Keeping things Intacct IBOS Ideology Order Process Opportunity knocks Repeat Business
100
What is a Credit Memo?
This document is created by converting an invoice in Intacct.
100
What is Salesforce?
May the _____ be with you.
100
What is the sales contact?
It all starts here, with a "touch".
100
What is Sales?
The team that creates (most) Salesforce opportunities.
100
What is a recurring billing template?
This is a record in Intacct that triggers invoices to generate at predetermined dates.
200
What is a Sales Order?
This document is created by pushing the opportunity from Salesforce.
200
What is OpenAir?
Professional Services "wind".
200
What is an opportunity?
This data element in Salesforce tracks the customer order.
200
What is Order Administration?
The team that Finance Approves Salesforce opportunities.
200
What is a renewal opportunity?
This opportunity type is used to process support and subscription fees for each customer once a year.
300
What is a Standard Fulfillment?
This document is created by converting a Standard Sales Order in Intacct
300
What is BigMachines?
When Tonka trucks grow up.
300
What is Finance Approval?
This step triggers the assetization of the items on the order in Salesforce.
300
What is a decommission?
This is the opportunity type used to take assets off maintenance.
300
What are Billing Frequencies?
Monthly, Quarterly, Semi-annual and Annual.
400
What is Standard Sales Invoice?
This document is created converting the product lines of a Standard Fulfillment in Intacct.
400
What is Intacct?
Not broken apart
400
What is a quote?
The product details associated with an opportunity, or a famous remark.
400
What is Professional Services?
The team that pushes Salesforce opportunities to OpenAir.
400
What is a revenue recognition template?
This Intacct record determines when revenue is recorded into the financial statements.
500
What is a Milestone Unbilled Revenue?
This document is created by converting a Milestone Fulfillment in Intacct.
500
What is v360?
Vitera's IBOS Project
500
What is a fulfillment?
This transaction records the delivery of a sales order in Intacct, or a realization.
500
What is a migration?
This is the opportunity type used to move a customer to a new contract.
500
What is recurring revenue?
Maintenance & Support, and Subscriptions & Hosting Revenue.






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