Expert Quick Tips
Organizations that would like to use percent complete revenue recognition rules often run into difficulty when their regular business processes do not include sufficient project or resource management information to allow NetSuite OpenAir to reliably calculate percent complete automatically. Back in February, we posted a tip called “Manually Managing Task Percent Complete” to explain how…
When using the NetSuite Connector to create new users in OpenAir, it’s possible to customize the Primary Filter Set assigned for a user. This eliminates the need for manual updates to the user’s filter set. This feature is dependent on having an identifier in NetSuite. Then a user’s access in OpenAir can be mapped to…
NetSuite OpenAir’s default settings allow you to manually enter charges and create invoices containing those charges, as long as the charge dates are not in the future. However, some companies need to invoice clients ahead of time for services to be provided later, based on contractual agreements. Although you can manually create flat rate charges…
Job codes in OpenAir provide key reporting and time billing capabilities. Job codes are applied to time entries based on rules that can be managed in OpenAir. For time-based billing, the job code on the time entry can set the bill rate. Most commonly, Job codes are only assigned to users which equates to the…
NetSuite OpenAir allows html to be added to the Home screen message or Workspace messages. You can provide links to impactful resources or enhance your message with tags. To add HTML tags, edit the message window by selecting the pencil Icon Then add your html tags. To learn more about html visit: https://www.w3schools.com/tags/default.asp
Filter Sets allow you to limit the results presented in lists and reports to only what should be relevant to the user logged into OpenAir. For example, you can use them to reduce records to view time only for resources that report to the user, or projects to which they are assigned. This is useful…
OpenAir can be configured to round time entries to the nearest minute, 5, 10, 15, 30, or 60 minutes. Another option is to round up to the next 6 minutes. This is a company-level setting but there is way to set time entry rounding at the user level. To take advantage of this option, contact…
Tired of manually creating time off bookings when a time off request is approved, to accurately represent resource availability? Or remembering to add time entries for time off on timesheets? Did you know that OpenAir provides the following optional settings that can automate this process and cut out redundant steps? Automatically create bookings when a…
Do you find yourself wasting valuable time populating redundant fields when creating data records in NetSuite OpenAir? Try the Fields which maintain value on “Save & create another” form permission setting to control what fields stay populated when you click “Save & create another”. This simple setting will save time and redundancy in data entry,…
Would you like to add a little pizazz to your OpenAir viewing experience? Today we’ll learn how to use some basic html tags to change the way some OpenAir fields are displayed in the system, and how we can make very long field names consume less of your available screen real estate on forms and…
