Expert Quick Tips
Periodically it is a good idea to review the privileges each role has in NetSuite OpenAir. Using the Role Privileges report will ensure each role has the correct privileges aligned…
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In the Spring 2019 release, OpenAir introduced the Project Center. This optional feature, which must be enabled by OpenAir support, merges common project management functions into a single screen. If…
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Improving the presentation of field data points in forms within OpenAir is easier with Tag custom fields. For left-minded individuals, or for those who consume information faster visually, you can…
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Did you know the OpenAir Report Interface now supports the dimension Project Job Code as a subtotal row value? You can also filter by Project Job Code on cross tabbed…
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When a user is submitting an invoice for approval, they might encounter the following Error: “Please note the error id xxx for future reference” If one then navigates to the…
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NetSuite OpenAir has the ability to apply task filters to time and expense billing rules. This can be problematic if you wish to bill all tasks within a phase, and…
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Did you know OpenAir has the ability to toggle the requirement for notes on timesheets on a per-project basis? This is a practical solution for organizations that wish to maintain…
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Did you know you could email trial billing balances from NetSuite OpenAir? NetSuite OpenAir supports the ability to set auto-bill options to run billing rules automatically based on configured frequency.…
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Did you know you could display your customer’s current balance on their invoice generated from OpenAir? Just modify your invoice layout to include the option ‘Include aged outstanding balances’ on…
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OpenAir has the ability to filter and aggregate values for reports in project-specific contexts without the need to set a filter in the report directly. Because the reporting Project filter…
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