| 1 |
Spa World to let NS team know what custom fields need to be added to Customer forms |
Jordan Alvarez |
12 |
Default Action Item Form |
92 |
8/13/2018 |
8/13/2018 12:00:00 AM |
10/3/2018 |
10/3/2018 12:00:00 AM |
10/3/2018 |
10/3/2018 12:00:00 AM |
|
1 |
F |
1 |
10/3/2018 7:01 pm |
1 |
1 |
#1 |
After L2Q session, fields were decided upon and stored as other action items |
Mihir Bhatnagar |
7 |
|
Medium |
2 |
Lead to Quote |
4 |
229 |
|
|
val_20276_3701406_126 |
Closed |
2 |
customrecord_ns_ps_mfg_action_items |
|
rectype=229&e=T&id=1 |
1 |
|
7 |
NetSuite One Action Items |
|
customrecordentry |
229 |
F |
custrecordentry |
|
| 2 |
NS to limit access of sales orders to respective reps |
Brooke Winterhalder |
8 |
Default Action Item Form |
92 |
8/13/2018 |
8/13/2018 12:00:00 AM |
8/31/2018 |
8/31/2018 12:00:00 AM |
8/27/2018 |
8/27/2018 12:00:00 AM |
|
2 |
F |
2 |
8/31/2018 10:50 am |
1 |
1 |
#2 |
In the L2Q followup call with Shari and Brooke on 8/31, it was decided that the role restriction would not be set for now. If it posed an issue in the future, the option of multiple roles assigned to a user could suffice |
Mihir Bhatnagar |
7 |
|
Medium |
2 |
Lead to Quote |
4 |
229 |
|
|
val_20277_3701406_404 |
Closed |
2 |
customrecord_ns_ps_mfg_action_items |
|
rectype=229&e=T&id=2 |
2 |
|
7 |
NetSuite One Action Items |
|
customrecordentry |
229 |
F |
custrecordentry |
|
| 3 |
Spa World to provide NS team with some examples of price levels/tiered pricing |
Jordan Alvarez |
12 |
Default Action Item Form |
92 |
8/13/2018 |
8/13/2018 12:00:00 AM |
|
|
10/12/2018 |
10/12/2018 12:00:00 AM |
|
3 |
F |
3 |
10/16/2018 11:56 am |
1 |
1 |
#3 |
Base price and customer specific pricing no levels to start. |
Mihir Bhatnagar |
7 |
|
Medium |
2 |
Lead to Quote |
4 |
229 |
|
|
val_20278_3701406_872 |
Closed |
2 |
customrecord_ns_ps_mfg_action_items |
|
rectype=229&e=T&id=3 |
3 |
|
7 |
NetSuite One Action Items |
|
customrecordentry |
229 |
F |
custrecordentry |
|
| 4 |
NS team to set up discount thresholds on quotes |
Brooke Winterhalder |
8 |
Default Action Item Form |
92 |
8/13/2018 |
8/13/2018 12:00:00 AM |
8/31/2018 |
8/31/2018 12:00:00 AM |
8/31/2018 |
8/31/2018 12:00:00 AM |
|
4 |
F |
4 |
8/31/2018 2:21 pm |
1 |
1 |
#4 |
|
Mihir Bhatnagar |
7 |
|
Medium |
2 |
Lead to Quote |
4 |
229 |
|
|
val_20279_3701406_952 |
Closed |
2 |
customrecord_ns_ps_mfg_action_items |
|
rectype=229&e=T&id=4 |
4 |
|
7 |
NetSuite One Action Items |
|
customrecordentry |
229 |
F |
custrecordentry |
|
| 5 |
Shari to complete the Vendor Terms upload |
Shari Fitzgerald |
6 |
Default Action Item Form |
92 |
8/15/2018 |
8/15/2018 12:00:00 AM |
|
|
8/31/2018 |
8/31/2018 12:00:00 AM |
|
5 |
F |
5 |
9/11/2018 11:50 am |
2 |
2 |
#5 |
9/11 One list; Customer Terms are the same as Vendor Terms |
Mihir Bhatnagar |
7 |
|
Medium |
2 |
Procure to Pay_Return to Debit |
6 |
229 |
|
|
val_20281_3701406_337 |
Closed |
2 |
customrecord_ns_ps_mfg_action_items |
|
rectype=229&e=T&id=5 |
5 |
|
7 |
NetSuite One Action Items |
|
customrecordentry |
229 |
F |
custrecordentry |
|
| 6 |
Shari to go over GL impact of PO vs Bill discrepancy |
Shari Fitzgerald |
6 |
Default Action Item Form |
92 |
8/15/2018 |
8/15/2018 12:00:00 AM |
|
|
8/29/2018 |
8/29/2018 12:00:00 AM |
|
6 |
F |
6 |
9/11/2018 11:47 am |
2 |
2 |
#6 |
|
Mihir Bhatnagar |
7 |
|
Medium |
2 |
Procure to Pay_Return to Debit |
6 |
229 |
|
|
val_20282_3701406_432 |
Closed |
2 |
customrecord_ns_ps_mfg_action_items |
|
rectype=229&e=T&id=6 |
6 |
|
7 |
NetSuite One Action Items |
|
customrecordentry |
229 |
F |
custrecordentry |
|
| 7 |
SW to review $ limit amounts on employee purchases/POs |
Jordan Alvarez |
12 |
Default Action Item Form |
92 |
8/15/2018 |
8/15/2018 12:00:00 AM |
|
|
8/29/2018 |
8/29/2018 12:00:00 AM |
|
7 |
F |
7 |
9/11/2018 11:55 am |
2 |
2 |
#7 |
9/11 Everything is going to be approved, regardless of dollar amount; sign off by one person. |
Mihir Bhatnagar |
7 |
|
Medium |
2 |
Procure to Pay_Return to Debit |
6 |
229 |
|
|
val_20283_3701406_709 |
Closed |
2 |
customrecord_ns_ps_mfg_action_items |
|
rectype=229&e=T&id=7 |
7 |
|
7 |
NetSuite One Action Items |
|
customrecordentry |
229 |
F |
custrecordentry |
|
| 8 |
Shari will meet with the team to review Landed Cost on Wednesday 9/5 |
Shari Fitzgerald |
6 |
Default Action Item Form |
92 |
8/15/2018 |
8/15/2018 12:00:00 AM |
9/5/2018 |
9/5/2018 12:00:00 AM |
9/5/2018 |
9/5/2018 12:00:00 AM |
|
8 |
F |
8 |
9/10/2018 3:25 pm |
2 |
2 |
#8 |
|
Mihir Bhatnagar |
7 |
|
Medium |
2 |
Procure to Pay_Return to Debit |
6 |
229 |
|
|
val_20284_3701406_259 |
Closed |
2 |
customrecord_ns_ps_mfg_action_items |
|
rectype=229&e=T&id=8 |
8 |
|
7 |
NetSuite One Action Items |
|
customrecordentry |
229 |
F |
custrecordentry |
|
| 9 |
Mihir to contact sales team about vendor prepayment SuiteSolution info-specs/financial |
