color: rgb(253, 233, 217); border-width: 0px 1px 1px; border-style: none solid solid; border-top-color: initial; border-right-color: rgb(250, 191, 143); border-bottom-color: rgb(250, 191, 143); border-left-color: rgb(250, 191, 143); border-image: initial; width: 107px;"><div class="TableCellContent SCXW135584158" style="margin: 0px; padding: 0px 4px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; overflow: visible;"><div class="OutlineElement Ltr SCXW135584158" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; overflow: visible; cursor: text; clear: both; position: relative; direction: ltr;"><p class="Paragraph SCXW135584158" paraid="171397149" paraeid="{2b3ae488-f884-4b0e-89dd-18c2eb3a03a4}{215}" style="margin-top: 0px; margin-right: 0px; margin-left: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; word-wrap: break-word; font-weight: bold; vertical-align: baseline; background-color: transparent; color: rgb(0, 112, 192); margin-bottom: 0px !important;"><span class="TextRun SCXW135584158" xml:lang="EN-GB" lang="EN-GB" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; color: rgb(81, 81, 81); font-size: 8.5pt; font-family: Verdana, Verdana_MSFontService, sans-serif; line-height: 16px; font-variant-ligatures: none !important;"><span class="NormalTextRun SCXW135584158" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; background-color: inherit;"></span></span><span class="EOP SCXW135584158" data-ccp-props="{"201341983":0,"335559739":200,"335559740":276}" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; font-size: 8.5pt; line-height: 16px; font-family: Verdana, Verdana_MSFontService, sans-serif;"> </span></p></div></div></td><td class="SCXW135584158" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; vertical-align: middle; overflow: visible; background-color: rgb(253, 233, 217); border-width: 0px 1px 1px 0px; border-style: none solid solid none; border-top-color: initial; border-right-color: rgb(250, 191, 143); border-bottom-color: rgb(250, 191, 143); border-left-color: initial; border-image: initial; width: 272px;"><div class="TableCellContent SCXW135584158" style="margin: 0px; padding: 0px 4px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; overflow: visible;"><div class="OutlineElement Ltr SCXW135584158" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; overflow: visible; cursor: text; clear: both; position: relative; direction: ltr;"><p class="Paragraph SCXW135584158" paraid="671785653" paraeid="{2b3ae488-f884-4b0e-89dd-18c2eb3a03a4}{220}" style="margin-top: 0px; margin-right: 0px; margin-left: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; word-wrap: break-word; vertical-align: baseline; background-color: transparent; color: rgb(0, 112, 192); margin-bottom: 0px !important;"><span class="TextRun SCXW135584158" xml:lang="EN-GB" lang="EN-GB" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; font-variant-ligatures: none !important; color: rgb(81, 81, 81); font-size: 8.5pt; font-family: Verdana, Verdana_MSFontService, sans-serif; line-height: 16px;">Component </span><span class="TextRun SCXW135584158" xml:lang="EN-GB" lang="EN-GB" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; font-variant-ligatures: none !important; color: rgb(81, 81, 81); font-size: 8.5pt; font-family: Verdana, Verdana_MSFontService, sans-serif; line-height: 16px;">Item </span><span class="TextRun SCXW135584158" xml:lang="EN-GB" lang="EN-GB" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; font-variant-ligatures: none !important; color: rgb(81, 81, 81); font-size: 8.5pt; font-family: Verdana, Verdana_MSFontService, sans-serif; line-height: 16px;">Asset</span><span class="TextRun SCXW135584158" xml:lang="EN-GB" lang="EN-GB" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; font-variant-ligatures: none !important; color: rgb(81, 81, 81); font-size: 8.5pt; font-family: Verdana, Verdana_MSFontService, sans-serif; line-height: 16px;"> Account</span><span class="EOP SCXW135584158" data-ccp-props="{"201341983":0,"335559739":200,"335559740":276}" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; font-size: 8.5pt; line-height: 16px; font-family: Verdana, Verdana_MSFontService, sans-serif;"> </span></p></div></div></td><td class="SCXW135584158" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; vertical-align: middle; overflow: visible; background-color: rgb(253, 233, 217); border-width: 0px 1px 1px 0px; border-style: none solid solid none; border-top-color: initial; border-right-color: rgb(250, 191, 143); border-bottom-color: rgb(250, 191, 143); border-left-color: initial; border-image: initial; width: 114px;"><div class="TableCellContent SCXW135584158" style="margin: 0px; padding: 0px 4px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; overflow: visible;"><div class="OutlineElement Ltr SCXW135584158" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; overflow: visible; cursor: text; clear: both; position: relative; direction: ltr;"><p class="Paragraph SCXW135584158" paraid="735110601" paraeid="{2b3ae488-f884-4b0e-89dd-18c2eb3a03a4}{233}" style="margin-top: 0px; margin-right: 0px; margin-left: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; word-wrap: break-word; vertical-align: baseline; background-color: transparent; color: rgb(0, 112, 192); margin-bottom: 0px !important;"><span class="TextRun SCXW135584158" xml:lang="EN-GB" lang="EN-GB" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; font-variant-ligatures: none !important; color: rgb(81, 81, 81); font-size: 8.5pt; font-family: Verdana, Verdana_MSFontService, sans-serif; line-height: 16px;">Credit</span><span class="EOP SCXW135584158" data-ccp-props="{"201341983":0,"335559739":200,"335559740":276}" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; font-size: 8.5pt; line-height: 16px; font-family: Verdana, Verdana_MSFontService, sans-serif;"> </span></p></div></div></td></tr><tr class="TableRow SCXW135584158" role="row" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; overflow: visible; height: auto;"><td role="rowheader" colspan="3" class="SCXW135584158" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; vertical-align: middle; overflow: visible; border-width: 0px 1px 1px; border-style: none solid solid; border-top-color: initial; border-right-color: rgb(250, 191, 143); border-bottom-color: rgb(250, 191, 143); border-left-color: rgb(250, 191, 143); border-image: initial; width: 493px;"><div class="TableCellContent SCXW135584158" style="margin: 0px; padding: 0px 4px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; overflow: visible;"><div class="OutlineElement Ltr SCXW135584158" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; overflow: visible; cursor: text; clear: both; position: relative; direction: ltr;"><p class="Paragraph SCXW135584158" paraid="1969285218" paraeid="{2b3ae488-f884-4b0e-89dd-18c2eb3a03a4}{241}" style="margin-top: 0px; margin-right: 0px; margin-left: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; word-wrap: break-word; font-weight: bold; vertical-align: baseline; color: rgb(0, 112, 192); margin-bottom: 0px !important;"><span class="TextRun SCXW135584158" xml:lang="EN-GB" lang="EN-GB" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; font-variant-ligatures: none !important; color: rgb(81, 81, 81); font-weight: normal; font-size: 8.5pt; font-family: Verdana, Verdana_MSFontService, sans-serif; line-height: 16px;">Work Order </span><span class="TextRun SCXW135584158" xml:lang="EN-GB" lang="EN-GB" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; font-variant-ligatures: none !important; color: rgb(81, 81, 81); font-weight: normal; font-size: 8.5pt; font-family: Verdana, Verdana_MSFontService, sans-serif; line-height: 16px;">Completion</span><span class="TextRun SCXW135584158" xml:lang="EN-GB" lang="EN-GB" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; font-variant-ligatures: none !important; color: rgb(81, 81, 81); font-weight: normal; font-size: 8.5pt; font-family: Verdana, Verdana_MSFontService, sans-serif; line-height: 16px;"> (Labour)</span><span class="EOP SCXW135584158" data-ccp-props="{"201341983":0,"335559739":200,"335559740":276}" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; font-size: 8.5pt; line-height: 16px; font-family: Verdana, Verdana_MSFontService, sans-serif;"> </span></p></div></div></td></tr><tr class="TableRow SCXW135584158" role="row" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; overflow: visible; height: auto;"><td role="rowheader" class="SCXW135584158" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; vertical-align: middle; overflow: visible; background-color: rgb(253, 233, 217); border-width: 0px 1px 1px; border-style: none solid solid; border-top-color: initial; border-right-color: rgb(250, 191, 143); border-bottom-color: rgb(250, 191, 143); border-left-color: rgb(250, 191, 143); border-image: initial; width: 107px;"><div class="TableCellContent SCXW135584158" style="margin: 0px; padding: 0px 4px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; overflow: visible;"><div class="OutlineElement Ltr SCXW135584158" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; overflow: visible; cursor: text; clear: both; position: relative; direction: ltr;"><p class="Paragraph SCXW135584158" paraid="1571515515" paraeid="{2b3ae488-f884-4b0e-89dd-18c2eb3a03a4}{255}" style="margin-top: 0px; margin-right: 0px; margin-left: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; word-wrap: break-word; font-weight: bold; vertical-align: baseline; background-color: transparent; color: rgb(0, 112, 192); margin-bottom: 0px !important;"><span class="TextRun SCXW135584158" xml:lang="EN-GB" lang="EN-GB" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; color: rgb(81, 81, 81); font-size: 8.5pt; font-family: Verdana, Verdana_MSFontService, sans-serif; line-height: 16px; font-variant-ligatures: none !important;"><span class="NormalTextRun SCXW135584158" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; background-color: inherit;"></span></span><span class="EOP SCXW135584158" data-ccp-props="{"201341983":0,"335559739":200,"335559740":276}" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; font-size: 8.5pt; line-height: 16px; font-family: Verdana, Verdana_MSFontService, sans-serif;"> </span></p></div></div></td><td class="SCXW135584158" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; vertical-align: middle; overflow: visible; background-color: rgb(253, 233, 217); border-width: 0px 1px 1px 0px; border-style: none solid solid none; border-top-color: initial; border-right-color: rgb(250, 191, 143); border-bottom-color: rgb(250, 191, 143); border-left-color: initial; border-image: initial; width: 272px;"><div class="TableCellContent SCXW135584158" style="margin: 0px; padding: 0px 4px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; overflow: visible;"><div class="OutlineElement Ltr SCXW135584158" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; overflow: visible; cursor: text; clear: both; position: relative; direction: ltr;"><p class="Paragraph SCXW135584158" paraid="1659534439" paraeid="{b62e8351-2b35-4f80-8ce8-1942a3597f1d}{5}" style="margin-top: 0px; margin-right: 0px; margin-left: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; word-wrap: break-word; vertical-align: baseline; background-color: transparent; color: rgb(0, 112, 192); margin-bottom: 0px !important;"><span class="TextRun SCXW135584158" xml:lang="EN-GB" lang="EN-GB" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; font-variant-ligatures: none !important; color: rgb(81, 81, 81); font-size: 8.5pt; font-family: Verdana, Verdana_MSFontService, sans-serif; line-height: 16px;">Assembly Item WIP Account</span><span class="EOP SCXW135584158" data-ccp-props="{"201341983":0,"335559739":200,"335559740":276}" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; font-size: 8.5pt; line-height: 16px; font-family: Verdana, Verdana_MSFontService, sans-serif;"> </span></p></div></div></td><td class="SCXW135584158" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; vertical-align: middle; overflow: visible; background-color: rgb(253, 233, 217); border-width: 0px 1px 1px 0px; border-style: none solid solid none; border-top-color: initial; border-right-color: rgb(250, 191, 143); border-bottom-color: rgb(250, 191, 143); border-left-color: initial; border-image: initial; width: 114px;"><div class="TableCellContent SCXW135584158" style="margin: 0px; padding: 0px 4px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; overflow: visible;"><div class="OutlineElement Ltr SCXW135584158" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; overflow: visible; cursor: text; clear: both; position: relative; direction: ltr;"><p class="Paragraph SCXW135584158" paraid="1430353941" paraeid="{b62e8351-2b35-4f80-8ce8-1942a3597f1d}{12}" style="margin-top: 0px; margin-right: 0px; margin-left: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; word-wrap: break-word; vertical-align: baseline; background-color: transparent; color: rgb(0, 112, 192); margin-bottom: 0px !important;"><span class="TextRun SCXW135584158" xml:lang="EN-GB" lang="EN-GB" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; font-variant-ligatures: none !important; color: rgb(81, 81, 81); font-size: 8.5pt; font-family: Verdana, Verdana_MSFontService, sans-serif; line-height: 16px;">Debit</span><span class="EOP SCXW135584158" data-ccp-props="{"201341983":0,"335559739":200,"335559740":276}" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; font-size: 8.5pt; line-height: 16px; font-family: Verdana, Verdana_MSFontService, sans-serif;"> </span></p></div></div></td></tr><tr class="TableRow SCXW135584158" role="row" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; overflow: visible; height: auto;"><td role="rowheader" class="SCXW135584158" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; vertical-align: middle; overflow: visible; border-width: 0px 1px 1px; border-style: none solid solid; border-top-color: initial; border-right-color: rgb(250, 191, 143); border-bottom-color: rgb(250, 191, 143); border-left-color: rgb(250, 191, 143); border-image: initial; width: 107px;"><div class="TableCellContent SCXW135584158" style="margin: 0px; padding: 0px 4px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; overflow: visible;"><div class="OutlineElement Ltr SCXW135584158" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; overflow: visible; cursor: text; clear: both; position: relative; direction: ltr;"><p class="Paragraph SCXW135584158" paraid="48969615" paraeid="{b62e8351-2b35-4f80-8ce8-1942a3597f1d}{20}" style="margin-top: 0px; margin-right: 0px; margin-left: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; word-wrap: break-word; font-weight: bold; vertical-align: baseline; color: rgb(0, 112, 192); margin-bottom: 0px !important;"><span class="TextRun SCXW135584158" xml:lang="EN-GB" lang="EN-GB" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; color: rgb(81, 81, 81); font-size: 8.5pt; font-family: Verdana, Verdana_MSFontService, sans-serif; line-height: 16px; font-variant-ligatures: none !important;"><span class="NormalTextRun SCXW135584158" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent;"></span></span><span class="EOP SCXW135584158" data-ccp-props="{"201341983":0,"335559739":200,"335559740":276}" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; font-size: 8.5pt; line-height: 16px; font-family: Verdana, Verdana_MSFontService, sans-serif;"> </span></p></div></div></td><td class="SCXW135584158" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; vertical-align: middle; overflow: visible; border-width: 0px 1px 1px 0px; border-style: none solid solid none; border-top-color: initial; border-right-color: rgb(250, 191, 143); border-bottom-color: rgb(250, 191, 143); border-left-color: initial; border-image: initial; width: 272px;"><div class="TableCellContent SCXW135584158" style="margin: 0px; padding: 0px 4px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; overflow: visible;"><div class="OutlineElement Ltr SCXW135584158" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; overflow: visible; cursor: text; clear: both; position: relative; direction: ltr;"><p class="Paragraph SCXW135584158" paraid="856643415" paraeid="{b62e8351-2b35-4f80-8ce8-1942a3597f1d}{25}" style="margin-top: 0px; margin-right: 0px; margin-left: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; word-wrap: break-word; vertical-align: baseline; color: rgb(0, 112, 192); margin-bottom: 0px !important;"><span class="TextRun SCXW135584158" xml:lang="EN-GB" lang="EN-GB" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; font-variant-ligatures: none !important; color: rgb(81, 81, 81); font-size: 8.5pt; font-family: Verdana, Verdana_MSFontService, sans-serif; line-height: 16px;">Manufacturing Charge Item Expense Account</span><span class="EOP SCXW135584158" data-ccp-props="{"201341983":0,"335559739":200,"335559740":276}" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; font-size: 8.5pt; line-height: 16px; font-family: Verdana, Verdana_MSFontService, sans-serif;"> </span></p></div></div></td><td class="SCXW135584158" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; vertical-align: middle; overflow: visible; border-width: 0px 1px 1px 0px; border-style: none solid solid none; border-top-color: initial; border-right-color: rgb(250, 191, 143); border-bottom-color: rgb(250, 191, 143); border-left-color: initial; border-image: initial; width: 114px;"><div class="TableCellContent SCXW135584158" style="margin: 0px; padding: 0px 4px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; overflow: visible;"><div class="OutlineElement Ltr SCXW135584158" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; overflow: visible; cursor: text; clear: both; position: relative; direction: ltr;"><p class="Paragraph SCXW135584158" paraid="1752568536" paraeid="{b62e8351-2b35-4f80-8ce8-1942a3597f1d}{32}" style="margin-top: 0px; margin-right: 0px; margin-left: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; word-wrap: break-word; vertical-align: baseline; color: rgb(0, 112, 192); margin-bottom: 0px !important;"><span class="TextRun SCXW135584158" xml:lang="EN-GB" lang="EN-GB" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; font-variant-ligatures: