Please note – These changes will impact all net new Customers and Sales Orders. These changes will not be applied retroactively to SOs that are already active in NetSuite. Sales Orders (SO) contain all the services which the customer has contracted with Richardson Sales Performance to deliver (workshops, licenses,…
This article will outline changes to the Fulfillments process with Parent & Child Projects. Please click here for a video overview of Fulfillment Nuances for Parent/Child Workshops Helpful Tip: Make note of both the Parent Project number and Child Project number for the workshop being fulfilled, as both numbers …
**IMPORTANT UPDATE FALL 2024** The following Sales Order Items - Workshop Delivery [COMM], Design Services [COMM], and Real Deal Coaching [COMM] - automatically default to a Parent Project upon creation. When any of these Items has a Quantity of 1 on the Sales Order, the Parent Project process is still applied, r…