Mihir Bhatnagar |
7 |
Default Action Item Form |
92 |
8/15/2018 |
8/15/2018 12:00:00 AM |
|
|
8/29/2018 |
8/29/2018 12:00:00 AM |
|
9 |
F |
9 |
8/31/2018 12:00 pm |
2 |
2 |
#9 |
<p>8/31 Maggie send solution guide; Chris provided pricing.<br></p> |
Mihir Bhatnagar |
7 |
|
High |
3 |
Procure to Pay_Return to Debit |
6 |
229 |
|
|
val_20285_3701406_104 |
Closed |
2 |
customrecord_ns_ps_mfg_action_items |
|
rectype=229&e=T&id=9 |
9 |
|
7 |
NetSuite One Action Items |
|
customrecordentry |
229 |
F |
custrecordentry |
|
| 10 |
complete COA template ==> Shari to upload the COA |
Shari Fitzgerald |
6 |
Default Action Item Form |
92 |
8/16/2018 |
8/16/2018 12:00:00 AM |
9/7/2018 |
9/7/2018 12:00:00 AM |
8/31/2018 |
8/31/2018 12:00:00 AM |
|
10 |
F |
10 |
9/10/2018 3:26 pm |
3 |
3 |
#10 |
Shari uploaded the CoA on 9/7 |
Shari Fitzgerald |
6 |
|
|
|
Record to Report |
1 |
229 |
|
|
val_20287_3701406_391 |
Closed |
2 |
customrecord_ns_ps_mfg_action_items |
|
rectype=229&e=T&id=10 |
10 |
|
6 |
NetSuite One Action Items |
|
customrecordentry |
229 |
F |
custrecordentry |
|
| 11 |
Logos needed for each subsidiary |
Jordan Alvarez |
12 |
Default Action Item Form |
92 |
8/16/2018 |
8/16/2018 12:00:00 AM |
|
|
8/17/2018 |
8/17/2018 12:00:00 AM |
|
11 |
F |
11 |
8/30/2018 5:31 pm |
3 |
3 |
#11 |
Not sure why this is open as all logos were sent to Shari. Please close out |
Shari Fitzgerald |
6 |
|
|
|
Record to Report |
1 |
229 |
|
|
val_20288_3701406_890 |
Closed |
2 |
customrecord_ns_ps_mfg_action_items |
|
rectype=229&e=T&id=11 |
11 |
|
6 |
NetSuite One Action Items |
|
customrecordentry |
229 |
F |
custrecordentry |
|
| 12 |
send information on adjustment period. 9/11 Best practice is to lock the period. See SA 24124 Send email to Daniel |
Shari Fitzgerald |
6 |
Default Action Item Form |
92 |
8/16/2018 |
8/16/2018 12:00:00 AM |
|
|
8/17/2018 |
8/17/2018 12:00:00 AM |
|
12 |
F |
12 |
9/11/2018 12:07 pm |
3 |
3 |
#12 |
|
Shari Fitzgerald |
6 |
|
|
|
Record to Report |
1 |
229 |
|
|
val_20289_3701406_634 |
Closed |
2 |
customrecord_ns_ps_mfg_action_items |
|
rectype=229&e=T&id=12 |
12 |
|
6 |
NetSuite One Action Items |
|
customrecordentry |
229 |
F |
custrecordentry |
|
| 13 |
Read the Sales Automation Guild and SuiteAnswer 9638 & 9617 |
|
|
Default Action Item Form |
92 |
8/24/2018 |
8/24/2018 12:00:00 AM |
|
|
|
|
|
13 |
F |
13 |
8/24/2018 11:47 am |
4 |
4 |
#13 |
|
Shari Fitzgerald |
6 |
|
|
|
Lead to Quote |
4 |
229 |
|
|
val_22338_3701406_614 |
Open |
1 |
customrecord_ns_ps_mfg_action_items |
|
rectype=229&e=T&id=13 |
13 |
|
6 |
NetSuite One Action Items |
|
customrecordentry |
229 |
F |
custrecordentry |
|
| 14 |
SW needs to provide the custom fields needed on the Case form to further report on Case details
-- Field and the options for those fields |
Jordan Alvarez |
12 |
Default Action Item Form |
92 |
8/28/2018 |
8/28/2018 12:00:00 AM |
10/9/2018 |
10/9/2018 12:00:00 AM |
10/5/2018 |
10/5/2018 12:00:00 AM |
|
14 |
F |
14 |
10/9/2018 4:43 pm |
|
|
#14 |
<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"><br></p><p style="margin:0in;font-family:Calibri;font-size:11.0pt">Jordan provided the details of how Cases function in their original process, so there were other action items created to add the fields decided upon in the Walkthrough</p> |
Brooke Winterhalder |
8 |
|
|
|
Call to Resolution |
9 |
229 |
|
|
val_22555_3701406_874 |
Closed |
2 |
customrecord_ns_ps_mfg_action_items |
|
rectype=229&e=T&id=14 |
14 |
|
8 |
NetSuite One Action Items |
|
customrecordentry |
229 |
F |
custrecordentry |
|
| 15 |
SW needs to provide the Case Types |
Jordan Alvarez |
12 |
Default Action Item Form |
92 |
8/28/2018 |
8/28/2018 12:00:00 AM |
10/9/2018 |
10/9/2018 12:00:00 AM |
10/5/2018 |
10/5/2018 12:00:00 AM |
|
15 |
F |
15 |
10/9/2018 4:45 pm |
|
|
#15 |
<p>9/18 ME More detailed information on a Case Type, case origin, why are customers calling such as Order Status, Broken Item, etc. Jordan will send what they use.</p><p>Note: Case is incident (question/problem/inquiry) - non-transactional. Different from Opportunity, which is a potential Sale.<br></p><p><br></p><p>10/9 Brooke closed this Action Item because Jordan provided the Disposition PPT and Brooke created this setup on the Case form</p><p>-- Case Type was renamed to Contact Reason on the Case form, and includes all of those provided in the PPT</p> |
Brooke Winterhalder |
8 |
|
|
|
Call to Resolution |
9 |
229 |
|
|
val_22556_3701406_581 |
Closed |
2 |
customrecord_ns_ps_mfg_action_items |
|
rectype=229&e=T&id=15 |
15 |
|
8 |
NetSuite One Action Items |
|
customrecordentry |
229 |
F |
custrecordentry |
|
| 16 |
NS to investigate if Cases can have a restrictive view |
Brooke Winterhalder |
8 |
Default Action Item Form |
92 |
8/28/2018 |
8/28/2018 12:00:00 AM |
|
|
