Articles tagged #MANAGEMENT
Articles tagged
#MANAGEMENT

Project Classification SuiteApp Limitations

Before utilizing the Project Classification SuiteApp, please note the following limitations:

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Including CRM Tasks in Project Totals

CRM tasks represent "to do" activities that require completion. Each CRM task is an independent record tracking the task details and assigning responsibility. These tasks can be allocated to an employee, partner, or vendor for execution.

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Setting a Service Item to Create a Project

Utilizing Project Management, you can establish a service item that generates a project each time the item is sold. This functionality applies exclusively to Service For Sale and Service for Resale items. You can specify a service item to initiate project creation and outline the associated tasks. Subsequently, after the sale of these items, you can efficiently generate projects in bulk from sales transactions.

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Propose an Asset in Fixed Asset Management using Other Current Asset as Asset account for Asset Type

The user wants to propose an Asset in the Fixed Asset module with Other Current Asset as Asset account for Asset Type.

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Unable to Initiate Upgrade to the Latest Version of Fixed Assets Management Because Asset Depreciation or Background Tasks Are in Progress or in Pending Status

Fixed Assets Management bundle update fails and user receives an email with the following data:

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Resolve Users Who are Allowed to Fulfill More than the Quantity on hand When Fulfill based on Commitment setting is set to Limit to Committed

System allows fulfilling of Sales Orders more than current Quantity On Hand even if Fulfill based on Commitment setting is set to "Limit to Committed" and the user is fulfilling items using the Standard Sales Order Form.

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Fulfilling Orders Using Advanced Shipping with Advanced Billing

When you process orders using both the Advanced Billing and Advanced Shipping features, fulfillment forms function differently than when you do not use both of these features.

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Mass Updating Partners

When you enable the Multi-Partner Management feature, NetSuite makes the mass updates functionality available for partner information.

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Managing Partners

A partner is a company with whom you have a business agreement, but who is not a customer or a vendor. Partner records can be created for companies and individuals that bring business to your company.

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Resolve: "An Unexpected Error Occurred" When Viewing Project

SCENARIO

WhenAdvanced Project Profitabilityfeature is enabled, customer gets an unexpected error when viewing/editing projects and project list.

SOLUTION

A possible reason of the unexpected error is missing configuration in the Project Profitability setup which might be deleted by a user.By default, a standard configuration is added whenAdvanced Project Profitabilityfeature is enabled. To resolve the error, user can do either of the following:
  1. Re-toggle theAdvanced Project Profitabilityfeature to retrieve the standard configuration:
    1. Navigate toSetup > Company > Enable Features
    2. ClickCompany
      • Advanced Project Profitability: EnterCheckmark
    3. ClickSave
      Note:This will automatically retrieve the standard configuration in the Project Profitability setup page
  2. Create a new configuration:
    1. Navigate toSetup > Accounting > Project Profitability
    2. ClickConfigurations
    3. ClickNew
    4. Define all settings as needed
    5. ClickFinish
      Note:After saving, user will be redirected to Project Profitability Setup page
    6. P&L Default:select the created configuration
    7. ClickSubmit

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Access Levels for Project 360 Dashboard

Access levels determine which information about the Project 360 Dashboard are shown depending on your role. The system filters the list of projects to show based on the access level given to you.

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Weekly Timesheet Does Not Show Planned Time Tab Even if Project Management Feature Is Enabled

Weekly Timesheet does not show Planned Time tab even if Project Management feature is enabled

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Project Management > Charge-Based Billing > Charges Not Available on Invoice Billable Customers pagenagement > Charge-Based Billing > Charges Not Available on Invoice Billable Customers page

When the user is trying to invoice customers for Charged-Based Billing Projects, some of the Charges are not available when navigating to Transactions > Customers > Invoice Billable Customers.

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Project Resource Management is Stuck in Loading or Page Unresponsive

When the user navigates to Lists > Custom > Project Resource Management to open the Project Resource Management page, the user may experience the page to not fully load or becomes unresponsive.

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