Fixed Amount Project Revenue Rule

Internal ID: fixedamountprojectrevenuerule

Supports Custom Fields

Fields

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.

Sublists

chargerule - Charge Rules

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

datesfixedamount - Date Scheduled - Amount

Internal ID Type Label Required Help
fixedamount currency Amount to Recognize true
recognitiondate date Date true

datespctfromtotal - Date Scheduled - Percent From Total

Internal ID Type Label Required Help
percentfromtotal percent Percent to Recognize true
recognitiondate date Date true

tasksfixedamount - Task Complete - Amount

Internal ID Type Label Required Help
fixedamount currency Amount to Recognize true
projecttask select Name true

taskspctfromtotal - Task Complete - Percent From Total

Internal ID Type Label Required Help
percentfromtotal percent Percent to Recognize true
projecttask select Name true

Tabs

Name Label
chargerules Charge Rules
revenueplan Revenue Plan

Search Joins

Join ID Join Description Actual Join Name
project Project Job
serviceitem Service Item Item

Search Filters

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

Search Columns

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