ANS-1861 · PROJECT MANAGEMENT
How NetSuite Project Billing Types Affect Service Item Generation on Transactions
NetSuite project billing types, such as Time and Materials, Fixed Bid, and Charge-Based, determine the service items automatically generated on transactions.
Short answer
NetSuite refreshes service items to transactions based on the project's billing type. Time and Materials projects bring multiple service items linked to tasks. Fixed Bid projects include a single billing item. Charge-Based projects generate equivalent service items according to their defined charge rules.
Scenario
Users often inquire about the behavior of service items when creating transactions directly from a NetSuite project. Specifically, there is confusion regarding whether project tasks are automatically transferred and how different project billing types influence the service items that appear on the new transaction.
Solution
NetSuite is designed to refresh service items to a transaction. The specific service items brought over when creating a transaction from a project are determined by the project's billing type.
For Time and Materials (T&M) projects, creating a transaction from the project will bring over a number of service items based on the tasks associated with those service items.
For Fixed Bid projects, the transaction will only include one item: the designated billing item.
For Charge-Based projects, the system will bring over the equivalent service items based on the defined charge rules.
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