The Project Task will be visible on the Item Line Level of a Purchase Order only when the Job Costing and Project Budgeting feature is activated in the NetSuite account. To enable Job Costing and Project Budgeting, follow these steps: Navigate to Setup > Company > Enable Features Job Costing and Project Budgeting: Enter Checkmark… Continue reading How to add Project Task on Item Line Level of Purchase Order
Author: Jeen Mariya Jose
The ‘Create project’ checkbox in the item record
Using Project Management, you can set up a service item to a create project each time you sell the item. This option is available for Service For Sale and Service for Resale items only. To configure service items for project creation: Navigate to Lists > Accounting > Items. Click Edit next to the service item.… Continue reading The ‘Create project’ checkbox in the item record
Setting a Project Baseline
A baseline captures a snapshot of your original estimates for the project plan before any work begins. Once project details are finalized, you can establish a project baseline by clicking “Set Baseline” on the project record. Then, you can use the baseline data for comparison to actual work and revised schedules later in the execution… Continue reading Setting a Project Baseline
CSV import template for importing Estimates
CSV import templates play a crucial role in facilitating the data migration process throughout NetSuite Implementation. CSV, which stands for Comma-Separated Values, is a straightforward and universally supported file format for storing data. In the realm of NetSuite, a CSV template acts as a well-organized document designed to aid in the seamless import of data… Continue reading CSV import template for importing Estimates
How to locate Account ID of a production/SB account
Account ID: This field shows the NetSuite account ID for your company, which is required when you submit a support case/ contact NetSuite for assistance. You can obtain the Account ID in one of three ways: From Company Information: Company Information is a single record that is entered when you set up your NetSuite account.… Continue reading How to locate Account ID of a production/SB account
How to register a NetSuite support case
To register a support case, we need access to the NetSuite Account Center portlet. The only employees who can access the NetSuite Account Center are those assigned one of two special roles: the NetSuite Support Center role and the NetSuite Support Center (Basic) role. These special roles are not displayed in the results of a… Continue reading How to register a NetSuite support case
How to create and manage CRM tasks
To create a CRM task: Go to Activities > Scheduling > Tasks and click New. Click Task in the Create New menu. If you were assigned a task, you can change or update information by clicking Edit next to a task from the tasks list. You can also update the status of your tasks as… Continue reading How to create and manage CRM tasks
How does a Release Preview Account work
Copy of Production Environment Works like Sandbox No preview account refreshes Email notifications must be configured Web stores and configurations need to be reconfigured May run slowly at first as the cache must be warmed up The release preview account will be deleted after the Production upgrade Navigation: Setup > Company > Release Preview >… Continue reading How does a Release Preview Account work
How to track time on CRM tasks
By utilizing Time Tracking for CRM, you can track time on tasks, phone calls, events, and cases. Tracking time on these activities can help you manage your company by being aware of how much time is spent on certain activities. To initiate time tracking for tasks within CRM, the administrator must enable the Time Tracking… Continue reading How to track time on CRM tasks
Project Templates for creating project records
Project Templates in NetSuite facilitate the creation of project records for projects the business performs repeatedly. Project templates are reusable and provide a standardized starting point for projects and project items. This gives project managers ready-made tools to initiate, execute, and close projects. To grant permission for project templates, follow these steps: Go to Setup… Continue reading Project Templates for creating project records