NetSuite Features and Preferences Questions Flashcards
Name 3 of 7 considerations for NetSuite accounts that do not have the Advances Taxes feature enabled:
For NetSuite accounts without the Advances Taxes feature, you must set up the following:
○ Tax Agency Vendors
○ Tax Control Accounts
○ Tax Types
○ Sales Tax Tables (for U.S. only)
○ Tax Periods (for all except U.S. and Canada)
○ Tax Codes, Tax Groups
○ Tax preferences on Setup > Accounting > Taxes > Set Up Taxes
What is the implication of clearing the “Enable Tax Lookup on Sales Transactions”?
Enable Tax Lookup on Sales Transactions - Clear this box if you do not want NetSuite to determine the correct tax code for customers based on their shipping addressed.
What is an alternative if you uncheck “Customers Default to Taxable”?
Customers Default to Taxable - Check this box if you want new customers to be charged tax by default. If you do not check this box, you can mark customers as taxable by checking the taxable box on customer records. Charities and nonprofit organizations are usually not taxable.
What is the advantage of checking “EXPENSE ALLOCATION” under “Enable Company Features”, “Accounting?
EXPENSE ALLOCATION
Check this box to account for fixed expenses without splitting them among individual departments, classes or locations in advance of incurring the expenses.
Use allocation schedules to create allocation journal entries on an ongoing basis that transfer funds from an expense account into one or more other accounts.
Which allocation feature (“Company” >”Enable Features”) > Accounting) is used in conjunction with Statistical Accounts?
“DYNAMIC ALLOCATION”
Check this box to dynamically calculate the weight of any statistical allocation, based on the balance of the statistical account through statistical journals, at the time the allocation journal is generated.
This feature also enables you to run multiple dynamic allocation schedules in a specific sequence, or batch.
This is an enhancement to the current fixed rate allocation where you must specify the fixed allocation weight for the entire life cycle of the allocation schedule.
This feature cannot be disabled after it has been used.
Setting "Company" >"Enable Features"> "Accounting" > "Advanced Features" > "Revenue Commitments" provides functionality that is most similar to:" A. Vendor Bill B. Sales Order C. PO D. Invoice
D. Invoice
Revenue Commitment exists so that a company can recognize revenue prior to billing customers. Revenue commitments appear and behave like an invoice in that both cause revenue recognition, based on sales orders and returns. However, an invoice creates a customer liability, while a revenue commitment does not trigger an invoice and customer liability.
Describe the setting located here: “Company” >”Enable Features”> “Accounting” > “Advanced Features” > “Consolidated Payments” allows for:
A.
Check the Consolidated Payments box to allows all payments, credits, and deposits to be accepted through the highest level customer in a customer-subcustomer hierarchy or through the individual subcustomer for whom the invoice is entered
Describe the setting located here: “Company” >”Enable Features”> “Accounting” > “Advanced Features” > “IN-TRANSIT PAYMENTS” allows for:
IN-TRANSIT PAYMENTS
Check the Consolidated Payments box to allows all payments, credits, and deposits to be accepted through the highest level customer in a customer-subcustomer hierarchy or through the individual subcustomer for whom the invoice is entered
Describe the setting located here: “Company” >”Enable Features”> “Accounting” > “Advanced Features” > “FOREIGN CURRENCY VARIANCE MAPPING” allows for:
Check this box to define posting rules that specify the accounts to which foreign currency variances post.
For information, see the help topic Foreign Currency Variance Mapping.
Describe the setting located here: “Company” >”Enable Features”> “Transactions” > “Sales” >
“MULTIPLE PRICES”
Check this box to be able to enter multiple sales prices for each item.
Multiple pricing allows you to customize sales prices for your customers.
Describe the setting located here: “Company” >”Enable Features”> “Transactions” > “Sales” >
“ALTERNATE SALES AMOUNT”
Check this box if you want to to calculate alternate sales amounts on sales orders, estimates, opportunities and return authorizations.
Alternate sales amounts can be used to calculate commission and sales forecasts and can be used to measure quotas.
Describe the setting located here: “Company” >”Enable Features”> “Transactions” > “Sales” >
“GROSS PROFIT”
Gross Profit = Sales – Costs
Gross profit estimates are based on a complex interaction of prices, discounts, costs, and ultimately gross profits at several levels. Gross profit estimates supply decision-making information to sales teams and executives throughout the sales process, from the opportunity stage early in the sales cycle on through to the issuance of an invoice. Check this box to enable use of gross profit.
Describe the setting located here: “Company” >”Enable Features”> “Transactions” > “Sales” >
“SUITEPROMOTIONS”
Check this box to allow multiple promotions to be added to a single order.
You can add a combination of order-level promotions, item-level promotions, and shipping promotions to any stackable order.
Describe the setting located here: “Company” >”Enable Features”> “Transactions” > “Shipping & Receiving “ >
“FULFILLMENT REQUEST”
Enable this feature to use the fulfillment request record in your fulfillment workflow. It is created from a sales order. A fulfillment request represents a list of items to be fulfilled at a location. When working with the fulfillment request, employees at the location can acknowledge it and then fulfill, reject, or cancel. They can also reject or cancel without acknowledging.
Describe the setting located here: “Company” >”Enable Features”> “Transactions” > “Shipping & Receiving “ >
“SHIPPING LABEL INTEGRATION”
GENERATE TRACKING NUMBERS AND SHIPPING LABELS WHEN YOU SHIP USING INTEGRATED SHIPPING ITEMS.
Check this box to integrate your NetSuite account with the shipping carriers you use, such as FedEx, UPS, and USPS/Endicia, to print shipping labels and track packages.
Describe the setting located here: “Company” >”Enable Features”> “Transactions” > “Shipping & Receiving “ >
“ADVANCED RECEIVING”
GIVES YOUR RECEIVING AND ACCOUNTING DEPARTMENTS SEPARATE PROCESSES FOR RECEIVING AND BILLING PURCHASE ORDERS.
Check the Advanced Receiving box to receive orders separately from bills.
With this feature, you can receive items before receiving a bill.
Describe the setting located here: “Company” >”Enable Features”> “Transactions” > “Shipping & Receiving “ >
“INBOUND SHIPMENT MANAGEMENT”
PROVIDES TRACKING AND MANAGEMENT OF INCOMING SHIPMENTS.
Check this box to create inbound shipments at Transactions > Purchases > Create Inbound Shipment.
Inbound shipments allow you to track key information relating to the progress of a shipment in a single place. Fields include, status, expected delivery date, bill of lading and so on.
Items can be assigned to the inbound shipment from multiple POs, and received directly from within the record. The feature supports bulk receiving and transfer orders
Describe the setting located here: “Company” >”Enable Features”> “Transactions” > “Billing” >
“ADVANCED BILLING”
Check this box to create billing schedules to invoice sales over a range of time or a contract term, such as a one-year membership billed monthly. Billing schedules manage the billing process to track when to invoice customers and how much to bill.
The Advanced Billing feature requires that you also enable the Sales Orders feature.
