Solutions:

GP Report

Techfino optimized the GP Report process wherein previously this report was achieved by using a third-party SQL tool to connect transactions to identify the gross profit numbers. However, this old process was not a viable long-term solution. The month-end runs of the SQL job had to be constantly monitored since there are glitches from time to time. Additionally, finance users still need to do a lot of manual mapping in the GP Sheet produced by the SQL tool.
The Techfino team built a solution that will allow all the following activities to be done in NetSuite:

• GP Sheet 1 Production (produce the data that is previously being produced by a SQL job)
• Transaction Tree Production (an automated linking method to map all related transactions)
• Apply Business Rules to Identify The Most Accurate COGS Amount
• Record The COGS Amount in The Custom Record
• Link the Custom Record to Sales Transactions
• Initiate the SuiteScript Automation
• GP Report in in NetSuite

Post Go-Live, further enhancements were made to the GP Report as requested.

Square 9 Solution

Techfino completed and enhanced an ongoing Square 9 solution by creating a custom page to import, process, validate files from OCR and then automate the creation of vendor bills and mapping to the corresponding purchase order. Several reports were also created to support this solution.
 
Previously, the old solution had challenges in linking correct purchase orders and supporting partial billing scenarios.

Key Vendor Sales Report by Salesman

Techfino built a solution that would display the correct Distributed Sales Amount and Cost Distribution Ratio in reports to be able to properly show the Sales Amount for each item with the associated Vendor. The native calculations in NetSuite cannot accommodate the calculations appropriate for Cummins-Wagner. Scripts were created to compute and show the Distributed Sales Amount and Estimated Cost fields in transactions.
 
The created reports below are vital in showing all sales activity for a given salesman and the related vendor that sale pertains to:

• Key Vendor Sales Report by Salesman V1.1
  
• CW | Work Order for Estimated Cost field Update
  

Customer Debit Memo

Progress Payments

Techfino built a solution that allowed Cummins-Wagner to record in NetSuite the progress payments that were previously manually created and managed outside of NetSuite. Progress Payment invoices can now be generated in NetSuite through sales orders and a mechanism to link customer deposits to invoices and/or sales orders was also developed. This link is used to show A/R aging for the Progress Payment invoices.

Other works

PDF template updates – several enhancements were made to different transaction PDF templates ranging from simple to high complexities.

NetSuite Release Impact Assessment – impact assessments were done for the major NetSuite releases. This is to ensure that the upcoming changes will not conflict with existing processes and that preparations can be made in advance, if needed.