9/12/2018 |
9/12/2018 12:00:00 AM |
|
16 |
F |
16 |
9/18/2018 12:14 pm |
|
|
#16 |
<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"><span style="background:aqua;mso-highlight:aqua">~~~Presented the workaround on 9/10, and awaiting details on if it will work</span></p> |
Brooke Winterhalder |
8 |
|
|
|
Call to Resolution |
9 |
229 |
|
|
val_22557_3701406_868 |
Closed |
2 |
customrecord_ns_ps_mfg_action_items |
|
rectype=229&e=T&id=16 |
16 |
|
8 |
NetSuite One Action Items |
|
customrecordentry |
229 |
F |
custrecordentry |
|
| 17 |
SW needs to provide the specifics of what current notifications and report details are needed for Cases |
Brooke Winterhalder |
8 |
Default Action Item Form |
92 |
8/28/2018 |
8/28/2018 12:00:00 AM |
10/19/2018 |
10/19/2018 12:00:00 AM |
10/19/2018 |
10/19/2018 12:00:00 AM |
|
17 |
F |
17 |
10/22/2018 3:25 pm |
|
|
#17 |
<p style="margin:0in;font-family:Calibri;font-size:11.0pt">10/19 After session, it was established that over time, gaps will be found and transparency its cases will be needed, so is tbd as of now</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">10/12 ME Brooke to reach out to Jordan to set this up.<br></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">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 - escalate ideally to distribution group (need to set up distribution group) after 48 hours<br></p><p style="margin:0in;font-family:Calibri;font-size:11.0pt">-- NS to create, but first step is receiving those details from SW</p><p style="margin:0in;font-family:Calibri;font-size:11.0pt">** Suggestion: Think of what you have now, what you want to know, etc. (take a peak at saved searches and reports already available)</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">**
Some future Saved Searches for dashboard notifications of cases being Open for
so many days, etc.</p> |
Brooke Winterhalder |
8 |
|
|
|
Call to Resolution |
9 |
229 |
|
|
val_22558_3701406_548 |
Closed |
2 |
customrecord_ns_ps_mfg_action_items |
|
rectype=229&e=T&id=17 |
17 |
|
8 |
NetSuite One Action Items |
|
customrecordentry |
229 |
F |
custrecordentry |
|
| 18 |
Spa World to develop sample marketing templates for use in WTs |
Jordan Alvarez |
12 |
Default Action Item Form |
92 |
8/27/2018 |
8/27/2018 12:00:00 AM |
|
|
10/12/2018 |
10/12/2018 12:00:00 AM |
|
18 |
F |
18 |
10/12/2018 1:30 pm |
6 |
6 |
#18 |
10/12 ME Spa World has designers that can work on these templates in the future. |
Mihir Bhatnagar |
7 |
|
Medium |
2 |
Marketing to ROI |
3 |
229 |
|
|
val_22560_3701406_692 |
Closed |
2 |
customrecord_ns_ps_mfg_action_items |
|
rectype=229&e=T&id=18 |
18 |
|
7 |
NetSuite One Action Items |
|
customrecordentry |
229 |
F |
custrecordentry |
|
| 19 |
Brooke to add the Discount items with proper accounting impacts (10, 15, 20%) |
Brooke Winterhalder |
8 |
Default Action Item Form |
92 |
8/31/2018 |
8/31/2018 12:00:00 AM |
9/10/2018 |
9/10/2018 12:00:00 AM |
9/6/2018 |
9/6/2018 12:00:00 AM |
|
19 |
F |
19 |
9/10/2018 3:12 pm |
7 |
7 |
#19 |
Items are created, they just need the proper Accounts associated with them<br><br>Awaiting COA upload (Tuesday 9/4 is expected upload day) |
Brooke Winterhalder |
8 |
|
|
|
Lead to Quote |
4 |
229 |
|
|
val_22581_3701406_382 |
Closed |
2 |
customrecord_ns_ps_mfg_action_items |
|
rectype=229&e=T&id=19 |
19 |
|
8 |
NetSuite One Action Items |
|
customrecordentry |
229 |
F |
custrecordentry |
|
| 20 |
After Discount item Saved Search needs are established, Brooke to create those dashboard alerts |
Brooke Winterhalder |
8 |
Default Action Item Form |
92 |
8/31/2018 |
8/31/2018 12:00:00 AM |
10/19/2018 |
10/19/2018 12:00:00 AM |
10/19/2018 |
10/19/2018 12:00:00 AM |
|
20 |
F |
20 |
10/22/2018 3:26 pm |
7 |
7 |
#20 |
|
Brooke Winterhalder |
8 |
|
|
|
Lead to Quote |
4 |
229 |
|
|
val_22582_3701406_521 |
Closed |
2 |
customrecord_ns_ps_mfg_action_items |
|
rectype=229&e=T&id=20 |
20 |
|
8 |
NetSuite One Action Items |
|
customrecordentry |
229 |
F |
custrecordentry |
|
| 21 |
Finalize prefix to be used for Subsidiaries and if transaction prefixes are okay. Also will a customer prefix be used. |
Jordan Alvarez |
12 |
Default Action Item Form |
92 |
8/31/2018 |
8/31/2018 12:00:00 AM |
|
|
9/11/2018 |
9/11/2018 12:00:00 AM |
|
21 |
F |
21 |
9/18/2018 12:17 pm |
8 |
8 |
#21 |
9/11 All subsidiaries have been added. Shari to add addresses. Spa World will upload the Excel file today. (all documents)<BR>9/18 Set up 3 character prefixes |
Shari Fitzgerald |
6 |
|
|
|
Record to Report |
1 |
229 |
|
|
val_22586_3701406_866 |
Closed |
2 |
customrecord_ns_ps_mfg_action_items |
|
rectype=229&e=T&id=21 |
21 |
|
6 |
NetSuite One Action Items |
|
customrecordentry |
229 |
F |
custrecordentry |
|
| 22 |
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 |
Kristoff Tatur |
-5 |
