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Welcome to SIMC TECH
Case Study
Case Study
Expert Review and Solution Composed
Expert Review and Solution Composed
Video Walkthrough
Video Walkthrough
Departmental Financial Planning
Departmental Financial Planning
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.
Contents
Contents
QUICK GUIDE for Creating a Plan
Introduction
Introduction
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
Create a Plan: Part I
Create a Plan: Part I
Go to the Initial Screen
Set Parameters
Create a Plan: Part II
Create a Plan: Part II
Enter Plan Amounts: Overview Screen
Distribute Across Periods: Period Screen
Save the Plan
Planning for Multiple Fiscal Years
Planning for Multiple Fiscal Years
Plan for Multiple Fiscal Years
An Example
Create a Plan Using a Spreadsheet
Create a Plan Using a Spreadsheet
Create a Plan Using a Spreadsheet
Enter Planning Data into Spreadsheet
Format Rules
Save File
Upload Your File
Upload Your 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
View Plan in Account Managers Report
View Plan in Account Managers Report
Run the Account Managers Report
See Distribution Across Fiscal Years
Change a Plan
Change a Plan
Change Plan Amounts
Clear Plan Amounts
Delete Plan Amounts
Display a Plan
Display a Plan
Select a Plan: Initial Screen
Review the Overview Screen
Review the Period Screen
F&A Under recovery on Research WBS Elements
F&A Under recovery on Research WBS Elements
Contents
Overview
Proposal Phase
Award Phase
Monitoring Phase
Closeout Phase
Who to Contact with Questions
Data Warehouse Reports
Related Links
G/L Account List
G/L Account List
Displaying a G/L Account List
Displaying a G/L Account List
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
Internal Provider Billing
Internal Provider Billing
Contents
Contents
Overview
Overview
Introduction
Introduction
Methods of Billing Through Journal Vouchers
Common Error Messages
Receiving Incoming NetSuite Requisitions and Orders
Receiving Incoming NetSuite Requisitions and Orders
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
Billing through the ISP - JV Creation and Req Reduction Screens: Part II
Billing through the ISP - JV Creation and Req Reduction Screens: Part II
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
Uploading Billing Data to Journal Vouchers; Part I
Uploading Billing Data to Journal Vouchers; Part I
Preparing Billing Data for Upload
Column Format
Format Rules
Save Your File
Uploading Billing Data to Journal Voucher: Part II
Uploading Billing Data to Journal Voucher: Part II
Accessing the NetSuite Upload Function
Uploading the Spreadsheet File
Uploading With Immediate Processing: Option I
Uploading With Immediate Processing: Option I
View Results of Your Job (Pre-validation Only)
View Results of Your Job (Pre-validation and Posting
Uploading With Background Processing: Option II
Uploading With Background Processing: Option II
Find Your Background Job
View Results of Your Job
Finding Journal Vouchers to Verify Billing Data
Displaying Journal Vouchers
Using the Display Document screen
Journal Vouchers
Journal Vouchers
Contents
Contents
QUICK GUIDE for Creating Journal Vouchers
Introduction
Introduction
What is a Journal Voucher?
