3PL Item Fulfillment Export Utility
Designed to drive 3PL warehouses, an item fulfillment in picked state can be used as criteria for a referenced saved search as source to generate a CSV File or related Content Renderer Engine (CRE).
Projects
A Projects record concept that tracks Revenue, Job Costing and Capitalization projects. Automatically created in the background as you work with opportunities, estimates or sales orders. Projects can then be automatically linked to subsequent records.
Task Coordinator
The Project Task Coordinator is a special custom record designed to deem a transactional line as key coordination relative to status. For example, when a sales order has a drop purchase order, the copied sales order line on the purchase order line runs independently. But it effectively is the same line. Thus tracking is independent of the sales order and purchase order yet cross-referenced. Not only does it track line information, but at the header.
Version History
20250828.RC
Refined logic to enqueue recalculations via batch operation to avoid running out of governance. Also, made some changes to improve project economics recalculation performance.
20250410.RC
Implemented fix to correctly handle situations where the project owner is a system user. NetSuite no longer allows setting the system user in entity fields. Thus, we detect this and revert to the default owner (app setting) if specified. Otherwise, the owner is blank.
Adjusted non-legacy revenue project user event script to trigger any transaction (was previously limited to posting transactions which required deploying two scripts; with this change, a single script now suffices)
Added support for queries as project economics data sources. Queries can be used to update project economics in real-time or on a schedule.
20230228.RC
Implemented fix to correctly handle situations where the project owner is a system user. NetSuite no longer allows setting the system user in entity fields. Thus, we detect this and revert to the default owner (app setting) if specified. Otherwise, the owner is blank.
Adjusted non-legacy revenue project user event script to trigger any transaction (was previously limited to posting transactions which required deploying two scripts; with this change, a single script now suffices)
Added support for queries as project economics data sources. Queries can be used to update project economics in real-time or on a schedule.