Describe the setting located here: “Company” >”Enable Features”> “Transactions” > “Billing” > “CHARGE-BASED BILLING”
CHARGE-BASED BILLING ALLOWS BILLABLE VALUE TO BE EXPRESSED AS CHARGES AND BILLED TO CUSTOMERS.
Charge-Based Billing enables you to create billable charges for projects.
Charges are calculated according to charge rules. These charge rules can be based on fixed dates, project progress, milestones, expenses, or on time entries.
Enabling this feature adds the Charge-Based billing type for projects and a Create Charges page to your account.
Describe the setting located here: “Company” >”Enable Features”> “Transactions” > “Billing” > “ADVANCED SUBSCRIPTION BILLING”
CREATE ADVANCED SUBSCRIPTIONS AND BILL CUSTOMERS FOR THEM, INCLUDING USAGE, ENHANCED SUBSCRIPTION RENEWALS, AND LIMITS FOR VOLUME PRICING.
Describe the setting located here: “Company” >”Enable Features”> “Transactions” > “Billing” > “TIME-BASED PRICING”
CREATE SUBSCRIPTIONS THAT HAVE PRICING CHANGES AT DEFINED INTERVALS OVER TIME. EXAMPLES INCLUDE FREE TRIALS, INTRODUCTORY PRICING, ETC.
Describe the setting located here: “Company” >”Enable Features”> “Transactions” > “Billing” > “SUBSCRIPTION BILLING”
CREATE SUBSCRIPTIONS AND BILL CUSTOMERS FOR THEM.
Describe the setting located here: “Company” >”Enable Features”> “Transactions” > “Billing” > “ADD-ON ITEMS”
ADD NEW ITEMS TO A SUBSCRIPTION ANYTIME, EVEN AFTER THE START OF THE SUBSCRIPTION.
Describe the setting located here: “Company” >”Enable Features”> “Transactions” > “Payment Processing” > “CREDIT CARD SOFT DESCRIPTORS”
USE SOFT DESCRIPTORS FOR CREDIT CARD TRANSACTIONS.
Check this box to create a list of soft descriptors, such as brand names, to associate with items you sell.
When customers purchase items and receive credit card statements, the related soft descriptor shows with each charge instead of your company name.
Create soft descriptors at Setup > Accounting > Credit Card Soft Descriptors, and associate them with items on item records.
Describe the setting located here: “Company” >”Enable Features”> “Transactions” > “Payment Processing” > “SEND PURCHASE CARD DATA”
INCLUDE PURCHASE CARD DATA WHEN PROCESSING CREDIT CARD PAYMENTS ON SALES TRANSACTIONS.
With the Purchase Card Data module, NetSuite identifies when payments are made with a purchase card so you can take advantage of potential lower card processing fees.
Purchase cards, also called Level II and Level III cards, can bring cost savings to you, the merchant, and to your customers.
When you enter a credit card payment for a customer, NetSuite determines, based on the card’s bank identification number (BIN), whether or not it is a purchase card. It then passes the extended transaction data along with the payment authorization request for processing.
Describe the setting located here: “Company” >”Enable Features”> “Transactions” > “Payment Processing” > “PAYMENT INSTRUMENTS”
IMPROVED HANDLING OF VARIOUS PAYMENT INSTRUMENTS, INCLUDING PAYMENT CARDS AND TOKENS.
{….}
Payment instrument is a set of fields that can be used to charge a shopper without any action on the shopper’s side.
The shopper does not have to take any action when, for example, the Card on file box was previously checked, or a token that represents a payment card was previously created.
[…]
An User Interface with and without Payment Instruments becomes available.
[…]
The following full-fledged records become available: Payment Card, Payment Card Token, and General Token. Previously, you had to use the Customer Record to handle credit cards. With the Payment Instruments records, you can perform the following actions:
Describe the setting located here: “Company” >”Enable Features”> “Items AND Inventory” > “Items” > “DROP SHIPMENTS & SPECIAL ORDERS”
PURCHASE ORDERS CAN BE AUTOMATICALLY CREATED WHEN A SALES ORDER FOR A DROP-SHIP OR SPECIAL ORDER ITEM IS ENTERED
Check this box to drop ship items directly from your vendors to your customers.
Purchase orders for drop ship items are generated automatically and show the preferred vendor for the item and the customer’s shipping address.
Describe the setting located here: “Company” >”Enable Features”> “Items AND Inventory” > “Items” > “MERCHANDISE HIERARCHY””
ORGANIZE ITEMS IN A HIERARCHICAL STRUCTURE TO REPORT ON PRODUCT SALES AND INVENTORY.
Check this box to allow the creation of merchandise hierarchies that provide a customized organization of your company’s merchandise.
Merchandise hierarchies help you identify shopper buying and demand trends related to your merchandise.
Describe the setting located here: “Company” >”Enable Features”> “Items AND Inventory” > “Items” > “PERSONALIZED CATALOG VIEWS”
DIVIDE YOUR CUSTOMERS INTO GROUPS AND DEFINE WHICH CATALOG ITEMS EACH GROUP CAN ACCESS.
Check this box to enable Personalized Catalog Views. This feature enables you to tailor which items are available to which customers on the web store.
Describe the setting located here: “Company” >”Enable Features”> “Items AND Inventory” > “Inventory” > “ADVANCED BILL OF MATERIALS”
Check this box to use Advanced Bills of Materials.
Enabling this feature can introduce changes to assembly, item revision, manufacturing routing, work order, assembly build, and assembly unbuild records. These changes could affect customizations and integrations related to these records.
Before moving Advanced BOM to production, test it thoroughly in your sandbox or Release Preview account. If you can only test on production, do it during off peak hours.
Describe the setting located here: “Company” >”Enable Features”> “Items AND Inventory” > “Inventory” > “INVENTORY STATUS”
ALLOW ASSIGNMENT OF DEFINED STATUSES TO INVENTORY TO TRACK ITEM CONDITIONS OR REQUIREMENTS. STATUSES CAN BE CREATED TO SUIT YOUR NEEDS.
Describe the setting located here: “Company” >”Enable Features”> “Items AND Inventory” > “Inventory” > “ADVANCED INVENTORY MANAGEMENT”
AUTOMATICALLY CALCULATE REORDER POINTS AND PREFERRED STOCK LEVELS BASED ON HISTORICAL PURCHASE AND SALE DATA.
Describe the setting located here: “Company” >”Enable Features”> “Items AND Inventory” > “Inventory” > “SUPPLY ALLOCATION”
ALLOCATE DEMAND ORDERS BY CHANNEL TO INVENTORY AND FUTURE SUPPLY. After you enable this feature, when you enter demand orders such as sales or transfers, the allocation engine also considers planned inventory orders, such as transfer orders and work orders, to match supply with demand based on the date that supply is required. When Supply Allocation matches demand orders that have future ship dates to supply orders with future receipt dates, on-hand inventory remains available to fill immediate demand orders.
Describe the setting located here: “Company” >”Enable Features”> “Items AND Inventory” > “Inventory” > “DEMAND PLANNING”
CREATE ORDERS BASED ON FORECASTED DEMAND. Check the Demand Planning box to calculate demand for items, then use demand plans and supply plans to regulate inventory replenishment.
