How the Program Subtab Matches Cases to the Planned Schedule

The Program subtab on the Project record generates the planned schedule rows for the Program. At a minimum, each row includes a Type and a Program Date.

After those rows are generated, NetSuite searches for existing Cases under the Project with a start date after the Project Start Date or Field Service Start Date.

NetSuite then:

Because of this matching logic, manually created Cases or changes made partway through a Program can affect which Program row an existing Case is matched to.

Related Topics

General Notices