ANS-1448 · PROJECT MANAGEMENT

How NetSuite Determines Employee Sales Rates for Project Billing

Understand the various components NetSuite considers when calculating the sales price for a resource on a task assignment.

Short answer

NetSuite determines the sales price for a resource on a task assignment by evaluating several factors. These include employee-specific configurations, billing class settings, service item pricing, and manual overrides, with the project's currency dictating the lookup. The exact hierarchy can vary based on enabled features.

Scenario

Users need to understand how NetSuite calculates the sales price for employee resources assigned to project tasks. This involves identifying which pricing components are considered and how their values might influence the final billed rate.

Solution

NetSuite determines the sales price for a resource on a task assignment by evaluating various components. These components are particularly relevant when billing classes and service items do not include specific pricing information. The currency set on the project drives which currency is used for the lookup.NetSuite considers several factors that may contribute to the sales price on a task assignment. The exact hierarchy and interaction of these components can be complex and may depend on enabled features such as Billing Rate Cards and Charge-Based Billing. Key components that may be evaluated include:

  1. Employee-Specific Configurations:

    Rates or pricing rules associated directly with the employee record, which may be considered for project billing.

  2. Employee's Billing Class Pricing:

    Pricing defined on the Billing Class record associated with the employee (found via Employee -> Billing Class -> Billing Class Record -> Pricing).

  3. Service Item Pricing:

    The base pricing set on the Service Item record (Service Item -> Pricing).

  4. Service Item Pricing by Billing Class:

    Specific pricing defined on the Service Item for a particular Billing Class (Service Item -> Pricing -> Billing Class).

  5. Manual Override:

    Any rate manually entered or adjusted directly on the task assignment.

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