Note: You must enable the Advanced Inventory Management feature to use this feature.
Describe the setting located here: “Company” >”Enable Features”> “Items AND Inventory” > “Inventory” > “DISTRIBUTION RESOURCE PLANNING”
DISTRIBUTION RESOURCE PLANNING
OPTIMIZE INVENTORY LEVELS ACROSS MULTIPLE LOCATIONS.
Describe the setting located here: “Company” >”Enable Features”> “Items AND Inventory” > “Inventory” > “AVAILABLE TO PROMISE”
CHECK ITEM AVAILABILITY BASED ON OUTSTANDING TRANSFER ORDERS, PURCHASE ORDERS, WORK ORDERS, AND SALES ORDERS. The Available to Promise feature gives purchasing and sales departments visibility into the projected ship date of goods during the quote and order processes. It enables you to check item availability based on outstanding transfer orders, purchase orders, work orders, and sales orders.
Describe the setting located here: “Company” >”Enable Features”> “Items AND Inventory” > “Inventory” > “MANUFACTURING WORK IN PROCESS”
ALLOWS WIP TRACKING WITH WORK ORDER ISSUE AND COMPLETION AGAINST A WORK ORDER. For manufacturers who use work orders for assembling raw materials to produce items, the Manufacturing Work In Process (WIP) feature tracks the work order through the entire production process in steps, from gathering materials through assembly on the shop floor and finally stocking finished goods.
Describe the setting located here: “Company” >”Enable Features”> “Items AND Inventory” > “Inventory” > “MANUFACTURING ROUTING AND WORK CENTER”
RECORD QUANTITY COMPLETIONS, RESOURCE COST, AND OVERHEADS AGAINST A LIST OF WORK ORDER OPERATIONS. Check the Manufacturing Routing and Work Center box to record quantity completions, resource costs, and overheads against a list of work order operations.
Describe the setting located here: “Company” >”Enable Features”> “Items AND Inventory” > “Inventory” > “INVENTORY COUNT”
CONFIGURE AND EXECUTE INVENTORY COUNTS TO ENSURE ACCURACY. The Inventory Count feature supports improved tracking of inventory and tighter control over assets. When this feature is enabled, you can enter regular periodic counts of on-hand item quantities to maintain inventory accuracy. Keeping an accurate item count can help reduce required safety stock, which lowers your overhead costs
Describe the setting located here: “Company” >”Enable Features”> “Items AND Inventory” > “Inventory” > “SUPPLY CHAIN CONTROL TOWER”
ANALYZE AND SIMULATE SUPPLY AND DEMAND ACROSS THE SUPPLY CHAIN. Use the Supply Chain Control Tower feature to simulate inventory supply and demand across your supply chain.
Describe the setting located here: “Company” >”Enable Features”> “Employees” > “Effective Dating”
EFFECTIVE DATING. MANAGE CURRENT AND HISTORICAL VALUES FOR HCM RECORDS AND FIELDS. Check this box to manage past-dated and future-dated changes to employee records.
Describe the setting located here: “Company” >”Enable Features”> “Employees” > “EMPLOYEE CHANGE REQUESTS”
EMPLOYEE CHANGE REQUESTS. MANAGE CHANGE APPROVALS FOR THE EMPLOYEE RECORD. Check this box to enable managers to request changes for their direct reports in the Employee Center and have them go through an approval process which you can define in SuiteFlow.
Describe the setting located here: “Company” >”Enable Features”> “Employees” > “WORKFORCE ANALYTICS”
VISUALIZE HEADCOUNT, HIRING, AND TURNOVER TRENDS BY CLASS, DEPARTMENT, LOCATION, OR SUBSIDIARY.
Describe the setting located here: “Company” >”Enable Features”> “Employees” > “PAYROLL” > “PAYROLL”
PAYROLL. PAY YOUR EMPLOYEES THROUGH NETSUITE’S PAYROLL SERVICE. Pay your employees through NetSuite. Calculate wages, deductions, and liabilities, and always have the latest tax data. Additionally, print checks, perform direct deposits, and pay tax liabilities.
Describe the setting located here: “Company” >”Enable Features”> “Employees” > “PAYROLL” > “PAYCHECK JOURNAL”
ALLOWS YOU TO INTEGRATE WITH EXTERNAL PAYROLL SYSTEMS AND BUILD CUSTOM PAYROLL SOLUTIONS WITH SUITESCRIPT AND WEB SERVICES, AND TO TRACK YOUR EMPLOYEES’ PAYROLL DATA THROUGH NETSUITE. Enable this feature to support the Paycheck Journal record.This transaction supports custom fields and form customization, and allows you to use SuiteScript or Web services to integrate with an external payroll system, or to build your own custom payroll solution. This sort of integration supports the tracking of payroll data in NetSuite for employees in any country.
Describe the setting located here: “Company” >”Enable Features”> “Employees” > “PAYROLL” > “PAYROLL”
PAY YOUR EMPLOYEES THROUGH NETSUITE’S PAYROLL SERVICE. Pay your employees through NetSuite. Calculate wages, deductions, and liabilities, and always have the latest tax data.
Additionally, print checks, perform direct deposits, and pay tax liabilities.
Describe the setting located here: “Company” >”Enable Features”> “Employees” > “TimeANDExpenses” > “PER-EMPLOYEE BILLING RATES” > “”
PER-EMPLOYEE BILLING RATES. ALLOWS YOU TO SET UP BILLING CLASSES FOR DIFFERENT BILLING RATES BY EMPLOYEE. Check this box to create billing classes that set billable time rates when different employees charge different rates for the same service. If you associate a billing class with an employee and set rates for the billing class on a service item, the proper rate defaults to bill the customer on time tracking transactions. To use billing classes, you must enable the Time Tracking and Bill Costs to Customers features. Create a new Billing Class by going to Setup > Company > Accounting > Billing Classes > New.
Describe the setting located here: “Company” >”Enable Features”> “Employees” > “TimeANDExpenses” > “BILLING RATE CARDS” > “
BILLING RATE CARDS. ALLOWS YOU TO USE BILLING RATE CARDS TO DEFINE DIFFERENT RATES FOR GROUPS OF BILLING CLASSES. Check this box to define different rates for groups of billing classes. Per-Employee Billing Rates is required for Billing Rate Cards.
Describe the setting located here: “Company” >”Enable Features”> “Employees” > “TimeANDExpenses” > “PURCHASE REQUESTS”
ALLOW EMPLOYEES TO CREATE PURCHASE REQUESTS FOR APPROVAL BY SUPERVISORS. If you want NetSuite to email supervisors when requests need to be approved, check Automatically Notify Supervisors on the Time & Expenses subtab of the Accounting Preferences page.
Describe the setting located here: “Company” >”Enable Features”> “Employees” > “TimeANDExpenses” > “TIME TRACKING”
TIME TRACKING. TRACK EMPLOYEE TIME USING SINGLE-DAY TIME RECORDS. Check this box to let employees record the hours they work
Describe the setting located here: “Company” >”Enable Features”> “Employees” > “TimeANDExpenses” > “WEEKLY TIMESHEETS”
WEEKLY TIMESHEETS. TRACK EMPLOYEE TIME USING WEEKLY TIMESHEET RECORDS. Check this box to enable customizable weekly timesheets for employees to track their work. Time Tracking is a required feature for Weekly Timesheets.