none !important; color: rgb(81, 81, 81); font-size: 8.5pt; font-family: Verdana, Verdana_MSFontService, sans-serif; line-height: 16px;">Credit</span><span class="EOP SCXW135584158" data-ccp-props="{"201341983":0,"335559739":200,"335559740":276}" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; font-size: 8.5pt; line-height: 16px; font-family: Verdana, Verdana_MSFontService, sans-serif;"> </span></p></div></div></td></tr><tr class="TableRow SCXW135584158" role="row" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; overflow: visible; height: auto;"><td role="rowheader" colspan="3" class="SCXW135584158" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; vertical-align: middle; overflow: visible; background-color: rgb(253, 233, 217); border-width: 0px 1px 1px; border-style: none solid solid; border-top-color: initial; border-right-color: rgb(250, 191, 143); border-bottom-color: rgb(250, 191, 143); border-left-color: rgb(250, 191, 143); border-image: initial; width: 493px;"><div class="TableCellContent SCXW135584158" style="margin: 0px; padding: 0px 4px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; overflow: visible;"><div class="OutlineElement Ltr SCXW135584158" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; overflow: visible; cursor: text; clear: both; position: relative; direction: ltr;"><p class="Paragraph SCXW135584158" paraid="772699677" paraeid="{b62e8351-2b35-4f80-8ce8-1942a3597f1d}{40}" style="margin-top: 0px; margin-right: 0px; margin-left: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; word-wrap: break-word; font-weight: bold; vertical-align: baseline; background-color: transparent; color: rgb(0, 112, 192); margin-bottom: 0px !important;"><span class="TextRun SCXW135584158" xml:lang="EN-GB" lang="EN-GB" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; font-variant-ligatures: none !important; color: rgb(81, 81, 81); font-weight: normal; font-size: 8.5pt; font-family: Verdana, Verdana_MSFontService, sans-serif; line-height: 16px;">Work Order </span><span class="TextRun SCXW135584158" xml:lang="EN-GB" lang="EN-GB" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; font-variant-ligatures: none !important; color: rgb(81, 81, 81); font-weight: normal; font-size: 8.5pt; font-family: Verdana, Verdana_MSFontService, sans-serif; line-height: 16px;">Completion</span><span class="TextRun SCXW135584158" xml:lang="EN-GB" lang="EN-GB" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; font-variant-ligatures: none !important; color: rgb(81, 81, 81); font-weight: normal; font-size: 8.5pt; font-family: Verdana, Verdana_MSFontService, sans-serif; line-height: 16px;"> (</span><span class="TextRun SCXW135584158" xml:lang="EN-GB" lang="EN-GB" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; font-variant-ligatures: none !important; color: rgb(81, 81, 81); font-weight: normal; font-size: 8.5pt; font-family: Verdana, Verdana_MSFontService, sans-serif; line-height: 16px;">Assembly Build</span><span class="TextRun SCXW135584158" xml:lang="EN-GB" lang="EN-GB" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; font-variant-ligatures: none !important; color: rgb(81, 81, 81); font-weight: normal; font-size: 8.5pt; font-family: Verdana, Verdana_MSFontService, sans-serif; line-height: 16px;">)</span><span class="EOP SCXW135584158" data-ccp-props="{"201341983":0,"335559739":200,"335559740":276}" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; font-size: 8.5pt; line-height: 16px; font-family: Verdana, Verdana_MSFontService, sans-serif;"> </span></p></div></div></td></tr><tr class="TableRow SCXW135584158" role="row" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; overflow: visible; height: auto;"><td role="rowheader" class="SCXW135584158" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; vertical-align: middle; overflow: visible; border-width: 0px 1px 1px; border-style: none solid solid; border-top-color: initial; border-right-color: rgb(250, 191, 143); border-bottom-color: rgb(250, 191, 143); border-left-color: rgb(250, 191, 143); border-image: initial; width: 107px;"><div class="TableCellContent SCXW135584158" style="margin: 0px; padding: 0px 4px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; overflow: visible;"><div class="OutlineElement Ltr SCXW135584158" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; overflow: visible; cursor: text; clear: both; position: relative; direction: ltr;"><p class="Paragraph SCXW135584158" paraid="1778755593" paraeid="{b62e8351-2b35-4f80-8ce8-1942a3597f1d}{58}" style="margin-top: 0px; margin-right: 0px; margin-left: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; word-wrap: break-word; font-weight: bold; vertical-align: baseline; color: rgb(0, 112, 192); margin-bottom: 0px !important;"><span class="TextRun SCXW135584158" xml:lang="EN-GB" lang="EN-GB" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; color: rgb(81, 81, 81); font-size: 8.5pt; font-family: Verdana, Verdana_MSFontService, sans-serif; line-height: 16px; font-variant-ligatures: none !important;"><span class="NormalTextRun SCXW135584158" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent;"></span></span><span class="EOP SCXW135584158" data-ccp-props="{"201341983":0,"335559739":200,"335559740":276}" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; font-size: 8.5pt; line-height: 16px; font-family: Verdana, Verdana_MSFontService, sans-serif;"> </span></p></div></div></td><td class="SCXW135584158" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; vertical-align: middle; overflow: visible; border-width: 0px 1px 1px 0px; border-style: none solid solid none; border-top-color: initial; border-right-color: rgb(250, 191, 143); border-bottom-color: rgb(250, 191, 143); border-left-color: initial; border-image: initial; width: 272px;"><div class="TableCellContent SCXW135584158" style="margin: 0px; padding: 0px 4px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; overflow: visible;"><div class="OutlineElement Ltr SCXW135584158" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; overflow: visible; cursor: text; clear: both; position: relative; direction: ltr;"><p class="Paragraph SCXW135584158" paraid="1956405041" paraeid="{b62e8351-2b35-4f80-8ce8-1942a3597f1d}{63}" style="margin-top: 0px; margin-right: 0px; margin-left: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; word-wrap: break-word; vertical-align: baseline; color: rgb(0, 112, 192); margin-bottom: 0px !important;"><span class="TextRun SCXW135584158" xml:lang="EN-GB" lang="EN-GB" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; font-variant-ligatures: none !important; color: rgb(81, 81, 81); font-size: 8.5pt; font-family: Verdana, Verdana_MSFontService, sans-serif; line-height: 16px;">Assembly Item</span><span class="TextRun SCXW135584158" xml:lang="EN-GB" lang="EN-GB" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; font-variant-ligatures: none !important; color: rgb(81, 81, 81); font-size: 8.5pt; font-family: Verdana, Verdana_MSFontService, sans-serif; line-height: 16px;"> Asset</span><span class="TextRun SCXW135584158" xml:lang="EN-GB" lang="EN-GB" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; font-variant-ligatures: none !important; color: rgb(81, 81, 81); font-size: 8.5pt; font-family: Verdana, Verdana_MSFontService, sans-serif; line-height: 16px;"> Account</span><span class="EOP SCXW135584158" data-ccp-props="{"201341983":0,"335559739":200,"335559740":276}" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; font-size: 8.5pt; line-height: 16px; font-family: Verdana, Verdana_MSFontService, sans-serif;"> </span></p></div></div></td><td class="SCXW135584158" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; vertical-align: middle; overflow: visible; border-width: 0px 1px 1px 0px; border-style: none solid solid none; border-top-color: initial; border-right-color: rgb(250, 191, 143); border-bottom-color: rgb(250, 191, 143); border-left-color: initial; border-image: initial; width: 114px;"><div class="TableCellContent SCXW135584158" style="margin: 0px; padding: 0px 4px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; overflow: visible;"><div class="OutlineElement Ltr SCXW135584158" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; overflow: visible; cursor: text; clear: both; position: relative; direction: ltr;"><p class="Paragraph SCXW135584158" paraid="330837627" paraeid="{b62e8351-2b35-4f80-8ce8-1942a3597f1d}{74}" style="margin-top: 0px; margin-right: 0px; margin-left: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; word-wrap: break-word; vertical-align: baseline; color: rgb(0, 112, 192); margin-bottom: 0px !important;"><span class="TextRun SCXW135584158" xml:lang="EN-GB" lang="EN-GB" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; font-variant-ligatures: none !important; color: rgb(81, 81, 81); font-size: 8.5pt; font-family: Verdana, Verdana_MSFontService, sans-serif; line-height: 16px;">Debit</span><span class="EOP SCXW135584158" data-ccp-props="{"201341983":0,"335559739":200,"335559740":276}" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; font-size: 8.5pt; line-height: 16px; font-family: Verdana, Verdana_MSFontService, sans-serif;"> </span></p></div></div></td></tr><tr class="TableRow SCXW135584158" role="row" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; overflow: visible; height: auto;"><td role="rowheader" class="SCXW135584158" style="margin: 0px; padding: 0px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; vertical-align: middle; overflow: visible; background-color: rgb(253, 233, 217); border-width: 0px 1px 1px; border-style: none solid solid; border-top-color: initial; border-right-color: rgb(250, 191, 143); border-bottom-color: rgb(250, 191, 143); border-left-color: rgb(250, 191, 143); border-image: initial; width: 107px;"><div class="TableCellContent SCXW135584158" style="margin: 0px; padding: 0px 4px; user-select: text; -webkit-user-drag: none; -webkit-tap-highlight-color: transparent; overflow: visible;"><div class="OutlineElement Ltr SCXW1355 |
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<List the topics to be covered in the next configuration session> |
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Shari Fitzgerald |
6 |
234 |
val_22736_3701406_226 |
Costing questions |
customrecord_ns_ps_meeting_notes |
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rectype=234&e=T&id=10 |
10 |
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6 |
NetSuite PS Meeting Notes |
152 |
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customrecordentry |
234 |
F |
custrecordentry |
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| 11 |
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Standard NetSuite PS Meeting Notes Form |
-1234 |
F |
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F |
11 |
9/17/2018 2:37 pm |
9/14/2018 |
9/14/2018 12:00:00 AM |
Daniel had a question about recording of discount to the GL when the customer is charged at net.Discussed options:<BR>1. have the gross amount recorded to sales under the item; enter a discount item to map the discount to the proper GL. This mapping would need to be done in the EDI mapping.<BR>2. manually make the adjustment using a saved search as the basis.<BR><br>DECISION: 2. Manual: Base price will be the Grossup amount and the actual price level will be what is charged the customer. SS showig difference and then post to the appropriate GL.<BR><br>Dan asked about I/C dropship. We will walkthrough this and are setting up the automated intercompany elimination.<BR><br>SW needs to determine Credit Card Gateway.<BR><br>Will do Banking file to bank for ACH & Wires. Shari will discuss options for Wire. |
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<List the topics to be covered in the next configuration session> |
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Shari Fitzgerald |
6 |
234 |
val_23660_3701406_291 |
OTC questions |
customrecord_ns_ps_meeting_notes |
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rectype=234&e=T&id=11 |
11 |
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6 |
NetSuite PS Meeting Notes |
152 |
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customrecordentry |
234 |
F |
custrecordentry |
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| 12 |
;;Iris Velasquez |
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Standard NetSuite PS Meeting Notes Form |
-1234 |
T |
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F |
12 |
10/3/2018 2:40 pm |
10/3/2018 |
10/3/2018 12:00:00 AM |
<p style="margin:0in;font-family:"Calibri Light";font-size:20.0pt">L2Q + O2C
Walkthrough #1</p>
<p style="margin:0in;font-family:Calibri;font-size:10.0pt;color:#767676">Wednesday,
October 3, 2018</p>
<p style="margin:0in;font-family:Calibri;font-size:10.0pt;color:#767676">11:49
AM</p><ul style="margin-left:.4159in;direction:ltr;unicode-bidi:embed;margin-top:
0in;margin-bottom:0in">
<p style="margin:0in;font-family:Cambria;font-size:12.0pt"> </p>
<p style="margin:0in;font-size:14.0pt"><span style="font-style:italic;
font-family:Cambria">Lead </span><span style="font-style:italic;font-family:
Wingdings">è </span><span style="font-style:italic;font-family:Cambria">Create
an Opportunity with Lead </span><span style="font-style:italic;font-family:
Wingdings">è </span><span style="font-style:italic;font-family:Cambria">Converts
to Prospect </span><span style="font-style:italic;font-family:Wingdings">è </span><span style="font-style:italic;font-family:Cambria">Create a Quote with Prospect </span><span style="font-style:italic;font-family:Wingdings">è </span><span style="font-style:italic;font-family:Cambria">Converts to Customer </span><span style="font-style:italic;font-family:Wingdings">è </span><span style="font-style:italic;font-family:Cambria">Create a Sales Order with
Customer</span></p>
<p style="margin:0in;font-family:Cambria;font-size:12.0pt"> </p>
<p style="margin:0in;font-family:Cambria;font-size:12.0pt">*** All of these
entities and transactions along the way can be entered as
standalone/individually</p>
<p style="margin:0in;margin-left:.375in;font-family:Cambria;font-size:12.0pt">---
All of these steps are for reporting purposes, and to track the progression of
a Company becoming </p>
<p style="margin:0in;font-family:Cambria;font-size:12.0pt"> </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:Cambria;font-size:12.0pt">Started by entering a Lead</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:Cambria;font-size:12.0pt">Lists > Relationships
> Leads </span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Co. Name = Test Company</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Fill in Annual Revenue</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Qualification</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:Cambria;font-size:12.0pt">Buying Time Frame =
normally less than a month</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Buying Reason = mostly New
Requirement</span></li>
</ul>
</ul>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Opportunity </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:Cambria;font-size:12.0pt">On the transaction side</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:Cambria;font-size:12.0pt">Internal, not client
facing</span></li>
</ul>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Transactions > Sales
> Create Opportunities</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:Cambria;font-size:12.0pt">Fill in Company Name: Test
Company</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Make sure to include the
Sales Rep name</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Probability = 20%</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Projected total 8K</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Fill in Item detail</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Communication tab</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:Cambria;font-size:12.0pt">How discussions go from
this Opportunity</span></li>
</ul>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Sales</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:Cambria;font-size:12.0pt">Qualification details,
Buying reason, etc.</span></li>
</ul>
</ul>
</ul>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Lead is now a Prospect</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">From the Opportunity,
Converted 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:Cambria;font-size:12.0pt">Fills in information from
the Opportunity</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:Cambria;font-size:12.0pt">Has Opportunity stored on
the Sales Information section</span></li>
</ul>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Probability is now 50%</span></li>
</ul>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Setup > Accounting >
Accounting Lists</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:Cambria;font-size:12.0pt">Can create Price Levels</span></li>
</ul>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Customer record</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:Cambria;font-size:12.0pt">Lists > Relationships
> Customer</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:Cambria;font-size:12.0pt">***Internal</span></li>
</ul>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Financial </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:Cambria;font-size:12.0pt">Include their price level
details</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Has on sub sub tab “Item
Pricing” where Customers can have specific Items at a specific Price
level</span></li>
</ul>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Sales tab</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:Cambria;font-size:12.0pt">Transactions </span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Opportunities</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Items Purchase</span></li>
</ul>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">New bar at the top (paper
with plus sign)</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:Cambria;font-size:12.0pt">Directly from the Customer
record, you can create an SO or Quote or Invoice etc., store a Phone
