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Read on for the latest updates including:
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• New NetSuite Prompt Studio Contest
• And more!
Check out this thread to learn more!
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Don’t miss your chance to meet our SuiteGurus—NetSuite Support professionals and subject matter experts with extensive experience in select product areas, including OneWorld, Advanced & Basic Accounting, Supply Chain Management, Receivables & Payables, CRM, Account Administration, and the SuiteCloud Platform. Full Conference attendees can prebook exclusive 30-minute one-on-one sessions for your product questions.
Spots are limited! Register through your Agenda Builder and find SuiteGuru under Agenda Enhancements.
NSC | How to create a Billing Schedule (Fixed Bid, Milestone) Dataset to show linked Transaction?
SCENARIO
User is tasked with creating a dataset in NetSuite to track billing schedules for fixed bid, milestone-based projects, and to show linked transactions, primarily sales orders. This dataset is crucial for the project management and finance teams to ensure that billing milestones are correctly linked to their corresponding sales orders or Invoices.
SOLUTION
1.) Click on Analytics
2.) Click New Data Set
3.) Select Billing Schedule
4.) For the Criteria:
Select Project (Record List) > Billing Schedule (Subrecord list) > Type > Select Fixed Bid, Milestone
5.) In the Data Grid (result columns)
Billing Schedule (Record List) > Transaction ( this is the Sales Order or Invoice)
Project (Record List) >
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