Project Revenue Rule

The project revenue rule record is available only when the Project Management, Charge-Based Billing, and Advanced Revenue Management (Essentials) features are enabled. In the UI, you access this record on the Financial subtab of charge-based billing projects. There are three types of project revenue rules.

The internal IDs for these records are laborbasedprojectrevenuerule, fixedamountprojectrevenuerule, pctcompleteprojectrevenuerule.

Project revenue rules rely on charge rules to determine the amount of revenue to be distributed. The type of project revenue rule you create is determined by how you want the revenue to be recognized. A labor based project revenue rule recognizes the revenue created from time tracked on your project. A fixed amount project revenue rule can recognize revenue based on a date, task, or milestone. A percent complete project revenue rule recognizes revenue at a rate equivalent to the project’s progress. Expense-based charge rules are not available to use with Project Revenue Recognition.

For help working with this record in the UI, see Charge-Based Project Billing and Advanced Revenue Management (Essentials) and (Revenue Allocation).

For information about scripting with this record in SuiteScript, see the following help topics:

Supported Script Types

The project revenue rule record is supported in client and server SuiteScript.

Supported Functions

The project revenue rule record is partially scriptable. It can be created, read, updated, deleted, and searched using SuiteScript. It cannot be copied or transformed.

Usage Notes

For labor based project revenue rules, the filters sublist is not exposed to SuiteScript. For fixed amount project revenue rules, the recurrence field is not exposed.

When you create a new project revenue rule you must set the Project (company) field to the project/job ID. Project revenue rules are not standalone records, and therefore must be associated with a specific project.

Code Samples

The following sample shows how to create a project revenue rule.

          var projRevRule = record.create({
    type: 'pctcompleteprojectrevenuerule'
});
projRevRule.setValue({
    sublistId: 'name',
    value: 'Percent Complete Rule'
});
projRevRule.setValue({
    sublistId: 'project',
    value: '25'
});
projRevRule.setValue({
    sublistId: 'serviceitem',
    value: '1'
});
var internalId = projRevRule.save(); 

        

Related Topics

General Notices