Welcome to SIMC TECH
Departmental Financial Planning
NOTE: You can create a plan either using the NetSuite screens or entering data into a spreadsheet. If you are using the NetSuite screens, start with Create a Plan: Part I. For instructions on completing the spreadsheet, see Create a Plan Using a Spreadsheet.
QUICK GUIDE for Creating a Plan
What is a Plan Version?
Set User Parameters for the your corporations Planning Layout
Options for Creating a Plan
Create a Plan Using NetSuite Screens
Go to the Initial Screen
Set Parameters
Enter Plan Amounts: Overview Screen
Distribute Across Periods: Period Screen
Save the Plan
Plan for Multiple Fiscal Years
An Example
Create a Plan Using a Spreadsheet
Enter Planning Data into Spreadsheet
Format Rules
Save File
Access NetSuite Planning Upload
Complete the Planning Upload Screen
View Job Results
View Results for Immediate Processing
View Results for Background Processing
Copy a Plan
Copy a Plan
Go to the Initial Screen
Enter Plan Information
Run the Program
Read the Report
For All Plans
View Plan in Summary Statement
Run the Summary Statement
See Distribution Across Periods
Run the Account Managers Report
See Distribution Across Fiscal Years
Change Plan Amounts
Clear Plan Amounts
Delete Plan Amounts
Select a Plan: Initial Screen
Review the Overview Screen
Review the Period Screen
Contents
Overview
Proposal Phase
Award Phase
Monitoring Phase
Closeout Phase
Who to Contact with Questions
Data Warehouse Reports
Related Links
Contents
Go to the Initial Screen
Run the Variant
Print the List
Create a Document
Download to a Spreadsheet File on the PC
Download to a Spreadsheet File on the Mac
Methods of Billing Through Journal Vouchers
Common Error Messages
Finding NetSuite Requisitions
Printing the List of Requisitions
Enter Billing Data Using the NetSuite Screens
Billing through the ISP - JV Creation and Req Reduction Screens: Part I
Displaying the Internal Service Provider - JV Creation and Req Reduction screens
Completing Text Fields and Displaying Line Item Information
Debiting the Requisitioner's Account
Crediting the Internal Provider's Account
Using the NetSuite Report Buttons
Posting the Journal Voucher
Upload Billing Data via a Spreadsheet
Rules for Uploading Billing Data to Journal Vouchers
Who Can Upload Journal Vouchers?
What Does an Internal Provider Bill For?
Internal Provider Journal Voucher Business Rules
Validation Rules
Unallowable Costs
Operational Rules
Preparing Billing Data for Upload
Column Format
Format Rules
Save Your File
Accessing the NetSuite Upload Function
Uploading the Spreadsheet File
View Results of Your Job (Pre-validation Only)
View Results of Your Job (Pre-validation and Posting
Find Your Background Job
View Results of Your Job
Finding Journal Vouchers to Verify Billing Data
Displaying Journal Vouchers
Using the Display Document screen
QUICK GUIDE for Creating Journal Vouchers
What is a Journal Voucher?
Review and Posting Journal Vouchers
Set Your User Parameters for the Fast Entry screen
Compliance with Generally Accepted Accounting Practices
G/L Account Selection Tables
Complete the Document Header screen
Enter G/L Account line items
Provide an Explanation
Add, Change, or Delete Line Items
Park (Save) the Journal Voucher
Complete the Journal Voucher (send it to CAO)
Access a Parked Journal Voucher
Find a Document Number
Add, Change, or Delete Line Items
Delete an Entire Parked Journal Voucher
Overview
Check Your Workflow
Find the Document that Needs Correcting
Add, Change, or Delete Line Items
Complete the Journal Voucher
Parked/Posted Journal Vouchers Report
Alternate Display of the Document Overview Screen
QUICK GUIDE for Uploading Journal Vouchers
Upload Rules
View or Print Completed Journal Documents
Common Error Messages
Column Format
Format Rules
Save File
Set Up the Upload Process
Access NetSuite Upload Function
Complete the Electronic Journal Voucher upload screen
Upload the Tab-delimited Data File
Check for Errors
Pre-validation Results
Upload the Tab-delimited Data File
Check the Results of the Background Job
Check for Errors
Pre-validation Results
Pre-validation Results
Overview of LDS
What is LDS?