Call log, create a Task, etc.</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:Cambria;font-size:12.0pt">These all store on the
Customer record</span></li>
</ul>
</ul>
</ul>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">From the saved Quote, you
can click the button to generate “Sales Order</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:Cambria;font-size:12.0pt">Also = Transactions >
Sales > Enter Sales Order </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:Cambria;font-size:12.0pt">**You can enter any SO’s
Standalone, from the Quote, import, etc.</span></li>
</ul>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Opportunity and Quote
details are carried forward onto the SO</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Need to include Location
for information to show up</span></li>
</ul>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Using Pace Jet for shipping</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Fulfill the SO directly from
the SO</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:Cambria;font-size:12.0pt">Transaction > Sales >
Fulfill Orders = Check off which SO(s) to Fulfill</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Item Fulfillment</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:Cambria;font-size:12.0pt">Save & See the Packing
Slip</span></li>
</ul>
</ul>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Saved Item Fulfillment </span><span style="font-family:Wingdings;font-size:12.0pt">è </span><span style="font-family:Cambria;font-size:12.0pt">Pick, Pack, and Ship</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Shipped Item Fulfillment is
ready to be Billed</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Collect Invoice after you
ship</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Can manually create
standalone Invoices</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">If a Customer is making a
Deposit on the SO</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:Cambria;font-size:12.0pt">From the saved SO, you can
click Create Deposit button and create a Customer’s Deposit in relation
to the SO</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Transactions > Customers
> Accept Customer Payments</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:Cambria;font-size:12.0pt">Apply a payment to the
Invoice, create a Credit, or create a Deposit</span></li>
</ul>
</ul>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">If have a Customer Return</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:Cambria;font-size:12.0pt">Create the Case</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:Cambria;font-size:12.0pt">Search Transaction Type</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Enable Create Transaction</span></li>
</ul>
</ul>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Reports </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:Cambria;font-size:12.0pt">Pipeline Analysis</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:Cambria;font-size:12.0pt">Pipeline by Status Summary</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:Cambria;font-size:12.0pt">Showing the Leads and
Prospects</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:Cambria;font-size:12.0pt">Can filter by the Sales
Rep who created it</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Directly click into the
Quote that was generated</span></li>
</ul>
</ul>
</ul>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Sales Order</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:Cambria;font-size:12.0pt">Sales Orders by Customer
Summary</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:Cambria;font-size:12.0pt">Can take you directly to
Customer record</span></li>
</ul>
</ul>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Inventory</span></li>
</ul>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Inquired about seeing how
long the Customer has been a customer</span></li>
</ul>
<p style="margin:0in;margin-left:.375in;font-family:Cambria;font-size:12.0pt"> </p>
<p style="margin:0in;font-family:Cambria;font-size:12.0pt"> </p>
<p style="margin:0in;font-family:Cambria;font-size:12.0pt"> </p>
<p style="margin:0in;font-family:Cambria;font-size:12.0pt">ACTION ITEMS</p>
<ol type="1" style="margin-left:0in;direction:ltr;unicode-bidi:embed;margin-top:
0in;margin-bottom:0in;font-family:Cambria;font-size:12.0pt;font-weight:normal;
font-style:normal">
<li value="1" style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt;font-weight:normal;
font-style:normal;font-family:Cambria;font-size:12.0pt">Want a link of
the Lead’s Opportunity on the Lead record</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Want additional field on the
Lead, and to carry to the Opportunity and Customer form</span></li>
<ol type="a" style="margin-left:.375in;direction:ltr;unicode-bidi:embed;
margin-top:0in;margin-bottom:0in;font-family:Cambria;font-size:12.0pt;
font-weight:normal;font-style:normal">
<li value="1" style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt;font-weight:normal;
font-style:normal;font-family:Cambria;font-size:12.0pt">Mulit-select,
mandatory to fill out</span></li>
</ol>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Want to store that Lead is
Tax Exempt on the record</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt;background:yellow;mso-highlight:
yellow">HIGH PRIORITY:</span><span style="font-family:Cambria;font-size:
12.0pt"> If an order is sent through EDI, what is telling them that the
SO came in with pricing that they don't normally have?</span></li>
<ol type="a" style="margin-left:.375in;direction:ltr;unicode-bidi:embed;
margin-top:0in;margin-bottom:0in;font-family:Cambria;font-size:12.0pt;
font-weight:normal;font-style:normal">
<li value="1" style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt;font-weight:normal;
font-style:normal;font-family:Cambria;font-size:12.0pt">They need
something to tell them if there is a discrepancy between pricing that’s
already established and what customer (Home Depot especially) is sending
them</span></li>
</ol>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Set up an alert + Setting
that prevents the creation of SO if exceeding the Credit Limit</span></li>
<ol type="a" style="margin-left:.375in;direction:ltr;unicode-bidi:embed;
margin-top:0in;margin-bottom:0in;font-family:Cambria;font-size:12.0pt;
font-weight:normal;font-style:normal">
<li value="1" style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt;font-weight:normal;
font-style:normal;font-family:Cambria;font-size:12.0pt">Sales Reps
cannot enter SO </span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Alert that SO cannot be
entered if going over the Credit Limit</span></li>
</ol>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt;background:yellow;mso-highlight:
yellow">MUST:</span><span style="font-family:Cambria;font-size:12.0pt">
On SO = Want to know how much of that Item is in Stock</span></li>
<ol type="a" style="margin-left:.375in;direction:ltr;unicode-bidi:embed;
margin-top:0in;margin-bottom:0in;font-family:Cambria;font-size:12.0pt;
font-weight:normal;font-style:normal">
<li value="1" style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt;font-weight:normal;
font-style:normal;font-family:Cambria;font-size:12.0pt">NOT customer
facing</span></li>
</ol>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Want to have a Notes section
and Terms and Conditions on the Printed SO </span></li>
<ol type="a" style="margin-left:.375in;direction:ltr;unicode-bidi:embed;
margin-top:0in;margin-bottom:0in;font-family:Cambria;font-size:12.0pt;
font-weight:normal;font-style:normal">
<li value="1" style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt;font-weight:normal;
font-style:normal;font-family:Cambria;font-size:12.0pt">Kristoff to
provide that information for T&C</span></li>
</ol>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Since WMS is doing the
Fulfilling, they don’t want to have an Item Fulfillment accessible and to
skip that step for ERP (done with WMS)</span></li>
<ol type="a" style="margin-left:.375in;direction:ltr;unicode-bidi:embed;
margin-top:0in;margin-bottom:0in;font-family:Cambria;font-size:12.0pt;
font-weight:normal;font-style:normal">
<li value="1" style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt;font-weight:normal;
font-style:normal;font-family:Cambria;font-size:12.0pt">Don't want
people in the office to do Item Fulfillment</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">People in the warehouse
won’t have access to anything but fulfilling</span></li>
</ol>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">*** Important that
alerts/reminders for roles are set up</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Once Item Fulfillment is
Shipped, they want the Invoice auto-generated</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Interested in seeing the
Customer’s history</span></li>
<ol type="a" style="margin-left:.375in;direction:ltr;unicode-bidi:embed;
margin-top:0in;margin-bottom:0in;font-family:Cambria;font-size:12.0pt;
font-weight:normal;font-style:normal">
<li value="1" style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt;font-weight:normal;
font-style:normal;font-family:Cambria;font-size:12.0pt">Something that
says how long they’ve been a customer</span></li>
</ol>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Want a report that shows the
highest amount of money a Customer has owed them</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Need a follow up meeting for
I/C Transactions for a half hour session – want Monday afternoon or
Tuesday of next week (only have the status meeting)</span></li>
</ol>
</ul> |
|
<List the topics to be covered in the next configuration session> |
|
|
Brooke Winterhalder |
8 |
234 |
val_24430_3701406_541 |
L2Q and C2R Walkthrough #1 |
customrecord_ns_ps_meeting_notes |
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rectype=234&e=T&id=12 |
12 |
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8 |
NetSuite PS Meeting Notes |
152 |
|
customrecordentry |
234 |
F |
custrecordentry |
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| 13 |
;;Iris Velasquez |
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Standard NetSuite PS Meeting Notes Form |
-1234 |
T |
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F |
13 |
10/3/2018 5:56 pm |
10/2/2018 |
10/2/2018 12:00:00 AM |
<p style="margin:0in;font-family:"Calibri Light";font-size:20.0pt">P2P
Walkthrough #1</p>
<p style="margin:0in;font-family:Calibri;font-size:10.0pt;color:#767676">Tuesday,
October 2, 2018</p>
<p style="margin:0in;font-family:Calibri;font-size:10.0pt;color:#767676">3:12
PM<span style="font-size: 11pt;"> </span></p><ul style="margin-left:.2729in;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">
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Reviewed the Vendor Center
and Vendor Record</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">Lists > Relationships
> Vendors > New</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">Clicks "Vendors"
to see the list view and all of the Vendors</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Reviewed what is stored on
the vendor record</span></li>
</ul>
</ul>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Demonstrated purchase
requisition, request, and order.</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">Employee Center 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">Fill out a Request there</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Dashboard has Reminders
for alerts of what to do, and a Portlet that has the ability to fill in
a Request and Requisition there</span></li>
</ul>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Transactions > Purchases
> Enter Purchase Orders </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">Continue to ">
List" to see all POs</span></li>
</ul>
</ul>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Saw the Purchase Contract
quickly</span></li>
<ul type="disc" style="margin-left:.75in;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 purchase contracts to
start off with, so did not go over fully</span></li>
</ul>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Demonstrated the Approvals
on the Purchase Request, Requisition, and PO</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">Information is stored on
the Employee Record</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">Supervisor is who will be
approving things for you</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Human Resources tab</span></li>
<ul type="square" 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">Purchasing</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">Purchase Approval Limit</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Purchase Limit</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Purchase Approver (fill
this in if it is different than your supervisor, if blank your
supervisor is the approver)</span></li>
</ul>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Expenses</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">Expense Approval Limit</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Expense Limit</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Expense Approver (fill
this in if it is different than your supervisor, if blank your
supervisor is the approver)</span></li>
</ul>
</ul>
</ul>
</ul>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Demonstrated Item
fulfillment, Vendor bill, and Vendor bill payment</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">Approval on bill payment</span></li>
</ul>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Demonstrated Expense
reports/approvals</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">Filled out the Expense
Report</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Supervisor (if have Expense
Approver than Expense Approver) approves PO</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Accounting Approval
following Supervisor Approval</span></li>
</ul>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">SW likes the NS printed PO
form, so no need to adjust as of yet</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Reviewed reports</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Spa World will review
expense/purchase approval procedures and let NS Team know what needs to
be set up</span></li>
</ul>
</ul> |
|
<List the topics to be covered in the next configuration session> |
|
|
Brooke Winterhalder |
8 |
234 |
val_24448_3701406_781 |
P2P Walkthrough 1 |
customrecord_ns_ps_meeting_notes |
|
rectype=234&e=T&id=13 |
13 |
|
8 |
NetSuite PS Meeting Notes |
152 |
|
customrecordentry |
234 |
F |
custrecordentry |
|
| 14 |
|
|
Standard NetSuite PS Meeting Notes Form |
-1234 |
T |
|
F |
14 |
10/4/2018 4:52 pm |
10/4/2018 |
10/4/2018 12:00:00 AM |
Additional attendees: Ronni & Karen<BR><br><p class="MsoNormal"><b style="mso-bidi-font-weight:normal">Review Deduction
Management:<o:p></o:p></b></p>
<p class="MsoListParagraphCxSpFirst" style="text-indent:-.25in;mso-list:l2 level1 lfo1"><!--[if !supportLists]--><span style="mso-bidi-font-family:Calibri;mso-bidi-theme-font:minor-latin"><span style="mso-list:Ignore">1.<span style="font:7.0pt "Times New Roman""> </span></span></span>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></p>
<p class="MsoListParagraphCxSpLast" style="text-indent:-.25in;mso-list:l2 level1 lfo1"><!--[if !supportLists]--><span style="mso-bidi-font-family:Calibri;mso-bidi-theme-font:minor-latin"><span style="mso-list:Ignore">2.<span style="font:7.0pt "Times New Roman""> </span></span></span>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></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><b style="mso-bidi-font-weight:normal"><span style="font-size:12.0pt;mso-bidi-font-size:11.0pt;line-height:107%">Walked through Transactions:<o:p></o:p></span></b></p>
<p class="MsoNormal">Deduction for allowed concession:<o:p></o:p></p>
<p class="MsoListParagraphCxSpFirst" style="text-indent:-.25in;mso-list:l0 level1 lfo2"><!--[if !supportLists]--><span style="mso-bidi-font-family:Calibri;mso-bidi-theme-font:minor-latin"><span style="mso-list:Ignore">1.<span style="font:7.0pt "Times New Roman"">
</span></span></span><!--[endif]-->Create or have open Invoice<o:p></o:p></p>
<p class="MsoListParagraphCxSpMiddle" style="text-indent:-.25in;mso-list:l0 level1 lfo2"><!--[if !supportLists]--><span style="mso-bidi-font-family:Calibri;mso-bidi-theme-font:minor-latin"><span style="mso-list:Ignore">2.<span style="font:7.0pt "Times New Roman"">
</span></span></span><!--[endif]-->Accept Customer Payment<o:p></o:p></p>
<p class="MsoListParagraphCxSpMiddle" style="text-indent:-.25in;mso-list:l0 level1 lfo2"><!--[if !supportLists]--><span style="mso-bidi-font-family:Calibri;mso-bidi-theme-font:minor-latin"><span style="mso-list:Ignore">3.<span style="font:7.0pt "Times New Roman"">
</span></span></span><!--[endif]-->Enter an amount less than Balance<o:p></o:p></p>
<p class="MsoListParagraphCxSpMiddle" style="text-indent:-.25in;mso-list:l0 level1 lfo2"><!--[if !supportLists]--><span style="mso-bidi-font-family:Calibri;mso-bidi-theme-font:minor-latin"><span style="mso-list:Ignore">4.<span style="font:7.0pt "Times New Roman"">
</span></span></span><!--[endif]-->Save<o:p></o:p></p>
<p class="MsoListParagraphCxSpMiddle" style="text-indent:-.25in;mso-list:l0 level1 lfo2"><!--[if !supportLists]--><span style="mso-bidi-font-family:Calibri;mso-bidi-theme-font:minor-latin"><span style="mso-list:Ignore">5.<span style="font:7.0pt "Times New Roman"">
</span></span></span><!--[endif]-->DM page displays (select the deduction type or use the default)</p>
<p class="MsoListParagraphCxSpLast" style="text-indent:-.25in;mso-list:l0 level1 lfo2"><!--[if !supportLists]--><span style="mso-bidi-font-family:Calibri;mso-bidi-theme-font:minor-latin"><span style="mso-list:Ignore">6.<span style="font:7.0pt "Times New Roman"">
</span></span></span><!--[endif]-->Submit<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Deduction for unallowed concession (Chargeback):<o:p></o:p></p>
