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