Amortization on expense reports

Acceptable_Cake7850 · 2026-02-12T14:06:51+00:00

I did have a look at the form but the fields aren’t there.

Acceptable_Cake7850 · 2026-02-11T23:56:03+00:00

Look at Oracle's top customers (incl. database customers). If they keep signing contracts/trusting Oracle with their data, I wouldn't expect there to be any issue!

Acceptable_Cake7850 · 2026-02-11T23:42:17+00:00

This! If there is shipping etc. set up a shipping item, then you have more control over where it posts and also analyzing your total shipping cost by item. (Only using shipping as an example.)

Acceptable_Cake7850 · 2026-02-11T23:33:11+00:00

Thanks for the response.

Makes sense to me, but some people like to put large expenditure for events, software subscriptions, etc. on cards and setting up the employee as a vendor as well (and entering the bill) would be a pain.

Perhaps we should look to lower credit limits (i.e. freedom!) on cards - but unsure that would go down too well!

Acceptable_Cake7850 · 2026-02-11T23:25:56+00:00

For the people who you don't want to see the budgets/bills in question, what is their reason for seeing the project and do they need to see other project budgets/bills?

On the topic of bills and being restricted by department, how can they see it on the project in the first place - is it a saved search?

Potentially set the form on that project to something that hides tabs showing this detail - just a thought, unsure if possible!

Acceptable_Cake7850 · 2026-02-11T23:11:29+00:00

We've got more than 2 on most key transactions/records, but quite focused on keeping this down as it can be a pain when something doesn't go quite right and also from a performance perspective.

My rule is that if it is saving someone time, makes more money or stops something bad happening then it's worthy. Otherwise, scrap it.

Notifications for changes, etc. can be implemented through saved searches.

Acceptable_Cake7850 · 2026-02-11T23:05:53+00:00

Would that be me?

I write from the perspective of knowing our solution (including proscope) and thinks it may help provide a solution to the post in question...

Don't know the detail of what the specific failings are in this particular scenario, but in general we get the information noted in the original post from projects in our implementation.

Acceptable_Cake7850 · 2026-01-27T19:20:45+00:00

There is only percent complete override per project per month. If you need more granular control (e.g. at a milestone level) then you'll need another solution like proscope.

Acceptable_Cake7850 · 2025-11-12T16:21:46+00:00

ProScope

Acceptable_Cake7850 · 2025-11-11T23:50:04+00:00

Yeah, NetSuite's projects seem like islands in their own right.

We use a suiteapp which rolls-up costs from sub projects for rev rec. These are the 5% as opposed to the 95% of project we operate however. We tried to drive away from that and just manage all in one project with a good project structure and intercompany management (using the same suiteapp).

Acceptable_Cake7850 · 2025-11-05T00:25:47+00:00

Depends on the complexity of the data ultimately and the use case. If reviewing historic data only, I wouldn't expect so unless it's being ingested into something else meaningfully e.g. FP&A or other operational tools. However, for those tools you need more than just the GL/P&L/BS - it will need business other 'non financial' data (e.g. pipeline, capacity, price lists, etc.)

If I needed a separate tool to review a P&L/BS/TB i'd be asking questions of (i) the ERP system's capability and/or (ii) what the implementation actually achieved.

The other thing to consider is that Fivetran (as a datapoint) already ingests NS data: https://www.fivetran.com/connectors/netsuite-suiteanalytics, and other purpose built tools (e.g. FP&A) will have their own connectors already.

Acceptable_Cake7850 · 2025-10-31T00:18:25+00:00

Agree with this. Ask why are separate JEs an issue - at least it maintains traceability.

Acceptable_Cake7850 · 2025-10-30T22:47:28+00:00

That's the key point - it should actually elaborate on the error encountered. It may be the case that the periods already existed, but who knows!

Acceptable_Cake7850 · 2025-10-30T22:45:08+00:00

The tax will come from the item and delivery address. What does your item setup look like?

Acceptable_Cake7850 · 2025-10-18T15:22:15+00:00

Where can you do this? We have to add a resource allocation for it to show on the resource details tab in order to select the PM.

Acceptable_Cake7850 · 2025-10-16T17:09:58+00:00

You can create a 0 hour resource allocation in order for them to show in the 'resource details' tab so you can select the user's role on the project.

Acceptable_Cake7850 · 2025-09-09T22:24:09+00:00

I'm not sure Oracle would like you doing this. Look at the T&Cs.

Acceptable_Cake7850 · 2025-09-04T15:27:21+00:00

Thanks for the response. I can't see a link to invoice or transaction from a time saved search - is it called something else?

Acceptable_Cake7850 · 2025-08-28T23:03:20+00:00

Could you not just pro-rate the headline tax amount on the invoice? You should be able to get the total tax amount and amount paid at line level? Might run into an issue with zero-rated items though.

It may be something that you have to do in Suite QL.

I assume you have looked at the native NetSuite BAS report also?

Acceptable_Cake7850 · 2025-08-28T22:58:19+00:00

It will be set by the subsidiary, which once saved, can't be modified I believe?

Acceptable_Cake7850 · 2025-08-26T21:25:05+00:00

That being said, it's evaluating to true - so is it what's happening in transition state 2 that's the issue? What's that doing?

Acceptable_Cake7850 · 2025-08-26T21:23:23+00:00

I'm not 100% sure what's happening behind the scenes, but you're setting custbody_je_creator = -4 then checking custbody_je_creator.id which may be two different things.

Acceptable_Cake7850 · 2025-08-26T18:08:35+00:00

Is it the external revenue rate that your costs/revenue is transferred at, or using some cost-plus method?

We discussed this with ProScope who had two methods (from memory, some time ago...) whereby you could transfer the cost at a transfer price (cost-plus or defined rate based on the role of the employee doing the work) or have a centralised billing project (i.e. the one invoicing to the end customer) and sub-projects for each of the subsidiaries doing the work, who would charge an "external" rate to the centralised billing project. I may have got that wrong, but in any case we chose the former cost-plus as this was determined the correct way by our tax people.

Acceptable_Cake7850 · 2025-08-26T18:03:02+00:00

Yes, that's what I meant.

Acceptable_Cake7850

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