Describe the setting located here: “Company” >”Enable Features”> “Employees” > “TimeANDExpenses” > “NEW WEEKLY TIMESHEETS INTERFACE. “
NEW WEEKLY TIMESHEETS INTERFACE. ENABLE THE NEW INTERFACE FOR ALL YOUR WEEKLY TIMESHEETS. Check this box to enable the new user interface for weekly timesheets. The new user interface includes fixed headers and rows, single entry memos, and approvers can approve and reject a single entry.
Describe the setting located here: “Company” >”Enable Features”> “Employees” > “TimeANDExpenses” > “TIME TRACKING FOR CRM”
TIME TRACKING FOR CRM. TRACK AND BILL TIME ASSOCIATED WITH CASES, TASKS AND EVENTS DIRECTLY FROM CRM RECORDS. Check this box to place a Time subtab on event, task, and case records. If you clear this box, you must go to Time Tracking or Timesheets to enter time for events, task, and cases.
Describe the setting located here: “Company” >”Enable Features”> “Employees” > “Commissions” > “EMPLOYEE COMMISSIONS”
EMPLOYEE COMMISSIONS. STREAMLINE AND AUTOMATE YOUR EMPLOYEE COMPENSATION PROCESSES. INCREASE SALES REP PRODUCTIVITY AND REDUCE COST.Check this box to create schedules that calculate commissions for sales reps and their managers and pay commissions when they are earned.
Describe the setting located here: “Company” >”Enable Features”> “Employees” > “Commissions” > “COMMISSION ON CUSTOM FIELDS”
COMMISSION ON CUSTOM FIELDS. ENABLE CUSTOM TRANSACTION COLUMN FIELDS FOR COMMISSION BASIS ON COMMISSION SCHEDULES.
Describe the setting located here: “Company” >”Enable Features”> “Employees” > “Permissions> “GLOBAL PERMISSIONS”
GLOBAL PERMISSIONS. PROVIDE GLOBAL PERMISSIONS TO EMPLOYEES THAT APPLY TO EVERY ROLE GRANTED TO THE EMPLOYEE. Check this box to enable the assigning of permissions directly to employees as well as to roles.
When this feature is enabled, a Global Permissions subtab is available on the Access subtab of each employee record.
Describe the setting located here: “Company” >”Enable Features”> “Employees” > “Permissions> “ADVANCED EMPLOYEE PERMISSIONS”
ADVANCED EMPLOYEE PERMISSIONS. EXPOSE PARTIAL EMPLOYEE DATA TO USERS WHILE RESTRICTING SENSITIVE AND CONFIDENTIAL INFORMATION FROM USERS WHO SHOULD NOT HAVE ACCESS. Check this box to use the additional employee permissions that come with this feature.
These permissions give administrators more flexibility and control over which fields and sublists on the employee record are available to the role, based on the assigned employee permissions.
These changes extend to most parts of NetSuite. Before enabling this feature, see the help topic Before Enabling the Advanced Employee Permissions Feature.
Describe the setting located here: “Company” >”Enable Features”> “CRM” > “Sales> “ADVANCED FORECASTING”
ADVANCED FORECASTING. MANAGE YOUR FORECAST AS HIGH, MIDDLE AND LOW FORECAST AMOUNTS. Check this box to manage your sales forecast as three different amounts: low, middle and high.
Describe the setting located here: “Company” >”Enable Features”> “CRM” > “Sales> “ADVANCED FORECASTING”
TEAM SELLING. MANAGE CUSTOMERS AND SALES DEALS IN TEAMS INCLUDING MULTIPLE SALES REPS AND OTHERS SUCH AS SALES ENGINEERS. Team Selling allows you to calculate split commission for multiple sales representatives on a transaction.
Describe the setting located here: “Company” >”Enable Features”> “CRM” > “Sales> “HISTORICAL METRICS”
HISTORICAL METRICS. TRACK HISTORICAL VALUES FOR PIPELINE AND FORECAST KPIS ACROSS THE COMPANY AND BY REP. Historical forecast and pipeline amounts can be used for comparison KPIs.
Describe the setting located here: “Company” >”Enable Features”> “CRM” > “Support”> “EMAIL CASE CAPTURE”
EMAIL CASE CAPTURE. HAVE CASES CREATED AUTOMATICALLY FROM EMAIL MESSAGES YOU RECEIVE. When a message is received by NetSuite, a case is automatically created using information from the email message. When you enable this feature, you can find the forwarding address for case messages at Setup > Support > Preferences. Click Help on the Support Preferences page to find more information on this feature.
Describe the setting located here: “Company” >”Enable Features”> “CRM” > “Support”> “EMAIL CASE CAPTURE”
AUTOMATED CASE ESCALATION. SET UP ESCALATION RULES AND AND AUTOMATICALLY ESCALATE SUPPORT CASES. For example, you can create a rule that searches for cases that are over a day old and a rule for cases that are submitted by a certain customer. You can then group these rules and assign them to an employee. Cases that meet the criteria in the rules are then automatically assigned to that employee.
Describe the setting located here: “Company” >”Enable Features”> “CRM” > “Support”> “ISSUE MANAGEMENT”
ISSUE MANAGEMENT. USE ISSUE RECORDS TO TRACK CUSTOMER PROBLEMS. ISSUES CAN BE ASSOCIATED WITH CASES TO ALLOW FOLLOW-UP WITH CUSTOMERS. Get started with Issue Management at Setup > Issues > Issue Preferences.
Give employees access to issues by either customizing an employee role to use an issue role type or assigning new default issue roles to employees.
Describe the setting located here: “Company” >”Enable Features”> “CRM” > “Support”> “KNOWLEDGE BASE”
KNOWLEDGE BASE. CREATE A KNOWLEDGE BASE FOR FAQS, PUBLISHING SUPPORT CASES AND MORE.
Describe the setting located here: “Company” >”Enable Features”> “CRM” > “Support”> “HELP DESK”
HELP DESK. STREAMLINE YOUR IT AND INTERNAL SUPPORT.
Describe the setting located here: “Company” >”Enable Features”> “CRM” > “Marketing> “Online Forms”
ONLINE FORMS. EASILY ADD ONLINE FORMS TO YOUR EXISTING WEB SITE TO CAPTURE NEW LEADS, ENTER CUSTOM RECORDS, AND PROVIDE CUSTOMER SERVICE.
Describe the setting located here: “Company” >”Enable Features”> “CRM” > “Marketing> “Online Forms”
MAIL MERGE. OPTIMIZE COMMUNICATION THROUGHOUT YOUR ORGANIZATION AND WITH YOUR BUSINESS RELATIONSHIPS. PERFORM BULK MERGE, EMAIL, AND FAX OPERATIONS. BY ENABLING THIS FEATURE, YOU AGREE TO THE MASS MESSAGING APPLICATION TERMS OF SERVICE. Check this box to create and manage fax, email, letter and PDF documents you create for those you do business with
Describe the setting located here: “Company” >”Enable Features”> “CRM” > “Marketing> “CRM TEMPLATE CATEGORIES”
CRM TEMPLATE CATEGORIES. ORGANIZE EMAIL AND CAMPAIGN TEMPLATES INTO CATEGORIES. You can create new categories at Documents > Templates > Template Categories > New.
