Expert Quick Tips
These tips are meant to show you ways in which to set up your NetSuite OpenAir development environment to ensure success when using NetSuite OpenAir Scripting. Setting Up Your Scripting Environment Navigate to your Personal Settings under the ‘Scripting Studio Options’ section: Check the box to ‘Display the number of logs at ‘View logs’ link’…
OpenAir allows you to select a billing contact on a per project basis. This feature is helpful when you have multiple projects for one client and invoices need to be sent to various billing contacts within the client’s organization. Steps to designate a billing contact on a NetSuite OpenAir project: 1. Create a contact record…
When tax is calculated in NetSuite, it may be beneficial to bring tax amounts back into OpenAir for financial visibility or reporting. Method 1: Pullback Mapping (not recommended if using credits) The first method to import tax is to add a pullback mapping to the NetSuite-OpenAir connector. This has the advantage of providing the ability…
If you have decided to use the ‘Timesheet Required’ checkbox on user records to generate/filter timesheet alerts, timesheet status and various other hours/time related reporting, there is now a quicker way to set it. You can now set the Timesheet Required checkbox on user records in NetSuite OpenAir using OpenAir Integration Manager! This could once…
Does your business need to create hundreds of invoices every month? Would you welcome a way to speed up your OpenAir invoicing process? The Billing Codes feature could help you do just that. In OpenAir a billing code is a free-text 2-digit field that can be used in the Invoices application for batch creation of multiple invoices based…
ETC (estimate to complete) and EAC (estimate at complete) are very important metrics when evaluating the health of a project. Historically, these metrics were difficult to see if you are using bookings in OpenAir to plan the future hours. However, within the Project Center, you can now add ETC and EAC values to your view…
If you’ve come across a custom field that you’ve made or that came out of the box and cannot delete it, there are a few reasons why this may happen. While you can always inactivate unwanted fields, removing clutter can help performance and your overall experience as a System Admin in OpenAir. The three primary…
With the most recent release in April 2023, NetSuite OpenAir now makes it easier than ever to view your current license usage. The new Licenses page is located under Administration > Global Settings > Account > Licenses. Here you will find a current breakdown by Type of license (T&E Only, Client/Guest, or Full) along with…
This feature removes the Bookings “New, multiple…” option from the Create Button menu. Internal Switch: Disable displaying of New Multiple booking in creation menu Why disable this feature? When form permissions are configured on the standard booking form and users utilize the multiple booking feature; booking form permissions are not respected. Disabling the ‘Disable displaying of New Multiple booking in creation menu’ switch…
For customers who want to enable multiple week work calendars in OpenAir to facilitate biweekly schedules such as 5-4/9s. Two account settings in Optional Features are required: Enable distinct work hours per day on work schedule Enable multi-week work schedule and define the Maximum number of weeks (up to 8 weeks) Once these are enabled,…
