Category: NS Administration

All articles / code related to Netsuite administration

Proposal For Price List Structure Implementation

Proposal Summary    Bigrig Group needs a price list structure implementation based on specific price levels for each item.    Requirement  The Bigrig Group need to implement a new price list structure for subsidiary, Big Rig Partz CAN.  The %age for Base Price and Retail Price which needs to be implemented in the NetSuite as given… Continue reading Proposal For Price List Structure Implementation

Time Approval Field Not Available in Project Record

Check on the following features and preferences that needs to be enabled before the Project Time Approvals could be set in the Project Records: Setup > Company > Enable Features > Employees Time Tracking Weekly Timesheets Setup > Company > Enable Features > Company Projects Project Management Setup > Accounting > Accounting Preferences > Time&Expenses… Continue reading Time Approval Field Not Available in Project Record

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

Projects and Milestone Billing

You can bill customers for project work at milestone intervals. Instead of being based on the materials used and time worked on the project, billing amounts are based on reaching preset project goals, or billing milestones. To use milestone billing, select Fixed Bid, Milestone as the billing type on the project. Then, create a new… Continue reading Projects and Milestone Billing

Using Project Management

When you use the Project Management feature, you can do everything that the basic Projects feature enables you to do, and more. To begin using Project Management, the details in this topic can help familiarize you with ways to use your account that optimize the feature. Project management records are created and tracked as individual… Continue reading Using Project Management

Add the Bank Details to the vendor record via CSV.

Scenario: Client needs make create a bank detail via CSV import which needs be attached to the vendor record that already exist. Solution: Navigate to Setup > Import/Export > Import CSV Records Import Type: Select Custom RecordsRecord Type: Select Bank DetailsClick Select buttonClick on the preferred CSV fileClick OpenClick Next Data Handling: AddClick Advanced OptionsCustom… Continue reading Add the Bank Details to the vendor record via CSV.

Change in Posting Period While Saving Journal Entries

Issue: When a date is chosen in the transaction date field, the associated posting period is automatically set in the Posting period field. However, an anomaly occurred on 31st December 2023. In Editable mode, the posting period is initially set as Adj Dec 2022, but upon saving the transaction, it mysteriously changes to the current… Continue reading Change in Posting Period While Saving Journal Entries