11.16.2022 OLS Session

Objectives:

-Organizational Changes/Updates

-Welcome New LRPs

-Regional Revenue Processing - Houston

-Reminders and Updates: NetSuite Deal Management System:

• Revenue Reversal/Write-Off Form (Canada)
• Lease Expiry - Tableau
• Re-Submitting A Rejected Deal
• Vendor Search On Parties Tab
• Deal Form Standardization

-Reminders:  Year End

• Applying Payments to Invoices with 2023 Due Dates
• Adjusting Transactions from 2018 or Earlier

-Finance Systems Updates

• Zendesk Updates
• October 29th Finance Systems Updates

-Additional Topics

• Zendesk Coverage Friday, November 25th
• LRP Spotlight – Nominees

-Appendix

-Payroll Calendars

Click this link to open the video: 11.16.2022 OLS Session Recording.mp4