You can filter by category anywhere you choose a template.
Describe the setting located here: “Company” >”Enable Features”> “CRM” > “Marketing> “CAPTURE EMAIL REPLIES”
CAPTURE EMAIL REPLIES. SAVE REPLIES TO EMAIL SENT FROM RECORDS IN NETSUITE, ENSURING THAT ALL COMMUNICATION RELATED TO AN EMAIL IS DOCUMENTED. For example, if a support representative responds to a case record by email and the customer replies to the email message, the response is automatically saved on the case record as well as the customer’s record.
This feature also works with email sent from the Messages subtab of relationship records. All replies to the original email are saved on the Messages subtab.
Describe the setting located here: “Company” >”Enable Features”> “CRM” > “Marketing> “UPSELL MANAGER”
UPSELL MANAGER. USE THE UPSELL MANAGER WIZARD TO MATCH CUSTOMERS WITH PRODUCTS THEY ARE LIKELY TO BUY. YOU CAN ALSO USE THIS FEATURE TO DISPLAY UPSELL RECOMMENDATIONS IN YOUR WEB STORE. The Upsell Manager determines trends in the purchase history of your customers to help you upsell to them.
Describe the setting located here: “Company” >”Enable Features”> “CRM” > “Marketing> “SALES CAMPAIGNS”
SALES CAMPAIGNS. ALLOW YOUR SALES REPS TO SEND EMAIL CAMPAIGNS TO THEIR CUSTOMERS AND TO TRACK THE RESPONSES. The Sales Campaigns feature allows your sales representatives to send email campaigns to their customers and track the responses, allowing representatives to better assess their customers’ interests.
Describe the setting located here: “Company” >”Enable Features”> “CRM” > “Partners”> “PARTNER RELATIONSHIP MANAGEMENT”
PARTNER RELATIONSHIP MANAGEMENT. CREATE AND MANAGE RECORDS FOR YOUR PARTNERS.You can track the sales your partners bring in by associating partners with promotion codes or including partner codes in links to online forms. For more information, go to Lists > Partners, and click Help in the upper right corner. You must enable this feature to enable the Partner Access and Advanced Partner Access features.
Describe the setting located here: “Company” >”Enable Features”> “CRM” > “Partners”> “PARTNER COMMISSIONS/ROYALTIES”
PARTNER COMMISSIONS/ROYALTIES. AUTOMATE THE PAYMENT OF COMMISSIONS AND ROYALTIES TO PARTNERS. Check this box to create schedules that calculate commission for partners and pay commission when it is earned.
Describe the setting located here: “Company” >”Enable Features”> “CRM” > “Partners”> “MULTI-PARTNER MANAGEMENT”
MULTI-PARTNER MANAGEMENT. MANAGE MULTIPLE PARTNERS ON CUSTOMERS AND SALES DEALS. Check this box to enable the multi-partner management, so you can associate sales transactions and customers with multiple partners.
Describe the setting located here: “Company” >”Enable Features”> “Analytics” > “Dashboards”> “KPI SCORECARDS”
KPI SCORECARDS. CREATE KPI SCORECARDS FOR YOUR DASHBOARD CONSISTING OF MULTIPLE KPIS AND MULTIPLE DATE RANGES. Check this box to enable the KPI Scorecards feature. When this feature is enabled, you can create scorecards that include complex comparisons among multiple KPIs over multiple date ranges or accounting periods, and Excel-like formulas with KPIs and functions in their expressions, and you can add a dashboard portlet that displays a KPI scorecard.
Describe the setting located here: “Company” >”Enable Features”> “Analytics” > “Connectivity”> “SUITEANALYTICS CONNECT”
SUITEANALYTICS CONNECT. ACCESS AND QUERY YOUR NETSUITE DATA USING SQL THROUGH MAINSTREAM DATABASE STANDARDS SUCH AS ODBC, JDBC AND ADO.NET.
Describe the setting located here: “Company” >”Enable Features”> “Analytics” > “ Third-party Analytics Integration”> “TABLEAU® WORKBOOK EXPORT”
TABLEAU® WORKBOOK EXPORT. EXPORT SAVED SEARCHES AND REPORTS AS ANALYSIS-READY TABLEAU® PACKAGED WORKBOOKS.
Describe the setting located here: “Company” >”Enable Features”> “Analytics” > “SuiteAnalytics Workbook”> “SUITEANALYTICS WORKBOOK”
SUITEANALYTICS WORKBOOK. ENABLES SUITEANALYTICS WORKBOOK, WHICH IS A TOOL THAT ENABLES YOU TO QUERY, EXPLORE, AND VISUALIZE YOUR NETSUITE DATA. ONCE ENABLED, IT IS ACCESSIBLE THROUGH THE ANALYTICS MENU. Select this option to enable the SuiteAnalytics Workbook beta feature in your account.
Describe the setting located here: “Company” >”Enable Features”> “Analytics” > “Intelligent Suite”> “SUPPLY CHAIN PREDICTED RISKS”
RECEIVE WARNINGS ABOUT POTENTIAL PURCHASE ORDER RISKS USING THE PREDICTED RISKS PORTLET WITH THE SUPPLY CHAIN CONTROL TOWER. BY ENABLING THIS FEATURE, YOU AGREE TO SUPPLY CHAIN PREDICTED RISKS TERMS OF SERVICE.
Provide a general explanation of the features controlled from here: “Company” > “Enable Features”> “Web Presence” > “WebSite”
WEB SITE, WEB STORE, ADVANCED SITE CUSTOMIZATION, MULTIPLE WEB SITES,
ADVANCED WEB REPORTS, ADVANCED WEB SEARCH,
DESCRIPTIVE URLS, URL COMPONENT ALIASES,
CUSTOMIZABLE CHECKOUT SUBDOMAINS,
ASYNCHRONOUS AFTERSUBMIT SALES ORDER,
WEB SITE DUPLICATE EMAIL MANAGEMENT
Provide a general explanation of the features controlled from here: “Company” > “Enable Features”> “Web Presence” > “Publishing”
HOST HTML FILES, EXTERNAL CATALOG SITE (WSDK),
DOCUMENT PUBLISHING, INTRANET
Provide a general explanation of the features controlled from here: “Company” > “Enable Features”> “Web Presence” > “Access”
CUSTOMER ACCESS: GIVE ACCESS TO YOUR CUSTOMERS TO VIEW THEIR TRANSACTION HISTORY, GET QUOTES AND MAKE PAYMENTS
ONLINE ORDERING: ALLOW EXISTING CUSTOMERS TO CREATE SIMPLE ORDERS WITH THEIR LOGIN ACCESS.
VENDOR ACCESS: GIVE ACCESS TO YOUR VENDORS TO VIEW OPEN POS YOU’VE ISSUED TO THEM.