<p class="MsoListParagraphCxSpFirst" style="text-indent:-.25in;mso-list:l4 level1 lfo3"><!--[if !supportLists]--><span style="mso-bidi-font-family:Calibri;mso-bidi-theme-font:minor-latin"><span style="mso-list:Ignore">1.<span style="font:7.0pt "Times New Roman"">
</span></span></span><!--[endif]-->Create or have open Invoice<o:p></o:p></p>
<p class="MsoListParagraphCxSpMiddle" style="text-indent:-.25in;mso-list:l4 level1 lfo3"><!--[if !supportLists]--><span style="mso-bidi-font-family:Calibri;mso-bidi-theme-font:minor-latin"><span style="mso-list:Ignore">2.<span style="font:7.0pt "Times New Roman"">
</span></span></span><!--[endif]-->Accept Customer Payment<o:p></o:p></p>
<p class="MsoListParagraphCxSpMiddle" style="text-indent:-.25in;mso-list:l4 level1 lfo3"><!--[if !supportLists]--><span style="mso-bidi-font-family:Calibri;mso-bidi-theme-font:minor-latin"><span style="mso-list:Ignore">3.<span style="font:7.0pt "Times New Roman"">
</span></span></span><!--[endif]-->Enter an amount less than Balance<o:p></o:p></p>
<p class="MsoListParagraphCxSpMiddle" style="text-indent:-.25in;mso-list:l4 level1 lfo3"><!--[if !supportLists]--><span style="mso-bidi-font-family:Calibri;mso-bidi-theme-font:minor-latin"><span style="mso-list:Ignore">4.<span style="font:7.0pt "Times New Roman"">
</span></span></span><!--[endif]-->Select invoices<o:p></o:p></p>
<p class="MsoListParagraphCxSpMiddle" style="text-indent:-.25in;mso-list:l4 level1 lfo3"><!--[if !supportLists]--><span style="mso-bidi-font-family:Calibri;mso-bidi-theme-font:minor-latin"><span style="mso-list:Ignore">5.<span style="font:7.0pt "Times New Roman"">
</span></span></span><!--[endif]-->Save<o:p></o:p></p>
<p class="MsoListParagraphCxSpMiddle" style="text-indent:-.25in;mso-list:l4 level1 lfo3"><!--[if !supportLists]--><span style="mso-bidi-font-family:Calibri;mso-bidi-theme-font:minor-latin"><span style="mso-list:Ignore">6.<span style="font:7.0pt "Times New Roman"">
</span></span></span><!--[endif]-->DM page displays<o:p></o:p></p>
<p class="MsoListParagraphCxSpMiddle" style="text-indent:-.25in;mso-list:l4 level1 lfo3"><!--[if !supportLists]--><span style="mso-bidi-font-family:Calibri;mso-bidi-theme-font:minor-latin"><span style="mso-list:Ignore">7.<span style="font:7.0pt "Times New Roman"">
</span></span></span><!--[endif]-->Click chargeback<o:p></o:p></p>
<p class="MsoListParagraphCxSpMiddle" style="text-indent:-.25in;mso-list:l4 level1 lfo3"><!--[if !supportLists]--><span style="mso-bidi-font-family:Calibri;mso-bidi-theme-font:minor-latin"><span style="mso-list:Ignore">8.<span style="font:7.0pt "Times New Roman"">
</span></span></span><!--[endif]-->Enter message for Memo<o:p></o:p></p>
<p class="MsoListParagraphCxSpLast" style="text-indent:-.25in;mso-list:l4 level1 lfo3"><!--[if !supportLists]--><span style="mso-bidi-font-family:Calibri;mso-bidi-theme-font:minor-latin"><span style="mso-list:Ignore">9.<span style="font:7.0pt "Times New Roman"">
</span></span></span><!--[endif]-->Submit<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p><p class="MsoNormal"><o:p>This solution allows one credit memo deduction per invoice. You can select multiple invoices.</o:p></p><p class="MsoNormal"><o:p>Please review SuiteSolution at SuiteAnswer 62716.</o:p></p>
<p class="MsoNormal"><o:p> </o:p></p> |
|
<List the topics to be covered in the next configuration session> |
|
|
Shari Fitzgerald |
6 |
234 |
val_24593_3701406_746 |
AR Deduction & Write-off |
customrecord_ns_ps_meeting_notes |
|
rectype=234&e=T&id=14 |
14 |
|
6 |
NetSuite PS Meeting Notes |
152 |
|
customrecordentry |
234 |
F |
custrecordentry |
|
| 15 |
;;Iris Velasquez |
|
Standard NetSuite PS Meeting Notes Form |
-1234 |
T |
|
F |
15 |
10/5/2018 12:59 pm |
10/5/2018 |
10/5/2018 12:00:00 AM |
<p style="margin:0in;font-family:"Calibri Light";font-size:20.0pt">C2R
Walkthrough #1</p>
<p style="margin:0in;font-family:Calibri;font-size:10.0pt;color:#767676">Friday,
October 5, 2018</p>
<p style="margin:0in;font-family:Calibri;font-size:10.0pt;color:#767676">11:34
AM</p>
<ul style="margin-left:.3236in;direction:ltr;unicode-bidi:embed;margin-top:
0in;margin-bottom:0in">
<p style="margin:0in;font-family:Cambria;font-size:14.0pt"><span style="font-weight:bold;font-style:italic;text-decoration:underline">Agenda</span></p>
<ol type="1" style="margin-left:0in;direction:ltr;unicode-bidi:embed;margin-top:
0in;margin-bottom:0in;font-family:Cambria;font-size:12.0pt;font-weight:normal;
font-style:normal">
<li value="1" style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt;font-weight:normal;
font-style:normal;font-family:Cambria;font-size:12.0pt">Email and Online
Case Form</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Case Statuses, Priorities,
Types, Origins, and Profiles</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Enter Support Case for
Returns</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Case Routings and
Territories</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Case Escalation</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Customer Support Reporting</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Warranty and Repairs (NEED
FOLLOW UP SESSION)</span></li>
</ol>
<p style="margin:0in;margin-left:.375in;font-family:Cambria;font-size:14.0pt"> </p>
<p style="margin:0in;font-family:Cambria;font-size:14.0pt"><span style="font-weight:bold;font-style:italic;text-decoration:underline">Meeting
Attendees: Brooke, Mihir, Iris, Jordan, Kristoff, and SW team</span></p>
<p style="margin:0in;font-family:Cambria;font-size:12.0pt"> </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:Cambria;font-size:12.0pt">Setup > Support >
Online Case Form</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:Cambria;font-size:12.0pt">From here, a new Online
Case form can be created</span></li>
</ul>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Created an Online case with
Mihir’s information, and a new Case9 was created</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:Cambria;font-size:12.0pt">Showed the ability to Grab
from the list of Cases, which allows a Support rep to Assign it to
themselves</span></li>
</ul>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Reviewed how they can go
from </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:Cambria;font-size:12.0pt">Setup > Support<span style="mso-spacerun:yes"> </span>> …</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:Cambria;font-size:12.0pt">Case Status</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Priorities</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Types</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Origins</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Profiles </span></li>
</ul>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Reviewed these, and
currently did not need more Statuses, Priorities, Origins, or Profiles</span></li>
</ul>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">At this point in the
session, Jordan requested that Mihir and Brooke utilize the Case
Disposition documentation to work that into the Case creation so the SW
team can determine if they will continue to handle cases this way (Start
with Case), or use NetSuite’s leading practice of starting from the
Customer, using that record to see past sales, communication, etc. and
utilizing the New Bar to directly create a new case, opportunity, sales
order, invoice, payment, RA, etc.</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:Cambria;font-size:12.0pt">Brooke relayed that the
original SW approach is not a leading practice</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Another follow up session
will need to occur after Brooke and Mihir create the Case Disposition
details in NS</span></li>
</ul>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Showed how a Case is
submitted</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:Cambria;font-size:12.0pt">Reviewed all of the fields
and Incident info that auto fills upon creation</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Went further and made the
case one that uses the Return Authorization from case</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:Cambria;font-size:12.0pt">Can create the Return by</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:Cambria;font-size:12.0pt">Enable Create
Transaction: Create Return Authorization</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:Cambria;font-size:12.0pt">(Alternative option is
to “Create Replacement Sales Order” if this is to send them another
item rather than Refund/Credit, and it allows you to then create a
new SO straight from the case)</span></li>
</ul>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Need the Search
Transaction Type: Invoice or Sales Order</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Search Transaction
Number: Invoice or SO that is specifically being referenced</span></li>
</ul>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Taken to a page that
allows you to fill in the details of what you are returning for the
customer (and if for a Replacement SO, then what items you are
replacing and re-ordering)</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Then go through the Return
process</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:Cambria;font-size:12.0pt">Fill out RA</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:Cambria;font-size:12.0pt">Receive the Item (Item
Receipt)</span></li>
</ul>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Refund the customer =
fill out a Credit Memo</span></li>
</ul>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">The RA you created carries
a Memo message (created from Case, unless changed) through on the Item
Receipt and the Credit Memo</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">The original Case stores
the details of the original Invoice/SO referenced as well as the RA
created</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:Cambria;font-size:12.0pt">The RA also has the
details of the Receipts and Refunds associated</span></li>
</ul>
</ul>
</ul>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Reviewed how Case Rules can
be established based off of fields from the Case form (custom or native,
anything currently showing on the Case form) and then applied to Case
Territories and Routings </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:Cambria;font-size:12.0pt">This is something the team
will be interested in when it comes to inquiry (made an action item)</span></li>
</ul>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Reviewed Case Escalation</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:Cambria;font-size:12.0pt">Return to the saved Case,
get into Edit mode, and go to the Escalation tab</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Assign an Escalation to a
Support rep, and by saving, that emails the person it was escalated to</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">History of Escalation is
stored on the Escalation tab of the Case</span></li>
</ul>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Will need another session to
review Warranties, since the C2R process took up an hour and 10 minutes
of the call, and M2R was needed before the 2 hours was over</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:Cambria;font-size:12.0pt">There was a bit of time
spent dealing with SW’s loss of service/technical difficulties</span></li>
</ul>
</ul>
<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:Cambria;font-size:12.0pt">Reviewed the Customer
Support Reporting</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:Cambria;font-size:12.0pt">Reports > Cases > …</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:Cambria;font-size:12.0pt">Open Case Analysis</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Closed Case Analysis</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Open Case Escalation</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Closed Case Escalation</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Case Activity by Support
Rep</span></li>
</ul>
</ul>
</ul>
<p style="margin:0in;font-family:Cambria;font-size:12.0pt"> </p>
<p style="margin:0in;font-family:Cambria;font-size:12.0pt"> </p>
<p style="margin:0in;font-family:Cambria;font-size:12.0pt"> </p>
<p style="margin:0in;font-family:Cambria;font-size:14.0pt"><span style="font-weight:bold;font-style:italic;text-decoration:underline">ACTION
ITEMS</span></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:Cambria;font-size:12.0pt">Want Order number or Sales
Order number on the Online Case Form</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Want another Online Case
form for Dealer Inquiry</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Want to get the cases
automatically assigned, with a Round Robin</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:Cambria;font-size:12.0pt">Want to know if someone is
sick or out, does the system detect that and not assign to them</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">DO NOT want the Grab option</span></li>
</ul>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Need to set up the Case to
handle what Jordan sent</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:Cambria;font-size:12.0pt">Disposition PPT</span></li>
</ul>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Want a conditional field
that can pull from Case Type: Inquiry value to then show only options for
Inquiry and then route to groups of Support reps</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:Cambria;font-size:12.0pt">Need specifics on</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:Cambria;font-size:12.0pt">What those Inquiry options
are</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Who that would
specifically route to</span></li>
</ul>
</ul>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Need to schedule another
session to review Warranties - DONE (10/9 11 AM EST)</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Need to schedule another
session to show the team how we set up the system to accommodate the use
of Cases when there is a Customer communication</span></li>
</ul>
</ul> |
|
<List the topics to be covered in the next configuration session> |
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Brooke Winterhalder |
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Call to Resolution Walkthrough #1 |
customrecord_ns_ps_meeting_notes |
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NetSuite PS Meeting Notes |
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customrecordentry |
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;;Iris Velasquez |
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10/9/2018 4:02 pm |
10/9/2018 |
10/9/2018 12:00:00 AM |
<p style="margin:0in;font-family:"Calibri Light";font-size:20.0pt">Warranty
Management 10/9</p>
<p style="margin:0in;font-family:Calibri;font-size:10.0pt;color:#767676">Tuesday,
October 9, 2018</p>
<p style="margin:0in;font-family:Calibri;font-size:10.0pt;color:#767676">9:29
AM</p>
<ul style="margin-left:.2736in;direction:ltr;unicode-bidi:embed;margin-top:
0in;margin-bottom:0in">
<p style="margin:0in;font-family:Calibri;font-size:14.0pt">Attendees: Brooke,
Jordan, Kristoff, Daniel, SW team</p>
<p style="margin:0in;font-family:Calibri;font-size:11.0pt"> </p>
<p style="margin:0in;font-family:Cambria;font-size:12.0pt">** Lists >
Warranty and Repairs > …</p>
<p style="margin:0in;font-family:Cambria;font-size:12.0pt"> </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:Cambria;font-size:12.0pt">Lists > Warranty and
Repairs >Warranty Setup</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:Cambria;font-size:12.0pt">Warranty Setup</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:Cambria;font-size:12.0pt">Reviewed Setup options</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Set up Warranty Start Date
to be calculated from Sales Order Date</span></li>
</ul>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Define Warranty Terms</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:Cambria;font-size:12.0pt">Set up Name, and then
decide type</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:Cambria;font-size:12.0pt">Fixed</span></li>
<ul type="square" 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:Cambria;font-size:12.0pt">Allows you to set an
Expiration date directly on the Item record with a calendar icon</span></li>
</ul>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Calculated</span></li>
<ul type="square" 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:Cambria;font-size:12.0pt">Ability to set up Days,
Months, or Years</span></li>
</ul>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Lifetime</span></li>
</ul>
</ul>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Setup Failure Reason</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:Cambria;font-size:12.0pt">Something that is
mandatory (can be removed if not wanted) on the Warranty Claim form</span></li>
</ul>
</ul>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Set Warranty Terms on Item
record</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:Cambria;font-size:12.0pt">Warranty Information tab</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:Cambria;font-size:12.0pt">Check off "Track
Warranty"</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Then able to add which
term name you'll use</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:Cambria;font-size:12.0pt">Lifetime and Calculated
terms do not use Warranty Expiration</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">If Fixed terms, you fill
in the Warranty Expiration date</span></li>
</ul>
</ul>
</ul>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Make a Sales Order to
Invoice, or a Standalone Invoice for the item </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:Cambria;font-size:12.0pt">Sales Order stage</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:Cambria;font-size:12.0pt">This is not where the
Warranty information is decided on/stored (Invoice stage), BUT this SO
date is how the first day the warranty you choose on the Invoice
becomes effective</span></li>
</ul>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Invoice</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:Cambria;font-size:12.0pt">On the item level for each
