Hello @Patrick Fresnosa-Oracle, Yes the Actual Charge has a Sales Order associated. I tried adding a billing schedule (this was previously not filled in), but this didn't change the Billing Schedule on the associated SO.

Do you know if there is a way to change this in SOs that are already partially fulfilled? I cannot refresh items from the project, because then I'll have the charges double in the SO. @Patrick Fresnosa-Oracle

Hello Patrick, It helped tremendously! The Items were not refreshed from the project. Kind regards, Floortje

Hello @Shiela Marie Villaluz-Oracle, I have used Charge-Based Billing Types with Fixed Date Fixed Fee rules, but did not fill in the Billing Schedule (as this was said not to be necessary with Charge-Based Billing). And even with the Billen Schedule filled in, the SO will remain on the Invoice Sales Orders page. What…

Hello @Patrick Fresnosa-Oracle, Thank you for your reaction. This annually renewing a Sales Order is not the preferred way. Is the only way to have multiyear contracts with annual uplifts with the Suitebilling module?

Hello @Patrick Fresnosa-Oracle, This would mean that we have to create a new contract every year, because indexation is applied every year. That is what we are doing now, and we want to change this as this situation results in a lot of contracts under each customer.

Hello @Patrick Fresnosa-Oracle, The mark-up is applied yearly. The percentage differs per year and per customer. I hope this helps. Kind regards

Hello @Patrick Fresnosa-Oracle, Thank you for reaching out. It is indeed related to the Software Vertical Contract Renewals. As mentioned, we renew the contract every anniversary date but we prefer to do this only when the multiyear contract (i.e., the actual contract) term has ended (often 5 years). The contract is…

Hi @Patrick Fresnosa-Oracle, I have identified the field and set it to inactive. The charge does not contain this seperate charge line anymore. It still doesn't combine all expenses from two expense reports in one charge, but the charges are combined on the invoice. Thank you so much for helping me!

Hi @Patrick Fresnosa-Oracle Hopefully you can find anything on this

Hi, I've compared the carges but did not see any tagging, do you?

Hi @Patrick Fresnosa-Oracle It is common practice for us to fill in the Department in the Expense Report. I checked what would happen if I left out the Department. Unfortunately, the charges still form seperate lines on the Invoice. Recently I've found out that the Items are Expense Items and not Service Items. Could this…

Hi @Patrick Fresnosa-Oracle, The two Project - Meals Charges are combined into one line, because the originate from the same Expense Report. However, this is not the case when the information originates from different Expense Reports. For example, the Project - Accomodation has two lines.

Hello @Patrick Fresnosa-Oracle, No worries. I have both tried multiple settings: 1) Combine Expense Items on Invoices, 2) Group Expenses by Employee, and 3) both, but they all didn't work. I do create the Invoice from scratch by "Add Charges to As of Date"

Hello @Patrick Fresnosa-Oracle, It seems that when I create an invoice from 1 Expense Report, there is no issue: similar Items are combined on the invoice because they are combined in the charge (see Expense Report 1). However, when another Expense Report is filed, it will create it's own Item lines. It still also combines…

Hi @Patrick Fresnosa-Oracle, Combine Time Items and other combine Invoicing preferences are enabled. All charges are generated from the same charge-rule, and become separate charges with own charge id after generation. In the midnight charge-run, the new charges are generated. The charges have the same Item, but become…

If I do that, I will get another error: Multiple values found for a dropdown field that can only take one. for field "Customer"

Yes there are allocated to the project.

I have allocated the employee to the project and used the internal ID for the project. I matched the project code field from the file with the customer field from NetSuite, but still get the same error that the customer field is invalid for this employee.

Thank you for your suggestion. In the mapping field I cannot select the internal ID, but only a customer field. Would this mean that I cannot import the timesheets for a certain project?

Hi @Patrick Fresnosa-Oracle, Thank you so much! This box was unchecked and must have been the reason for it not to run. Amazing!! 😊

Hi @Patrick Fresnosa-Oracle, The Forecast Charge Run on Demand is unchecked on the Project Record. When clicking the Generate Charges on the Project record, it generates Actual charges. The problem is that I would like to get rid of this manual step to click Generate Charges on the Project record, and just have the system…

Hi @Patrick Fresnosa-Oracle, Thank you for coming to aid. Both the Revenue Arrangement Update Frequency and Revenue Plan Update Frequency is set to Automatic. The problem is not that there is no Revenue Arrangement/Plan update. I have troubles with gnerating charges with a charge-based project rule like milestone or fixed…

Hi, I am asking if it's possible to automatically complete a milestone when its predecessor project task is completed. Currently, project task A is not a child of Milestone A. Would this make it possible to automatically complete milestone A?

Hi @Patrick Fresnosa-Oracle , Thank you for your response. Indeed, if I have the Departments non mandatory in the Accounting Preferences, a Revenue Arrangement is generated. However, I am not sure how and if this affects the Finance department. Would you happen to know anything about that?

Hi @Patrick Fresnosa-Oracle, Thank you for your response, and sorry for the delay, I was on vacation. The department is set to mandatory in het Account settings. When I create an invoice with multiple time entries, I receive the following error: Please enter value(s) for: Department. If any of these are custom fields, add…

Hi all, It seems that the Sales Order was based on fixed fee rules, that did not automatically generate charges. Therefore no Items were loaded into the Invoice and I've added the Items manually, causing the Invoice to unlink from the Sales Order.

Hello @Patrick Fresnosa-Oracle , My steps are exactly the same up until the Billing Schedule. But when creating an Invoice through Next Bill, no Items are shown. Kind regards, Floortje

Hello @Tigran Shahnazaryan and @Patrick Fresnosa-Oracle, Thank you for coming to an aid. I did see an Error: "Please enter value(s) for: Deperatment. If any of these are custom fields, add them to Revenue Recognition Field Mapping setup page. It seems that this is caused by a setting in the Invoicing Preference COMBINE…

Hi @Patrick Fresnosa-Oracle, Yes, I did both. It looks exactly the same as yours, but when going to Next Bill on the Sales Order, no line items are shown. Also trying it through Sales Orders to Invoice, the bill is in the list but the following error occurs: You must enter at least one line item for this transaction.