Paul Brooke_34839

Hi Aya, You need to configure the integration once only and you should create an integration user and apply the NSOA Connector role (which you'll almost certainly need to refine as the guide isn't complete). Sounds like you've discovered that. From there, all users in OA need to have the "Allow NetSuite Single Sign-On"…

in NetSuite Connector: is it possible to configure it for multiple users? Comment by Paul Brooke_34839 Sep 1, 2020 2:08AM

Hi Rhantz, I would guess you typed the NetSuite field name rather than selected it from the drop down. That won't work. If you don't see it in the list, click the lightbulb and "Synchronize NetSuite custom fields". It can take a while - if you still don't see the NS custom field, Save and refresh the page. Cheers

in OA to NS mapping Comment by Paul Brooke_34839 Sep 1, 2020 1:57AM

Hi, I have a client who found that it was more cost effective to purchase the Automatic Backup Service and periodically save expense receipts to a server, then delete from OA to release space. They now do this maintenance approximately annually and that keeps them below the threshold. They have not needed to access these…

in How much space are you using for Expense Receipts in OpenAir? Comment by Paul Brooke_34839 Jan 29, 2020 9:43PM

<p>And BearingPoint pleaseÂ - the ability to exclude specific items would be very useful.</p>

in Exclude items from report filters Comment by Paul Brooke_34839 Oct 11, 2009 8:05PM

Hi Haseen. This sounds like a filter or filterset issue. Although Administrators can see everything, so it does seem odd. Raise a support ticket with OA if you haven't already.

in Open Time-sheet Visibility - Role / Administrator Comment by Paul Brooke_34839 Oct 16, 2018 3:17PM

HI Matt. NetSuite has native capability to do surveys. Can be a bit technical to setup, or at least make pretty, but it's easy once you understand it. Reporting is easy. Automatic sending of surveys based on certain criteria (eg quarterly) is easy. I use this internally for my own client projects and I have built a range…

in Surveys Comment by Paul Brooke_34839 Sep 19, 2017 6:44PM

Hi, it's a bit difficult to offer too much guidance without better understanding your question. What do you mean by 'weights'? How do you calculate them? When should the calculation/assignment be done? But the answer is likely a script. regards, Paul

in Custom Fields to Create a Weighting Calculation for Project Assignment to Professional Services Reso Comment by Paul Brooke_34839 Mar 8, 2018 12:55AM

One of the great features I love in NetSuite is the ability to create custom records and to link them to parent records. For example a custom Training Course record linked to custom Training Attendance records, linked to User records. I am currently achieving a 'custom' record by re-purposing an existing unused OA record,…

in Top Wanted OpenAir Enhancements Comment by Paul Brooke_34839 Aug 24, 2017 10:19PM

If you were able to click on "Integration: NetSuite" then the "Tips" button, you would find the integration guide. Attached. You could do it yourself, I wouldn't. It will consume a lot of time. I believe it would be more cost-effective to engage someone (NetSuite) to get the basic integration working and then you can…

in Self-implementing NetSuite-OpenAir integration : Has it be done before? Comment by Paul Brooke_34839 Jul 2, 2015 7:04PM

Hi Tom, My previous post should help you with this. Let me know if you want specific clarification. Paul.

in Scripting to populate start of Project Name with Job No & a space Comment by Paul Brooke_34839 May 10, 2015 10:09PM

'alert' is part of the JS Browser Object Model, and is not supported. You can't get a popup with scripting, but you can at least display a message at the top of the page where OA always displays messages. Use NSOA.form.error('field','message'). Depending on what you're trying to achieve, it may be simpler to use form…

in More Scripting Help Comment by Paul Brooke_34839 Jul 21, 2014 1:52AM

HI Tom, Feel free to email me at paul.brooke@clipsolutions.com.au Cheers

in Scripting to populate start of Project Name with Job No & a space Comment by Paul Brooke_34839 May 26, 2015 11:39PM

I don't think so. Form permission rules can't determine the logged in user. User scripting can't be initiated on record load events. But if you do create a role and then use form permission rules to restrict this custom field to that one role, be aware that anyone with permission to create a report will be able to report…

in Hiding Project Fields based on User, not Role Comment by Paul Brooke_34839 Aug 14, 2014 3:08AM

Hi Stephen, The expense amount you enter in OA is always INclusive of any tax. So a tax inclusive (gross) expense receipt for £100 will have an included tax component of £16.67, which is £83.33 + 20%. It's correct but it sounds like you were assuming OA is looking for an ex-tax amount and will add tax to that. It doesn't.…

in Tax locations for UK VAT Comment by Paul Brooke_34839 Jul 21, 2014 2:43AM

Hi, Try this... function predval () { var clientRegion = NSOA.form.getValue('<client region field name>'); if (clientRegion != 'XXX') { return true; } // Client region is XXX so continue.. var savedProject = NSOA.form.getNewRecord(); //project record we just saved .....

in Fill in the scripting gaps please....?!?! Comment by Paul Brooke_34839 May 26, 2015 11:54PM

Hi Tom, Try this... disclaimer - I haven't tested it. Reach out to me if you need help. Paul. function predval () { var savedProject = NSOA.form.getNewRecord(); //project record we just saved var objProject = new NSOA.record.oaProject(); //new project object objProject.id = savedProject.id; //set internal id so we know…

in Fill in the scripting gaps please....?!?! Comment by Paul Brooke_34839 May 10, 2015 10:04PM

