Client Request:
“We need a more efficient way to categorize and classify activities across our various projects and customers. It’s crucial that we can better organize our project-related transactions and expenses. Additionally, we require a solution that allows us to create global activity codes to standardize our project activity organization across all projects within our organization. Can you provide a solution to meet these requirements?”
Solution:
Feature: ACTIVITY CODES
NetSuite’s Activity Codes feature effectively addresses these needs. By utilizing this feature, you can categorize and classify activities, transactions, and expenses across different projects and customers, providing a more organized and efficient approach to project management. Furthermore, the feature allows for the creation of global activity codes, ensuring that project activities are organized consistently and uniformly across all projects within your organization. With this solution, you can streamline your project management by categorizing activities into logical groups, improving tracking and organization with ease.
Navigation:
To enable NetSuite’s Activity Codes feature, Go to
Setup -> Company -> Enable Features -> General tab -> Activity Codes
