NetSuite OpenAir Tips

Are your expense item billing rules being capped accurately in OpenAir? If you are adding caps to your expense item billing rules, chances are the cap isn’t being applied quite the way you expect. Normally, the system will apply the ...

Did you know you can override a user cost to accommodate project or task level differences? There are typically two situations in which the cost associated to a user is not necessarily the same cost that is recognized for the ...

Did you know you can create duration from date fields? Many times customers determine key metrics that are measured within the business for operational analysis and improvement. Metrics may include such values as project margin, utilization %, average bill rate, ...

Did you know you can enhance your task view to see all task related components? In OpenAir projects, it is common for people to use the Outline view to manage their project plan. The outline view provides an indented display ...

Did you know you can filter data on reports while you are viewing them? Summary report creation in OpenAir certainly has a wide variety of content filtering, subtotaling, timeframe control, and many more options. After running the report and viewing ...

Did you know you can copy bookings from one project to another in OpenAir? If you are using bookings for resource scheduling, there is often the question of ‘can you copy bookings’? From the Resources module, where most booking creation ...

Did you know you can email trial billing balances from OpenAir? OpenAir supports the ability to set auto-bill options to run billing rules automatically based on configured frequency. However, there is another option available on the auto-bill form called Trial ...

Did you know that you can now copy (or push out) the booking chart settings to other users? For many customers, the resource bookings feature is how resource management is done. Reports provide insight into availability as well as a ...

Did you know you can adjust the columns of your timesheets to minimize scrolling? If you are a timesheet user of OpenAir, then you may have run into the issue of having to scroll right and left when entering time ...

Did you know that you can preview the actual billing and revenue transactions without running the ‘Pending’ summary reports? Invoicing, revenue recognition, and month end processing always has a series of individuals involved in your organization at various points in ...