NetSuite

Tech Report letter template

jbowman — Wed, 02 Jul 2008 12:55:41 +1000

Tech Report Letter Template

For testing purposes, a Letter Template called ME Tech Report has been created. When viewing a Case record, and selecting the "letter" icon, the template titled "ME Tech Report" is available. This template will generate an MS Word document, which has the layout of our Tech Reports with auto-generated data from within the Case form. e.g. Case Number, Contact details, Incoming message etc.

Intranet

Generate Tax Reporting Periods for Full Year

rporteous — Sat, 14 Jun 2008 16:01:33 +1000

In NetSuite, transactions are posted in real time. If you choose to use accounting periods, you can enter a transaction and select its posting period from a dropdown list on the transaction page. The posting period can be future or past, depending on an administrator's choice for locking these periods.

This guide shows you how to setup or Generate Tax Reporting Periods for Full Year.

To setup a full year you need to establish the following variables;

First Fiscal Month: July (default)

Intranet

NetSuite Accounting

rporteous — Sat, 14 Jun 2008 15:46:49 +1000

NetSuite Accounting Practices

* Generate Tax Reporting Periods for Full Year

Intranet

Jamie & Louise meeting - Jun 5th, 2008

jbowman — Thu, 05 Jun 2008 14:38:27 +1000

Job Profitability was the focus for our meeting

We referenced Jim's comments here http://www.testedgroup.com/book/training/deb-reidy-training-day-may-13th...
e.g. Objective No.1

What do we need to record?

Expenses

Labour
Materials
Consulting

Income

Invoiced amounts on Customer invoices

More specifically:-
Labour Expenses - Labour costs against the Job can be broken down into:-
1. different employee rates

Intranet

Vendor classification in Netsuite

jbowman — Wed, 21 May 2008 09:25:45 +1000

The relationship that Maintenance Essentials has with different Vendors varies.

Currently in Netsuite Vendors are all classified the same way. But Vendors can be further classified according to their relationship with us. e.g. Officeworks is different to Security Power... Where Officeworks typically provide us with products we consume internally as compared to Security Power where we may provide us with a subcontracted service on behalf of our clients.

Intranet

Management KPI - Technician utilisation percentages

jbowman — Wed, 14 May 2008 12:28:56 +1000

Netsuite Key Performance Indicators, or KPIs, shape our raw data into critical business metrics that we can see right on our dashboard in the formats we choose.

Netreturn (via Deb Reidy) has shown us their Consultant Utilisation Summaries, which Management display on their dashboards. These summaries are in a table format, with column headers titled Consultant, Avail Hrs to Bill, Timesheet Hrs, Billed Hrs, % utilisation and GAP.

Intranet

Deb Reidy training day - May 13th, 2008

jbowman — Wed, 14 May 2008 10:23:39 +1000

As was evidenced by time focus on Netsuites 'Invoice Billable Customers', the best way for us to manage the following are essential to our daily business operation:-

Job Costings
Job Invoicing
Job Profitability

The other issue discussed with Deb on the day was the ability to track and review Technician Utilisation as a management KPI. see here for more on this... http://www.testedgroup.com/book/training/management-kpi-technician-utilisation-percentages

The following is a more detailed treatment of the above

Intranet

Item Codes - Labour

rporteous — Mon, 12 May 2008 11:42:49 +1000

NetSuite (service) item codes for labour;

Internal Labour Codes

LABBH: Labour, Business Hours
LABAH: Labour, After Hours

LAB-SC: Service charge, covers the administrative cost of performing a service

Subcontractor Labour Codes

LABBH-SC: Labour, Business Hours - (Subcontract)
LABAH-SC: Labour, After Hours - (Subcontract)

Intranet

Item Codes - Fire Alarms

rporteous — Fri, 09 May 2008 10:47:55 +1000

See attached

Intranet

NetSuite Invoice Billable Customers

jbowman — Thu, 08 May 2008 11:05:22 +1000

You can bulk invoice customers for billable expenses, items and time when you use the Transactions>Customers>Invoice Billable Customers feature. Bulk billing can decrease the time you spend billing customers.

For each transaction you mark as billable, an invoice is created using your preferred invoice form. The Results page lists all invoices created in this bulk process.

There are time saving benefits for administrative staff at Maintenance Essentials in deploying this feature of NetSuite.

Issues needing clarification include:-

Intranet