We bill customers for employee time related to Projects and Support Incidents (Cases). The time is marked billable and added to Billable Expense Invoices on a monthly basis. Inevitably the customers, or we, want to know from which Projects or Cases do the Time Entry items relate to? This causes users time researching each invoice and drilling into the Billable Time details.
When in the UI and looking at an invoice these details are found on the Items subtab and then on the Billable Time tab. After an Invoice has been created and posted the individual time entries are listed but I don't see any linkage in any of the Transaction Lines fields or in the Transaction Links table.
I'm wondering from both within NetSuite or the SuiteConnect ODBC tables how we can leverage the relationships between the Invoice and the Time Entry records?
I found a YouTube where a company has a script that populates custom fields on the Transaction Line, and I'm sure we could do this with Line Level workflow and the extra fields, but I'd prefer to not reinvent the wheel if the linkage/relationship is exposed in some way.
Ultimately we want to be able to provide our customers the details printed within the invoices, and we need the linkage so we can report Revenue and Costs based on the Time Source (Project and Case) to the Customer.
Thank you very much!
