Develop a user event script to display the line items in the Project Record by pulling data from the linked Sales Order. An Item subtab has been created in the project record to display the linked sales order item details. The sales order details are: Item Rate Amount Linked sales order /** *@NApiVersion 2.1 *@NScriptType… Continue reading Add line items display in Project Record – Sales Order
Tag: project
Creating a Project-Wise Time Report in NetSuite
Generating a Project-Wise Time Report in NetSuite enables organizations to efficiently monitor and analyze the allocation of time entries across various projects. This guide provides a step-by-step approach to developing a saved search report with date filters in NetSuite, allowing for a detailed view of time entries categorized by project. Steps to Create the Project-Wise… Continue reading Creating a Project-Wise Time Report in NetSuite
Automating Sales Order Closure Based on Project Status
To streamline the process of managing sales orders in relation to project completion, we have developed a User Event Script for NetSuite. This script ensures that whenever a project’s status is updated to “Closed,” the corresponding sales order is automatically closed. By leveraging a custom field (custentity_jj_sales_order_id) on the project record, the script identifies the… Continue reading Automating Sales Order Closure Based on Project Status
To create projects from sales transactions:
Go to Transactions > Customers > Create Projects from Sales Transactions. Sales orders, opportunities, and estimates appear in this list if they include items that are tagged to create projects but are not yet associated with a project and are not in one of the following statuses: Canceled Closed Pending Approval Check the Create Projects box next to… Continue reading To create projects from sales transactions:
Project Template Creation
The Project Management Module in NetSuite is designed to help organizations manage their projects efficiently with the help of set of tools to plan, execute, monitor, and complete projects while maintaining alignment with financial and resource management processes. A project template enables to create standardized NetSuite project records helping us save time when setting up… Continue reading Project Template Creation
Understanding Charge Rules
Charge rules determine the billing rate, the timing of charges, and the stage of a charge when it is generated. Charge rules can be either fixed fee, time-based, expense-based, or purchase. A breakdown of individual charge rule types and respective project activities or inputs is listed below: Fixed Fee Rules Types Fixed Date Creates a… Continue reading Understanding Charge Rules
Using Consolidated Billing for Projects and for Payments
Consolidated billing consists of a set of accounting features and preferences that affect the way you invoice your customers and accept payments toward those invoices. These features and preferences are described below: Consolidate Projects on Sales Transactions – When you enable this preference, you can create sales orders and bill customers for charges associated with multiple… Continue reading Using Consolidated Billing for Projects and for Payments
Resource Allocations
Resource Allocations are designed to help resource managers allocate and assign the right resources to projects based on availability, skill sets, and other criteria. After a resource has been allocated, or reserved, to a project, a project manager may then decide to assign that resource to a specific task. You can also allocate resources directly… Continue reading Resource Allocations
Maximizing Customer Project Management with NetSuite
Client Request: “We need a streamlined approach to track our customer projects within NetSuite, ensuring we can efficiently monitor costs and revenues for each project. We require a solution that allows us to customize project records, track expenses, and generate detailed reports to better understand project performance. Additionally, we want to ensure that our project… Continue reading Maximizing Customer Project Management with NetSuite
Project Expense Types
In the context of Job Costing, it’s essential to associate a project expense type with each new or existing project record. This selection guides NetSuite in determining which account to debit when posting time transactions for job-costing purposes. When you activate job costing, the system automatically generates two default project expense types: “Regular” and “Overhead.”… Continue reading Project Expense Types