Homeocare Laboratories: 2014-08-28 Meeting notes (Configuration Session)

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Last updated: Mar 26, 2015 by AnonymousVersion comment

Date

Attendees

  • NetSuite
    • Abigael Gonida - Project Manager / Primary Contact
  • Homeocare Laboratories
    • Edith Scheiner - Project Manager / Primary Contact
    • Alex Morales - Secondary Contact

Goals

  • Configuration Session:
    • Roles
    • Employee Records
    • Chart of Accounts

Discussion items

TimeItemWhoNotes
30minsRolesAbigael Gonida
  • Path: Setup > User/Roles > Manage Roles
    • Customizing Roles
      • Access the Roles Page
      • Click Customize link beside the Standard Role
      • Rename the Name of the Role (Homeocare <role name>)
      • Control permissions:
        • Transactions Tab
        • Reports tab
        • Lists tab
        • Custom record tab
      • Update level of permissions:
        • Full
        • View
        • Edit
        • Create
      • Add permissions needed
      • Delete permissions not necessary (Remove button)
    • Inactivating Standard Roles
      • Check on Inactive Check box lower left section of the Roles List
      • Check All the Standard Roles that should be inactivated
      • Click Submit
30minsEmployee RecordAbigael Gonida
  • Path: Lists > Employees > Employees
    • 2 purpose of employee record:
      • Just a simple record (Grant access check box should be disabled)
      • Access Tab
      • User Account (Grant access check box should be enabled)
      • Access Tab
    • Mandatory fields:
      • Name (Both simple record and user account)
      • Email ((User Account)
      • Give Access Check box (User Account)
      • Password (User Account)
      • Confirm Password (User Account)
      • Roles (User Account)
        • One or more roles can be granted per user
    • Optional helpful fields:
      • Require Password Change on Next Login (Access Tab)
      • Send Notification Email (Access Tab)

  • Created Custom fields for the selection of Multiple Departments per User
    • List Records
      • Path: Customization > Lists, Records > Lists > New
        • Name: Homeocare Department List
        • Values:
          • Accounting
          • Production
          • (homeocare to add more after the meeting)
    • Entity Fields
      • Path: Customization > Lists, Records > Entity Fields > New
      • Fields:
        • Name: Homeocare Department
        • Type: Multiple Select
        • List Record: Homeocare Department Lists

  • Enable the following features for Employee tagging (Homeocare still needs to confirm if this will be used)
    • Locations
    • Classes
30minsChart of AccountsAbigael Gonida
  • List View:
    • Path: Lists > Accounting > Accounts
  • Creation of new account
    • Path: Lists > Accounting > Accounts > New
  • Inactivating accounts
    • Check on Inactive Check box lower left section of the Accounts List
    • Check All the Accounts that should be inactivated
    • Click Submit
  • Fields:
    • Name
    • Subaccount of (tagging of Parent account)
    • Type (Limited to the available options in NetSuite)
    • Inventory (only applicable if account will be part of Inventory report)
    • Restrict to Classes
    • Restrict to Locations
  • Discussion of Upload Templates

Action items

  • Prepare Upload Templates
  • Update and customize roles
  • Create new / edit user accounts