An investigation into rate behavior in NetSuite when creating invoices from bills has revealed key insights:
Key Findings
- Bill Creation and Approval:
- Create and approve a bill by navigating to Transactions > Payables > Enter Bill.
- Invoice Creation:
- Navigate to Transactions > Sales > Create Invoices.
- Select the customer and location, then add an item. The rate auto-populates using the base price but can be adjusted via the dropdown menu.
- Editing Rates:
- In the Billable Item subtab, manually changing the rate may require ticking the apply box and saving again for the changes to take effect.
- After saving, the item moves to the items list in view mode but remains in the Billable Item subtab in edit mode.
- Base Price Adjustment:
- Changing the base price of an item and refreshing the invoice updates the rate automatically.
- Both custom and standard forms exhibit this behavior.
Conclusion
- Inventory, assembly, service, and other charge items without a base price use the vendor bill rate in the invoice’s Billable Item subtab.
- Non-inventory items always use the base price from the item record.
This summarizes the standard behavior of item rates in NetSuite invoices when derived from bills.