Welcome to SIMC TECH
Notification of Requisition Line Items Needing Approval
How NetSuite Routes Requisition Line Items
Getting the Notification
Accessing Your Inbox
Finding the Line Item(s) You Wish to Review
Option 1: Page Through the Requisition Screens in NetSuite
Option 2: Print a Hard Copy via Print Requisition Report
Option 3: View the Requisition from NetSuite
After Reviewing the Requisition Line Item(s)
Change a Line Item
Delete a Line Item
Delete an Entire Requisition
Approve a Line Item
Refresh the Inbox to Confirm Approval
Printing a Hard Copy of Your Inbox
Withholding Requisition Line Items Pending Changes
Creating an Attachment to a Requisition Line Item
Putting Requisition Line Items Back into Workflow
View the Change History of a Requisition Line Item
NOTE: For most requisitioning needs, NetSuite is faster and easier than using NetSuite directly. See About NetSuite for more information.
Introduction
Basic Steps for Creating a Requisition
Vendor Justification Rules
Special Requisitions
How Requisitions Get Approved
General Information: Initial screen
Description, Quantity, and Unit of Measure: Item Overview screen
Unit Price and Vendor Number: Item Detail screen
G/L Account, Cost Object, and Delivery Information: Account Assignment screen
Assigning Costs to Multiple Cost Object
Vendor Justification and Other Text: Text Overview screen
Additional Line Items
Finish the Requisition
Blanket Orders
Subcontracts
Internal Provider Requisitions
Change Orders
Only Add New Line Items
Change Existing Information on PO
Change Existing PO and Add New Line Items
Requisitioning Options
Copy Reference
Navigating the Screens: Using the Goto menu
Change or Delete a Requisition
Close Out a Purchase Order
Overview
Find a Requisition
Print a Requisition
Find the Purchase Order
Overview
Displaying the Purchasing Overview by Vendor Report
Entering the Fields on the Report
Executing the Report
Drilling Down to Master Data
Using the NetSuite Report Buttons
Printing the Report
Overview
Displaying the Purchasing Overview by Cost Collector Report
Entering the Fields on the Report
Executing the Report
Drilling Down to Master Data
Using the SAP Report Buttons
Printing the Report
Overview
Displaying the Payment Report
Entering the Fields on the Report
Executing the Report
Drilling Down to Master Data
Using the NetSuite Report Buttons
Printing the Report
Overview
Find Credit Card Charge Document
Review and Verify the Charges
Change Cost Object or G/L Account Assignment
Park or Post the Credit Card Charge Document
Overview
Displaying the Listing of Journal Vouchers screen
Entering the Fields on the Report
Executing the Report
Downloading the Report
Printing the Report
Face to face, Phone, Mobile, Email, Ecommerce, POS (Point of Sale) or EDI – regardless of how Customers want to interact and buy from you, our order management software has got it covered. Salesorder.com not only joins up and converges your Sales Channels, but gives everyone involved in the Sales process a comprehensive and detailed view of EVERY interaction and transaction.
Order Capture
Orders from any channel, including FTP or CSV uploads
Purchase Order to Supplier
Create PO(s) directly from Sales Order
Supplier Ships Order
Supplier confirm, ships & updates
Supplier Invoice
Supplier sends Invoice (Bill). Create Bill record from PO, updates Accounts Payable
Invoice Customer
Because the solution has battle tested by CFOs accounting features, there’s no switching between system to cut & send Invoices or update Accounts Receivable.
Order Capture
Orders from any channel, including FTP or CSV uploads
Build Assemblies
You can either pre-build assemblies or build them on the fly.
Pack & Ship
Send shipping instructions to vendor, retrieve tracking number and store on shipment document
Invoice Customer
Because the solution has battle tested by CFOs accounting features, there’s no switching between system to cut & send Invoices or update Accounts Receivable.