NetSuite Sales Order/Contracts
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,…
How to find Project Templates Page in Netsuite
The Project Templates page will be used to create Child projects. Click here for a video overview of the Project Templates Page & Shortcut Project Templates: To access the Project Templates page, navigate to the Expenses tab (ribbon at the top of the page)> Other > Click on “Project Templates”. Project templat…
Fulfillment for Parent and Child Projects
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 …
Child Projects
**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…
