ANS-1736 · CSV IMPORT & DATA MIGRATION
How to Expose and Use the Project Percent Complete Field in NetSuite CSV Imports
Learn how to enable the "Rev Rec Override Percent Complete" field for project revenue recognition, ensuring it's accessible for CSV imports and form customization.
Short answer
To set the percent complete for projects via CSV import in NetSuite, utilize the "Rev Rec Override Percent Complete" field. This field is inherently exposed for CSV operations but is not visible on project forms by default. Users must explicitly enable it within the preferred project form or the specific form used for data import to ensure proper functionality and data entry.
Scenario
NetSuite users often need to update the percent complete for projects, particularly for revenue recognition purposes, through CSV imports. A common challenge arises when attempting to locate or utilize the relevant percent complete field, as it may not be immediately visible or accessible on standard project forms.
Solution
To successfully expose and utilize the project percent complete field for revenue recognition overrides in NetSuite, follow these steps:
Identify the correct field: The specific field required for setting the percent complete on projects for revenue recognition purposes is
Rev Rec Override Percent CompleteThis field is inherently exposed and available for use in CSV import operations.
Enable the field on forms: Although available for CSV imports, the "Rev Rec Override Percent Complete" field is not displayed on NetSuite forms by default. To make it visible for manual entry or to ensure its presence on forms used for data interaction, it must be explicitly enabled. Navigate to the customization settings for the preferred project form or the specific form being used for the import, and add the "Rev Rec Override Percent Complete" field to the form layout.
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