Default Action Item Form |
92 |
8/31/2018 |
8/31/2018 12:00:00 AM |
|
|
9/21/2018 |
9/21/2018 12:00:00 AM |
|
22 |
F |
22 |
9/25/2018 11:58 am |
8 |
8 |
#22 |
9/11 Questions:
<ol style="margin-top:0in" start="1" type="1"><li class="MsoNormal" style="mso-list:l0 level1 lfo1"><span style="mso-fareast-font-family:
"Times New Roman"">Are all of your item numbers unique? You don’t
share any items between customers that require lead time information. </span></li><li class="MsoNormal" style="mso-list:l0 level1 lfo1"><span style="mso-fareast-font-family:
"Times New Roman"">Is the lead time number of days calendar or business
days?</span></li><li class="MsoNormal" style="mso-list:l0 level1 lfo1"><span style="mso-fareast-font-family:
"Times New Roman"">Do you factor in holidays when determining the expected
ship date based on the lead time?</span></li></ol>Spa World working internally to determine best way to provide the date. Ideally, use the date from EDI order (map to expected ship date field). For orders not coming from EDI - open question. Some will be same day (small packages). Could we set the lead time by item? (no, Production SKU shared by customers)<br>
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Shari Fitzgerald |
6 |
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Order to Cash_Return to Credit |
7 |
229 |
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val_22587_3701406_467 |
Closed |
2 |
customrecord_ns_ps_mfg_action_items |
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rectype=229&e=T&id=22 |
22 |
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6 |
NetSuite One Action Items |
|
customrecordentry |
229 |
F |
custrecordentry |
|
| 23 |
Return email address for subsidiaries |
Jordan Alvarez |
12 |
Default Action Item Form |
92 |
8/31/2018 |
8/31/2018 12:00:00 AM |
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9/7/2018 |
9/7/2018 12:00:00 AM |
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23 |
F |
23 |
9/11/2018 12:06 pm |
8 |
8 |
#23 |
Use NO_REPLY |
Shari Fitzgerald |
6 |
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Record to Report |
1 |
229 |
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val_22588_3701406_563 |
Closed |
2 |
customrecord_ns_ps_mfg_action_items |
|
rectype=229&e=T&id=23 |
23 |
|
6 |
NetSuite One Action Items |
|
customrecordentry |
229 |
F |
custrecordentry |
|
| 24 |
Cross-sale items versus the upsell and uploading of items. Shari verified there is no option for the cross sell or import of items. just the upselling of items as outlined in SA9488. |
Shari Fitzgerald |
6 |
Default Action Item Form |
92 |
8/31/2018 |
8/31/2018 12:00:00 AM |
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24 |
F |
24 |
8/31/2018 11:39 am |
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#24 |
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Shari Fitzgerald |
6 |
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Marketing to ROI |
3 |
229 |
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val_22591_3701406_231 |
Closed |
2 |
customrecord_ns_ps_mfg_action_items |
|
rectype=229&e=T&id=24 |
24 |
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6 |
NetSuite One Action Items |
|
customrecordentry |
229 |
F |
custrecordentry |
|
| 25 |
Finish RTR Cofiguration (preferences, taxes, accounting lists, etc.) |
Shari Fitzgerald |
6 |
Default Action Item Form |
92 |
8/31/2018 |
8/31/2018 12:00:00 AM |
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9/21/2018 |
9/21/2018 12:00:00 AM |
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25 |
F |
25 |
9/25/2018 11:26 am |
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#25 |
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Shari Fitzgerald |
6 |
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Record to Report |
1 |
229 |
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val_22592_3701406_710 |
Closed |
2 |
customrecord_ns_ps_mfg_action_items |
|
rectype=229&e=T&id=25 |
25 |
|
6 |
NetSuite One Action Items |
|
customrecordentry |
229 |
F |
custrecordentry |
|
| 26 |
- Maggie to schedule recurring PM meeting Friday at 1 pm EST. |
Maggie Everts |
4 |
Default Action Item Form |
92 |
8/31/2018 |
8/31/2018 12:00:00 AM |
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8/31/2018 |
8/31/2018 12:00:00 AM |
|
26 |
F |
26 |
8/31/2018 4:57 pm |
9 |
9 |
#26 |
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Maggie Everts |
4 |
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229 |
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val_22653_3701406_559 |
Closed |
2 |
customrecord_ns_ps_mfg_action_items |
|
rectype=229&e=T&id=26 |
26 |
|
4 |
NetSuite One Action Items |
|
customrecordentry |
229 |
F |
custrecordentry |
|
| 27 |
- Maggie to send updated meeting invite for Plan to Produce Personalization Session. |