Review and Posting Journal Vouchers
Set Your User Parameters for the Fast Entry screen
Rules Governing Journal Vouchers
Rules Governing Journal Vouchers
Compliance with Generally Accepted Accounting Practices
G/L Account Selection Tables
Create a Journal Voucher Using the Fast Entry Format
Create a Journal Voucher Using the Fast Entry Format
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)
Change or Delete a Parked Journal Voucher
Change or Delete a Parked Journal Voucher
Access a Parked Journal Voucher
Find a Document Number
Add, Change, or Delete Line Items
Delete an Entire Parked Journal Voucher
Correct and Resend a Rejected Journal Voucher
Correct and Resend a Rejected 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
Optional Topics
Optional Topics
Alternate Display of the Document Overview Screen
Journal Voucher Uploads
Journal Voucher Uploads
Contents
Contents
QUICK GUIDE for Uploading Journal Vouchers
Introduction
Introduction
Upload Rules
View or Print Completed Journal Documents
Common Error Messages
Prepare Charges for Upload
Prepare Charges for Upload
Column Format
Format Rules
Save File
Set Up the Upload Process
Access NetSuite Upload Function
Complete the Electronic Journal Voucher upload screen
Upload with Immediate Processing
Upload with Immediate Processing
Upload the Tab-delimited Data File
Check for Errors
Pre-validation Results
Upload with Background Processing
Upload with Background Processing
Upload the Tab-delimited Data File
Check the Results of the Background Job
Check for Errors
Pre-validation Results
Pre-validation Results
Labor Distribution System
Labor Distribution System
Contents
Contents
Overview of LDS
Introduction
Introduction
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
Frequently Used LDS Navigation Codes
Frequently Used LDS Navigation Codes
Create/Change/Delete a Record
Find a Record
Display a Record
Variance Functions
Report Function
Appointments
Appointments
Create Appointments
Create an Appointment Header
Enter Salary and Distribution Information
Salary Information Fields
Distribution Information Fields
Display, Change, and Delete Appointments
Display, Change, and Delete Appointments
Display an Appointment Record
Change LDS Appointment Information
Delete an Appointment
How to Put in a Raise
How to Put in a Raise
Add a Salary Increase for a Monthly Appointment
Add a Salary Increase for a Weekly Appointment
Distribution Detail: Change-in-Hours and Vacation Tracking
Distribution Detail: Change-in-Hours and Vacation Tracking
Make a Short-Term Change in Hours
Maintain Vacation Data
View Distribution Information Details
LDS Functions
LDS Functions
Fiscal Year Budget
Display the Fiscal Year Budget
Distribution Percentage Analysis
Distribution Percentage Analysis
Display Monthly Distribution Percentage Analysis Report
Distribution Percent Analysis Screen
Display Weekly Distribution Percent Analysis Report
Reconcile LDS with NetSuite
Reconcile LDS with NetSuite
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
LDS/Payroll Variance
LDS/Payroll Variance
Appointment Header, Salary, and Monthly Distribution
Variance Overview
Variance Overview
Display Variance Screens
Variance Screen: Reconciling Records
Weekly Work Hours and Vacation Credits
Weekly Work Hours and Vacation Credits
Update Weekly Work Hours
Variance Processing for Vacations
Proposal Cost Objects
Proposal Cost Objects
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
Actual Payroll Data
Actual Payroll Data
Displaying Actual Data
Display Actual Data from Payroll
Reports
Reports
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
Profit Center Reports
Profit Center Reports
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
Cost Object Reports
Cost Object Reports
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
Reports Reconciliation
Reports Reconciliation for Monthly Appointments for a Cost Center
Proposal Object Reports
Proposal Object Reports
Convert Proposal Object to Cost Object (LDS: Convert Proposal Object to NetSuite Cost Object)
Special Reports for Departments
Special Reports for Departments
LDS Overrun Report (LDS: Display Postings Beyond Cost Object End Dates)
Appt Salary and Distribution (LDS - Appointment Salaries and Distributions)
Manual Funds Reservations
Manual Funds Reservations
Contents
Contents
Introduction
Introduction
Example of a Manual Funds Reservation
Reports
Create a Manual Funds Reservation
Create a Manual Funds Reservation
Display Create Funds Commitment Screen
Enter Line Items for the Reservation
Provide Explanation for Each Line Item
Save the Manual Reservation
Change a Manual Funds Reservation
Change a Manual Funds 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 a Manual Funds Reservation
Display a Manual Funds Reservation
Display Funds Commitment Screen
Review Manual Fund Reservation Information
Reduce a Manual Funds Reservation
Reduce a Manual Funds Reservation
Display Reduce Funds Commitment Screen
Reduce the Funds Reservation
Search for a Manual Funds Reservation
Search for a Manual Funds Reservation
Using the Matchcode Search Function
Manual Funds Reservation Document Report
Process & Invoice multiple orders in simple clicks
Process & Invoice multiple orders in simple clicks
Invoice multiple Orders
Invoice multiple Orders
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.
Manage shipping vendors
Manage shipping vendors
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.
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