Homeocare Laboratories: 2014-09-18 Meeting notes (Configuration Session)

Owned by Anonymous
Oct 02, 2014
2 min read

Date

Attendees

  • Alexandera Morales

  • Ailene Ramos

Goals

  • Configuration Session | Customer Import

Update

ü   Company type customers have been imported.

ü   Mapping file for Inventory Items.

ü   Mapping file for Other Charges Items

 

Item Master:

1.       Files to be uploaded have been forwarded to Alex, these are:

a.       Inventory Items

b.      Non Inventory Items

c.       Other Charges Items

d.      Service Items

2.       There are Discount Items in the list that will not be used anymore. A general discount item will be created in NetSuite with a default discount rate. Discount rate can be overridden during the creation of the Sales Order.

3.       Alex will be cleaning up the list of items to clear the import issues listed below:

a.       Items with no Display Name

b.      Items with Display Name more than 60 characters

c.       Items with different ID / Code but same name

d.      Items with Inventory Assembly Category – Components are unknown. Alex will need to clarify if item group or Kit/Packages will be used.

                                                                           i.      Item Group - This is a record to identify several member items that are sold together as one unit. The price of the group is dependent on its components' prices.

                                                                         ii.      Kit / Packages - This is a record to identify several member items that are sold together as one unit. The price of the kit is not dependent on its components' prices and can be assigned several price levels.

4.       Suggestion for the Import:

a.       Since cleaning up the item list will be taking time, we will be importing items only that are fast moving so that HomeoCare Laboratories can immediately benefit from NetSuite

Action Items:

ü   Alex will import the Individual type customers

ü   Alex will clean the Open Invoices list

ü   Alex will populate the csv template for the AR Opening Balances.

ü   Alex to clean the GL Opening Balances

ü   Alex will clean the list of items

ü   Ailene to provide the mapping file for the Other Charges, Service Items, Item Group, and Kits / Packages.

 

Other Information:

WebEx Invite for Friday, 9/19/2014 from 11:00AM to 1:00PM EST

 

Topics:

 

1.                AR Opening Balance,

2.                GL Opening Balance, and

3.                Status Update on Action Items:

a. Alex will import the Individual type customers

b. Alex will clean the Open Invoices list

c. Alex will populate the csv template for the AR Opening Balances.

d. Alex to clean the GL Opening Balances

e. Alex will clean the list of items

f.  Ailene to provide the mapping file for the Other Charges, Service Items, Item Group, and Kits   Packages.