Introduction: Importance of budgeting and forecasting in managing project costs and timelines. Step-by-Step Guide: Setting Up Project Budgets: Navigate to the “Budget” subtab in a project. Define budget categories (e.g., labor, materials, overhead). Enter budget amounts for each category. Creating Forecasts: Use the “Forecast” subtab to project future costs and revenues. Enter forecast assumptions and… Continue reading Project Budgeting and Forecasting in NetSuite
Author: Celus Francis
Effective Resource Allocation in NetSuite Projects
Introduction: Importance of proper resource allocation in project success. Step-by-Step Guide: Defining Resource Roles: Navigate to “Resources” and define roles (e.g., Developer, Designer, Project Manager). Assign skills and competencies to each role. Allocating Resources to Projects: Go to the “Resources” subtab in a project. Select and allocate resources based on their availability and skill set.… Continue reading Effective Resource Allocation in NetSuite Projects
Mastering Project Accounting in NetSuite
Introduction: Overview of project accounting and its importance in financial management. Step-by-Step Guide: Setting Up Project Billing: Navigate to the “Billing” subtab in a project. Define billing types (fixed-fee, time & materials, etc.). Set up billing schedules and milestones. Expense Management: Go to the “Expenses” subtab. Enter project-related expenses and categorize them appropriately. Attach receipts… Continue reading Mastering Project Accounting in NetSuite
Getting Started with NetSuite Project Management
Introduction: Brief overview of what NetSuite Project Management is and its importance. Step-by-Step Guide: Accessing the Project Management Module: Navigate to the Project Management module within NetSuite. Locate the Projects section under the main menu. Creating a New Project: Click on “New Project.” Fill in the project details such as Project Name, Customer, Start Date,… Continue reading Getting Started with NetSuite Project Management
Changing Customer in Sales order and Project Record
We cannot change the customer in Project but possible to change in the sales order
Attaching Time Sheet to a Project Task
We can select the Project Task in the Timesheet entry for a project.
Find Failed Emails when there is multiple recipients using workbook
Comparison on Line ID and Line Sequence Numbers
Report for getting a comparison on Customer deposits with applied and Unapplied amounts
we create a Transaction saved search (Lists > Search > Saved Searches > New > Transaction). We create a Transaction saved search (Lists > Search > Saved Searches > New > Transaction). The search criteria are pretty basic: Add filters Type is any of Payment, Customer Deposit and Main Line is false as illustrated below. If necessary, add other… Continue reading Report for getting a comparison on Customer deposits with applied and Unapplied amounts
Script for FInancial Institution record creation
// Create a financial institution record var newFIRecord = record.create({ type: record.Type.FINANCIAL_INSTITUTION, isDynamic: false, defaultValues: null }).setValue({ fieldId: ‘financialinstitution’, value: ‘New XYZ Bank’ }).setValue({ fieldId: ‘description’, value: ‘Description for XYZ Bank’ }).save(); // Load a financial institution record var createdFIRecord = record.load({ type: record.Type.FINANCIAL_INSTITUTION, id: 1, isDynamic: false }); // Get value of the… Continue reading Script for FInancial Institution record creation