Netsuite FAQs: View Sales Orders for Customer
FAQ: HOW DO I VIEW ALL SALES ORDERS AGAINST MY CUSTOMER? * Click Sales/Marketing > Customers > Search 2. Go to Name/ID and type in your customer name and it will pull up the Customer record. 3. Once inside the Customer Record you can then look at all Sales Orders by going to Sales at the botto…
Netsuite FAQs: Not Enough Licenses or Workshops
FAQ: What do I do if there is not enough licenses or workshops remaining to fulfill against? NetSuite does not allow negative balances within Items. In the event your balance is not sufficient based on what you need to track, please do the following: * Update the customer in advance to notify them that they will b…
Netsuite FAQs: Access Scheduled Fulfillments
FAQ: How to review Scheduled or Prior Item Fulfillments? There will be times where you may begin the fulfillment process early prior to finalizing the project and you have to come back to update or update the status to Complete for invoicing after the completion of the workshop. * Go to the Customer Profile * Sel…
Netsuite Video Tutorial: Tracking Named User License
Named User License. Named user licensing is more limited and with customers such as United Airlines, Farm Credit, Equifax, Yancey Brothers, etc. This license is typically when it allows a customer access to multiple programs within one license and those programs may flex from one user to the next. As an example, Uni…
Netsuite Managing a Design Project
How to manage a Design Project PMs will be responsible for managing the design and customization projects assigned to accompany workshops. They will partner with a senior consultant and manage the budget and completion of each. * Prior to a SO being marked to Active, Resourcing Management has assigned an instruct…
Netsuite License Tracking & Fulfillment
Tracking and Fulfillment of Licenses and SERVICES License fulfillment is at the SO level vs. the Project; however will be associated at times with a scheduled workshop. Review the contract terms on how a license is consumed (i.e. at the Accelerate™ or SPI-1 upon launch, upon participation in the workshop, upon regis…
Netsuite Training Resource Request
Training Resource Request Process PMs (CSA/CES) will be responsible for requesting a resource for each Project that contains a workshop. They will partner with the Sales representative and/or CSM and AD as needed on aligning on the skills required for the request (language, industry expertise, programs, etc.). The …
Netsuite Project Naming Conventions
The PM (CSA/CES) is responsible for properly naming the Project Title based on the following standard naming conventions associated with the project type. Project Type Naming Convention Example VILT Date_Program Type_Duration _Time Feb 2-5, 2021 Solution Selling 4x4h 1-5pm ET ILT Da…
Netsuite FAQs: Bundled Licenses
FAQ: If a license is a bundle do i need to fulfill all items within the bundle at once? Yes, given the grouping/bundling within NetSuite the PM will need to fulfill all components against that. For more details on License Tracking in Netsuite read the full article here: Knowledge Portal Article