PARTNER ACCESS: GIVE ACCESS TO PARTNERS TO VIEW REPORTS, PROMOTION CODES AND THEIR PARTNER RECORDS.
ADVANCED PARTNER ACCESS: ADDS CUSTOMIZABLE PARTNER CENTER AND CONFIGURABLE PARTNER PERMISSIONS AND RESTRICTIONS.
Provide a general explanation of the features controlled from here: “Company” > “Enable Features”> “Web Presence” > “SuiteCommerce Real User Monitoring”
SUITECOMMERCE REAL USER MONITORING: ENABLE SUITECOMMERCE REAL USER MONITORING DATA COLLECTION.
Provide a general explanation of the features controlled from here: “Company” > “Enable Features”> “SuiteCloud” >
Very long list of features supporting customizations / integrations, groups of features under each title: SuiteBuilder, SuiteScropts, SuiteFlow, SuiteGL, SuiteBundler, SuiteTalk (Web Services), Manage Authentication, Integration Add-ons, SuiteCloud Development Framework
Provide a general explanation of the features controlled from here: “Home” > “Set Preferences” > “General”
- User Profile: NickName, From Email Address, Signature
- Localization: Language, Search Sorting, Language of HelpCenter, Time Zone, First Day of Week
- Formatting: Date Format, Long Date format, Time Format, Number format, Negative Number Format, Phone Number Format, Auto Place Decimal, CSV Column Delimiter, CSV Decimal Delimiter
- Defaults: Download PDF Files, Use Multi Currency Expense Reports, Address Mapping Type, Show Internal IDs, Only Show Last SubAccount, Only Show Last Subentity, Only Show Last SubItem
- Messages: Submit Warnings, Limit CC Field to Contacts and Employees
- Optimizing NetSuite: Delay Loading Sublists, Number of Rows In List Segments, Maximum Entries in Dropdowns, Type Ahead on List Fields, Require Exact Match on Item Type-ahead
Provide a general explanation of the features controlled from here: “Home” > “Set Preferences” > “Appearance”
- Colors: Color Theme
- Styles: Screen Font, Density Setting for IE
- Chart Themes: Chart Theme, Chart Background
- Centers & Dashboards: Landing Page, Show Portlet Hint, Set Dash as Default
- Entry Forms
Provide a general explanation of the features controlled from here: “Home” > “Set Preferences” > “Transactions”
- Basic: AUTO FILL TRANSACTIONS, ALPHABETIZE ITEMS REGARDLESS OF TYPE
- Warnings: DUPLICATE NUMBER WARNINGS; CUSTOMER CREDIT LIMIT HANDLING, VENDOR CREDIT LIMIT WARNINGS
- Printing: PRINT USING HTML, TRANSACTION EMAIL ATTACHMENT FORMAT, HORIZONTAL PRINT OFFSET, VERTICAL PRINT OFFSET
Provide a general explanation of the features controlled from here: “Home” > “Set Preferences” > “Analytics” > “Search
- Reporting: ***SHOW REPORTS IN GRID, CUSTOMIZE FONT ON FINANCIAL REPORTS, PRINT COMPANY LOGO, DISPLAY REPORT TITLE ON SCREEN, DISPLAY REPORT DESCRIPTION, DEFAULT BANK ACCOUNT, CALCULATE FORECASTS AS WEIGHTED, MINIMUM FORECAST PROBABILITY
- Search: SHOW LIST WHEN ONLY ONE RESULT,
QUICK SEARCH USES KEYWORDS, POPUP SEARCH USES KEYWORDS, INCLUDE INACTIVES IN GLOBAL & QUICK SEARCH, POPUP AUTO SUGGEST, GLOBAL SEARCH AUTO SUGGEST, GLOBAL SEARCH SORT BY NAME/ID, GLOBAL SEARCH CUSTOMER PREFIX INCLUDES LEADS AND PROSPECTS, GLOBAL SEARCH INCLUDES TRANSACTION NUMBERS
Provide a general explanation of the features controlled from here: “Home” > “Set Preferences” > “Analytics” > “PDF”
Provide a general explanation of the features controlled from here: “Home” > “Set Preferences” > “Analytics” > “Export”
Provide a general explanation of the features controlled from here: “Home” > “Set Preferences” > “Analytics” > “KPI and Snapshot”
- PDF: PDF PAGE ORIENTATION
PDF FONT SIZE
2: Export: CSV EXPORT CHARACTER ENCODING
3. KPI AND SNAPSHOT: KPI SCORECARD WITH PERIOD SPECIFIC CONSOLIDATION RATES
Provide a general explanation of the features controlled from here: “Home” > “Set Preferences” > “Activities” > “Calendar”
Provide a general explanation of the features controlled from here: “Home” > “Set Preferences” > “Activities” > “Task and Phone Calls”
- Calendar: EDIT ACTIVITIES FROM CALENDAR,SEND INVITATION EMAILS (INTERNALLY or TO ALL INVITEES), RESTRICT INVITEES TO EMPLOYEES), DEFAULT EVENT ACCESS SETTING FOR NEW EVENTS, DEFAULT REMINDER TYPE, PLAY AUDIO WITH POPUP EVENT REMINDERS, DEFAULT REMINDER TIME (15 Minutes)
- Tasks & Phone Calls: DEFAULT PRIORITY FOR TASKS, DEFAULT NEW TASKS PUBLIC
DEFAULT NEW PHONE CALLS PUBLIC
Provide a general explanation of the features controlled from here: “Home” > “Set Preferences” > “Alerts” >
ALERT EMAIL CAN BE SENT TO YOU UP TO THREE TIMES A DAY. PLEASE SELECT THE TIME(S) AT WHICH YOU WANT TO RECEIVE ALERT EMAIL: first, second and third selection.
Include links in HTML ALERTS
Respect Quick Date Portlet Settings
Provide a general explanation of the features controlled from here: “Home” > “Set Preferences” > “Telephony”
TELEPHONY OPTION
TAPI DEVICE
CTI URL
PREFIX TO DIAL OUT
FOR TAPI ONLY:
MAKE SURE YOU HAVE A TAPI-ENABLED PHONE OR HAVE TAPI-ENABLED YOUR TELEPHONY CLIENT.
FOR EXAMPLE, IF YOU USE TELEVANTAGE BY ARTISOFT®, FOLLOW THE PRODUCT’S DIRECTIONS TO SET IT UP FOR TAPI USE WITH YOUR COMPUTER AND PHONE.
CLICK HERE TO DOWNLOAD AND INSTALL THE REQUIRED DRIVERS. THESE DRIVERS ARE NEEDED TO COMPLETE SETUP OF OUTBOUND DIALING FROM NETSUITE.
CONFIGURE YOUR TAPI DEVICE NAME IN THE FIELD ABOVE, AND SET ANY DIALING RULES.