item added, you need to fill in these 3 fields</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:Cambria;font-size:12.0pt">Register Warranty (check
on or off)</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Warranty terms (use
existing or create new)</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Original Warranty
Expiration</span></li>
</ul>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">On each line level item,
if a Warranty applies, the information will be brought over when info
is stored on the Item record</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:Cambria;font-size:12.0pt">All of these details that
carry over on the item stored can be altered with other terms if you
uncheck and recheck the Register Warranty field to get the greyed out
terms field to be changed</span></li>
</ul>
</ul>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">On the saved Invoice –
There is a tab “Warranty Registration List” </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:Cambria;font-size:12.0pt">Refresh the saved invoice
first, and that tab has information for the Warranty Registration</span></li>
</ul>
</ul>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Lists > Warranty and
Repairs >Warranty Registration List</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:Cambria;font-size:12.0pt">Can see all of the current
Customer and Item warranties in effect</span></li>
</ul>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">From the Warranty
Registration record, click the button "Create Claim" to create
the a Refund or Replacement for the Item</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:Cambria;font-size:12.0pt">***MUST CHANGE THE CUSTOM
FORM TO WARRANTY CLAIM FORM</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Since coming from the
Warranty Registration, most info populates but what you'll fill in…</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:Cambria;font-size:12.0pt">Custom Form*: Warranty
Claim Form</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Complaint*</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Assigned to -- Can be
filled in, or once saved without one, Round Robin assigns it</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Warranty </span></li>
</ul>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Warranty Information comes
in, but you will need to say the </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:Cambria;font-size:12.0pt">Failure Reason</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:Cambria;font-size:12.0pt">If not mandatory, can
make it so, or completely delete the field</span></li>
</ul>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Action</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:Cambria;font-size:12.0pt">Refund</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Replacement</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Repair</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Void</span></li>
</ul>
</ul>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">SAVE!!</span></li>
</ul>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">From the saved Warranty
Claim of Action REFUND</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:Cambria;font-size:12.0pt">Click the button
"Create RMA" to record the return of item</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:Cambria;font-size:12.0pt">Once created and saved,
this is stored on the Related Records tab under "Claim
Transactions"</span></li>
</ul>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">On the RMA (Return
Authorization), Receive</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Return back to the Return
Authorization, and then click Refund button</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:Cambria;font-size:12.0pt">Creates Credit Memo</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Click Refund button</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Fill out Customer Refund</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:Cambria;font-size:12.0pt">Refund Method field must
be chosen on that tab</span></li>
</ul>
</ul>
</ul>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">From the saved Warranty
Claim of Action REPLACEMENT</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:Cambria;font-size:12.0pt">Click the button
"Create RMA" to record the return of item</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:Cambria;font-size:12.0pt">Once created and saved,
this is stored on the Related Records tab under "Claim
Transactions"</span></li>
</ul>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">On the RMA (return
Authorization), Approve the Return</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Receive</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Return back to the RA, and
then click the "Create SO" button</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:Cambria;font-size:12.0pt">As you fill out the SO,
you can see that the status is "Pending Refund" since the
replacement is being covered</span></li>
</ul>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Save the SO, and the RMA is
Closed</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:Cambria;font-size:12.0pt">The return authorization
now has the new SO created stored under "Replacement SO No."</span></li>
</ul>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Click onto SO to go to the
record, and then generate the Fulfillment and then the Invoice</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">The saved Invoice shows
that it is now "Paid in Full" since the customer was getting a
return for free within the limits of the Warranty</span></li>
</ul>
</ul>
<p style="margin:0in;font-family:Cambria;font-size:12.0pt"> </p>
<p style="margin:0in;margin-left:.75in;font-family:Cambria;font-size:12.0pt"> </p>
<p style="margin:0in;margin-left:1.125in;font-family:Cambria;font-size:12.0pt"> </p>
<p style="margin:0in;font-family:Cambria;font-size:12.0pt"> </p>
</ul> |
|
<List the topics to be covered in the next configuration session> |
|
|
Brooke Winterhalder |
8 |
234 |
val_25030_3701406_623 |
Warranty Management Review |
customrecord_ns_ps_meeting_notes |
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rectype=234&e=T&id=16 |
16 |
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8 |
NetSuite PS Meeting Notes |
152 |
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customrecordentry |
234 |
F |
custrecordentry |
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| 17 |
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Standard NetSuite PS Meeting Notes Form |
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F |
17 |
10/12/2018 1:33 pm |
10/11/2018 |
10/11/2018 12:00:00 AM |
Please see SA51779 for the SuiteSolution Guide. You will need to use this to customize individual users.<br><br>Customize a user for VPP and show SW team how to do. <br><br>Vendor email didn't send Shari will look into this.<br><br>Vendor Prepayment Saved Search Criteria is needed - Daniel will outline and Shari will help with that SS.<br><br><p style="margin:0in;font-family:Calibri;font-size:11.0pt">Transaction process</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">Enter PO/approve if necessary</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Enter VB Prepayment from PO </span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Generate Prepayment Bill
(system will do)/Approve if necessary</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Pay Prepayment - Pay Bills</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Bill Credit Automatically
created when the prepayment is paid</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Receive</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Bill Purchase Order</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Apply prepayments - Pay Bills</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Vendor notification (if on
preference)</span></li>
</ol> |
|
<List the topics to be covered in the next configuration session> |
|
|
Shari Fitzgerald |
6 |
234 |
val_25346_3701406_710 |
Vendor Prepayment walkthrough |
customrecord_ns_ps_meeting_notes |
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rectype=234&e=T&id=17 |
17 |
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6 |
NetSuite PS Meeting Notes |
152 |
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customrecordentry |
234 |
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custrecordentry |
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| 18 |
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Standard NetSuite PS Meeting Notes Form |
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F |
18 |
10/12/2018 1:49 pm |
10/5/2018 |
10/5/2018 12:00:00 AM |
Walked through the I/C drop ship process:<BR><br>A. I/C Customer and Vendors must be created using a custom form. Shari created the form and created the I/C C & V for the relationships. Note: Customer and Vendor must have an email address.<BR><br>B. Item<BR> - must be accessible to all subs that will be involved. <BR> - needs to be marked dropship item<BR> - must have a vendor and price for each sub to use you will use the I/C vendor created in A.<BR> - can have I/C COGS & Income accounts or will default.<BR><br>C. Trasaction process<BR> - Create End Customer Order<BR> - I/C PO is automatically created<BR> - Manage I/C SO for the sub that will ship the end customer order<BR> - Fulfill the I/C customer order (ship the end customer order in the sub that ships it)<BR> - invoice the I/C SO<BR> - Mark the I/C PO as shipped <BR> - Invoice the End Customer<BR> - Bill the I/C PO<BR> - Make intercompany payments or net as necessary<BR> |
|
<List the topics to be covered in the next configuration session> |
|
|
Shari Fitzgerald |
6 |
234 |
val_25356_3701406_841 |
I/C Dropship process Walkthru |
customrecord_ns_ps_meeting_notes |
|
rectype=234&e=T&id=18 |
18 |
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6 |
NetSuite PS Meeting Notes |
152 |
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customrecordentry |
234 |
F |
custrecordentry |
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| 19 |
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Standard NetSuite PS Meeting Notes Form |
-1234 |
F |
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F |
19 |
10/15/2018 1:44 pm |
10/3/2018 |
10/3/2018 12:00:00 AM |
Review Item Master<span style="white-space:pre"> </span>Base Unit of Measure can't be changed after it is assigned<BR><span style="white-space:pre"> </span>Purchase Description should be populated<BR><span style="white-space:pre"> </span>Use Bins on Items will be true - used for WMS<BR><span style="white-space:pre"> </span>Auto-calculate boxes will be unchecked<BR><span style="white-space:pre"> </span>Lead Time field at the location level is in days<BR><span style="white-space:pre"> </span>Lead time for Assembly Items is based off of the Routing time<BR><span style="white-space:pre"> </span>Preferred Vendors and Purchase Price will be populated to streamline PO process<BR><span style="white-space:pre"> </span>Track landed cost will be set to true<BR><span style="white-space:pre"> </span>Accounts for Items to be reviewed to ensure correct accounts are assigned<BR><span style="white-space:pre"> </span>Price Levels won't be used<BR><span style="white-space:pre"> </span>SW will use base price, may add customer specific pricing<BR><span style="white-space:pre"> </span>Finished good assemblies will be special work order items<BR><span style="white-space:pre"> </span>Review replacement and upsell item fields on item record (Sales/Pricing subtab)<BR><span style="white-space:pre"> </span>These values will have to be populated manually by SW. <BR><span style="white-space:pre"> </span>Values pull onto Quote and Sales Order Forms<BR><span style="white-space:pre"> </span>Reorder point is used for all items<BR><span style="white-space:pre"> </span><BR>Routings<BR><span style="white-space:pre"> </span>Will apply same routing template for groups of inventory items<BR><span style="white-space:pre"> </span>Example: Dual walk-in tubs will have same operations, run times, and cost templates<BR><span style="white-space:pre"> </span>Cost categories<BR><span style="white-space:pre"> </span>Will start with labor run costs, may get more granular in a future phase |
|
Plan to Produce |
10/4/2018 |
10/4/2018 12:00:00 AM |
Kyle Richard |
11 |
234 |
val_25642_3701406_409 |
Design to Build / Planning & Inventory Mgmt Walkthrough 1 |
customrecord_ns_ps_meeting_notes |
|
rectype=234&e=T&id=19 |
19 |
|
11 |
NetSuite PS Meeting Notes |
152 |
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customrecordentry |
234 |
F |
custrecordentry |
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| 20 |
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Standard NetSuite PS Meeting Notes Form |
-1234 |
F |
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F |
20 |
10/15/2018 1:52 pm |
10/4/2018 |
10/4/2018 12:00:00 AM |
Work Order Generation<span style="white-space:pre"> </span>Created a Special Work Order from a Sales Order<BR><span style="white-space:pre"> </span>If qty = 2 on the Sales Order line, one Work Order is created with a qty of 2<BR><span style="white-space:pre"> </span><BR>SW wants Miami to be the default location on all sales orders<BR><br>Work Orders<BR><span style="white-space:pre"> </span>Backward Scheduling will be default scheduling method<BR><span style="white-space:pre"> </span>This means the Production End Date is set, auto-calculates Start Date<BR><span style="white-space:pre"> </span>Print Bill of Materials<BR><span style="white-space:pre"> </span>NS to update form<BR><span style="white-space:pre"> </span>Item Images will print with BOM once attached to the Item<BR><span style="white-space:pre"> </span>Issuance timing<BR><span style="white-space:pre"> </span>SW will issue material once the Work Order is created<BR><span style="white-space:pre"> </span>Will review commit inventory options and the controls that brings<BR><span style="white-space:pre"> </span>Created a Work Order Issuance<BR><span style="white-space:pre"> </span>Material is moved from inventory to WIP (reviewed G/L impact)<BR><span style="white-space:pre"> </span>Created a Work Order Completion<BR><span style="white-space:pre"> </span>Material is moved from WIP to Assembly Inventory (reviewed G/L Impact)<BR><span style="white-space:pre"> </span>Labor from Cost Template hits G/L and is built into the average cost of the assembly.<BR><br><span style="white-space:pre"> </span> |
|
<List the topics to be covered in the next configuration session> |
|
|
Kyle Richard |
11 |
234 |
val_25643_3701406_833 |
Plan to Produce Walkthrough 1 |
customrecord_ns_ps_meeting_notes |
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rectype=234&e=T&id=20 |
20 |
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11 |
NetSuite PS Meeting Notes |
152 |
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customrecordentry |
234 |
F |
custrecordentry |
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| 21 |
;;Iris Velasquez |
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Standard NetSuite PS Meeting Notes Form |
-1234 |
T |
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F |
21 |
10/18/2018 1:08 pm |
10/18/2018 |
10/18/2018 12:00:00 AM |
<p style="margin:0in;font-family:"Calibri Light";font-size:20.0pt">Case
Form/Alerts Session 10/18</p>
<p style="margin:0in;font-family:Calibri;font-size:10.0pt;color:#767676">Thursday,
October 18, 2018</p>
<p style="margin:0in;font-family:Calibri;font-size:10.0pt;color:#767676">11:21
AM</p>
<ul style="margin-left:.2736in;direction:ltr;unicode-bidi:embed;margin-top:
0in;margin-bottom:0in">
<p style="margin:0in;font-family:Cambria;font-size:12.0pt"><span style="font-weight:bold;font-style:italic;text-decoration:underline">Attendees:
Kris, Jordan, Iris, Aimee, Daniel, Roxanne, and the rest of the Spa World team</span></p>
<p style="margin:0in;font-family:Cambria;font-size:12.0pt"> </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:Cambria;font-size:12.0pt;background:aqua;mso-highlight:
aqua">Spelled "Promor" wrong – Brooke to edit -- DONE</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Reviewed the Disposition PPT</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:Cambria;font-size:12.0pt">Left Side: Contact Reason
(Inbound)</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:Cambria;font-size:12.0pt">A typical Inbound Contact</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">***Don’t have a good view
into what people are calling about</span></li>
</ul>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Right Side: Outbound follow
up</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:Cambria;font-size:12.0pt">Sales Opportunity</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Have to follow up the next
day</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">***These are requiring a
follow up</span></li>
</ul>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Next Slide: Outbound Cold
Calling</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:Cambria;font-size:12.0pt">All outbound, but specific
to a campaign/lead</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Campaigns to track on a
macro 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:Cambria;font-size:12.0pt">Will start to add more
micro details for reporting</span></li>
</ul>
</ul>
</ul>
</ul>
<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:Cambria;font-size:12.0pt">***Determined that a session
on Friday with Jordan and Roxanne is what we will do to finalize the Case
Form and what is needed --- SCHEDULED 11 AM EST</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Reviewed the Customer
Service and Sales Manager roles to view the Dashboards and Portlets
available for reporting/spec transparency</span></li>
</ul>
<p style="margin:0in;font-family:Cambria;font-size:12.0pt"> </p>
<p style="margin:0in;font-family:Cambria;font-size:12.0pt"> </p>
<p style="margin:0in;font-family:Cambria;font-size:14.0pt"><span style="font-weight:bold;font-style:italic;text-decoration:underline">What
