| 1 |
1 |
|
7 |
2 |
12 |
Spa World to let NS team know what custom fields need to be added to Customer forms |
|
4 |
1 |
10/3/2018 |
2 |
8/13/2018 |
| 2 |
1 |
|
7 |
2 |
8 |
NS to limit access of sales orders to respective reps |
|
4 |
2 |
8/27/2018 |
2 |
8/13/2018 |
| 3 |
1 |
|
7 |
2 |
12 |
Spa World to provide NS team with some examples of price levels/tiered pricing |
|
4 |
3 |
10/12/2018 |
2 |
8/13/2018 |
| 4 |
1 |
|
7 |
2 |
8 |
NS team to set up discount thresholds on quotes |
|
4 |
4 |
8/31/2018 |
2 |
8/13/2018 |
| 5 |
2 |
|
7 |
2 |
6 |
Shari to complete the Vendor Terms upload |
|
6 |
5 |
8/31/2018 |
2 |
8/15/2018 |
| 6 |
2 |
|
7 |
2 |
6 |
Shari to go over GL impact of PO vs Bill discrepancy |
|
6 |
6 |
8/29/2018 |
2 |
8/15/2018 |
| 7 |
2 |
|
7 |
2 |
12 |
SW to review $ limit amounts on employee purchases/POs |
|
6 |
7 |
8/29/2018 |
2 |
8/15/2018 |
| 8 |
2 |
|
7 |
2 |
6 |
Shari will meet with the team to review Landed Cost on Wednesday 9/5 |
|
6 |
8 |
9/5/2018 |
2 |
8/15/2018 |
| 9 |
2 |
|
7 |
2 |
7 |
Mihir to contact sales team about vendor prepayment SuiteSolution info-specs/financial |
|
6 |
9 |
8/29/2018 |
3 |
8/15/2018 |
| 10 |
3 |
|
6 |
2 |
6 |
complete COA template ==> Shari to upload the COA |
|
1 |
10 |
8/31/2018 |
|
8/16/2018 |
| 11 |
3 |
|
6 |
2 |
12 |
Logos needed for each subsidiary |
|
1 |
11 |
8/17/2018 |
|
8/16/2018 |
| 12 |
3 |
|
6 |
2 |
6 |
send information on adjustment period. 9/11 Best practice is to lock the period. See SA 24124 Send email to Daniel |
|
1 |
12 |
8/17/2018 |
|
8/16/2018 |
| 13 |
4 |
|
6 |
1 |
|
Read the Sales Automation Guild and SuiteAnswer 9638 & 9617 |
|
4 |
13 |
|
|
8/24/2018 |
| 14 |
6 |
|
7 |
2 |
12 |
Spa World to develop sample marketing templates for use in WTs |
|
3 |
18 |
10/12/2018 |
2 |
8/27/2018 |
| 15 |
7 |
|
8 |
2 |
8 |
Brooke to add the Discount items with proper accounting impacts (10, 15, 20%) |
|
4 |
19 |
9/6/2018 |
|
8/31/2018 |
| 16 |
7 |
|
8 |
2 |
8 |
After Discount item Saved Search needs are established, Brooke to create those dashboard alerts |
|
4 |
20 |
10/19/2018 |
|
8/31/2018 |
| 17 |
8 |
|
6 |
2 |
12 |
Finalize prefix to be used for Subsidiaries and if transaction prefixes are okay. Also will a customer prefix be used. |
|
1 |
21 |
9/11/2018 |
|
8/31/2018 |
| 18 |
8 |
|
6 |
2 |
-5 |
Gap for customer leadtime by item. MFG products there could be a different Leadtime for the same item for different customer. Amazaon could be 5 , HD Could be 4.
I
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.
