Forage
netsuite
implementation
Guiding You
To The Top
Highlights
- One world financials
- Suite Projects
- Revenue Management
- Salesforce.com integration
Forage believes that talent is evenly distributed,
but opportunity is not. This is why they want to
build a world where every student has the
opportunity to build vital career skills and industry
knowledge for free. Forage looks to tear down the
barriers between potential and opportunity. Their
mission is to give every student an equal chance of
discovering and landing their dream job
SYSTEM INTEGRATIONS AND LANDSCAPE
CUSTOM SCRIPTS
- Update revenue
elements/arrangements from sales
orders - Add professional service fees on the
line item on sales orders - Update status for project task and
milestones - Update amortization schedules on
JE/bills
CUSTOM WORKFLOWS
- Custom approval workflows
- Journal entries
- SuiteApprovals
- Vendor bills workflow
- Advances Intercompany JE workflow
- Collections
- Dunning templates workflow
- Advanced revenue recognition workflow
- Invoice approvals workflow
- Custom workflow
- Vendor name automation for
Intercompany Allocation
- Vendor name automation for
OUR SOLUTION
SFDC TO NETSUITE
SOFTWARE STANDARD
- 3 Countries
- US, UK, AUS
- 4 Currencies in SFDC
- AUD, GPP, USD, EUR
- Chart of Accounts
- Consolidations
- Classifications
- Intercompany
ORDER MANAGEMENT
- Yantra NS-SFDC Connector
- Sales Orders
- Invoicing
- Customer Payments
- Advanced Revenue Management
- CRM (Quote and Order Management)
- SuiteProjects:
- Revenue recognition based on project's
dates and milestones - ASC 606 - Revenue recognition compliance
- Revenue recognition based on project's
FINANCIALS
- General Ledger
- Accounts Payables
- Accounts Receivables
- Advanced Financials
- Allocations
- Amortizations
ADDITIONAL FUNCTIONALITY
- International Tax Reports
- Withholding Tax
- Tax Audit Files
- Drag & Drop
SFDC HIGHLIGHTS
- SFDC Opportunity Verbal 'Yes' > Sync Customer
- SFDC Opportunity 'Closed Won' > Sync to create Sales Order in NS
- SFDC Product to Program > Sync to create a project in SuiteProjects using
subscription start and end dates. - Resources will log their time against projects
- NS Invoices and Payments > sync back to SFDC Opportunity
LET'S TALK!
YANTRA INC
- 2975, Bowers Avenue, Ste 219, Santa Clara
- CA - 95051
- +1(408) 676-8159
- www.yantrainc.com
- [email protected]