Item Configuration Prompts

The Item Configuration prompt samples include common tasks and workflows such as:

Item creation and updates
Revenue and billing schedule setup

Prompt Name	Suggested Roles	Prompt Sample
Create Item	Inventory Manager	Use the ns_createRecord tool to create a [ITEM_TYPE] with the following details: Item Name/Number: Display Name/Code: Sales Description: Subsidiary: Include Children Subsidiaries (Y/N): Department: (DEPT_NAME): Class: (CLASS_NAME): Income Account: [ACCOUNT_NUMBER] Tax Schedule: [SCHEDULE_NAME] Direct Revenue Posting (Y/N): If Direct Revenue Posting = N Deferred Revenue Account: [ACCOUNT_NUMBER] Revenue Recognition Rule: [RULE_NAME] Rev Rec Forecast Rule: [RULE_NAME] Billing Schedule: [SCHEDULE_NAME]

Prompt Name

Suggested Roles

Prompt Sample

Create Item

Inventory Manager

                    Use the ns_createRecord tool to create a [ITEM_TYPE] with the following details:
Item Name/Number: 
Display Name/Code: 
Sales Description:
Subsidiary:
Include Children Subsidiaries (Y/N):
Department: (DEPT_NAME):
Class: (CLASS_NAME):
Income Account: [ACCOUNT_NUMBER]
Tax Schedule: [SCHEDULE_NAME]
Direct Revenue Posting (Y/N):

** If Direct Revenue Posting = N **
Deferred Revenue Account: [ACCOUNT_NUMBER]
Revenue Recognition Rule: [RULE_NAME]
Rev Rec Forecast Rule: [RULE_NAME]

Billing Schedule: [SCHEDULE_NAME]

General Notices