Charge Rule

Internal ID: chargerule

Supports Custom Fields

Fields

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.

Sublists

resourcerateoverride - Resources

Internal ID Type Label Required Help
name select Name true
rate poscurrency Rate true

Search Joins

Join ID Join Description Actual Join Name
unitstype Units Type Units Type
user User Employee

Search Filters

Internal ID Type Label
billingitem select Billing Item
chargedate date Charge Date
chargeruletype select Type
description text Description
enddate date End By
expamtmultiplier float Expense Amount Multiplier
externalid select External ID
externalidstring text External ID (Text)
formuladate date Formula (Date)
formulanumeric float Formula (Numeric)
formulatext text Formula (Text)
frequency text Frequency
internalid select Internal ID
internalidnumber integer Internal ID (Number)
name text Name
project select Project
projecttask text Task / Milestone
projecttaskcompletiondate date Completion Date
projecttaskstatus select Status
ratemultiplier float Rate Multiplier
rateroundingtype select Rate Rounding
ratesourcetype select Rate Basis
ruleorder integer Rule Order
saleunit select Sale Units
stage select Initial Charge Stage
unitstype select Units Type

Search Columns

Internal ID Type Label
amount currency Amount
billingitem select Billing Item
chargedate date Charge Date
chargeruletype text Type
company select Project
description text Description
enddate date End By
expamtmultiplier float Discount / Mark-up
externalid select External ID
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)
frequency text Frequency
internalid select Internal ID
name text Name
projecttask select Task / Milestone
projecttaskcompletiondate date Completion Date
projecttaskstatus text Status
ratemultiplier float Rate Multiplier
rateroundingtype text Rate Rounding
ratesourcetype text Rate Basis
ruleorder integer Rule Order
saleunit select Sale Units
stage text Initial Charge Stage
unitstype select Units Type