Provide a general explanation of the features controlled from here: “Setup” > “Accounting” > “General”
General Ledger:
USE ACCOUNT NUMBERS, USE LEGAL NAME IN ACCOUNT,
SHOW ALL TRANSACTION TYPES IN RECONCILIATION,
EXPAND ACCOUNT LISTS,
CASH BASIS REPORTING,
AGING REPORTS USE,
TRANSACTION DATE,
DUE DATE,
VOID TRANSACTIONS USING REVERSING JOURNALS,
SET REVERSAL VARIANCE DATE EQUAL TO THE REVERSING JOURNAL DATE WHEN VOIDED TRANSACTION IS IN A CLOSED PERIOD,
REQUIRE APPROVALS ON JOURNAL ENTRIES,
ALLOW USER EVENTS ON BULK JOURNAL APPROVAL,
ENABLE ACCOUNTING PERIOD WINDOW SIZE
Accounts Receivable: SHOW ONLY OPEN TRANSACTIONS ON STATEMENTS OPEN TRANSACTIONS ON STATEMENTS CUSTOMER CREDIT LIMIT HANDLING CUSTOMER CREDIT LIMIT INCLUDES ORDERS DAYS OVERDUE FOR WARNING/HOLD INCLUDE TAX FOR TERM DISCOUNTS INCLUDE SHIPPING FOR TERM DISCOUNTS
Accounts Payable:
DEFAULT VENDOR PAYMENTS TO BE PRINTED
VENDOR CREDIT LIMIT WARNINGSENDOR CREDIT LIMIT INCLUDES ORDERS
Classifications: MAKE DEPARTMENTS MANDATORY MAKE CLASSES MANDATORY MAKE LOCATIONS MANDATORY ALLOW PER-LINE DEPARTMENTS ALLOW PER-LINE CLASSES ALWAYS ALLOW PER-LINE CLASSIFICATIONS ON JOURNALS ALLOW NON-BALANCING CLASSIFICATIONS ON JOURNALS ALLOW EMPTY CLASSIFICATIONS ON JOURNALS
Revenue Recognition:
CREATE REVENUE JOURNALS IN GL
DEFAULT REVENUE RECOGNITION JOURNAL DATE TO
USE SYSTEM PERCENTAGE OF COMPLETION FOR SCHEDULES
Classic Revenue Recognition Only
ALLOW USERS TO MODIFY REVENUE RECOGNITION SCHEDULE
PRORATE REVENUE RECOGNITION DATES FOR PARTIALLY BILLED ORDERS
ADV. BILLING: USE ORDER AMOUNT
Amortization ALLOW USERS TO MODIFY AMORTIZATION SCHEDULE DEFAULT AMORTIZATION JOURNAL DATE TO DEFAULT AMORTIZATION JOURNAL ENTRY FORM NUMBER OF SHORT-TERM EXPENSE PERIODS
Budget
ENABLE BUDGET WITH ELIMINATION SUBSIDIARIES
Exchange Rate Integration
RATE PROVIDER
USE TRIANGULATION CALCULATION BY NETSUITE
Provide a general explanation of the features controlled from here: “Setup” > “Accounting” > “Items/Transactions”
Items/Transactions
Accounts PURCHASE DISCOUNT ACCOUNT (Purchase Discounts) SALES DISCOUNT ACCOUNT DEFAULT EXPENSE ACCOUNT DEFAULT INCOME ACCOUNT DEFAULT RECEIVABLES ACCOUNT DEFAULT COGS ACCOUNT DEFAULT ASSET ACCOUNT DEFAULT PAYMENT ACCOUNT DEFAULT GAIN/LOSS ACCOUNT DEFAULT BILL QUANTITY VARIANCE ACCOUNT DEFAULT BILL PRICE VARIANCE ACCOUNT DEFAULT BILL EXCHANGE RATE VARIANCE ACCOUNT DEFAULT VENDOR RETURN VARIANCE ACCOUNT DEFAULT CUSTOMER RETURN VARIANCE ACCOUNT DEFAULT PRODUCTION QUANTITY VARIANCE ACCOUNT DEFAULT PRODUCTION PRICE VARIANCE ACCOUNT DEFAULT PURCHASE PRICE VARIANCE ACCOUNT DEFAULT INVENTORY COST REVALUATION ACCOUNT ANYONE CAN SET ITEM ACCOUNTS DEFAULT DROPSHIP EXPENSE ACCOUNT DEFAULT PROJECT COST VARIANCE ACCOUNT
Sales and Pricing
CONSOLIDATE PROJECTS ON SALES TRANSACTIONS
MAXIMUM # OF QUANTITY-BASED PRICE LEVELS *
ALLOW QUANTITY DISCOUNTS PER PRICE LEVEL ON SCHEDULES
INCLUDE REIMBURSEMENTS IN SALES AND FORECAST REPORTS
INCLUDE SHIPPING IN SALES AND FORECAST REPORTS
TRANSACTION TYPES TO EXCLUDE FROM SALES REPORTS
TRANSACTION TYPES TO EXCLUDE FROM FORECAST REPORTS
Inventory
SCAN INDIVIDUAL ITEMS
CENTRALIZE PURCHASING IN A SINGLE LOCATION
DAYS BEFORE LOT EXPIRATION WARNING
PRINT LOT ITEM LABELS FROM TRANSACTIONS BY QUANTITY
Cost Accounting
INVENTORY COSTING METHOD
DEFAULT COST CATEGORY
Default Cost Category
More Options
USE INTRANSIT VALUE IN GROUP AVERAGE COST CALCULATIONS
Payment Processing
CUSTOMERS CAN PAY ONLINE
PROCESS AN ONLINE PAYMENT WITH ORDER CREATION AT CUSTOMER CENTER
USE CARD SECURITY CODE FOR CREDIT CARD TRANSACTIONS
ALLOW ADJUSTED EXPIRATION DATE TO IMPROVE RECURRING PAYMENTS
ENABLE “SALE” PAYMENT OPERATIONS ON A SALES ORDER BY AUTOMATICALLY CREATING A CUSTOMER DEPOSIT.