Brooke Set up for Case form Customizations (TO CHANGE FROM SESSION)</span></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:Cambria;font-size:12.0pt">Created a new Field Group =
Disposition Information </span></li>
<ol type="1" style="margin-left:.375in;direction:ltr;unicode-bidi:embed;
margin-top:0in;margin-bottom:0in;font-family:Cambria;font-size:12.0pt;
font-weight:normal;font-style:normal">
<li value="1" style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt;font-weight:normal;
font-style:normal;font-family:Cambria;font-size:12.0pt">Contact Reason</span></li>
<ol type="a" style="margin-left:.375in;direction:ltr;unicode-bidi:embed;
margin-top:0in;margin-bottom:0in;font-family:Cambria;font-size:12.0pt;
font-weight:normal;font-style:normal">
<li value="1" style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt;font-weight:normal;
font-style:normal;font-family:Cambria;font-size:12.0pt">Renamed the
native NS field "Case Types" </span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Field values come from</span></li>
<ol type="i" style="margin-left:.375in;direction:ltr;unicode-bidi:embed;
margin-top:0in;margin-bottom:0in;font-family:Cambria;font-size:12.0pt;
font-weight:normal;font-style:normal">
<li value="1" style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt;font-weight:normal;
font-style:normal;font-family:Cambria;font-size:12.0pt">Setup >
Support > Case Types</span></li>
<ol type="1" style="margin-left:.375in;direction:ltr;unicode-bidi:embed;
margin-top:0in;margin-bottom:0in;font-family:Cambria;font-size:12.0pt;
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">"</span><span style="font-family:Cambria;font-size:12.0pt;font-weight:normal;
font-style:normal;font-family:Cambria;font-size:12.0pt">>
New" = Add more if need be</span></li>
</ol>
</ol>
</ol>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Campaign/Lead Contact
Reason</span></li>
<ol type="a" style="margin-left:.375in;direction:ltr;unicode-bidi:embed;
margin-top:0in;margin-bottom:0in;font-family:Cambria;font-size:12.0pt;
font-weight:normal;font-style:normal">
<li value="1" style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt;font-weight:normal;
font-style:normal;font-family:Cambria;font-size:12.0pt">All of the
possible Campaign/Lead Contact Reason options provided in PPT</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Custom field</span></li>
<ol type="i" style="margin-left:.375in;direction:ltr;unicode-bidi:embed;
margin-top:0in;margin-bottom:0in;font-family:Cambria;font-size:12.0pt;
font-weight:normal;font-style:normal">
<li value="1" style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt;font-weight:normal;
font-style:normal;font-family:Cambria;font-size:12.0pt">List:
Campaign/Lead Contact Reason</span></li>
</ol>
</ol>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Sales Opportunity</span></li>
<ol type="a" style="margin-left:.375in;direction:ltr;unicode-bidi:embed;
margin-top:0in;margin-bottom:0in;font-family:Cambria;font-size:12.0pt;
font-weight:normal;font-style:normal">
<li value="1" style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt;font-weight:normal;
font-style:normal;font-family:Cambria;font-size:12.0pt">All of the
possible Sales Opportunity options provided in PPT</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Custom Field</span></li>
<ol type="i" style="margin-left:.375in;direction:ltr;unicode-bidi:embed;
margin-top:0in;margin-bottom:0in;font-family:Cambria;font-size:12.0pt;
font-weight:normal;font-style:normal">
<li value="1" style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt;font-weight:normal;
font-style:normal;font-family:Cambria;font-size:12.0pt">List: Sales
Opportunities</span></li>
</ol>
</ol>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Product</span></li>
<ol type="a" style="margin-left:.375in;direction:ltr;unicode-bidi:embed;
margin-top:0in;margin-bottom:0in;font-family:Cambria;font-size:12.0pt;
font-weight:normal;font-style:normal">
<li value="1" style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt;font-weight:normal;
font-style:normal;font-family:Cambria;font-size:12.0pt">All of the
possible Product options provided in PPT</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Custom Field
"Product"</span></li>
<ol type="i" style="margin-left:.375in;direction:ltr;unicode-bidi:embed;
margin-top:0in;margin-bottom:0in;font-family:Cambria;font-size:12.0pt;
font-weight:normal;font-style:normal">
<li value="1" style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt;font-weight:normal;
font-style:normal;font-family:Cambria;font-size:12.0pt">List: Products</span></li>
</ol>
</ol>
</ol>
</ul>
</ul> |
|
<List the topics to be covered in the next configuration session> |
10/19/2018 |
10/19/2018 12:00:00 AM |
Brooke Winterhalder |
8 |
234 |
val_25730_3701406_357 |
Case Form/Alerts Session |
customrecord_ns_ps_meeting_notes |
|
rectype=234&e=T&id=21 |
21 |
|
8 |
NetSuite PS Meeting Notes |
152 |
|
customrecordentry |
234 |
F |
custrecordentry |
|
| 22 |
;Iris Velasquez |
|
Standard NetSuite PS Meeting Notes Form |
-1234 |
T |
|
F |
22 |
10/19/2018 1:34 pm |
10/19/2018 |
10/19/2018 12:00:00 AM |
<p style="margin:0in;font-family:"Calibri Light";font-size:20.0pt">Case
Customizations Session 10/19</p>
<p style="margin:0in;font-family:Calibri;font-size:10.0pt;color:#767676">Friday,
October 19, 2018</p>
<p style="margin:0in;font-family:Calibri;font-size:10.0pt;color:#767676">11:45
AM</p>
<ul style="margin-left:.2993in;direction:ltr;unicode-bidi:embed;margin-top:
0in;margin-bottom:0in">
<p style="margin:0in;font-family:Cambria;font-size:12.0pt"><span style="font-weight:bold;font-style:italic;text-decoration:underline">Attendees:
Brooke, Jordan, Roxanne, Iris</span></p>
<p style="margin:0in;font-family:Cambria;font-size:12.0pt"> </p>
<p style="margin:0in;font-family:Cambria;font-size:14.0pt"><span style="font-style:italic">***Main focus and what we did in the session ==
Worked on rearranging, customizing, and adding fields to the Spa World - Case
Form</span></p>
<p style="margin:0in;font-family:Cambria;font-size:12.0pt"> </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:Cambria;font-size:12.0pt">Utilized native NS “Origin” </span><span style="font-family:Wingdings;font-size:12.0pt">è </span><span style="font-family:Cambria;font-size:12.0pt">Contact Channel</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:Cambria;font-size:12.0pt">Inbound, Outbound, Email,
Chat, Social Media, Other</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">IF want to add a new
Contact Channel</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:Cambria;font-size:12.0pt">Leverage the Origins</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Setup > Support >
Case Origin Types > New</span></li>
</ul>
</ul>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Changed Company </span><span style="font-family:Wingdings;font-size:12.0pt">è </span><span style="font-family:Cambria;font-size:12.0pt">Customer</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Placed Disposition field
group at the top, and brought in Customer</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Alert needed</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:Cambria;font-size:12.0pt">Case assigned to (Me) and
if it was a Sales Opportunity</span></li>
</ul>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Created a new Case Profile
for Homemart because it is a separate piece, with the B2C</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Have an Indirect 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:Cambria;font-size:12.0pt">Consumers are calling in
and asking about products</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">They will need these
details…</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:Cambria;font-size:12.0pt">Adding to a Case (call in,
outbound follow up communication)</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">They have an Opportunity
record made by the Sales rep</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Need to store that
Consumer detail as it follows through on Orders</span></li>
</ul>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Have the EDI piece
incorporated with them</span></li>
</ul><li><font face="Cambria">Reviewed RA from Case</font></li>
</ul>
<p style="margin:0in;font-family:Cambria;font-size:12.0pt"> </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-weight:bold;font-style:italic;text-decoration:underline;
font-family:Cambria;font-size:16.0pt">To Do</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:Cambria;font-size:12.0pt">Don’t need campaign/lead
info - DELETED FIELD + LIST</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Don't need Subject field</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:Cambria;font-size:12.0pt">Investigate why this field
will not allow me to remove</span></li>
</ul>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Created an Anonymous
Homemart Customer -- Sales Rep for this customer will be added later
once Employee record is created/updated</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Alert needed</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:Cambria;font-size:12.0pt">Case assigned to (Me) and
if it was a Sales Opportunity</span></li>
</ul>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Need to discuss with Shari
+ David how a consumer will come into play since has an EDI connection
and calls in for Cases</span></li>
</ul>
</ul>
<p style="margin:0in;font-family:Cambria;font-size:12.0pt"> </p>
<p style="margin:0in;font-family:Cambria;font-size:12.0pt"> </p>
<p style="margin:0in;font-family:Cambria;font-size:12.0pt"> </p>
<p style="margin:0in;font-family:Cambria;font-size:14.0pt"><span style="font-weight:bold;font-style:italic;text-decoration:underline">What
Brooke Set up for Case form Customizations (TO CHANGE FROM SESSION)</span></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:Cambria;font-size:12.0pt">Created a new Field Group =
Disposition Information </span></li>
<ol type="1" style="margin-left:.375in;direction:ltr;unicode-bidi:embed;
margin-top:0in;margin-bottom:0in;font-family:Cambria;font-size:12.0pt;
font-weight:normal;font-style:normal">
<li value="1" style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt;font-weight:normal;
font-style:normal;font-family:Cambria;font-size:12.0pt">Contact Reason</span></li>
<ol type="a" style="margin-left:.375in;direction:ltr;unicode-bidi:embed;
margin-top:0in;margin-bottom:0in;font-family:Cambria;font-size:12.0pt;
font-weight:normal;font-style:normal">
<li value="1" style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt;font-weight:normal;
font-style:normal;font-family:Cambria;font-size:12.0pt">Renamed the
native NS field "Case Types" </span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Field values come from</span></li>
<ol type="i" style="margin-left:.375in;direction:ltr;unicode-bidi:embed;
margin-top:0in;margin-bottom:0in;font-family:Cambria;font-size:12.0pt;
font-weight:normal;font-style:normal">
<li value="1" style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt;font-weight:normal;
font-style:normal;font-family:Cambria;font-size:12.0pt">Setup >
Support > Case Types</span></li>
<ol type="1" style="margin-left:.375in;direction:ltr;unicode-bidi:embed;
margin-top:0in;margin-bottom:0in;font-family:Cambria;font-size:12.0pt;
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">"</span><span style="font-family:Cambria;font-size:12.0pt;font-weight:normal;
font-style:normal;font-family:Cambria;font-size:12.0pt">>
New" = Add more if need be</span></li>
</ol>
</ol>
</ol>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Contact Channel</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:Cambria;font-size:12.0pt">Renamed the native NS
field "Origin"</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Field Values come from</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:Cambria;font-size:12.0pt">Setup > Support >
Case Origin Types</span></li>
<ul type="square" 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:Cambria;font-size:12.0pt">" > New" =
Add more if need be</span></li>
</ul>
</ul>
<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:Cambria;font-size:12.0pt">Current values = Inbound,
Outbound, Email, Chat, Social Media, Other</span></li>
</ul>
</ul>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Sales Opportunity</span></li>
<ol type="a" style="margin-left:.375in;direction:ltr;unicode-bidi:embed;
margin-top:0in;margin-bottom:0in;font-family:Cambria;font-size:12.0pt;
font-weight:normal;font-style:normal">
<li value="1" style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt;font-weight:normal;
font-style:normal;font-family:Cambria;font-size:12.0pt">All of the
possible Sales Opportunity options provided in PPT</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Custom Field</span></li>
<ol type="i" style="margin-left:.375in;direction:ltr;unicode-bidi:embed;
margin-top:0in;margin-bottom:0in;font-family:Cambria;font-size:12.0pt;
font-weight:normal;font-style:normal">
<li value="1" style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt;font-weight:normal;
font-style:normal;font-family:Cambria;font-size:12.0pt">List: Sales
Opportunities</span></li>
</ol>
</ol>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Product</span></li>
<ol type="a" style="margin-left:.375in;direction:ltr;unicode-bidi:embed;
margin-top:0in;margin-bottom:0in;font-family:Cambria;font-size:12.0pt;
font-weight:normal;font-style:normal">
<li value="1" style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt;font-weight:normal;
font-style:normal;font-family:Cambria;font-size:12.0pt">All of the
possible Product options provided in PPT</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Custom Field
"Product"</span></li>
<ol type="i" style="margin-left:.375in;direction:ltr;unicode-bidi:embed;
margin-top:0in;margin-bottom:0in;font-family:Cambria;font-size:12.0pt;
font-weight:normal;font-style:normal">
<li value="1" style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt;font-weight:normal;
font-style:normal;font-family:Cambria;font-size:12.0pt">List: Products</span></li>
</ol>
</ol>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Cambria;font-size:12.0pt">Item</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:Cambria;font-size:12.0pt">Custom field for the team
to write in the Item</span></li>
</ul>
</ol>
</ul>
<p style="margin:0in;margin-left:.375in;font-family:Cambria;font-size:12.0pt"> </p>
<p style="margin:0in;font-family:Cambria;font-size:12.0pt"> </p>
</ul> |
|
<List the topics to be covered in the next configuration session> |
|
|
Brooke Winterhalder |
8 |
234 |
val_25765_3701406_347 |
Case Customizations Session |
customrecord_ns_ps_meeting_notes |
|
rectype=234&e=T&id=22 |
22 |
|
8 |
NetSuite PS Meeting Notes |
152 |
|
customrecordentry |
234 |
F |
custrecordentry |
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| 23 |
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|
Standard NetSuite PS Meeting Notes Form |
-1234 |
T |
|
F |
23 |
11/1/2018 12:27 pm |
10/8/2018 |
10/8/2018 12:00:00 AM |
<p class="MsoNormal"><b>My sincere apologies. I just realized that these notes were not entered. </b></p><p class="MsoNormal">Karen & Toni also attended<o:p></o:p></p>
<p class="MsoListParagraph" style="margin-left:.75in;text-indent:-.5in;
mso-list:l0 level1 lfo1"><span style="mso-fareast-font-family:
Calibri"><span style="mso-list:Ignore">•<span style="font:7.0pt "Times New Roman"">
</span></span></span><!--[endif]-->Subsidiaries<o:p></o:p></p>
<p class="MsoListParagraph" style="margin-left:.75in;text-indent:-.5in;
mso-list:l0 level1 lfo1"><!--[if !supportLists]--><span style="mso-fareast-font-family:
Calibri"><span style="mso-list:Ignore">•<span style="font:7.0pt "Times New Roman"">
</span></span></span><!--[endif]-->Segmentation (Class, Department, Location) Locations are needed for each subsidiary; classes are still being worked on.<o:p></o:p></p>
<p class="MsoListParagraph" style="margin-left:.75in;text-indent:-.5in;
mso-list:l0 level1 lfo1"><!--[if !supportLists]--><span style="mso-fareast-font-family:
Calibri"><span style="mso-list:Ignore">•<span style="font:7.0pt "Times New Roman"">
</span></span></span><!--[endif]-->Journal Entry (Standard, reversing, Memorized,
import, Intercompany, statistical)<o:p></o:p></p>
<p class="MsoListParagraph" style="margin-left:.75in;text-indent:-.5in;
mso-list:l0 level1 lfo1"><!--[if !supportLists]--><span style="mso-fareast-font-family:
Calibri"><span style="mso-list:Ignore">•<span style="font:7.0pt "Times New Roman"">
</span></span></span><!--[endif]-->Banking<o:p></o:p></p>
<ul style="margin-top:0in" type="disc">
<ul style="margin-top:0in" type="circle">
<li class="MsoNormal" style="mso-list:l0 level2 lfo1"><span style="mso-fareast-font-family:
"Times New Roman"">Write Check<o:p></o:p></span></li>
<li class="MsoNormal" style="mso-list:l0 level2 lfo1"><span style="mso-fareast-font-family:
"Times New Roman"">Transfers<o:p></o:p></span></li>
<li class="MsoNormal" style="mso-list:l0 level2 lfo1"><span style="mso-fareast-font-family:
"Times New Roman"">Make Deposits undeposited funds still needs a decision<o:p></o:p></span></li>
<li class="MsoNormal" style="mso-list:l0 level2 lfo1"><span style="mso-fareast-font-family:
"Times New Roman"">Company Credit Card & Reconciliation - need information on the import. See SA 51418<o:p></o:p></span></li>
<li class="MsoNormal" style="mso-list:l0 level2 lfo1"><span style="mso-fareast-font-family:
"Times New Roman"">Bank Reconciliation (manual & online)<o:p></o:p></span></li>
</ul>
</ul>
<p class="MsoListParagraph" style="margin-left:.75in;text-indent:-.5in;
mso-list:l0 level1 lfo1"><!--[if !supportLists]--><span style="mso-fareast-font-family:
Calibri"><span style="mso-list:Ignore">•<span style="font:7.0pt "Times New Roman"">
</span></span></span><!--[endif]-->Amortization/Allocations - Ins example & Test I/C Allocation<o:p></o:p></p>
<p class="MsoListParagraph" style="margin-left:.75in;text-indent:-.5in;
mso-list:l0 level1 lfo1"><!--[if !supportLists]--><span style="mso-fareast-font-family:
Calibri"><span style="mso-list:Ignore">•<span style="font:7.0pt "Times New Roman"">
