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NetSuite OpenAir Tips

View the full OpenAir settings form again in its entirety!

If you’ve been using the OpenAir system prior to November 22, 2008, then you may still be using the older User Interface with the Account module and the Company-Settings complete settings form. For those of you who have switched to ...

Increasing your odds of change adoption

Change is never easy, especially to those everyday processes and actions that become patterns or habits in your life.  If someone moved the silverware drawer to the other side of the sink, how long would it take you to stop ...

You’ve got a revenue plan – but do you have the capacity to deliver on it?

I’ve been fortunate (or unfortunate, depending on your viewpoint on such matters) to be included as a reviewer on budget planning activities with various companies. Being the owner of a company, I’ve done my own budget planning for the fiscal ...

Paid Time Off policies – What works best for your organization?

Summer is coming and this means many of your employees are planning their family vacations.  It’s also allergy season here in the Virginia area which has knocked quite a few people off their game with folks having to take time ...

Does the ‘man month’ metric still work in today’s world?

Early on in my project management life I read a book that described what a ‘man-month’ or ‘man-day’ is, which is paraphrased as the amount of productive time you can expect from an employee given a defined period.  Six hours ...

Utilization – common term, uncommon definition

When I was going through school, I remember getting critiqued on my papers by using the word ‘use’ too much.   So I would work around it by substituting ‘utilize’; tricky but effective.  In the consulting industry, ‘use’ should mean the ...

Conditional Form Permissions

Did you know you can control form fields using Conditional form permission rules? Expanding on the form permission features throughout OpenAir, many of the forms support the creation of logic which will hide, show, require, or make fields read-only. These ...

Deleting Custom Fields

Did you know there's an easier way to delete custom fields? If you need to delete a custom field, you will notice that you may not have the option to delete it initially. In the tips section at the bottom ...

Form Defaults for Process Support

How form defaults helped me better introduce and manage processes One of the common challenges we see with bad project data is when fields are overlooked in the project creation process. Using form default values can make it easier to ...

Grouping Expenses on an Invoice

Did you know you can create a Custom expense item to combine expense items on an invoice? The accounting structure for handling expense items in many companies is quite detailed, and may even go down to the individual meal per ...

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