39 results total
Browse practical NetSuite answers in Project Management, filtered by topic, audience, and difficulty.
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NetSuite's 'Transactions > Sales > Invoice Sales Orders' enables bulk invoicing of sales orders. While it can refresh project items, automatically incorporating billable time often requires specific manual…
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Yes, NetSuite supports creating projects directly from sales orders when service items are utilized. This functionality is enabled through the NetSuite Project Management module, which facilitates the seamless…
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To display the sales price of a charge-based billing project on an opportunity record in NetSuite, create charge rules. Charge rules generate sales type line items, which are…
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Enable automatic issue reassignment in NetSuite by navigating to Issues > Setup > Preferences > Issue Preferences. Check 'Use Last Assignee'. This feature automatically assigns an issue to…
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In NetSuite, a Project Manager assigned as a resource to a project can approve time entries by default, provided they hold the 'Project Manager' role. This standard functionality…
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To accurately track time against CRM tasks and ensure it impacts project totals and P&L details in NetSuite, the 'include CRM tasks on project totals' setting must be…
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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…
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Directly adding custom fields to the Project Task Assignees subtab is not possible, as no 'customize' button exists. The recommended solution is to create a custom assignee record.…
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To group NetSuite invoices by Project Task for charge-based billing, create a custom Project Task field on the Charge record. Populate this field from the Time Entry's 'casetaskevent'…
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To determine the parent project for a NetSuite Project Task, navigate to the Project Task record. The Project ID, which identifies the associated parent project, is consistently stored…
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NetSuite supports custom workflows for both standard time tracking and the enhanced Timesheets feature. Administrators can enable the Timesheets feature via Setup > Company > Enable Features >…
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NetSuite now supports direct CSV import for resource allocation records. For ongoing or more complex import requirements, a robust solution involves importing data into a custom record. Subsequently,…
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