ANS-0376 · PROJECT MANAGEMENT
How to Exclude Plan Time Entries from NetSuite Invoice Billable Estimates
Understand how the 'Create Plan Time Entries' preference on NetSuite project records impacts invoice generation and learn methods to manage their inclusion.
Short answer
Plan time entries appear on the Invoice Billable Customer page when the 'Create Plan Time Entries' preference is enabled on the Project record. To prevent this, uncheck this preference. If using SRP for budget calculation, enable it initially, then disable it after budget calculation. Alternatively, the error message is isolated and will not prevent other invoices.
Scenario
Users may observe that plan time entries are unexpectedly included on the Invoice Billable Customer page in NetSuite, leading to inflated or inaccurate estimated amounts. This occurs even when these entries are not intended for direct billing. Understanding the underlying cause is crucial for accurate invoicing and project management.
Solution
The inclusion of plan time entries on the Invoice Billable Customer page is directly linked to the 'Create Plan Time Entries' preference on the Project record. When this preference is checked, all plan time entries will be included in the Invoice Billable Customer page. To manage this behavior, consider the following methods:
To prevent plan time entries from being included on the Invoice Billable Customer page, users must uncheck the 'Create Plan Time Entries' preference on the Project record.
If the user is utilizing NetSuite SRP (Services Resource Planning) and will use resource planning to calculate the project budget, the 'Create Plan Time Entries' preference must initially be checked. In this scenario, the user can uncheck this preference after the project budget has been calculated.
An alternative solution is to leave the preference as-is. The error message displayed on the Invoice Billable Customer page is a one-to-one relationship and will not prevent other invoices from being created.
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