Record or Functionality Dunning Director/Accountant/ Administrator Dunning Manager or A/R Clerk Allow Individual Invoice Level Dunning Full View Dunning Configuration Edit View Dunning Level Rule Full View Dunning Pause Reason Full Full Dunning Procedure Full View Dunning Procedure Priority Edit View Dunning Template Full Edit Dunning Procedure Bulk Assignment Allowed Not allowed Dunning Bulk Update… Continue reading Dunning Permissions and Roles
Author: Reshma Joy
Customer : Address record Limitation
There is no limit with the number of addresses that user can enter on a customer record (shipping and billing). Notes: Please note, if user has around 100,000 addresses for each customer record for example, it might cause slowness in performance as data will become difficult to manage and may timeout at times due to high… Continue reading Customer : Address record Limitation
Project management Method : RACI
A RACI chart, also called a RACI matrix, is a type of responsibility assignment matrix (RAM) in project management. In practice, it’s a simple spreadsheet or table that lists all stakeholders on a project and their level involvement in each task, denoted with the letters R, A, C or I. Once these roles are defined,… Continue reading Project management Method : RACI
UAT test case Template for Dunning Module ( Reference )
UAT Category Feature Scenario Cedar Tester CL Support Testing Status/ Issue log UAT COMPLETED DATE UAT 1 Dunning Module : Dunning Levels Level 1 -5) Days > $0 USD and (-5) Days UAT 2 Dunning Module : Dunning Levels Level 2 1- 6 Days, > $0 USD and date due 1-5 Days UAT 3 Dunning… Continue reading UAT test case Template for Dunning Module ( Reference )
Procure to Pay : Process Details as per Exact Module( Suite success Edition)
1. Procure to Pay Procurement & Replenishment covers all aspects of item procurement, item movements between locations, and accounts payable processing. User Stories ID Title User Story 1.0 Procurement Strategy The Procurement Manager and accounting staff will define the procurement strategy.Ensure there is a defined a procurement reporting strategy which supports the procurement strategy through accurate… Continue reading Procure to Pay : Process Details as per Exact Module( Suite success Edition)
Suite Success Standard Service Edition : Proposal Format
The document covers the scope of configuration and implementation of NetSuite Suite success Standard Service This document is an effort to explain how we as a NetSuite partner can bring value to your business to solve the business pain areas, modernize the systems and processes for improving agility and thereby harness your maximum growth… Continue reading Suite Success Standard Service Edition : Proposal Format
Clear Tax Direct Integration Steps : Without GSP configuration Method
Direct API- Clear Tax Functional Setup 1 API Setup design 2 Create a button and mapping the fields to IRP from NetSuite 3 Integrate to IRP using the clear tax integration and Store the success response 4 Create button and map the fields for Response request 5 Integrate to the clear tax integration and store… Continue reading Clear Tax Direct Integration Steps : Without GSP configuration Method
NetSuite Suite Success Premium Wholesale Distribution Edition : NetSuite Implementation
This document is an effort to explain how we as a NetSuite partner can bring value to your business to solve the business pain areas, modernize the systems and processes for improving agility and thereby harness your maximum growth potential. The implementation tenure has identified a total of 50 working days without factoring in any… Continue reading NetSuite Suite Success Premium Wholesale Distribution Edition : NetSuite Implementation
Reference Questions for Discovery : Qualification of Lead
Q.n Questions 1 Company name (registered name) 2 Primary Contact, & Title(s) 3 Company website/ contact person email id 4 Parent company and Subsidiaries 5 Currencies 6 No of Users and roles expecting to access the system directly 7 Employees 8 Revenue 9 Age of… Continue reading Reference Questions for Discovery : Qualification of Lead
Product Description : Inventory Management Cloud Service and Procurement Cloud service
* Matrix Items: automatically manage multiple item options ** Serialized Inventory ** Bar Coding: items and transactions ** Lot Management ** Pick, Pack, Ship ** Automated Reorder Point / Lead Time Calculations ** Workflow to process warranty claims and to refund, replace or repair returned items ** Printable forms for better supply chain management ** Pack Station Mobile App Product industries may usually… Continue reading Product Description : Inventory Management Cloud Service and Procurement Cloud service