Creating a New TRF in NetSuite

Step 1: Create a new TRF using the ADV – TRF shortcut on the homepage or typing in “ADV – TRF” in the search bar.

Step 2: Complete the following fields.

TRF Type

•Product Testing

Product Test Type

•New

•New Material

•Renewal/Annual

•Retest

Customer

•Default is Advantus Internal Product Testing

•Change to specific Customer when needed

Division and Product Line

TRF Description

•A brief description that will be helpful in finding and knowing what the TRF is for

TRF Status

Reason for Testing and TRF Notes & Updates

•Example for Reason for Testing – “Annual Testing”, “Customer Requirement”, Etc.

•TRF Notes & Updates are any information that would be beneficial for someone looking at the TRF.  Delays in shipping, delays in testing, change to TRF, etc.

Testing Project, Service Type and Renewal Frequency

•Service Type – Regular, Expedite, Priority, Next Day

•Renewal Frequency – Common choices are Annual, 2 Years, None and Customer/Brand Specific Notification

Vendor (Factory)

Lab

Date TRF Sent and if known Sample Target Date, Ready Date of Samples, Sample Sent Date

Item #

Protocols

Step 3: Click Save

Updated on September 26, 2023

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