USE STRICT RULES FOR THE SELECTION OF PAYMENT PROCESSING PROFILES
PRESERVE TRANSACTIONS WHEN PAYMENT IS ON HOLD
Other Transaction Preferences DUPLICATE NUMBER WARNINGS SORT RECONCILE BY DATE CHECK NUMBER
Other Item Preferences
MATRIX ITEM NAME/NUMBER SEPARATOR
GIFT CERTIFICATE AUTH CODE GENERATION
ENFORCE MINIMUM QUANTITY ON RETURN AUTHORIZATIONS
Provide a general explanation of the features controlled from here: “Setup” > “Accounting” > “Order Management”
Sales Orders DEFAULT ORDER STATUS REQUIRE RE-APPROVAL ON EDIT OF ORDER SEND EMAIL CONFIRMATION WHEN ORDER CANCELED DEFAULT LOCATION FOR ORDERS DEFAULT COMMIT OPTION ON ORDER DEFAULT COMMIT OPTION ON TRANSFER ORDER ITEM COMMITMENT TRANSACTION ORDERING PERFORM ITEM COMMITMENT AFTER TRANSACTION ENTRY
Picking/Packing
ALWAYS PRINT KIT ITEMS ON PICKING TICKETS
SHOW UNCOMMITTED ITEMS ON PICKING TICKETS
SHOW NON-INVENTORY ITEMS ON PRINTED FORMS
NAME FOR PICKED STATUS *
NAME FOR PACKED STATUS *
NAME FOR SHIPPED STATUS *
SHOW ADDITIONAL ITEMS ON PACKING SLIPS
SHOW DROP SHIP ITEMS ON PACKING SLIPS
Fulfillment LIMIT STATUS ON PACKING SLIP QUEUE FULFILL BASED ON COMMITMENT DEFAULT ITEMS TO ZERO RECEIVED/FULFILLED ALLOW OVERAGE ON ITEM FULFILLMENTS FILTER BULK FULFILLMENT PAGE BY LOCATION SEND ORDER FULFILLED CONFIRMATION EMAILS USE WEB SITE TEMPLATE FOR FULFILLMENT EMAILS UPDATE TRANSACTION DATE UPON FULFILLMENT STATUS CHANGE
Invoicing SHOW UNFULFILLED ITEMS ON INVOICES INVOICE IN ADVANCE OF FULFILLMENT CONVERT ABSOLUTE DISCOUNTS TO PERCENTAGE BASE INVOICE DATE ON BILLING SCHEDULE DATE
Drop Shipments AND Special Orders
DROP SHIP P.O. FORM
AUTOMATICALLY EMAIL DROP SHIP P.O.S
QUEUE DROP SHIP P.O.S FOR PRINTING
AUTOMATICALLY FAX DROP SHIP P.O.S
LIMIT VENDOR LIST ON ITEMS
INCLUDE COMMITTED QUANTITIES
UPDATE DROP SHIP ORDER QUANTITIES AUTOMATICALLY PRIOR TO SHIPMENT
DROP SHIP FULFILLMENT QUANTITY VALIDATION
ALLOW BOTH MARK SHIPPED FULFILLMENTS AND RECEIPTS ON A DROP SHIPMENT LINE
UPDATE SPECIAL ORDER QUANTITIES AUTOMATICALLY PRIOR TO SHIPMENT
Purchasing
ALLOW EXPENSES ON PURCHASES
DEFAULT LOCATION FOR PURCHASE ORDERS
MAXIMUM {#PURCHASE#} LINES TO CONSOLIDATE *
ALLOW DEFAULT EMAIL ON PURCHASE ORDERS USING SUITEFLOW APPROVAL ROUTING
Receiving BILL IN ADVANCE OF RECEIPT ALLOW OVERAGE ON ITEM RECEIPTS DEFAULT RECEIVING EXCHANGE RATE USE PURCHASE ORDER RATE ON BILLS
Returns DEFAULT RETURN AUTH. STATUS REFUND IN ADVANCE OF RETURN RESTOCK RETURNED ITEMS WRITE-OFF ACCOUNT FOR RETURNS
Transfer Orders DEFAULT TRANSFER ORDER STATUS USE ITEM COST AS TRANSFER COST DEFAULT TRANSFER ORDER INCOTERMS DAP
Vendor Bills
DEFAULT VENDOR BILL STATUS
Provide a general explanation of the features controlled from here: “Setup” > “Accounting” > “Projects”
PROJECTS PAGE
Budget Categories
THESE SETTINGS AFFECT THE LEVEL OF GRANULARITY TO SET PROJECT BUDGETS FOR LABOR, EXPENSES AND SUPPLIERS. ALL ‘OTHER’ BUDGET IS GROUPED IN ONE CATEGORY WHICH ARE ALL COSTS/BILLING CATEGORIES THAT ARE NOT INCLUDED IN LABOR, EXPENSES OR SUPPLIER.
[TITLE: LABOR (ACTUALS FROM TIMESHEET]
GROUP ALL SERVICE ITEMS INTO ONE ‘LABOR’ CATEGORY
SHOW ALL SERVICE ITEMS AS INDIVIDUAL CATEGORIES (0 CATEGORIES)
SHOW ONLY SELECTED SERVICE ITEMS AS INDIVIDUAL CATEGORIES (MAX 100)
SERVICE ITEMS THAT ARE NOT SELECTED AND LABOR WITHOUT A SERVICE ITEM WILL BE GROUPED UNDER ‘LABOR : OTHER’
[TITLE: EXPENSES (ACTUALS FROM EXPENSE REPORTS)]
GROUP ALL EXPENSE CATEGORIES INTO ONE ‘EXPENSES’ CATEGORY
SHOW ALL EXPENSE CATEGORIES AS INDIVIDUAL CATEGORIES (0 CATEGORIES)
SHOW ONLY SELECTED EXPENSE CATEGORIES AS INDIVIDUAL CATEGORIES (MAX 100)
CATEGORIES THAT ARE NOT SELECTED WILL BE GROUPED UNDER ‘EXPENSES : OTHER’
[TITLE: SUPPLIER (ACTUALS FROM VENDOR BILLS)]
GROUP ALL SUPPLIER ITEMS INTO ONE ‘SUPPLIER’ CATEGORY
SHOW ALL SUPPLIER ITEMS AS INDIVIDUAL CATEGORIES (0 CATEGORIES)
SHOW ONLY SELECTED SUPPLIER ITEMS AS INDIVIDUAL CATEGORIES (MAX 100)
ITEMS THAT ARE NOT SELECTED WILL BE GROUPED UNDER ‘SUPPLIER : OTHER’
Post Time [Title: GROUP BY] JOB EMPLOYEE CLASS DEPARTMENT LOCATION
Provide a general explanation of the features controlled from here: “Setup” > “Accounting” > “Time AND Expense”
Time and Expense Page
SECTION: General
SHOW PROJECTS ONLY FOR TIME AND EXPENSE ENTRY
AUTOMATICALLY NOTIFY SUPERVISOR
SECTION: Time Tracking OVERRIDE RATES ON TIME RECORDS REQUIRE APPROVALS ON TIME RECORDS ADVANCED APPROVALS ON TIME RECORDS COPY SERVICE ITEM DESCRIPTION TO TIME MEMO TIME BILLABLE BY DEFAULT COPY TIME MEMOS TO INVOICES SHOW PLANNED TIME IN TIME ENTRY ROUND TIME ENTRY DURATION
COPY FROM WEEK OPTIONS MAXIMUM NUMBER OF HOURS PER WEEK MAXIMUM NUMBER OF HOURS PER WORKING DAY MINIMUM NUMBER OF HOURS PER TIME ENTRY PERFORM LIMIT CHECK ON APPROVAL ACTION
SECTION: Expenses EXPENSES BILLABLE BY DEFAULT ITEMS BILLABLE BY DEFAULT COMBINE DETAIL ITEMS ON EXPENSE REPORTS COPY EXPENSE MEMOS TO INVOICES SHOW WARNING MESSAGE FOR TAXABLE EXPENSE LINES WITHOUT RECEIPT ALLOW NON-REIMBURSABLE EXPENSES FOREIGN AMOUNT CHANGE
Provide a general explanation of the features controlled from here: “Setup” > “Accounting” > “Approval Routing”
Approval Routing EXPENSE REPORTS PURCHASE ORDERS VENDOR BILLS VENDOR PAYMENTS RESOURCE ALLOCATIONS TIME BILLS INVOICES JOURNAL ENTRIES
