UKG Marketplace Software Resources
Discussions to expand your knowledge on UKG Marketplace Software
Resource pages are designed to give you a cross-section of information we have on specific categories. You'll find discussions from users like you.
UKG Marketplace Software Discussions
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Question on: NetSuite
Freight CostHow can I link my freight cost to a sales order. I have been trying to match my costs with revenues. So far NetSuite is matching COGS and Sales Revenue but I am unable to match freight out the cost to a sales order.
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I am looking for ways to incorporate all the container inbound cost that come in such as demurrage, detention, etc and track those all against landed cost. What is the best way to accomplish this? We import internationally so costs are in EUR and USD depending on where the invoice is from.
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Question on: NetSuite
How can I have my invoices send out automatically?We have customers with 4 year contracts and they need to be billed either monthly, quarterly or annually.
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We use Advanced Billing to establish billing schedules which allow you to specify a number a variables for billing purposes. For example, we offer a number of depot service contracts with flexible terms and payment options. We may have a customer that wants an annual contract, billed monthly. We create a Billing Schedule to split the total amount over a period of 12 months and invoice 1/12 on the same date of each month. The advanced rev rec keeps our revenue in line throughout the periods to ensure proper accounting. We have billing schedules created to accommodate monthly, quarterly, semi-annual and annual installment options for terms ranging from a single month to 5 years.
The sales order transaction maintains a status of "Pending Billing" through the duration of the billing schedule where each time a bill date arrives, NetSuite automatically creates the monthly invoice and our Email Invoice workflow picks them all up through a day-end process and emails to the customer each night. Completely hands off process ensuring we never miss a scheduled invoice creation or delivery!
Hope this helps!
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If you mean how to send out the created invoices as PDF, I would suggest to use a scheduled workflow
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You can create a billing schedule where the customers can be billing from a sales order automatically and check the preference to send the Invoice as email automatically.
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Question on: NetSuite
What can we use to fast track our billing process and tailor fit this to our current set-up?Our billing process is done by uploading data from outside of the system now but we want to use the billing module directly for this process. What can you suggest for us to use. Is there a suitebundle or NetSuite app for this? Thanks.
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What is your billing process? are you looking to automate the billing from a sales order?
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