Author: Celus Francis

Modifications made to projects, project tasks, and time entries can affect sales order invoice schedules if the project is assigned a billing schedule type. When such changes are entered, they trigger a project plan recalculation, as well as an invoice schedule recalculation. For example, you may have a weekly billing schedule associated with a sales… Continue reading Rescheduling the project invoices

NetSuite provides flexible billing options for project billing. You can bill projects based on completing project work, achieving project milestones, or according to a schedule of dates. The project billing type determines which method of billing to use. The project billing schedule provides the details for when and how to bill the customer over a… Continue reading Billing a Project in NetSuite

NetSuite offers a unique set of features and functionality that can be tailored to the specific needs of service industry businesses—such as consulting, advertising, software development, web design, publishing, and marketing. NetSuite offers a robust set of customizable features to integrate and streamline your business processes from start to finish no matter what type of… Continue reading NetSuite for the Service Industry

Purpose of Projects Feature: The Projects feature is designed to help track information about projects for customers. It includes details such as time tracking, contacts, and associated transactions. Creating Project Records: Navigate to Lists > Customers and select the customer for whom the project is intended. Click on “Project” in the Create New menu to… Continue reading Basic Project Module Details

If you print your bills of materials (BOM) in PDF format, you can append the PDF file to print additional materials with the BOM. These additional materials are for use when picking and assembling the item. For example, you can print a diagram or instructions about the assembly process for the top level assembly item.… Continue reading Appending a PDF File to Print with the Bill of Materials

A custom role cannot see the Run Unrestricted checkbox  under Results subtab when creating a saved search.The Run Unrestricted feature on Saved Search is currently available for Administrators only. System Notes Search Returns No Results for Non Admin Role When Run Unrestricted = T A non-administrator user is unable to see User Notes and System… Continue reading “Run Unrestricted results” checkbox in the saved search

Your administrator specifies which roles cannot change the setting for server SuiteScripts and workflow triggers on individual CSV imports. If the Run Server SuiteScript and Trigger Workflows box is available, you can change the setting for the current import. Clear the box to disable all server SuiteScripts and workflow triggers during import job processing. Check… Continue reading Sever Side scripting triggering while CSV import

By default, the Import Assistant expects the pipe “|” to be the delimiter for multi-select field values. The Assistant also supports the use of any other single character as a custom multi-select delimiter. To use a custom character as a delimiter instead of the pipe, enter it in this field. The Import Assistant then interprets… Continue reading Custom Delimiter in CSV Import