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

Date

28 Aug 2014

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

Time	Item	Who	Notes
30mins	Roles	Abigael 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
30mins	Employee Record	Abigael 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
30mins	Chart of Accounts	Abigael 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

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

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