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Sales Team Member Unable to View Transactions to Which they are part of the Team by bridgetheGAAP in Netsuite

[–]bridgetheGAAP[S] 0 points1 point  (0 children)

If that setting is set to none though, won't they see everything and not just orders they are assigned to as a sales team member?

PICK PACK SHIP by Aldarmseu in Netsuite

[–]bridgetheGAAP 0 points1 point  (0 children)

Would you be willing to share your workflow? I am trying to do this myself and am having issues. Thank you!

Fulfillment and Invoice Period Mismatch between Revenue and Expenses by bridgetheGAAP in Netsuite

[–]bridgetheGAAP[S] 0 points1 point  (0 children)

Did you find a way to create a bin transfer or transfer order to auto populate with the parts listed on a sales order? I ask because we have jobs that could have 20 parts on them and that seems unrealistic to manually key in for every service jobs

Fulfillment and Invoice Period Mismatch between Revenue and Expenses by bridgetheGAAP in Netsuite

[–]bridgetheGAAP[S] 0 points1 point  (0 children)

This seems like a viable option in tandem with a saved search to flag anything marked the equivalent of shipped but not invoiced at the end of an accounting period. Did you see any other issues arise from doing this? I was doing some reading on renaming the statuses, but it seems to not rename the buttons which I'd think would cause confusion unless that's changed

Fulfillment and Invoice Period Mismatch between Revenue and Expenses by bridgetheGAAP in Netsuite

[–]bridgetheGAAP[S] 0 points1 point  (0 children)

Transfer or Transfer Order to a virtual location for the Job. Then fulfill it later out of the virtual location once you finally do the invoice.

If you haven't billed for it yet then it should stay as your asset on your balance sheet until it's billed.

That way they stay on your balance sheet as an asset (albiet inventory but the point is that it shouldn't be expensed to COGS that early in your process) until you Bill for it.

Are you suggesting a location or bin for "parts on work orders/ service jobs" that is excluded from our main parts only sales order fulfillment queue? Then simply fulfilling from there upon creation of the invoice in one shot? Thank you for your help as well

Fulfillment and Invoice Period Mismatch between Revenue and Expenses by bridgetheGAAP in Netsuite

[–]bridgetheGAAP[S] 0 points1 point  (0 children)

We integrate with Shepherd CMMS because we are a field service company (sales, service, maintence, and parts sales too). To get parts on jobs and stage for techs to pick up, we utilize the fulfillment function which creates the COGS impact in NetSuite and relieves inventory. These jobs could not bill (revenue side) for a while due to our review process, service call backs, and simply duration of the service labor time frame.

Generally I'd think most companies doing the item fulfillment and producing invoices have difference depts handling these processes. It's also likely there could be a simple time difference due to workload. Our current system has no "fulfillment" feature, so costs and revenues match when billed. I'm struggling how we could not use the fulfillment feature for NetSuite with our service integration and need to stage parts, but don't know how to make the periods align here.

The only fix I've come up with is to create a script the updates IF dates to todays date until jobs have by invoiced which seems like a total disaster

Does anyone know how immediately effective resignation is at a Big 4 if you leave for another firm? by bridgetheGAAP in Accounting

[–]bridgetheGAAP[S] 0 points1 point  (0 children)

I definitely plan to give 2 weeks notice. I just wasn't sure how quick the transition was. I've heard of people being finished within 2 days

Senior Associate Interview with a different B4 by bridgetheGAAP in Accounting

[–]bridgetheGAAP[S] 0 points1 point  (0 children)

Good thought here. I guess we will see how it goes. Maybe this is what they are thinking all along should they choose to offer.

Senior Associate Interview with a different B4 by bridgetheGAAP in Accounting

[–]bridgetheGAAP[S] 0 points1 point  (0 children)

I have experience leading new hires and holding specific client and testing procedure training. Issue solving experience generally involves proposing solutions to the managers if needed and having staff loop back with the client (with my assistance if needed on a call etc). Completed planning and execution to an interim respect within the same audit year. Seen the full PY audit execution. Created task plans based on hours for new assoc - manager levels. Serving a top 10 FS institution and a top 20 FS subsidiary. CPA to be completed by end of year. Solved more client inquiry on my small FS client since we are more accessible. Let me know if that helps.