Discussions
Stay up-to-date with the latest news from NetSuite. You’ll be in the know about how to connect with peers and take your business to new heights at our virtual, in-person, on demand events, and much more.
Now is the time to ask your NetSuite-savvy friends and colleagues to join the NetSuite Support Community! Refer now! Click here to watch and learn more!
Update your Profile with your Support type to get your Support Type badge.
Uncover the power of data with the Analytics Hub —your ultimate guide to mastering NetSuite Saved Searches and Reports. Simplify the complex and unlock your organization's true potential. Dive into the Analytics Hub now and soar to new heights!
To help you get the most out of your 2025.2 Release Preview account, review the topics outlined in the 2025.2 Release Preview Guide.
Nominate Your Peers for NetSuite Support Community's Choice of the Quarter! Submit your nomination today.
Intelligent Payment Automation version 1.0.3 is now available in the SuiteApp Marketplace. The SuiteApp, powered by BILL, lets you automate payments, manage vendor details, and bank account information within NetSuite. Learn more

Automating the Refresh Projects from Sales Order for Gross Profit Calculations

edited Nov 28, 2019 12:25PM in Accounting / ERP 2 comments

We are using Projects with the switch to turn on Multiple Projects in a Sales Order.  It appears that the Projects Module is not well connected to the Sales Order.    We also have Gross Profit by Transaction enabled.

It appears, as our underlying project economics change as expected, that the Gross Profit calculations at the Sales Order level may not report accurately unless we "Refresh Project" items.  Note, the documents suggest "Once you have begun billing an order, you can no longer refresh the items to transactions".  However, the Gross Profit is off unless we actually refresh.

We are concerned that we can't trust the Gross Profit numbers reported at the Sales Order level unless we perform this Refresh.  Has anyone found a workaround for this?  Is there a way to avoid it all together so we can trust Sales Order Gross Profit numbers at all times?  Is it possible to run a scheduled script to refresh projects automatically?

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!

Leaderboard

Community Whiz

Quarter 4 (Oct-Dec 2025)

This Week's Leaders

This Month's Leaders

All Time Leaders