Hi, Yes you can have as many incurred vs forecast rev rec rules on a project as you like. In your example, you would probably filter each rule by User (one rule for regional users and one rule for subcontractors). If you create two identical rules and run them you will get a good understanding of how it works (then discard…

in Incurred vs. Forecast Rule - multiples okay? Comment by Paul Brooke_34839 May 2, 2014 10:24PM

Hi, There are possibly a couple of ways to do this, depending on what sort of reporting you want to do. You could use the Portfolio project feature which allows you to nominate main and sub-projects (see OA release notes for Jan 21, 2012). This is useful if you want to apply a contract cap across multiple projects, but the…

in Parent/Child projects Comment by Paul Brooke_34839 Apr 21, 2014 7:32PM

Hi (again). The Feb 15 release of the User Scripting Guide explains how to do this, although there's a typo. When using the NSOA.wsapi.modify call, it says "var projResults = NSOA.wsapi.modify([update_custom],[recProj]);". It should be "var projResults = NSOA.wsapi.modify([attributes],[recProj]);". I can give you detailed…

in Setting a list field on Task Status through Open-Air Scripting Comment by Paul Brooke_34839 Feb 17, 2014 2:14AM

Hi, this is a quick point in the right direction. I haven't tested it but I'm reasonbly confident it will work for you. If it doesn't, reply and I'll test it properly. var savedrecord = NSOA.form.getNewRecord(); //get the current record so we can grab its internal id var project = new NSOA.record.oaProject(); //I used a…

in Scripting to Populate a Custom Field with the Product Value of 2 Other Custom Fields Comment by Paul Brooke_34839 Aug 14, 2014 2:30AM

It is not seeing the end of your 'IF' statement because you haven't terminated the expression with a semi-colon. Try {NSOA.meta.log ('Assignment Closed: ' + new Date)}; And then new Date might require parentheses ie. new Date()

in Scripting Help Comment by Paul Brooke_34839 Jul 21, 2014 12:45AM

Hi, I know your issue is because user scripting either can't update custom fields or there is a particular approach or syntax to achieve it. Did you get an answer to this outside of the forum? Paul.

in Setting a list field on Task Status through Open-Air Scripting Comment by Paul Brooke_34839 Feb 14, 2014 2:03AM

Thought I'd actually test your code. You don't need the curly braces around the NSOA call, but you do need to include the mandatory severity code. Also, the JavaScript comparison operator is '=='. So the following will work... function AssignmentStage() { var stage = NSOA.form.getValue ('project_stage_id'); if (stage == 4)…

in Scripting Help Comment by Paul Brooke_34839 Jul 21, 2014 1:24AM

It can become mind-bending to achieve exactly what you want. It may be a combination of a filter set that allows access to all users and then a filter set override that restricts access just within the timesheet module. You could create a new filter set which allows access to All of everything except Users, which you would…

in Access to Timesheets -- not all but a subset Comment by Paul Brooke_34839 May 3, 2014 2:15AM

Hi Petar, There are two ways I am aware of. You can run the Advanced project report called 'Percent Historical Utilization' and at the bottom of the report in the fine print under 'hide tips' you will see 'Click here to adjust the users loaded cost'. You will be given the option to overwrite the current cost or if you…

in Fixing a user cost for a period of time Comment by Paul Brooke_34839 Mar 4, 2013 8:07PM

Hi, I can't help you with the first problem - I have had no luck in getting visibility of custom calcs cross-modules. The second problem (start and end dates) is a process issue. OA doesn't have a start and end date concept so you need to use work schedule exceptions. When someone starts you need to put in a schedule…

in Custom Calculations to get Utilization Comment by Paul Brooke_34839 Sep 24, 2013 9:39PM

Hi Atul, PV is calculated as users planned hours on each task multiplied by the primary, secondary or tertiary loaded cost (you can set which one to use in Administration > Application Settings > Projects Settings). Alternatively it can use job code costs. The calculation will take into account the historical user cost in…

in How PV (Planned Value) is calculated in OA Comment by Paul Brooke_34839 Sep 24, 2013 8:50PM

Hi Atul, You can do this using Integration Manager. The table you want is 'Loaded Cost' and you will need the user internal id, hourly cost (calculated as payroll divided by hours recorded for the user), start and end dates. If you are using secondary costs you also need to load the cost level (0=primary, 1=secondary,…

in How to update Loaded Cost Comment by Paul Brooke_34839 Sep 24, 2013 8:08PM

You could try creating a specific filter set with the required resource access and then applying this as a filter set override on each project manager's demographic record, under the reporting filter set exception. If you are unsure how to do this, feel free to email me directly at paulbrooke@inbox.com

in Report Detail Issues Comment by Paul Brooke_34839 May 6, 2013 5:44PM

I know this is an old thread, but for those using the hours remaining feature, has anyone been able to produce a report, by user, of the estimated hours remaining on a project? I have tried to do this and multiply hours by primary cost to get an estimated cost to complete. No luck.

in Feature Request: Hours Remaining Comment by Paul Brooke_34839 May 13, 2010 6:21PM

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