Maggie Everts |
4 |
Default Action Item Form |
92 |
8/31/2018 |
8/31/2018 12:00:00 AM |
|
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8/31/2018 |
8/31/2018 12:00:00 AM |
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27 |
F |
27 |
8/31/2018 4:57 pm |
9 |
9 |
#27 |
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Maggie Everts |
4 |
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229 |
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val_22654_3701406_188 |
Closed |
2 |
customrecord_ns_ps_mfg_action_items |
|
rectype=229&e=T&id=27 |
27 |
|
4 |
NetSuite One Action Items |
|
customrecordentry |
229 |
F |
custrecordentry |
|
| 28 |
- Maggie to follow up with Tom at Verenia to add milestones to overall project plan. |
Maggie Everts |
4 |
Default Action Item Form |
92 |
8/31/2018 |
8/31/2018 12:00:00 AM |
|
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9/4/2018 |
9/4/2018 12:00:00 AM |
|
28 |
F |
28 |
9/11/2018 12:06 pm |
9 |
9 |
#28 |
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Maggie Everts |
4 |
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229 |
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val_22655_3701406_839 |
Closed |
2 |
customrecord_ns_ps_mfg_action_items |
|
rectype=229&e=T&id=28 |
28 |
|
4 |
NetSuite One Action Items |
|
customrecordentry |
229 |
F |
custrecordentry |
|
| 29 |
- Maggie to include Training tasks in overall project plan. |
Maggie Everts |
4 |
Default Action Item Form |
92 |
8/31/2018 |
8/31/2018 12:00:00 AM |
|
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9/4/2018 |
9/4/2018 12:00:00 AM |
|
29 |
F |
29 |
9/11/2018 12:06 pm |
9 |
9 |
#29 |
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Maggie Everts |
4 |
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229 |
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|
val_22656_3701406_847 |
Closed |
2 |
customrecord_ns_ps_mfg_action_items |
|
rectype=229&e=T&id=29 |
29 |
|
4 |
NetSuite One Action Items |
|
customrecordentry |
229 |
F |
custrecordentry |
|
| 30 |
- Scott to follow up with Venkat to send presentation presented along with additional information to prepare for WMS configuration sessions and UAT scripts. |
Scott Christensen |
9 |
Default Action Item Form |
92 |
8/31/2018 |
8/31/2018 12:00:00 AM |
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9/7/2018 |
9/7/2018 12:00:00 AM |
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30 |
F |
30 |
9/11/2018 12:07 pm |
9 |
9 |
#30 |
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Maggie Everts |
4 |
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229 |
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val_22657_3701406_668 |
Closed |
2 |
customrecord_ns_ps_mfg_action_items |
|
rectype=229&e=T&id=30 |
30 |
|
4 |
NetSuite One Action Items |
|
customrecordentry |
229 |
F |
custrecordentry |
|
| 31 |
Schedule follow up meeting regarding cross-sell, upsell and lead time. |
Maggie Everts |
4 |
Default Action Item Form |
92 |
9/6/2018 |
9/6/2018 12:00:00 AM |
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9/10/2018 |
9/10/2018 12:00:00 AM |
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31 |
F |
31 |
9/11/2018 12:08 pm |
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#31 |
9/11 Internal meeting last week; Kyle scheduling follow up meeting with Kristoff Thursday. |
Maggie Everts |
4 |
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High |
3 |
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229 |
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val_22750_3701406_526 |
Closed |
2 |
customrecord_ns_ps_mfg_action_items |
|
rectype=229&e=T&id=31 |
31 |
|
4 |
NetSuite One Action Items |
|
customrecordentry |
229 |
F |
custrecordentry |
|
| 32 |
Schedule initial SuitePeople meeting. |
Maggie Everts |
4 |
Default Action Item Form |
92 |
9/6/2018 |
9/6/2018 12:00:00 AM |
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10/2/2018 |
10/2/2018 12:00:00 AM |
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32 |
F |
32 |
10/12/2018 1:30 pm |
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#32 |
9/11 Kayla send introductory email and questionnaire; Jordan forwarded to Millie; Millie will complete in a couple of weeks and we will schedule the initial meeting in early October. |
Maggie Everts |
4 |
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Medium |
2 |
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229 |
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val_22752_3701406_442 |
Closed |
2 |
customrecord_ns_ps_mfg_action_items |
|
rectype=229&e=T&id=32 |
32 |
|
4 |
NetSuite One Action Items |
|
customrecordentry |
229 |
F |
custrecordentry |
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| 33 |
Send WMS presentation presented along with additional information to prepare for WMS configuration sessions and UAT scripts. |