The LDS Process
Simplifying LDS Maintenance - The ESANDI Interface
The LDS System Architecture
Important Reminders
Logging On and Setting the Personnel Area for the First Time
Handling Error Messages from LDS
Grayed-Out Fields
LDS Data Display
LDS Authorizations
Important LDS Field Names, Terms, and Abbreviations
Create/Change/Delete a Record
Find a Record
Display a Record
Variance Functions
Report Function
Create Appointments
Create an Appointment Header
Enter Salary and Distribution Information
Salary Information Fields
Distribution Information Fields
Display an Appointment Record
Change LDS Appointment Information
Delete an Appointment
Add a Salary Increase for a Monthly Appointment
Add a Salary Increase for a Weekly Appointment
Make a Short-Term Change in Hours
Maintain Vacation Data
View Distribution Information Details
Fiscal Year Budget
Display the Fiscal Year Budget
Display Monthly Distribution Percentage Analysis Report
Distribution Percent Analysis Screen
Display Weekly Distribution Percent Analysis Report
Reconciling by Cost Object or by Appointment ID
Display/Change Department Inflation Rate Information
Display Department Inflation Rate Data
Change Department Inflation Rates Table
Display Central/Local Appointment Titles
Display Central (MIT Standard) Appointment Titles
Display Local Appointment Titles
Appointment Header, Salary, and Monthly Distribution
Display Variance Screens
Variance Screen: Reconciling Records
Update Weekly Work Hours
Variance Processing for Vacations
Create Proposal Cost Objects
Define the Proposal Object Identifier
Create a Proposal Object
Copy an Existing Proposal Object
Manually Enter a New Proposal Object
Display, Change, and Delete Proposal Cost Objects
Display Proposal Object
Change the Proposal Object Information
Delete a Proposal Object
Creating Distributions: Converting to Actual NetSuite Cost Objects
Create Commitment Projections for a Proposal Object
Convert Proposal Object Distributions Within Appointments to Actual NetSuite Cost Object Distributions
Displaying Actual Data
Display Actual Data from Payroll
General Information
Menu Path Structure
Cost Element Groups
Report Variants
Buttons on Reports
Printing
Exporting Report to MS Excel
Sorting Report Writer Report output in MS Excel
MIT Payroll Reports
G/L View and Cost View
Reports for Selected Cost Objects (Cost Center, Internal Order, or WBS Element)
Report Writer Reports
LDS Authorizations
Required and Optional Fields
Data Selection
The Variation Option
The Call Up Report Button
Lateral Page Navigation Buttons
Overview by Profit Center>>Open Commitments by Cost Object
Appointment Reports
List of Transfer-In Depts>>LDS List of Transfer-In Departments/Appointments
Consolidated Salary Exp (DACCA)>>LDS Consolidated Salary Expense Analysis (DACCA)
Salary Expense Analysis>>LDS Salary Expense Analysis by Individual (DINDI)
Staff Apt Distribution (SANDI)>>LDS Staff Appointments and Distributions (SANDI)
Personnel Distr. by Org.>>Personnel Distribution by Organization
X-Schedule>>X-Schedule
Personnel Comm. by LD Object>>Personnel Commitments by LD Object
Personnel Sal. and Eff. Dist.>>Personnel Salary and Effort Distribution
Effort/Salary>>Effort/Salary - Monthly - Ap 12 M (RWR)
Stipend/Tuition Appointment>>LDS - List Stipend & Tuition Appointments
Summary Statement
Open Salary Commitments>>Open Salary Commitments for [Cost Object type] (RWR)
Salary by Posting Month-G/L>>[Cost Object type] Salaries by Post Month (RWR)
Salaries by Service Month-Cost>>[Cost Object type] Salaries by Service Mon (RWR)
Vacation by Payroll>>[Cost Object type] -- Vacation by Payroll Category (RWR)
Vacation by Month-G/L>>[Cost Object type] -- Vacation by Month (RWR)
G/L and Cost Salaries>>[Cost Object Type] G/L and Cost Salaries (RWR)
Reports Reconciliation for Monthly Appointments for a Cost Center
Convert Proposal Object to Cost Object (LDS: Convert Proposal Object to NetSuite Cost Object)
LDS Overrun Report (LDS: Display Postings Beyond Cost Object End Dates)
Appt Salary and Distribution (LDS - Appointment Salaries and Distributions)
Example of a Manual Funds Reservation
Reports
Display Create Funds Commitment Screen
Enter Line Items for the Reservation
Provide Explanation for Each Line Item
Save the Manual Reservation
Display Change Funds Commitment Screen
Change Funds Reservation Information
Set Completion Indicator on a Line Item
Undo Completion Indicator on a Line Item
Block a Line Item
Unblock a Line Item
Delete a Line Item
Display Funds Commitment Screen
Review Manual Fund Reservation Information
Display Reduce Funds Commitment Screen
Reduce the Funds Reservation
Using the Matchcode Search Function
Manual Funds Reservation Document Report
You can select and Invoice as many Orders as you need. In fact with a few tweaks we can automate the entire process for you. This is how ALL order management software should be – No cutting and pasting, importing or duplicating Invoices into a separate accounting system.
The order management software communicates with one or multiple couriers you can send them shipping instructions, bulk print their shipping labels and retrieve and store tracking numbers in each sales order, so everyone including your customers know what was shipped where by whom.