Spa World They want to have this for measurement and they want this to be populated in the Shipdate field as well. Discussed Solution to this |
|
7 |
22 |
9/21/2018 |
|
8/31/2018 |
| 19 |
8 |
|
6 |
2 |
12 |
Return email address for subsidiaries |
|
1 |
23 |
9/7/2018 |
|
8/31/2018 |
| 20 |
9 |
|
4 |
2 |
4 |
- Maggie to schedule recurring PM meeting Friday at 1 pm EST. |
|
|
26 |
8/31/2018 |
|
8/31/2018 |
| 21 |
9 |
|
4 |
2 |
4 |
- Maggie to send updated meeting invite for Plan to Produce Personalization Session. |
|
|
27 |
8/31/2018 |
|
8/31/2018 |
| 22 |
9 |
|
4 |
2 |
4 |
- Maggie to follow up with Tom at Verenia to add milestones to overall project plan. |
|
|
28 |
9/4/2018 |
|
8/31/2018 |
| 23 |
9 |
|
4 |
2 |
4 |
- Maggie to include Training tasks in overall project plan. |
|
|
29 |
9/4/2018 |
|
8/31/2018 |
| 24 |
9 |
|
4 |
2 |
9 |
- Scott to follow up with Venkat to send presentation presented along with additional information to prepare for WMS configuration sessions and UAT scripts. |
|
|
30 |
9/7/2018 |
|
8/31/2018 |
| 25 |
12 |
|
8 |
2 |
8 |
Want a link of the Lead’s Opportunity on the Lead record |
|
4 |
48 |
10/17/2018 |
|
10/3/2018 |
| 26 |
12 |
|
8 |
2 |
8 |
Want an additional Item Category (interest) field on the Lead => Prospect => Customer |
|
4 |
49 |
10/26/2018 |
|
10/3/2018 |
| 27 |
12 |
|
8 |
2 |
8 |
Want to store that Lead/Prospect is Taxable on the record |
|
4 |
50 |
10/17/2018 |
|
10/3/2018 |
| 28 |
12 |
|
8 |
2 |
8 |
HIGH PRIORITY: If an order is sent through EDI, what is telling them that the SO came in with different pricing than what is in NS? |
|
28 |
51 |
10/10/2018 |
|
10/3/2018 |
| 29 |
12 |
|
8 |
1 |
7 |
Set up an alert + Setting that prevents the creation of SO if exceeding the Credit Limit |
|
28 |
52 |
10/17/2018 |
|
10/3/2018 |
| 30 |
12 |
|
8 |
2 |
8 |
MUST: On SO = Want to know how much of that Item is in Stock (make sure its NOT customer facing) |
|
28 |
53 |
10/17/2018 |
|
10/3/2018 |
| 31 |
12 |
|
8 |
2 |
8 |
Want to have a Notes section and Terms and Conditions on the Printed SO |
|
28 |
54 |
10/17/2018 |
|
10/3/2018 |
| 32 |
12 |
|
8 |
1 |
-5 |
Kristoff to provide that information for Terms and Conditions to be on the SO printed form |
|
28 |
55 |
10/26/2018 |
|
10/3/2018 |
| 33 |
12 |
|
8 |
2 |
8 |
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) |
|
28 |
56 |
10/12/2018 |
|
10/3/2018 |
| 34 |
12 |
|
8 |
1 |
|
*** Important that alerts/reminders for roles are set up |
|
|
57 |
|
|
10/3/2018 |
| 35 |
12 |
|
8 |
2 |
8 |
Once Item Fulfillment is Shipped, they want the Invoice auto-generated |
|
28 |
58 |
10/17/2018 |
|
10/3/2018 |
| 36 |
12 |
|
8 |
2 |
8 |
Interested in seeing the Customer’s history stored on the customer record (Something that says how long they’ve been a customer) |
|
28 |
59 |
10/17/2018 |
|
10/3/2018 |
| 37 |
12 |
|
8 |
1 |
7 |
Want a report that shows the highest amount of money a Customer has owed them |
|
28 |
60 |
10/17/2018 |
|
10/3/2018 |
| 38 |
12 |
|
8 |
2 |
7 |
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) |
|
28 |
61 |
10/4/2018 |
|
10/3/2018 |
| 39 |
14 |
|
6 |
1 |
18 |
Review and modify account attached to the Other charge items created for deductions |
|
7 |
63 |
10/18/2018 |
|
10/4/2018 |
| 40 |
14 |
|
6 |
1 |
18 |
review SuiteSolution at SuiteAnswer 62716. |
|
7 |
64 |
10/18/2018 |
|
10/4/2018 |
| 41 |
15 |
|
8 |
2 |
8 |
Edits to the Online Case Form |
|
9 |
66 |
10/17/2018 |
|
10/5/2018 |
| 42 |
15 |
|
8 |
1 |
|
Want another Online Case form for Dealer Inquiry |
|
9 |
67 |
|
|
10/5/2018 |
| 43 |
15 |
|
8 |
2 |
8 |
Need to set up Round Robin Case assignment |
|
9 |
68 |
10/17/2018 |
|
10/5/2018 |
| 44 |
15 |
|
8 |
2 |
8 |
Need to set up the Case to mimic what SW has done (everything starts from a Case -- Disposition PPT) |
|
9 |
69 |
10/10/2018 |
|
10/5/2018 |
| 45 |
15 |
|
8 |
2 |
12 |
Kristoff/Jordan to provide Employee Group names + email details to create Support Rep records |
|
9 |
70 |
10/19/2018 |
|
10/5/2018 |
| 46 |
15 |
|
8 |
2 |
8 |
Brooke will create Employee records for Case groups once Jordan/Kristoff supply these |
|
9 |
71 |
10/24/2018 |
|
10/5/2018 |
| 47 |
16 |
|
8 |
1 |
|
SW team is responsible for creating Warranty Terms and adding to the proper Item records |
|
|
72 |
|
|
10/9/2018 |
| 48 |
16 |
|
8 |
1 |
|
SW team is responsible for creating Failure Reasons needed for Warranty Claims, if applicable to the process |
|
|
73 |
|
|
10/9/2018 |
| 49 |
17 |
|
6 |
1 |
6 |
Customize a user for VPP and show SW team how to do. |
|
6 |
74 |
10/26/2018 |
|
10/12/2018 |
| 50 |
17 |
|
6 |
1 |
6 |
Vendor email on VPP didn't send Shari will look into this. |
|
6 |
75 |
10/20/2018 |
|
10/12/2018 |