NetSuite Sales Order/Contracts
Please note – These changes will impact all net new Customers and Sales Orders. These changes will not be applied retroactively to SOs that are already active in NetSuite. Sales Orders (SO) contain all the services which the customer has contracted with Richardson Sales Performance to deliver (workshops, licenses,…
How to find Project Templates Page in Netsuite
The Project Templates page will be used to create Child projects. Click here for a video overview of the Project Templates Page & Shortcut Project Templates: To access the Project Templates page, navigate to the Expenses tab (ribbon at the top of the page)> Other > Click on “Project Templates”. Project templat…
Fulfillment for Parent and Child Projects
This article will outline changes to the Fulfillments process with Parent & Child Projects. Please click here for a video overview of Fulfillment Nuances for Parent/Child Workshops Helpful Tip: Make note of both the Parent Project number and Child Project number for the workshop being fulfilled, as both numbers …
How to find Create Projects from Sales Transactions Page in NetSuite
The Create Projects from Sales Transactions page will be used to create projects from new Orders/Contracts pushed over from Salesforce. Please click here for a video overview of Create Projects from Sales Transactions Page & Shortcut Create Projects from Sales Transactions: To access the Create Projects from S…
Parent Projects
**IMPORTANT UPDATE FALL 2024** The following Sales Order Items - Workshop Delivery [COMM], Design Services [COMM], and Real Deal Coaching [COMM] - automatically default to a Parent Project upon creation. When any of these Items has a Quantity of 1 on the Sales Order, the Parent Project process is still applied, r…
Creating Project Numbers for New Orders/Overages Sales Orders
The article outlines the steps in Netsuite to create project numbers for New Sales Orders or Overages Orders after they’ve been entered into Salesforce. Please click here for a video overview of Create Project Number - New Orders/Overage Orders * In NetSuite, navigate to the "Create Projects from Sales Transac…
Child Projects
**IMPORTANT UPDATE FALL 2024** The following Sales Order Items - Workshop Delivery [COMM], Design Services [COMM], and Real Deal Coaching [COMM] - automatically default to a Parent Project upon creation. When any of these Items has a Quantity of 1 on the Sales Order, the Parent Project process is still applied, r…