Venkata Ramavathu |
24 |
Default Action Item Form |
92 |
8/31/2018 |
8/31/2018 12:00:00 AM |
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9/6/2018 |
9/6/2018 12:00:00 AM |
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33 |
F |
33 |
9/6/2018 11:49 am |
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#33 |
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Maggie Everts |
4 |
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229 |
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|
val_22753_3701406_646 |
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customrecord_ns_ps_mfg_action_items |
|
rectype=229&e=T&id=33 |
33 |
|
4 |
NetSuite One Action Items |
|
customrecordentry |
229 |
F |
custrecordentry |
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| 34 |
Send WMS BRD. |
Venkata Ramavathu |
24 |
Default Action Item Form |
92 |
9/6/2018 |
9/6/2018 12:00:00 AM |
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9/7/2018 |
9/7/2018 12:00:00 AM |
|
34 |
F |
34 |
9/11/2018 11:47 am |
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#34 |
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Maggie Everts |
4 |
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High |
3 |
|
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229 |
|
|
val_22754_3701406_439 |
Closed |
2 |
customrecord_ns_ps_mfg_action_items |
|
rectype=229&e=T&id=34 |
34 |
|
4 |
NetSuite One Action Items |
|
customrecordentry |
229 |
F |
custrecordentry |
|
| 35 |
Set up sample data for cross-sell and upsell opportunities. This is the custom fields on the items. |
Michael Alcantara |
15 |
Default Action Item Form |
92 |
9/6/2018 |
9/6/2018 12:00:00 AM |
|
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10/26/2018 |
10/26/2018 12:00:00 AM |
|
35 |
F |
35 |
10/23/2018 12:16 pm |
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#35 |
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Maggie Everts |
4 |
|
High |
3 |
Design to Build |
2 |
229 |
|
|
val_22755_3701406_691 |
Open |
1 |
customrecord_ns_ps_mfg_action_items |
|
rectype=229&e=T&id=35 |
35 |
|
4 |
NetSuite One Action Items |
|
customrecordentry |
229 |
F |
custrecordentry |
|
| 36 |
Need list of SubDepartments. If more than 10 please use the Department Templa
te. |
Daniel Hyman |
18 |
Default Action Item Form |
92 |
9/13/2018 |
9/13/2018 12:00:00 AM |
|
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10/26/2018 |
10/26/2018 12:00:00 AM |
|
36 |
F |
36 |
10/24/2018 4:17 pm |
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#36 |
10/23 ME Kristoff will get the file from Daniel today and upload it. |
Shari Fitzgerald |
6 |
|
|
|
Record to Report |
1 |
229 |
|
|
val_23471_3701406_311 |
Closed |
2 |
customrecord_ns_ps_mfg_action_items |
|
rectype=229&e=T&id=36 |
36 |
|
6 |
NetSuite One Action Items |
|
customrecordentry |
229 |
F |
custrecordentry |
|
| 37 |
Need Class template to upload. Shari provided example of SW hierarchy. Also loaded one in NS |
Kristoff Tatur |
-5 |
Default Action Item Form |
92 |
9/13/2018 |
9/13/2018 12:00:00 AM |
|
|
9/26/2018 |
9/26/2018 12:00:00 AM |
|
37 |
F |
37 |
10/23/2018 12:18 pm |
|
|
#37 |
10/23 ME Kristoff will complete updates and upload tonight. |
Shari Fitzgerald |
6 |
|
|
|
Record to Report |
1 |
229 |
|
|
val_23472_3701406_383 |
Open |
1 |
customrecord_ns_ps_mfg_action_items |
|
rectype=229&e=T&id=37 |
37 |
|
6 |
NetSuite One Action Items |
|
customrecordentry |
229 |
F |
custrecordentry |
|
| 38 |
Controller Role should be only one with Journal approval |
Shari Fitzgerald |
6 |
Default Action Item Form |
92 |
9/13/2018 |
9/13/2018 12:00:00 AM |
|
|
10/26/2018 |
10/26/2018 12:00:00 AM |
|
38 |
F |
38 |
11/21/2018 5:16 pm |
|
|
#38 |
|
Shari Fitzgerald |
6 |
|
|
|
Record to Report |
1 |
229 |
|
|
val_23473_3701406_815 |
Closed |
2 |
customrecord_ns_ps_mfg_action_items |
|
rectype=229&e=T&id=38 |
38 |
|
6 |
NetSuite One Action Items |
|
customrecordentry |
229 |
F |
custrecordentry |
|
| 39 |
Please select Logo for the following Subsidiaries: Depot Lot, Galei, Homemart.
Also, I assume no logo for Payroll or Sales Subs. |
Kristoff Tatur |
-5 |
Default Action Item Form |
92 |
9/13/2018 |
9/13/2018 12:00:00 AM |
|
|
9/28/2018 |
9/28/2018 12:00:00 AM |
|
39 |
F |
39 |
9/25/2018 12:04 pm |
|
|
#39 |
|
Shari Fitzgerald |
6 |
|
|
|
Record to Report |
1 |
229 |
|
|
val_23474_3701406_925 |
Closed |
2 |
customrecord_ns_ps_mfg_action_items |
|
rectype=229&e=T&id=39 |
39 |
|
6 |
NetSuite One Action Items |
|
customrecordentry |
229 |
F |
custrecordentry |
|
| 40 |
1. I’ve loaded the accounts with the exception of the Accrued Purchases. That is a NS account that is an Other Current Liability. I gave it the number but the type can’t be AP. You can change the number if you would like.