</span></span></span><!--[endif]-->Budgets (multiple), manual and imported can be done. Categories can be added. We didn't add one just discussed. <o:p></o:p></p>
<p class="MsoListParagraph" style="margin-left:.75in;text-indent:-.5in;
mso-list:l0 level1 lfo1"><!--[if !supportLists]--><span style="mso-fareast-font-family:
Calibri"><span style="mso-list:Ignore">•<span style="font:7.0pt "Times New Roman"">
</span></span></span><!--[endif]-->Taxes – Groups, Nexuses, Schedules<o:p></o:p></p>
<p class="MsoListParagraph" style="margin-left:.75in;text-indent:-.5in;
mso-list:l0 level1 lfo1"><!--[if !supportLists]--><span style="mso-fareast-font-family:
Calibri"><span style="mso-list:Ignore">•<span style="font:7.0pt "Times New Roman"">
</span></span></span><!--[endif]-->Accounting Periods and Period Close<o:p></o:p></p>
<p class="MsoListParagraph" style="margin-left:.75in;text-indent:-.5in;
mso-list:l0 level1 lfo1"><!--[if !supportLists]--><span style="mso-fareast-font-family:
Calibri"><span style="mso-list:Ignore">•<span style="font:7.0pt "Times New Roman"">
</span></span></span><!--[endif]-->Finance Charges - not decided<o:p></o:p></p>
<p class="MsoListParagraph" style="margin-left:.75in;text-indent:-.5in;
mso-list:l0 level1 lfo1"><!--[if !supportLists]--><span style="mso-fareast-font-family:
Calibri"><span style="mso-list:Ignore">•<span style="font:7.0pt "Times New Roman"">
</span></span></span><!--[endif]-->GL Balance Inquiry<o:p></o:p></p>
<p class="MsoListParagraph" style="margin-left:.75in;text-indent:-.5in;
mso-list:l0 level1 lfo1"><!--[if !supportLists]--><span style="mso-fareast-font-family:
Calibri"><span style="mso-list:Ignore">•<span style="font:7.0pt "Times New Roman"">
</span></span></span><!--[endif]-->Financial Reporting and Printed Forms (Checks)<o:p></o:p></p>Shari to verify that SO & Inv forms have Class<br>Comparative IS instructions are loaded here for Daniel to review and create w/assistance from Shari |
|
<List the topics to be covered in the next configuration session> |
|
|
Shari Fitzgerald |
6 |
234 |
val_26178_3701406_459 |
RTR Walkthrough 1 |
customrecord_ns_ps_meeting_notes |
|
rectype=234&e=T&id=23 |
23 |
|
6 |
NetSuite PS Meeting Notes |
152 |
|
customrecordentry |
234 |
F |
custrecordentry |
|
| 24 |
|
|
Standard NetSuite PS Meeting Notes Form |
-1234 |
T |
|
F |
24 |
11/6/2018 4:28 pm |
11/5/2018 |
11/5/2018 12:00:00 AM |
Discussed Administrative access while limiting access to Payroll data.<BR><br>Shari load View only Admin roles that can be used in the future for outside accountants and auditors.<BR><br>Shari created SW Administrator that will be used for ERP admin access without Payroll access. This role will not have access to the Administrator role or Payroll.<BR><br>Shari created an employee form that has no Payroll tab on it and this is linked to roles except for Payroll Mgr, Payroll Setup and Administrator. These three roles will have the ability to change the employee form. <BR><br>SW will be responsible for granting proper access and to changing roles for the current users. <BR><br>Daniel, Stephanny & Millie will be the only ones to retain the full Administrator role. All others currently with Administrator roles will be given the SW Administrator role. <BR><br>Reviewed folder access and after SW makes the above changes only Full Administrators will have access to the Payroll folders that Stephanny created unless she adds a person specifically. |
|
<List the topics to be covered in the next configuration session> |
|
|
Shari Fitzgerald |
6 |
234 |
val_29882_3701406_487 |
Admin access |
customrecord_ns_ps_meeting_notes |
|
rectype=234&e=T&id=24 |
24 |
|
6 |
NetSuite PS Meeting Notes |
152 |
|
customrecordentry |
234 |
F |
custrecordentry |
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| 25 |
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|
Standard NetSuite PS Meeting Notes Form |
-1234 |
T |
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F |
25 |
11/13/2018 4:33 pm |
11/13/2018 |
11/13/2018 12:00:00 AM |
<p style="margin:0in;font-family:"Calibri Light";font-size:20.0pt">P2P
Walkthrough #2 11/13</p>
<p style="margin:0in;font-family:Calibri;font-size:10.0pt;color:#767676">Tuesday,
November 13, 2018</p>
<p style="margin:0in;font-family:Calibri;font-size:10.0pt;color:#767676">1:32
PM</p>
<p style="margin:0in;font-family:Calibri;font-size:11.0pt"><span style="font-weight:bold;font-style:italic">Attendees: Brooke, Shari, Jordan,
Daniel, Kristoff</span></p>
<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">Daniel drove as Supply Chain
Manager role</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">On dashboard, Tiles were not
loading</span></li>
</ul>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Entered a Purchase Order</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">Upon filling out the name, 2
popups appeared</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">Warning about the Emails
being sent to the customer</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Insufficient permission for
Vendor Prepayments</span></li>
</ul>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt;background:aqua;mso-highlight:
aqua">Want Employee to be the users name</span></li>
</ul>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Receiving = Kristoff in his
Warehouse role</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">Ran into issues with the
Item Receipt because a Cost Rollup and Inventory Revaluation had not
occurred yet</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">Kyle did this for the team</span></li>
</ul>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Completed the Item Receipt</span></li>
</ul>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Daniel switched to the AP
Analyst role to create the Bill</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">Once saved, the Next
Approver field did not populate and so the Approval broke</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;background:aqua;mso-highlight:
aqua">Brooke needs to fix/investigate what is the issue with the Next
Approver field (should be fixed now that 3 way match is running, but must validate)</span></li>
</ul>
</ul>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt;background:aqua;mso-highlight:
aqua">Brooke to ensure 3 Way Match is running because most are Fully
Received orders, with the exception being partially received orders</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Daniel created the Bill
Payment</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">Looked at the Open Bills
report</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">Discussed Customization
option for reporting, and how one can be scheduled</span></li>
</ul>
</ul>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt;background:aqua;mso-highlight:
aqua">From now before UAT, need to decide which roles will be doing EFT
payments and Vendor prepayments</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Daniel switched to Vendor
Prepayment Manager role</span></li>
<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">Vendors >
Accounts Payable > Print Checks and Forms</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">Print Checks </span></li>
</ul>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Accomplish an EFT - Bill
Payment</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">Vendor record "A1
Pallet Supply Inc": Bank Payment Details</span></li>
<ul type="square" 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">Check off the EFT Bill
Payment</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">New Entity Bank Details</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">Name = Checking (what
account they want to have)</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Payment File Format = ACH
- CCD/PPD</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Type = Primary</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Bank Account Number = can
make that up</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Bank Number = Proper
Account Number</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Bank Account Type =
Checking</span></li>
</ul>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Changed the email to
Kristoff's</span></li>
</ul>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Created 2 Vendor Bills for
the same Vendor with different Reference No.s and dollar amounts</span></li>
</ul>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Payments > Payment
Processing > Bill Payment Processing</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">Add Bank Account (info
loads in after a refresh)</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">A/P Account = 20010</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Date to Be Processed = Date
that the bank is processing that file</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Mark the Payments to Pay</span></li>
</ul>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Payment File Administration
Page</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">Refresh until File
Processed? And Status Summary are complete</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Can see the files generated
and status</span></li>
<ul type="square" 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">Payments > Payment
Processing > Payment File Administration</span></li>
</ul>
</ul>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Once file is complete, it
can be downloaded for the bank</span></li>
</ol>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Next: Create Vendor
Notification file</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">Follow Up Meeting Agenda: Finish up Vendor
Bill Electronic Payment (need to create Vendor Notification file), Validate 3
Way Match is working, Complete a Vendor Prepayment, Walkthrough Positive Pay,
Vendor Bill with varying payment (during R2R)</p>
<p style="margin:0in;margin-left:.75in;font-family:Calibri;font-size:11.0pt"> </p>
<p style="margin:0in;margin-left:1.125in;font-family:Calibri;font-size:11.0pt"> </p> |
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Brooke Winterhalder |
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234 |
val_34197_3701406_607 |
Procure to Pay Walkthrough #2 |
customrecord_ns_ps_meeting_notes |
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11/16/2018 6:30 pm |
11/16/2018 |
11/16/2018 12:00:00 AM |
<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> |
|
<List the topics to be covered in the next configuration session> |
|
|
Brooke Winterhalder |
8 |
234 |
val_34330_3701406_575 |
Procure to Pay Walkthrough #2 Follow Up Session |
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Aimee Lefebvre;;;Iris Velasquez;;;;Michael A Lefebvre |
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27 |
11/19/2018 4:44 pm |
11/19/2018 |
11/19/2018 12:00:00 AM |
<p style="margin:0in;font-family:"Calibri Light";font-size:20.0pt">L2Q and C2R
11/19</p>
<p style="margin:0in;font-family:Calibri;font-size:10.0pt;color:#767676">Monday,
November 19, 2018</p>
<p style="margin:0in;font-family:Calibri;font-size:10.0pt;color:#767676">1:01
PM</p>
<p style="margin:0in;font-family:Calibri;font-size:11.0pt"><span style="font-weight:bold">Meeting Attendees: Brooke, Mihir, Kristoff, Iris,
Roxana, Aimee, Justin, Jordan, Michael (O2C), and Daniel (O2C)</span></p>
<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">Setup > Sales > CRM
Lists</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">Where an Administrator or a
role with Full permissions with CRM lists can create new ones/edit
existing</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Below are the current list
types</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">Contact Category</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Contact Role</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Note Type</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Win /Loss Reason</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Sales Readiness</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Buying Time Frame</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Buying Reason</span></li>
</ul>
</ul>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Setup > Sales >
Customer Statuses</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">Where the
Lead/Prospect/Customer stages have corresponding Statuses and
Probabilities</span></li>
</ul>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Brooke set the preferred
Prospect Form = Spa World - Prospect Form</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">Setup > Sales > Sales
Preferences</span></li>
</ul>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">24 hours, 48 hours = Need to
make </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">Quote, opportunity, leads</span></li>
</ul>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt;background:aqua;mso-highlight:
aqua">Saved Searches needed for Dashboard reminders (ACTION ITEMS FOR
BROOKE)</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;background:aqua;mso-highlight:
aqua">For a Case</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;background:aqua;mso-highlight:
aqua">4 hours, 8, 24 hours = Cases</span></li>
</ul>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt;background:aqua;mso-highlight:
aqua">Opportunity</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;background:aqua;mso-highlight:
aqua">B2C = comes straight out of the B2C, so can just make into an SO
from the Opportunity </span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt;background:aqua;mso-highlight:
aqua">B2B = need to change the Status of the Opportunity if they end up
going elsewhere or not buying from SW</span></li>
</ul>
</ul>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Jordan wants, at least at the
beginning, for the Sales Orders to save as Pending Approval</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">On a Sales Order</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">Although items are On Hand,
it shows that it is Back Ordered until it is Committed</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">A Rate must be added every
time when they are having Custom pricing for their customers</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">OPEN ISSUE: Credit Card
Gateway is not setup, but once it is under the Billing tab the CC Payment
info can be included/brought over from customer record</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">Daniel told Kristoff this
is in the works and could be done end of this week/next week</span></li>
</ul>
</ul>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Once they Go live, THEN check
off in Customer Preferences that the Sales Order will be "To Be
Emailed"</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Beginning of next year,
likely to have a new location </span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Specific Printing preferences
for User</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">Home > Set Preferences
> Transactions > Choose format</span></li>
</ul>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Advised to start off manually
before setting up Billing Operations</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Finished up the O2C process,
then went to R2C</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">Advised to start the
returning at a Return Authorization, and then receive it</span></li>
</ul>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">If you do not know the
specifics of the return, place the items in the Quarantine location in the
meantime</span></li>
<li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Calibri;font-size:11.0pt">Wrap up of O2C Coverage will
occur at the end of C2R call tomorrow</span></li>
</ul>
<p style="margin:0in;margin-left:.375in;font-family:Calibri;font-size:11.0pt"> </p> |
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Brooke Winterhalder |
8 |
234 |
val_36856_3701406_983 |
L2Q and O2C Walkthrough #2 |
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Aimee Lefebvre;;;Iris Velasquez;;;Michael A Lefebvre |
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28 |
11/20/2018 12:47 pm |
11/20/2018 |
11/20/2018 12:00:00 AM |
<b>Meeting Attendees: Brooke, Aimee, Iris, Kristoff, Daniel, Michael, Jordan, Mihir, and Roxana</b><BR><br><ul><li>Went through the same Walkthrough #1 C2R steps = Create a Case, Create a Case for the RA, and Create a Warranty Claim</li><ul><li>Refer to those notes for more thorough steps and process information</li></ul><li>Sales roles need to be able to submit a case and Edit (Brooke to create)</li><li>Navigation for a Case: Start at the specific Sales Order, and the press the paper with the plus sign icon at the top to then create the Case</li></ul> |
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<List the topics to be covered in the next configuration session> |
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Brooke Winterhalder |
8 |
234 |
val_60122_3701406_761 |
Call to Resolution Walkthrough #2 |
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| 29 |
;;JOSEPH SCHWARTZ |
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29 |
11/27/2018 6:19 pm |
11/26/2018 |
11/26/2018 12:00:00 AM |
<p class="MsoNormal">Reviewed Administrator Roles Document.<span style="mso-spacerun:yes"> </span>This document covers Administrator roles. It is attached to these notes. </p>
<p class="MsoNormal">Regular users will be given other roles that align with
their responsibilities.<span style="mso-spacerun:yes"> </span>Showed the SW
Roles list.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p>Millie can have the Payroll Manager Role</p><p class="MsoNormal"><o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p>At least 2 people should have the Administrator role. That can be Joe & Daniel or Joe &
Millie.</p><p class="MsoNormal"><o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p>Use a Saved Search to monitor Employee Roles changes.</p><p class="MsoNormal"><o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p>Shari to check if the Admin View/Search can be modified to
