Skip to content

Expert Quick Tips

Using Negative Charge Stages in NetSuite OpenAir

By Amy McFadzean | August 17, 2021 | Comments Off on Using Negative Charge Stages in NetSuite OpenAir

A lesser-known feature of NetSuite OpenAir is that you can create a charge stage that automatically creates negative amounts. For example, maybe you want to show a discount on the…

Read More

How to Suppress Standard Approval Notifications in OpenAir

By Jim Schein | August 10, 2021 | Comments Off on How to Suppress Standard Approval Notifications in OpenAir

By default, OpenAir will notify users whenever a record in OpenAir is submitted and waiting for their approval.  Occasionally this can get overwhelming, particularly since these are sent for every…

Read More

Invoice Approval set at the Client Level in OpenAir

By Alexis Jackson | August 3, 2021 | Comments Off on Invoice Approval set at the Client Level in OpenAir

In the situation where a user is assigned as the approver (Ex: Project invoices are approved by user and or user is the final approver in approval process set on project…

Read More

Tips to Gain Greater Control Over OpenAir Scripts

By Robert Giordano | July 27, 2021 | Comments Off on Tips to Gain Greater Control Over OpenAir Scripts

Run scheduled scripts manually. Scheduled scripts typically run on a time, but you can run the scripts at any time.   Setting parameters allows you to set items the scripts…

Read More

Language Support in OpenAir

By Ronn Breaux | July 13, 2021 | Comments Off on Language Support in OpenAir

NetSuite OpenAir supports multiple languages with a few caveats. The list of supported languages includes English, Spanish, French, German, Chinese, Japanese, and Czech. An internal switch must be enabled by…

Read More

3 Helpful Form Rule Reminders

By Jimmy Morales | July 6, 2021 | Comments Off on 3 Helpful Form Rule Reminders
woman reminding someone of form rules

When creating Custom Fields and applying Form Permissions, the following reminders are helpful when considering how you want to build a form for your organization’s needs. You cannot have two…

Read More

How to Set Up Custom Detail Fields for Days Count In OpenAir

By Bianca Marinca | June 30, 2021 | Comments Off on How to Set Up Custom Detail Fields for Days Count In OpenAir
lavender plant with sunset in the background

NetSuite OpenAir can report on days count.  This metric is helpful to identify how long it takes to approve timesheets for instance. This is done by creating Custom Detail Fields…

Read More

Keep Your OpenAir ‘Integration User’ Password from Expiring

By James Owen | June 22, 2021 | Comments Off on Keep Your OpenAir ‘Integration User’ Password from Expiring
Keep your password from expiring

Do you use OpenAir Integration Manager shortcuts or have other OpenAir integrations that run under an ‘integration user’ record?  If you do, when that integration user’s OpenAir password expires or…

Read More

The Power of OpenAir Assignment Groups

By Bryce Wolf | June 15, 2021 | Comments Off on The Power of OpenAir Assignment Groups
someone putting sticky notes on a window

Assignment groups can be used in multiple ways in OpenAir. You can utilize assignment groups to make task assignments to a subset of employees in the system and you can…

Read More

Utilizing Bookings to Create Revenue Forecasts for Non-Standard (Non-Hours Based) Percent Complete Forecasts in NetSuite OpenAir

By Ryan Merritt | June 8, 2021 | Comments Off on Utilizing Bookings to Create Revenue Forecasts for Non-Standard (Non-Hours Based) Percent Complete Forecasts in NetSuite OpenAir
wall clock at 11:54

OpenAir allows for various forecasting methods based on a variety of Revenue Recognition rules. The out of the box standard rules account for the vast majority of forecasting needs. These…

Read More

About Us:  Our mission is to enable and empower Professional Services Organizations to become profitable, scalable, and efficient through change management, technology deployment, and skill set training with a Customer First approach.

Scroll To Top