Standard File Format & Naming Structure

Inventory_file name as
submitted by client		 No

Documentation and
Working Files Saved in
Dropbox Folder		 File Naming Structure Documentation Attached
to NetSuite transaction
and saved in NetSuite POD
folder?
Client inventory Inventory_file name as
submitted by client		 No
Any supporting
documentation (i.e., MTRs,
SDS)		 Descriptive as to the actual
documents		 No
Pictures Folder for picture and
named as submitted		 No
File Number Request PDF as named by Jotform Yes-POD (Kit/Package)
New Website Listing PDF as named by Jotform Yes-POD (Kit/Package)

Your Content Goes Here

Your Content Goes Here

Inventory_file name as
submitted by client		 No

Documentation and
Working Files Saved in
Dropbox Folder		 File Naming Structure Documentation Attached
to NetSuite transaction
and saved in NetSuite POD
folder?
Client inventory Inventory_file name as
submitted by client		 No
Any supporting
documentation (i.e., MTRs,
SDS)		 Descriptive as to the actual
documents		 No
Pictures Folder for picture and
named as submitted		 No
File Number Request PDF as named by Jotform Yes-POD (Kit/Package)
New Website Listing PDF as named by Jotform Yes-POD (Kit/Package)

Your Content Goes Here

Your Content Goes Here

Notes

  • IR Excel file will be saved in root directory and named POD-XX-XXXX
  • File checklist will be kept in root directory and named POD-XX-XXXX Checklist
  • Tax Certificates will be attached to buyer record in NetSuite and should be verified
    for all sales
  • If the material for one POD is awarded in multiple lots, separate folders will be set
    up for each lot
  • The folders 04 through 08 will be moved to these lot folders
  • Lots should be labeled as “Lot A-Short Material Description-Buyer”
  • All emails saved to files are saved as PDF documents.

Process Reports

Here is a complete list of available reports, along with descriptions of the data each report contains. To access any report, simply click the corresponding link or search for the report’s name in NetSuite.

  • List of all PODs that are not “Closed” or “Cancelled”
  • Can be filtered by Client and/or Advisor
  • Can be sorted by file status
  • Do not use this report for client reporting purposes or Estimated SCI calculation.

Click Here to view this report.

  • List of bids received for current listings or for which client response to bid results
    has not been received
  • Can be filtered by Client and/or Advisor

Click Here to view this report.

  • Report of awarded PODS (surplus sales only) for which payment has not been
    received
  • Buyer Invoice is processed using “Due Upon Receipt” terms, so days outstanding
    can be used to identify buyers that require follow-up regarding payment

Click Here to view this report.

  • Report of funds received from buyer and payable to clients (surplus sales only), net
    of MMR’s commission, if MMR does not have to submit a bill for our commission
  • Payment due dates are included in the report for timing purposes

Click Here to view this report.

  • Monthly reports for client submission of activity for the period
  • Can be found by typing Client Name and the word Sales in the NetSuite search bar

  • A report of all files that have not reached the “Final Review” “Closed” or
    “Cancelled” status
  • This report should be used for client reporting purposes
  • Can be found by typing Client Name and the words Open File in the NetSuite
    search bar

  • MMR commission has not been recognized on this list of open files
  • Used for pipeline forecasting purposes

Click Here to view this report.

  • MMR Commission recognized during the current fiscal year by each Advisor
  • Grouped by Surplus and Recycle Commission Income for each Advisor
  • Can be filtered by Advisor

Click Here to view this report.

File Status Key

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Progress Payment Due

Your Content Goes Here

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