BANT is a qualification framework designed to help sales professionals identify and prioritize qualified leads effectively. Its primary aim is to streamline the sales process, save time, and shorten sales cycles. Originally developed by IBM, BANT focuses on uncovering opportunities through conversations with prospects or clients about their business needs and potential solutions. The framework… Continue reading BANT
Author: Geethu Krishna
BUSINESS PROCESS FLOW DIAGRAMS
A business process flow diagram is a visual depiction of the sequence of activities required to achieve specific business objectives. It serves as a tool to document and analyze processes. The symbols used in a process flow diagram are
Prerequisites for using smart count
Smart Count is a SuiteApp that enables one to perform inventory counts in real time. When you start counting an item, the SuiteApp records the on-hand quantity of the item. Directed count and spot count are possible using smartcount. The prerequisites for using smart count in NetSuite were 1. The NetSuite account must be one world… Continue reading Prerequisites for using smart count
Change request document
Change Requests Based on discussions, we have identified several requirements that are beyond the project’s original scope. These requirements have been categorized as change requests and are outlined below. 1. Approval workflows 2. Clear Tax Integration 3. Open Invoice Reminder Emails 4. Customizing customer statement PDF 5. Payment Advice Reminders 6. PDF Customizations 7. Finance charges for overdue payment. 8. Document Numbering.… Continue reading Change request document
Saved search for sales order that changed status from pending approval to pending fulfillment
A saved search to fetch the SOs in the NS account for which the status changed from Pending Approval to Pending fulfilment which can be filtered by month. Criteria – To show only sales order that changed status – system notes: new value is given as pending fulfillment and system notes: old value is given… Continue reading Saved search for sales order that changed status from pending approval to pending fulfillment
Saved search for journal entry
To create a saved search for journal entry Navigate to – list> search> saved searches> new. choose type as transaction. Under the criteria subtab Choose type – journal formulae numeric – is 0 – formulae {line} as even when main true is given the result shows multiple identical lines for journal entry Under the result… Continue reading Saved search for journal entry
Restricting a folder in the file cabinet based on role.
To restrict a folder in the file cabinet based on role. Initially create a dynamic group based on a saved search. Step 1- Create a saved search with criteria – role. Step 2 Navigate to list>relationship>group. Select – dynamic. In what kind of members would you like to include – choose employees. Click on continue.… Continue reading Restricting a folder in the file cabinet based on role.
Drag and drop feature to sales order
For the drag and drop feature to display – initially navigate to set preference- custom preference and enable the features under file drag and drop Navigate to setup>customization>file drag and drop set up. Enable file drag and drop. If global destination folder is given, then file drag, and drop will appear on all records. Click… Continue reading Drag and drop feature to sales order
Customer name in purchase order
When the name of the customer is entered at the item level of the respective purchase order, it indicates that the item is purchased for the customer. In such instances, on the G/L impact page of the purchase order, the name of the associated entity will be the customer for whom the item is procured,… Continue reading Customer name in purchase order
Inventory adjustment and inventory worksheet.
Inventory adjustment change the quantity and value of inventory without entering a purchase order. Key differences between inventory adjustment form and inventory adjustment worksheet- Inventory adjustment is inclusive of previous stock and adds to the previous stock. Inventory worksheet is exclusive of previous stock. It resets inventory count to the date of the worksheet regardless… Continue reading Inventory adjustment and inventory worksheet.