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Participants

Goals

  • Review previous action items

  • Collect status updates from all team members

  • Outline new action items

Discussion topics

Presenter

Notes

Andrea

  • SO’s - NOC & PM’s - repaired and functioning - Site = Entity + Custom body field which is used as our Customer; an item on a SO needs a Customer to populate the item line. The site formula connection was broken on the SO forms

  • Projects in NS - Weekly Steering Committee meeting - NetSuite System - Projects Road Map

    • Tipalti - engineering to change PO approval workflow

    • PO Approval workflow -

      • progressing; need Tipalti changes to implement

      • New Vendor approval - for PO’s work with Finance to outline process; for no PO Tipalti enters

    • Boostr - moved from SB1 to SB2; reconnect API; Move and Add Boostr test items; Adam to re-connect

    • Phase 1 NRESR - sent links to all tickets/items reference SO to identify the overwrite/inability to edit forms

    • CRM - moving bundles from SB1 and SB2; need to validate SB2

    • Data API - currently in SB1; move with CRM

  • Jira Tickets for End users - items re: access; permissions; tasks - new users

  • nSuite - Pilot project - MP leaving, leads to Colleen



Abe

Action items

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Decisions

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