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@Jervin Nicholas Teopengco-Oracle - I suspected they would deem it enhancement instead of defect. Thanks for the link. A couple additional notes for reference as to why this is a pain: The suggestion of using the Inventory-based Total Profit field(s) does not work at all for Service-based companies such as ours (and many…

@Jervin Nicholas Teopengco-Oracle — I did create a Support Case for this, back on 12/3/2024 (shortly before I posted the update on this thread). The case Number is 6093789. I was informed by Support that, since we don't PAY for support, they wouldn't be looking into the issue. They said that basic support only covers…

UPDATE: I've discovered the problem. While all of the documentation uses the word "transaction" when talking about keying commissions off a transaction column field, the reality is that the field/value have to be on a SALES ORDER to flow into the Commission calculation. In our scenario, we don't create sales orders. Our…

Thanks, @Patrick Fresnosa-Oracle . At least we've validated I'm not crazy. Custom solution it is!

@Patrick Fresnosa-Oracle - Thanks for checking in. No, adding the Tasks > Support Case to the data does not solve the issue. I've included some screenshots to walk through the setup to make sure I've not missed something. Here is the dataset. You can see that within Task > Support Case, it has been added to the dataset (I…

@Veronica Steluta Mincior-Oracle - Thanks for the input. Yes, I have tried that field. It unfortunately does not work. It's a long thread here, but in my original post I noted that multiple of the joined CRM records have a "Support Case" reference, but none of them are actually linked Time Entry to Support Case: Each of…

@Veronica Steluta Mincior-Oracle - Yes, we do have the Advanced Projects feature enabled on our account, and we're active users of that feature. Our "Show Projects only for Time and Expense Entry" preference is set to FALSE (ie: we allow time entries against Projects, Cases, Tasks, Project Tasks, etc). As a brief…

@CDuf — Yes… as an alternative / backup I attempted to create a second dataset that started from the Case record type. However, that does not appear to include any joins to the Time tracking/Time Entries records either. Yes, I have a full plan on the data. I've already completed this exercise with Project data and a couple…

@CDuf thanks for the quick reply, but I think maybe the point of my question was missed (and thanks, @Angelica Mae Segador-Oracle for the prompt in case I had missed his response). We already track our Time Entries to the Support Cases. We have about 10,000 Support Cases in our NetSuite account, and (via Saved Search) I…

Micah - Thanks for the response. The details referred to above (and in the linked SuiteAnswer page) all relate to the Cost Budget section of budgeting, not the Billing Budget. That being said, I suspect the answer is the same for both, as I've also observed all the Billing Budget being lumped into the "other" category in…

@Patrick Fresnosa-Oracle - FWIW, I spent some time this week in our Sandbox, and disabled the Planned Time feature. With the feature turned off, Allocation dates DO drive Project Task (and thus Project) calculated dates -- both in forward and backward planning. There are some caveats -- turning the feature OFF after it's…

@Patrick Fresnosa-Oracle -- Apologies, I was out for an extended time just after the last exchange. If I can distill down the summary of your last post: * If the "Planned Work" feature is enabled, Resource Allocations will not update the "Planned Work" field on the project task record. This means NetSuite's calculated End…

@Patrick Fresnosa-Oracle - Using the recalculate financial data didn't do the trick. Just to be on the safe side, I also tried recalculate project plan as well, also with no impact. I've tried manually adding the 80 hours to the Estimated Work field, which does move the project task End Date out from 2/1 to 2/12, but still…

@Patrick Fresnosa-Oracle - Thanks for your really thorough response. I was super excited to test it out (it looks great in your screenshots), but I'm not getting the same results. Here are sceenshots of the results I'm getting. The biggest difference I see is that for me, Estimated Work (field id: plannedwork) is not…

Patrick - Thanks for jumping in to help. One clarifying point: the example screenshots you provided above are using ASSIGNED resources, not ALLOCATED resources. When you say we could "create multiple tasks and divide the allocated hours," would it be fair for me to instead re-state that as "Allocated hours DO NOT have an…

FWIW, we ended up transitioning to using Resource Allocations instead of Resource Assignments, and this mostly resolves the issue. * The Allocation is decoupled from the task... it's a person's effort over time, but not directly tied to what the budget is. * You can have multiple allocations for one person on a single task…

Helga - This isn't the easiest solution, but you CAN do this via Adv. PDF Invoice Templates with some scripting. We just launched in our account, and our invoices read more like a cell phone statement -- there are sections for Project Charges vs. Support Case Charges, and the Project Charges breaks out by type Project,…

I haven't tried this specifically, but thinking out loud a bit ... could you add a filter to the rule (on the Filters subtab) of Date = This Month? As you progress through this month, the rule would apply and do charges each month. When it gets to the first of the next month, "this month" would be reset... I assume... so…

You can Mass Update Project Tasks via the Workflow tool. It's a little kludgy, and you can't update resource assignments, but you can update most all of the other fields on a Project Task. Example: 1. Create a Saved search for Project Tasks, with criteria "Status" = Not Started, In Progress (basically all open Project…

Micah - Apologies, but the steps you outlined above seem to match exactly with the steps I described in my last reply. I'm hoping I'm just mis-reading something (I'd be more than happy if you point out where I've misinterpreted your response, and you point me in the direction of an easy fix). Here's the recap of the steps…

Micah - Hopefully this helps clarify (the steps I'm taking that are resulting in a failure). I'm logged in as an Administrator. 1. Navigate to Setup > Accounting > Financial Institution > List 2. Click "View" on the default "Bank Feeds" entry. 3. On the Format Profile : Configuration subtab, click "Link Bank Accounts" 4.…