remove the ACH/DD view on the employee record.</p><p class="MsoNormal"><o:p></o:p></p>SW team will decide which roles will be assigned and will assign them to employees. |
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<List the topics to be covered in the next configuration session> |
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|
Shari Fitzgerald |
6 |
234 |
val_80762_3701406_289 |
Admin Access |
customrecord_ns_ps_meeting_notes |
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11/27/2018 6:33 pm |
11/27/2018 |
11/27/2018 12:00:00 AM |
Reviewed JE template and Budget template and imported them.<BR><br>Changed preference to WARN for allowing date outside of period. <BR><span style="text-indent: -0.25in; font-size: 10pt; font-family: Symbol;"><span style="font-variant-numeric: normal; font-variant-east-asian: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: "Times New Roman";"><br></span></span><BR><span style="text-indent: -0.25in; font-size: 10pt; font-family: Symbol;"><span style="font-variant-numeric: normal; font-variant-east-asian: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: "Times New Roman";"> </span></span><span style="text-indent: -0.25in;">I/C JE - did one. Looks like there may be some I/C Customers & Vendors that need to be setup. Daniel to review.</span><BR><span style="text-indent: -0.25in;"><br></span><BR><span style="text-indent: -0.25in;">Discussed Vendor Bill Variance Posting</span><BR><span style="text-indent: -0.25in; font-size: 10pt; font-family: Symbol;"><br></span><BR><span style="text-indent: -0.25in;">Went through</span><span style="text-indent: -0.25in; font-size: 10pt; font-family: Symbol;"><span style="font-variant-numeric: normal; font-variant-east-asian: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: "Times New Roman";"> </span></span><span style="text-indent: -0.25in;">Accounting Period Close</span><BR><span style="text-indent: -0.25in;"><br></span><BR><span style="text-indent: -0.25in;">Reviewed GL Report and Registers from the COA</span><BR><span style="text-indent: -0.25in;"><br></span><BR><span style="text-indent: -0.25in;">Reviewed FS ad how to change display for sub/class, etc. Also noted to Display Title at month end - that will show if any error in the costing engine exists.</span><BR><span style="text-indent: -0.25in;"><br></span><BR><span style="text-indent: -0.25in;">Showed how to download the ACH file. Daniel needs to send to the bank for testing.</span><BR><span style="text-indent: -0.25in;"><br></span><BR><span style="text-indent: -0.25in;">Company
Credit Card - Homework to review SA51418 to see if they want to do this. It wasn't desired to manually enter them. </span><BR><span style="text-indent: -0.25in;"><br></span><BR><span style="text-indent: -0.25in;">Instructions on Comparative Income statement are in the file cabinet.</span><BR><p class="MsoNormal" style="margin-top:0in;margin-right:0in;margin-bottom:12.0pt;
margin-left:27.0pt;text-indent:-.25in;mso-list:l0 level1 lfo1;tab-stops:list .5in;
vertical-align:middle"><o:p></o:p></p> |
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<List the topics to be covered in the next configuration session> |
|
|
Shari Fitzgerald |
6 |
234 |
val_80765_3701406_617 |
RTR Walkthrough 2 Finish |
customrecord_ns_ps_meeting_notes |
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12/7/2018 12:57 pm |
12/7/2018 |
12/7/2018 12:00:00 AM |
Discussed Upsell process<br><p class="MsoNormal" style="margin-left:27.0pt;text-indent:-.25in;mso-list:l0 level1 lfo1;
tab-stops:list .5in;vertical-align:middle"><span style="font-size:10.0pt;mso-bidi-font-size:11.0pt;font-family:Symbol;
mso-fareast-font-family:Symbol;mso-bidi-font-family:Symbol"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><!--[endif]-->Upsell SO/WO process: <o:p></o:p></p>
<p class="MsoNormal" style="margin-left:81.0pt;text-indent:-.25in;mso-list:l1 level1 lfo2;
tab-stops:list .5in;vertical-align:middle"><span style="font-size:10.0pt;mso-bidi-font-size:11.0pt;font-family:Symbol;
mso-fareast-font-family:Symbol;mso-bidi-font-family:Symbol"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><!--[endif]-->SO will come in via EDI as pending fulfillment<o:p></o:p></p>
<p class="MsoNormal" style="margin-left:81.0pt;text-indent:-.25in;mso-list:l1 level1 lfo2;
tab-stops:list .5in;vertical-align:middle"><!--[if !supportLists]--><span style="font-size:10.0pt;mso-bidi-font-size:11.0pt;font-family:Symbol;
mso-fareast-font-family:Symbol;mso-bidi-font-family:Symbol"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><!--[endif]-->Ship-to Address should be the End customer,
Addressee should be the name, Email will go into a custom field.<o:p></o:p></p>
<p class="MsoNormal" style="margin-left:81.0pt;text-indent:-.25in;mso-list:l1 level1 lfo2;
tab-stops:list .5in;vertical-align:middle"><!--[if !supportLists]--><span style="font-size:10.0pt;mso-bidi-font-size:11.0pt;font-family:Symbol;
mso-fareast-font-family:Symbol;mso-bidi-font-family:Symbol"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><!--[endif]-->CSR will call End user within 24 hours.<o:p></o:p></p>
<p class="MsoNormal" style="margin-left:81.0pt;text-indent:-.25in;mso-list:l1 level1 lfo2;
tab-stops:list .5in;vertical-align:middle"><!--[if !supportLists]--><span style="font-size:10.0pt;mso-bidi-font-size:11.0pt;font-family:Symbol;
mso-fareast-font-family:Symbol;mso-bidi-font-family:Symbol"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><!--[endif]-->‘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. <span style="background-color: rgb(255, 255, 0);">[This part needs to be discussed with Kyle]</span><o:p></o:p></p>
<p class="MsoNormal" style="margin-left:81.0pt;text-indent:-.25in;mso-list:l1 level1 lfo2;
tab-stops:list .5in;vertical-align:middle"><!--[if !supportLists]--><span style="font-size:10.0pt;mso-bidi-font-size:11.0pt;font-family:Symbol;
mso-fareast-font-family:Symbol;mso-bidi-font-family:Symbol"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><!--[endif]-->If upsell,<o:p></o:p></p>
<p class="MsoNormal" style="margin-left:1.5in;text-indent:-.25in;mso-list:l1 level2 lfo2;
tab-stops:list 1.0in;vertical-align:middle"><!--[if !supportLists]--><span style="font-size:10.0pt;mso-bidi-font-size:11.0pt;font-family:Symbol;
mso-fareast-font-family:Symbol;mso-bidi-font-family:Symbol"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><!--[endif]-->Generate an upsell SO (New SO) with a new
customer.<span style="mso-spacerun:yes"> </span><o:p></o:p></p>
<p class="MsoNormal" style="margin-left:1.5in;text-indent:-.25in;mso-list:l1 level2 lfo2;
tab-stops:list 1.0in;vertical-align:middle"><!--[if !supportLists]--><span style="font-size:10.0pt;mso-bidi-font-size:11.0pt;font-family:Symbol;
mso-fareast-font-family:Symbol;mso-bidi-font-family:Symbol"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><!--[endif]-->New customer information will be from the
ship-to address of the Big Box Sales Order.<o:p></o:p></p>
<p class="MsoNormal" style="margin-left:1.5in;text-indent:-.25in;mso-list:l1 level2 lfo2;
tab-stops:list 1.0in;vertical-align:middle"><!--[if !supportLists]--><span style="font-size:10.0pt;mso-bidi-font-size:11.0pt;font-family:Symbol;
mso-fareast-font-family:Symbol;mso-bidi-font-family:Symbol"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><!--[endif]-->Saved Search (SW | End customer Search has been created so that the
Addressee can be searched.<o:p></o:p></p>
<p class="MsoNormal" style="margin-left:1.5in;text-indent:-.25in;mso-list:l1 level2 lfo2;
tab-stops:list 1.0in;vertical-align:middle"><!--[if !supportLists]--><span style="font-size:10.0pt;mso-bidi-font-size:11.0pt;font-family:Symbol;
mso-fareast-font-family:Symbol;mso-bidi-font-family:Symbol"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><!--[endif]-->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></p>
<p class="MsoNormal" style="margin-left:1.5in;text-indent:-.25in;mso-list:l1 level2 lfo2;
tab-stops:list 1.0in;vertical-align:middle"><!--[if !supportLists]--><span style="font-size:10.0pt;mso-bidi-font-size:11.0pt;font-family:Symbol;
mso-fareast-font-family:Symbol;mso-bidi-font-family:Symbol"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><!--[endif]-->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></p>
<p class="MsoNormal" style="margin-left:1.5in;text-indent:-.25in;mso-list:l1 level2 lfo2;
tab-stops:list 1.0in;vertical-align:middle"><!--[if !supportLists]--><span style="font-size:10.0pt;mso-bidi-font-size:11.0pt;font-family:Symbol;
mso-fareast-font-family:Symbol;mso-bidi-font-family:Symbol"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><!--[endif]-->Customer service will use tasks to communicate information to shop floor about the order. </p><p class="MsoNormal" style="margin-left:1.5in;text-indent:-.25in;mso-list:l1 level2 lfo2;
tab-stops:list 1.0in;vertical-align:middle"><span style="text-indent: -0.25in; font-size: 10pt; font-family: Symbol;">·<span style="font-variant-numeric: normal; font-variant-east-asian: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: "Times New Roman";"> </span></span><span style="text-indent: -0.25in;">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.</span></p><p class="MsoNormal" style="margin-left:1.5in;text-indent:-.25in;mso-list:l1 level2 lfo2;
tab-stops:list 1.0in;vertical-align:middle">Can make a SS that has order with related SO field as a check.<span style="text-indent: -0.25in; white-space: pre;"> </span></p>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. |
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<List the topics to be covered in the next configuration session> |
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|
Shari Fitzgerald |
6 |
234 |
val_84156_3701406_882 |
EDI Promo & upsell questions |
customrecord_ns_ps_meeting_notes |
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12/12/2018 2:29 pm |
11/14/2018 |
11/14/2018 12:00:00 AM |
<b>Reviewed Item Master:</b><span style="white-space:pre"> </span>Classes need to be provided/updated<BR><span style="white-space:pre"> </span>Discussed UoM being needed and that the Base Unit can't be changed on an item once set.<BR><span style="white-space:pre"> </span>SW to provide reorder point and lead time values<BR><span style="white-space:pre"> </span>Added the Upsell/Replacement Item fields to Inventory Items in addition to Assembly Items<BR><span style="white-space:pre"> </span>Accounts need to be reviewed for Items since not many were provided<BR><span style="white-space:pre"> </span>'Offer Support' should be checked by default (for just assembly items)<BR><br><br><b>Order Items Page:</b><BR><span style="white-space:pre"> </span>Walk through using preferred vendors and when Item's appear on this page (dependent on reorder point value)<BR><br><b>Inventory Adjustment:</b><BR><span style="white-space:pre"> </span>Want a mandatory adjustment reason<BR><span style="white-space:pre"> </span>List of reasons will be provided such as analysis, scrap, and initial adjustment.<BR><span style="white-space:pre"> </span>Will add a Requester field (employee)<BR><span style="white-space:pre"> </span>May want a notification sent to the employee supervisor when multiple adjustments are made (SW to provide criteria)<BR><span style="white-space:pre"> </span>Will only use one account for adjustments, asked about defaulting this<BR><span style="white-space:pre"> </span> |
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Plan to Produce Walkthrough 2 |
12/27/2018 |
12/27/2018 12:00:00 AM |
Kyle Richard |
11 |
234 |
val_84272_3701406_599 |
Design to Build / Inventory Management Walkthrough 2 |
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12/12/2018 2:40 pm |
11/27/2018 |
11/27/2018 12:00:00 AM |
Standard Cost Rollup:<span style="white-space:pre"> </span>Create a Cost Version<BR><span style="white-space:pre"> </span>Run a Std Cost Rollup<BR><span style="white-space:pre"> </span>Perform an Inventory Revaluation<BR><span style="white-space:pre"> </span>Review Costed Bill of Material Inquiry to view cost of Assembly Items<BR><br>Work Orders:<BR><span style="white-space:pre"> </span>Create WO from SO<BR><span style="white-space:pre"> </span>24 hour upsell field:<BR><span style="white-space:pre"> </span>SW does not want this checked for certain items<BR><span style="white-space:pre"> </span>Will add a 24 hour upsell field to the item record, this value will be sourced onto the WO<BR><span style="white-space:pre"> </span>SW to identify items that should have this checked<BR><span style="white-space:pre"> </span>Priority Items:<BR><span style="white-space:pre"> </span>SW defines these as Items that can be manufactured/assembled very quickly, no scheduling required.<BR><span style="white-space:pre"> </span>Field will be added on the item record, this value will be sourced onto the WO<BR><span style="white-space:pre"> </span>SW to identify items that should have this checked<BR><span style="white-space:pre"> </span>Scheduler can identify priority items via saved search<BR><span style="white-space:pre"> </span>Manual scheduling will be done until a future phase<BR><span style="white-space:pre"> </span>Will print BOM before issuing material<BR><span style="white-space:pre"> </span>Drawings still needed and then assigned to the Items, will then print with the BOM.<BR><br>Work Order Processing:<BR><span style="white-space:pre"> </span>Will Issue all components to the WO before starting<BR><span style="white-space:pre"> </span>Will complete all WO Operations in one transactions (Work Order Completion)<BR><span style="white-space:pre"> </span>Example: Selecting starting op 10 and ending op 50<BR><br><br><span style="white-space:pre"> </span> |
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Kyle Richard |
11 |
234 |
val_84491_3701406_541 |
Plan to Produce Walkthrough 2 |
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12/18/2018 5:49 pm |
12/17/2018 |
12/17/2018 12:00:00 AM |
Review open UAT issues. <BR><br>SW - What do we need to do for serial items. Inactivate the current item, rename it - OLD, etc. then import/enter as the new item type. Inventory Adj to write-off ay balace then inv adjustment to write-on inventory balance.<BR><br>Currently only Assemblies are serial may do inventory items in phase II.<BR><br>Match Bill to Receipt needs to be Added to the item for the Vendor bill variance recording to happen at VB.<BR><br>Location needs to be added to the employee for Payroll. That means locations need to be added for subsidiaries. Those subs would need them for orders as well.<BR><br>Shari sent info to Kristoff on 11/30 about bringing SO in and exporting inventory data. Shari suggested looking at ODBC for data. See SA 4464 <BR><br>Opportunities - Use LeadSource which is Campaign to track the order source. <BR><br>SW wants a custom field on the opportunity for the confirmation # Text Field.<BR><br>On Quotes ship rate is needed. To do this turn on Charge Shipping and then that will be handled through shipping methods.<BR><br> |
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<List the topics to be covered in the next configuration session> |
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Shari Fitzgerald |
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234 |
val_94869_3701406_862 |
UAT Check in |
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12/18/2018 6:43 pm |
12/18/2018 |
12/18/2018 12:00:00 AM |
SW wants to use 3 way match - <br>We will setup for tolerance if can't do 0 will for a small %. Partial receipts will always go to approval. The check is always at Vendor Bill. It compares VB, Receipt and PO.<br><br>Vendor Prepayment - SW wants to incorporate the permissions into the SpaWorld AP Analyst, PUrchasig Mgr & Supply Chain Mfg roles. This information is found in the SuitSolution Guide attached here.<br><br>Walked through the Dynamic allocation. Must have a Statistical JE first to establish the quantity in the units to be used for allocation - in our case people. Once we did that the allocation JE worked.<br><br>Shari will add create Allocation schedules & Amortization Schedules in Production to the cutover list for Daniel to do. <br><br>Cost Accountant needs statistical JE & Allocation permission, Controller needs Tax codes.<br><br>Suggest that everyone use Classic Center View. Can do this at permission or on the role.<br><br>Talked about Tax Code updates. Do monthly or when you know that there will be a change. |
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<List the topics to be covered in the next configuration session> |
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Shari Fitzgerald |
6 |
234 |
val_94874_3701406_325 |
Finance check-in |
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2/15/2019 10:34 am |
2/15/2019 |
2/15/2019 12:00:00 AM |
<p style="margin:0in;font-family:Calibri;font-size:11.0pt">Richard and
rene<span style="mso-spacerun:yes"> </span>Good with removing restriction on their role. </p>
<p style="margin:0in;font-family:Calibri;font-size:11.0pt"> </p>
<p style="margin:0in;font-family:Calibri;font-size:11.0pt">VB approval still
issues.<span style="mso-spacerun:yes"> </span>Brooke is going to review.<span style="mso-spacerun:yes"> </span>May be a situation that the VB's that can't
be approved may need to be deleted and reentered because they were entered before
the workflow. Would be helpful to have some transaction examples. </p>
<p style="margin:0in;font-family:Calibri;font-size:11.0pt"> </p>
<p style="margin:0in;font-family:Calibri;font-size:11.0pt">CM still issue -
don't understand Daniel's email.<span style="mso-spacerun:yes"> </span>Brooke
will schedule a meeting.<span style="mso-spacerun:yes"> </span>Need to see
what is happening to understand.</p><p style="margin:0in;font-family:Calibri;font-size:11.0pt"><br></p><p style="margin:0in;font-family:Calibri;font-size:11.0pt">Shari will check if someone can do a check in call next Tuesday.</p> |
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<List the topics to be covered in the next configuration session> |
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Shari Fitzgerald |
6 |
234 |
val_353711_3701406_365 |
go-live check in |
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