Training

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.

A Standard Operating Procedure (SOP) is a set of written instructions that document a routine or repetitive activity followed by Maintenance Essentials. The development and use of SOPs are an integral part of our quality system as they provides employees with the information to perform a job correctly, and facilitates consistency in the quality and integrity of a product or end-result.

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)

NetSuite Accounting Practices

* Generate Tax Reporting Periods for Full Year

Synchronize your Google Calendar with your mobile phone or PDA.

GooSync will seamlessly synchronize almost any mobile device with your Google Calendar. It's quick and simple, sign-up and start syncing.

Upgrade your free account to our premium subscription and get access to GooSync Contacts and Tasks as well as advanced calendar sync features.

http://www.goosync.com/

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.

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:-

1. Job Costings
2. Job Invoicing
3. 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

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)

See attached

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:-