Internal ID |
Type |
nlapiSubmitField |
Label |
Required |
Help |
amount |
poscurrency |
false |
Amount |
true |
Enter the charge amount generated by this rule. |
billingitem |
select |
false |
Billing Item |
true |
Select a service item for this rule.
This item is used to categorize charges on sales orders and invoices. The item's price is only used for time-based rules that explicitly use the service item to determine the charge rate. |
caphours |
time |
false |
Limit |
false |
Enter the maximum amount of hours or money you want this rule to generate charges for.
When the rule has reached the limit entered here it will no longer be applied to the project. |
capmoney |
poscurrency |
false |
Limit |
false |
If you want to limit the maximum amount that can be charged by this rule, select whether you want to define the cap as a currency amount or a number or hours, and enter the cap in the Limit field. |
captype |
select |
false |
Cap Type |
false |
If you want to limit the maximum amount that can be charged by this rule, select whether you want to define the cap as a currency amount or a number or hours, and enter the cap in the Limit field. |
chargeruletype |
select |
false |
Charge Rule Type |
true |
|
customform |
select |
false |
Custom Form |
true |
|
description |
textarea |
false |
Description |
false |
Enter a description for this charge rule. |
endbydate |
date |
false |
End By |
false |
Select a date this rule should stop being applied. If you do not select a date, NetSuite uses the project's calculated end date to stop applying this rule. |
expamtmultiplier |
posfloat |
false |
Discount / Mark-up |
false |
Enter a discount or markup for expenses charged through this rule.
You must enter the portion of the expense you want charged.
For example, if you want to offer a 25% discount on mileage expenses you would enter 0.75 in this field. If you wanted to offer a 25% markup, you would enter 1.25. |
externalid |
text |
false |
ExternalId |
false |
|
frequency |
text |
false |
|
false |
|
isinactive |
checkbox |
false |
Inactive |
false |
Check this box to inactivate this rule.
This rule will no longer generate charges for the project. |
name |
text |
false |
Name |
true |
Enter the name of this charge rule. |
noenddate |
checkbox |
false |
No End Date |
false |
|
project |
select |
false |
Customer:Project |
true |
The project this charge rule is created for is shown here. |
projecttask |
select |
false |
Milestone/Task |
true |
Select the milestone or project task that causes a charge to be generated when it is completed. |
ratemultiplier |
posfloat |
false |
Rate Multiplier |
false |
Enter a decimal number you want to multiply the calculated rate by to determine the billable amount for the charges created by this rule. |
rateroundingtype |
select |
false |
Time Rounding |
false |
If you want to round up time entries entered for the purpose of determining time-based charge amounts, select a round method to use. |
ratesourcetype |
select |
false |
Rate Basis |
true |
Choose how you want to determine the rate for charges generated by this rule. You can choose to base the rate on the service item on the time entry, the project resource's billing class, or the rate entered on the project task. |
ruleorder |
posinteger |
false |
Rule Order |
true |
Enter a number here to determine when this rule should be applied relative to other time-based rules on this project. |
saleunit |
select |
false |
Sale Units |
false |
Select a sale unit for this charge rule. The selections available in this field are determined by the units type selected above.
Sale unit enables you to create custom interval billing rates. When the rule generates charges, the resource rate is used to create charges for the selected interval. |
savedsearch |
integer |
false |
|
false |
|
scheduledate |
date |
false |
Date |
false |
|
seriesstartdate |
date |
false |
Series Start Date |
false |
Select a date to begin applying this rule. |
stage |
select |
false |
Initial Charge Stage |
true |
Select the charge stage initially assigned to charges generated by this rule.
You can change the stage of charges by clicking the amount in the Pending field on the Financial subtab of the project record or by editing the charge record. |
stopifcapped |
checkbox |
false |
Do Not Bill Entries Exceeding Cap |
false |
Check this box if you do not want to bill for time that exceeds the cap entered below. |
unitstype |
select |
false |
Units Type |
false |
Select a units type for this charge rule.
Units type enables you to create custom interval billing rates. When the rule generates charges, the resource rate is used to create charges for the selected interval. |