Internal ID | Type | nlapiSubmitField | Label | Required | Help |
---|---|---|---|---|---|
customform | select | false | Custom Form | true | |
description | textarea | false | Description | false | Enter a description for this project revenue rule. |
externalid | text | false | ExternalId | false | |
fixedamounttype | radio | false | Amount | false | Select Amount to recognize a fixed amount, or Percent from Total Amount to recognize a percent of the total amount of charges. |
fixedscheduletype | radio | false | Date Recurring | false | Date Recurring – Under Date Recurring, define a recurring schedule to recognize the amount generated from the selected charge rules. Date Scheduled – In the Recognize field, select to recognize an amount or a percentage of the total amount. Under Date Scheduled –, select a date and enter the amount or percentage. Click Add. Continue adding dates and amounts or percentages until all of the corresponding charges are scheduled to be recognized. Task Complete – In the Recognize field, select to recognize an amount or a percentage of the total amount. Under Task Complete – Amount, select a project task and enter the amount or percentage. Click Add. Continue adding tasks and amounts or percentages until all of the corresponding charges are scheduled to be recognized. |
isinactive | checkbox | false | Inactive | false | Check this box to inactivate this rule. |
name | text | false | Name | true | Enter a name for this project revenue rule. |
project | select | false | Project | false | This is the project associated with this project revenue rule. |
revenuereconciled | checkbox | false | Revenue Reconciled | false | |
serviceitem | select | false | Service Item | true | Select a service item for this project revenue rule. The service item selected determines which accounts are used for the revenue element. For labor based rules, the service item also determines the charges that are considered revenue to be distributed. If you use multiple service items for your charges, you will need to create a labor based project revenue rule for each service item. |
Internal ID | Type | Label | Required | Help |
---|---|---|---|---|
actualamount | currency | Amount | false | |
billingitem | select | Billing Item | false | |
chargerule | select | Name | true | |
description | text | Description | false | |
forecastamount | currency | Amount | false | |
ruletype | select | Type | false |
Internal ID | Type | Label | Required | Help |
---|---|---|---|---|
fixedamount | currency | Amount to Recognize | true | |
recognitiondate | date | Date | true |
Internal ID | Type | Label | Required | Help |
---|---|---|---|---|
percentfromtotal | percent | Percent to Recognize | true | |
recognitiondate | date | Date | true |
Internal ID | Type | Label | Required | Help |
---|---|---|---|---|
fixedamount | currency | Amount to Recognize | true | |
projecttask | select | Name | true |
Internal ID | Type | Label | Required | Help |
---|---|---|---|---|
percentfromtotal | percent | Percent to Recognize | true | |
projecttask | select | Name | true |
Name | Label |
---|---|
chargerules | Charge Rules |
revenueplan | Revenue Plan |
Join ID | Join Description | Actual Join Name |
---|---|---|
project | Project | Job |
serviceitem | Service Item | Item |
Internal ID | Type | Label |
---|---|---|
chargerule | select | Charge Rule |
description | text | Description |
externalid | select | External ID |
externalidstring | text | External ID (Text) |
fixedamounttype | select | Recognize |
fixedscheduletype | select | Recognize Based On |
formuladate | date | Formula (Date) |
formulanumeric | float | Formula (Numeric) |
formulatext | text | Formula (Text) |
internalid | select | Internal ID |
internalidnumber | integer | Internal ID (Number) |
isinactive | checkbox | Inactive |
name | text | Name |
project | select | Project |
revenuereconciled | checkbox | Revenue Reconciled |
ruletype | select | Rule Type |
serviceitem | select | Service Item |
Internal ID | Type | Label |
---|---|---|
chargerule | select | Charge Rule |
description | text | Description |
externalid | select | External ID |
fixedamounttype | text | Recognize |
fixedscheduletype | text | Recognize Based On |
formulacurrency | currency | Formula (Currency) |
formuladate | date | Formula (Date) |
formuladatetime | datetime | Formula (Date/Time) |
formulanumeric | float | Formula (Numeric) |
formulapercent | percent | Formula (Percent) |
formulatext | text | Formula (Text) |
internalid | select | Internal ID |
isinactive | checkbox | Inactive |
name | text | Name |
project | text | Project |
revenuereconciled | checkbox | Revenue Reconciled |
ruletype | text | Rule Type |
serviceitem | select | Service Item |
totalamounttorecognize | currency | Total Amount to Recognize |