2. There are three other accounts that will be needed. I just need numbers for them because they are NS system accounts:
Advances Paid Other Current Asset
Inventory In Transit Other Current Asset
Purchases Returned Not Credited Other Current Asset
3. I also need to know what account you would like inventory count adjustments to go to. |
Daniel Hyman |
18 |
Default Action Item Form |
92 |
9/17/2018 |
9/17/2018 12:00:00 AM |
|
|
10/26/2018 |
10/26/2018 12:00:00 AM |
|
40 |
F |
40 |
10/23/2018 12:20 pm |
|
|
#40 |
|
Shari Fitzgerald |
6 |
|
Low |
1 |
Record to Report |
1 |
229 |
|
|
val_23653_3701406_162 |
Open |
1 |
customrecord_ns_ps_mfg_action_items |
|
rectype=229&e=T&id=40 |
40 |
|
6 |
NetSuite One Action Items |
|
customrecordentry |
229 |
F |
custrecordentry |
|
| 41 |
Credit Card Gateway |
Daniel Hyman |
18 |
Default Action Item Form |
92 |
9/18/2018 |
9/18/2018 12:00:00 AM |
|
|
10/26/2018 |
10/26/2018 12:00:00 AM |
|
41 |
F |
41 |
10/23/2018 12:20 pm |
|
|
#41 |
|
Shari Fitzgerald |
6 |
|
|
|
Record to Report |
1 |
229 |
|
|
val_23671_3701406_996 |
Open |
1 |
customrecord_ns_ps_mfg_action_items |
|
rectype=229&e=T&id=41 |
41 |
|
6 |
NetSuite One Action Items |
|
customrecordentry |
229 |
F |
custrecordentry |
|
| 42 |
Upload Customers and Vendors |
Mihir Bhatnagar |
7 |
Default Action Item Form |
92 |
9/18/2018 |
9/18/2018 12:00:00 AM |
|
|
9/21/2018 |
9/21/2018 12:00:00 AM |
|
42 |
F |
42 |
9/25/2018 12:08 pm |
|
|
#42 |
9/18 ME Kristoff to upload data to file cabinet and email Mihir when ready for CSV upload in NS. |
Maggie Everts |
4 |
|
High |
3 |
|
|
229 |
|
|
val_23672_3701406_493 |
Closed |
2 |
customrecord_ns_ps_mfg_action_items |
|
rectype=229&e=T&id=42 |
42 |
|
4 |
NetSuite One Action Items |
|
customrecordentry |
229 |
F |
custrecordentry |
|
| 43 |
Upload items |
Kyle Richard |
11 |
Default Action Item Form |
92 |
9/18/2018 |
9/18/2018 12:00:00 AM |
|
|
10/26/2018 |
10/26/2018 12:00:00 AM |
|
43 |
F |
43 |
12/14/2018 3:16 pm |
|
|
#43 |
9/18 ME Kristoff to upload data to file cabinet and email Kyle when ready for CSV upload in NS.<BR>10/23 ME Kristoff to upload complete item DM templates. |
Maggie Everts |
4 |
|
High |
3 |
|
|
229 |
|
|
val_23673_3701406_765 |
Closed |
2 |
customrecord_ns_ps_mfg_action_items |
|
rectype=229&e=T&id=43 |
43 |
|
4 |
NetSuite One Action Items |
|
customrecordentry |
229 |
F |
custrecordentry |
|
| 44 |
Electronic Banking Data |
Daniel Hyman |
18 |
Default Action Item Form |
92 |
9/18/2018 |
9/18/2018 12:00:00 AM |
|
|
10/26/2018 |
10/26/2018 12:00:00 AM |
|
44 |
F |
44 |
10/23/2018 12:21 pm |
|
|
#44 |
|
Shari Fitzgerald |
6 |
|
|
|
Record to Report |
1 |
229 |
|
|
val_23688_3701406_195 |
Open |
1 |
customrecord_ns_ps_mfg_action_items |
|
rectype=229&e=T&id=44 |
44 |
|
6 |
NetSuite One Action Items |
|
customrecordentry |
229 |
F |
custrecordentry |
|
| 45 |
Decide if you will use Estimated Landed Costs will be used because standard cost is being used. Review SA 49853 for more information on this or if landed costs will be part of the standard cost. Duplicate of 47. |
Daniel Hyman |
18 |
Default Action Item Form |
92 |
9/18/2018 |
9/18/2018 12:00:00 AM |
|
|
10/26/2018 |
10/26/2018 12:00:00 AM |
|
45 |
F |
45 |
10/24/2018 4:57 pm |
|
|
#45 |
10/23 ME Shari to meet with Daniel prior to Friday to finalize finance decisions. |
Shari Fitzgerald |
6 |
|
|
|
Procure to Pay_Return to Debit |
6 |
229 |
|
|
val_23689_3701406_958 |
Closed |
2 |
customrecord_ns_ps_mfg_action_items |
|
rectype=229&e=T&id=45 |
45 |
|
6 |
NetSuite One Action Items |
|
customrecordentry |
229 |
F |
custrecordentry |
|
| 46 |
Decision needed on cost method of resale items
10/24 DH - All items will be STD Cost. |
Daniel Hyman |
18 |
Default Action Item Form |
92 |
9/18/2018 |
9/18/2018 12:00:00 AM |
|
|
10/8/2018 |
10/8/2018 12:00:00 AM |
|
46 |
F |
46 |
10/24/2018 4:57 pm |
|
|
#46 |
|
Shari Fitzgerald |
6 |
|
|
|
Design to Build |
2 |
229 |
|
|
val_23690_3701406_154 |
Closed |
2 |
customrecord_ns_ps_mfg_action_items |
|
rectype=229&e=T&id=46 |
46 |
|
6 |
NetSuite One Action Items |
|
customrecordentry |
229 |
F |
custrecordentry |
|
| 47 |
Decision needed on capitalizing or estimating landed cost on std cost items. 10/24 DH Decided on Estimated Landed cost - will show this during WT. |
Daniel Hyman |
18 |
Default Action Item Form |
92 |
9/18/2018 |
9/18/2018 12:00:00 AM |
|
|
10/8/2018 |
10/8/2018 12:00:00 AM |
