Within the NetSuite platform, users are granted access to a diverse range of standard reports tailored to the Order to Cash Process. These reports empower users to closely monitor and analyze crucial aspects of their sales operations, including order processing, invoicing, payment receipts, and customer accounts. By leveraging these standard reports, businesses can enhance their… Continue reading Standard reports in NetSuite related to the Order to Cash Process
Category: Business Analysis
This is the category for Business Analysts to post articles useful at their work.
Basic NetSuite Configurations Template
Before initiating the NetSuite implementation process for a client, the initial step involves performing basic configurations of the NetSuite. To commence this process, we require the client to complete a template with the necessary information. Once we have received them, we can proceed to set up the basic configurations for their NetSuite account. An example… Continue reading Basic NetSuite Configurations Template
Standard reports in the area of Purchasing and Accounts Payable
In NetSuite, users have access to a comprehensive set of standard reports specifically designed for Purchasing and Accounts Payable functions. These reports provide valuable insights into procurement processes, vendor transactions, and accounts payable activities, helping users track expenses, analyze vendor performance, and make informed financial decisions. The availability of these standard reports enhances transparency and… Continue reading Standard reports in the area of Purchasing and Accounts Payable
Business Requirement Document (East Electronics)
REQUIREMENT DOCUMENT FOR MynTahl Corporation DBA East Electronics The document provides an overview of the successful implementation of subsidiary in NetSuite for MynTahl Corporation DBA East Electronics. Additionally, it details the involvement and responsibilities of Jobin and Jismi IT Services LLP, who serve as official implementation partners for Oracle NetSuite. Submitted To MynTahl Corporation… Continue reading Business Requirement Document (East Electronics)
OKRs-objectives and key results
OKRs-objectives and key results is a goal-setting technique. OKRs are typically written with an Objective at the top and 3-5 supporting Key Results below it. They can also be written as a statement: I will (Objective) as measured by (Key Results). Objectives should be: Actionable Time-bound Ambitious Use OKRs when… You want to set more… Continue reading OKRs-objectives and key results
Add the Suitelet page as a popup on the button click
All the functions for opening the suitelet page are the same as the normal procedure. In the client script instead of using window.open use the below snippet. function testFunction(obj) { return (window.newPopUp = nlExtOpenWindow(obj.pathUrl, obj.name, obj.width, obj.height, {}));}
Prerequisite document – Hailstone
CRM Requirements This document covers summary of Prerequisites that is required from Hailstone team in relation with the CRM requirements put forth by Hailstone Innovations Pvt. Ltd. Queries based on the Sales Flow In the lead creation stage, could you kindly verify whether the leads are assigned to the sales representative after they are MQL… Continue reading Prerequisite document – Hailstone
Difference between Business requirement document and Functional specification document
Difference between a Business Requirement Document (BRD) and Functional Specification Document (FSD) Purpose: BRD: Describes the high-level business needs, goals, and objectives of a project or system. It focuses on “what” the system must do to meet the requirements of the business. FSD: Outlines the detailed functionality and features that will be supported by the… Continue reading Difference between Business requirement document and Functional specification document
How to write a user story
According to BABOK guidelines, a user story serves as a concise tool for expressing the specific requirements or needs of a user. It provides a brief and focused description of what an actor wants to accomplish and the underlying reasons. User stories should be open to further discussion and consideration to identify suitable solutions. They… Continue reading How to write a user story
MEETING MINUTES
How to write meeting minutes professionally. Meeting minutes includes- The location in which the meeting is conducted The attendees of the meeting The people who were invited but unable to attend the meeting The date and time on which the meeting is conducted The agenda of the meeting Discussions and findings from the meeting. Action… Continue reading MEETING MINUTES