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Amortization JE > Tagging Job and Vendor Name
Hi NS Community! On our vendor bills, users associate Amortization Schedule to recognized expenses over time. As we run Amortization JE, the Project/Campaign (Job) and Vendor Name are usually being populated accordingly. However, as we run the amortization this month, we noticed that the Vendor Name is tagged under…
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How to attach existing contact to project/job record via CSV?
Hi, As the title says — is this possible via CSV? I tried using the Relationship > Customer & Contact Together but I'm getting an error The record you are attempting to load has a different type: job from the type specified: customer. I need to attach the contact in the Project > Relationships tab without having to…
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Where are the "-Mine-" and "-My Team-" options for the "Project Manager" field on a Job record.
2020.1 brought us the projectManager field for a Job record. Up until this point, we had been using a custom field to record who the project manager was. I would like to clean up our custom field but ran into a snag when it comes to using this new field in saved search criteria or filter. There are no "-Mine-" or "-My…
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Progress payment schedule with retention monies for a job
One of our customer has a progress payment schedule for a job with 5 stages. At each of the first 4 stages, there is a retention monies of 10%. The retention monies will be returned at the end of the job which is stage 5. Please advise how to create the progress invoice for each of the 4 stages and how to record the…
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Validation in SO Approval Workflow for adding JOB
Hi Experts, Is there a way to add a validation in SO Approval Workflow (while clicking on Approve button for a Sales Order) to check if the eligible SKUs in Sales Orders have Job created or not. If not, throw an error before approving teh Sales Order. TIA
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NSC | Linking a custom field on a Job to Customer, and Project record
Customer wants to show a Custom Field (with a formula) on the Invoice Record, showing a value from the Subcustomer record and from the Project record. The invoice was created from the Project. This can be done by creating a Saved Search, a custom body field, and a workflow. 1. Edit the Contact Field first since this will…
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SuiteAnalytics Connect - Project/Job Table
Hi guys Hope you all are doing fine! I'm working with SuiteAnalytics Connect, and I need to use the Project table in my joins. I mean, the recordtype = job ( app.netsuite.com/app/accounting/project) and I'm not able to find what is the table at all. We don't have nothing in the "projects" tables: And neither in the jobs…
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Updating Project Tasks via CSV Import
Hello, Gurus and all! I have successfully added Project Tasks using the Activities>Scheduling>Project Tasks>Import function, but I'm curious if there might also be a way to UPDATE Project Task records via CSV. Thank you in advance for any insights you might be able to offer. -Tim-
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Massive manual launch "Generate charges" via script or other solution.
Is it possible to activate the "Generate charge" option via script or button to process all charges for all projects without waiting overnight to automatically start this charge generation mechanism?
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Jobs Vs Project - whats the difference?
Hi Guys, Hope you are doing well. Hopefully a quick question: What is the difference between a Job and a Project in NetSuite. In some environments, I see that under List>>relationships it says Projects while in others it says Jobs. Is this due a particular feature being turned on/off or is the just that someone customized…