|
47 |
F |
47 |
10/24/2018 4:56 pm |
|
|
#47 |
|
Shari Fitzgerald |
6 |
|
|
|
Procure to Pay_Return to Debit |
6 |
229 |
|
|
val_23691_3701406_283 |
Closed |
2 |
customrecord_ns_ps_mfg_action_items |
|
rectype=229&e=T&id=47 |
47 |
|
6 |
NetSuite One Action Items |
|
customrecordentry |
229 |
F |
custrecordentry |
|
| 48 |
Want a link of the Lead’s Opportunity on the Lead record |
Brooke Winterhalder |
8 |
Default Action Item Form |
92 |
10/3/2018 |
10/3/2018 12:00:00 AM |
10/9/2018 |
10/9/2018 12:00:00 AM |
10/17/2018 |
10/17/2018 12:00:00 AM |
|
48 |
F |
48 |
10/9/2018 4:38 pm |
12 |
12 |
#48 |
When an Opportunity is made for a Lead, this entity is converted to a Prospect. Therefore there is no need for this<br>Lists > Relationships > Prospects<BR>- On the Prospect record's Sales tab, you can look at Transactions, Opportunities, etc. that have been created for that entity |
Brooke Winterhalder |
8 |
|
|
|
Lead to Quote |
4 |
229 |
|
|
val_24449_3701406_260 |
Closed |
2 |
customrecord_ns_ps_mfg_action_items |
|
rectype=229&e=T&id=48 |
48 |
|
8 |
NetSuite One Action Items |
|
customrecordentry |
229 |
F |
custrecordentry |
|
| 49 |
Want an additional Item Category (interest) field on the Lead => Prospect => Customer |
Brooke Winterhalder |
8 |
Default Action Item Form |
92 |
10/3/2018 |
10/3/2018 12:00:00 AM |
10/23/2018 |
10/23/2018 12:00:00 AM |
10/26/2018 |
10/26/2018 12:00:00 AM |
|
49 |
F |
49 |
10/23/2018 12:50 pm |
12 |
12 |
#49 |
<ol style="margin: 0in 0px 0in 0in; padding: 0px; list-style-position: outside; list-style-image: none; box-sizing: border-box; color: rgb(38, 38, 38); background-color: rgb(255, 255, 255); direction: ltr; unicode-bidi: embed; font-family: Cambria; font-size: 12pt;" type="1"><li style="margin: 0px; padding: 0px; box-sizing: border-box; vertical-align: middle;"><span style="box-sizing: border-box; font-size: 12pt;">Want additional field on the Lead, and to carry to the Opportunity and Customer form</span></li><ol style="margin: 0in 0px 0in 0.375in; padding: 0px; list-style-position: outside; list-style-image: none; box-sizing: border-box; direction: ltr; unicode-bidi: embed; font-size: 12pt;" type="a"><li value="1" style="margin: 0px; padding: 0px; box-sizing: border-box; vertical-align: middle;"><span style="box-sizing: border-box; font-size: 12pt;">Mulit-select, mandatory to fill out (checkbox cannot be mandatory)<br></span></li></ol></ol><br>10/23 ME 4 main categories:<BR>- Walk-in tub<BR>- Atlantis bathtubs<BR>- ANZZI products<BR>- SteamSpa |
Brooke Winterhalder |
8 |
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Lead to Quote |
4 |
229 |
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val_24450_3701406_658 |
Closed |
2 |
customrecord_ns_ps_mfg_action_items |
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rectype=229&e=T&id=49 |
49 |
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8 |
NetSuite One Action Items |
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customrecordentry |
229 |
F |
custrecordentry |
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| 50 |
Want to store that Lead/Prospect is Taxable on the record |
Brooke Winterhalder |
8 |
Default Action Item Form |
92 |
10/3/2018 |
10/3/2018 12:00:00 AM |
10/16/2018 |
10/16/2018 12:00:00 AM |
10/17/2018 |
10/17/2018 12:00:00 AM |
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50 |
F |
50 |
10/16/2018 2:21 pm |
12 |
12 |
#50 |
10/10 - Brooke added the "Taxable" checkbox to the Main area (under Classification section) of the Lead and Prospect forms\<BR><br>-- Does not appear upon Entry, but once the Subsidiary is chosen, the field appears<BR><br>10/16 - Addressed this in the status call, and Shari set the default for Customer's to not be taxable (unchecked "Taxable") box<BR>-- Taxable check boxes on Entity records are still accessible and can be checked if is the case for the certain customer |
Brooke Winterhalder |
8 |
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Lead to Quote |
4 |
229 |
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val_24451_3701406_818 |
Closed |
2 |
customrecord_ns_ps_mfg_action_items |
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rectype=229&e=T&id=50 |
50 |
|
8 |
NetSuite One Action Items |
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customrecordentry |
229 |
F |
custrecordentry |
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