Author: Jobin Jose

There is a standard forecasting report called the sales pipeline report. This can be used for predicting the sales for the upcoming days. In this standard report analyzing the quotes created and Quote- won, closed quote and predicts the sales for next month

Navigate to Set up > Suitecommerce advanced > SSP Application Click on view link of the SSP that need to be mapped to the domain and website record. For mapping to website record, on SSP page, there is a “Link to Site” button. Click on that. In next page, select the website record and save.… Continue reading How to map an SCA SSP to website record and domain

The normal alert function will work only for the client scripts. So throw the alert using the error module. So the alert can be provided using the serverside scripts.

Bundle Deployment Overview This document is designed as a guide for the deployment of the India Financials First Premium Edition also known as IN FF PRM. Any deviations from this sequence will result in an incomplete installation. IMPORTANT NOTES: It is critical to follow the installation sequence exactly as laid out in this guide &… Continue reading SuiteSuccess India Financials First Premium Bundle Deployment Guide

Define Marketing Strategy, including goals and metrics to measure campaign performance Marketing Templates drive efficiency in setting up new Marketing Campaigns Create and manage dynamic Customer Groups to deliver marketing to targeted audiences Entice new and existing customers to buy now with promotions, and tie offers to campaigns to track the effectiveness Report on ROI… Continue reading Marketing

Data migration – list data Chart of Accounts Financial Segments Expense Categories Employees Vendors Items projects Project Tasks Data Migration – Transaction Data Historical Trial Balance (Consolidated) Open Trial Balance (Consolidated) Open AR Open AP Open Sales Orders Open Credit Memos Open Revenue Plans Open Vendor Credits NetSuite Automatic Upgrade Process 100% of our customer… Continue reading Data migration

The reference to the function to be executed on Browser Side after the response from Server

A PATHWAY TO SUCCESS With thousands of successful implementations, NetSuite has a deep understanding of businesses across all sectors and the many financial challenges they face. As the pace of change accelerates—especially for those still relying on aged, on-premise ERP systems— companies are struggling to keep up. While they strive to improve business performance and… Continue reading Data Sheet India Financials

Overall System Prep This information should have been filled out with the customer live during the Activation Introduction. If it wasn’t configured then, but instead sent by the customer after the call, use this table to identify where the customer’s details impact the system (last column). Company Name: How name should appear on forms Setup… Continue reading SYSTEM PREPARATION CONFIGURATION GUIDE

Program Setup and Operations Program Operations Setup > Segment Code / Budget Setup > Grantor and Constituent Reporting > Grant and Program Budget Versus Actual Reporting > Constituent and Grantor Billing > Coded Expense> Transactions > Organizational Financial Reporting Constituent and Grantor Billing New Grant, Program Established > YES > Cash, Deposit, Payment Applied to… Continue reading Nonprofit Operations