| Setting | Description |
| OVER BILLINGS ACCOUNT | Only Needed if using the BlueCollar Revenue Recognition Feature. Account to ensure proper Revenue Recognition, if Billed Revenue (billings net of retainage) exceeds Earned Revenue (Contract Revenue earned in proportion to % of cost complete) the excess is a liability that gets posted to the account selected here. This account will be 0 upon project completion. Note: The deficit will check the Over Billing account and ensure the proper balance is maintained. A balance will only exist in the Overbillings Account or Underbilling’s Account per project, never both. |
| UNDER BILLINGS ACCOUNT | Only Needed if using the BlueCollar Revenue Recognition Feature. Account to ensure proper Revenue Recognition, if Earned Revenue (Contract Revenue earned in proportion to % of cost complete) exceeds Billed Revenue (billings net of retainage) the excess is an asset that gets posted to the account selected here. This account will be 0 upon project completion. Note: The deficit will check the Under Billing account and ensure the proper balance is maintained. A balance will only exist in the Overbillings Account or Underbilling’s Account per project, never both. |
| REVENUE RECOGNITION ACCOUNT | Only Needed if using the BlueCollar Revenue Recognition Feature. Define the account you want to credit when running revenue recognition journals. Frequently an account is designated specifically for this purpose as an ‘accrued revenue’ account. The benefit of having this type of account is the ability to see what Over/Under Billings is based on the balance of this account – if negative then you’re over billed; if positive then you’re under billed. |
| SUBCONTRACTOR RETAINAGE ACCOUNT | If an account has the Subcontract Management module enabled then this account can be used to define the credit impact of Subcontract Retainage withheld from Subcontractor Invoices. |
| LUMP SUM UNIT OF MEASURE | This maps to base UOM in NetSuite, it impacts how billing amount is calculated when the Quantity is set (The quantity is treated as a % for a Lump Sum (LS) UOM, it’s treated as a Unit for all other UOMs) Note: Change Order to lump sum UOM is total dollar, if non-Lump Sum, the Qty is changed (rate stays the same) Defining the Unit of Measure that is understood by BlueCollar to be Lump Sum will impact the way that various controls and user interfaces react to user inputs. For example, if a line on a contract is a lump sum unit of measure, then projections are not allowed in the unit's field; billing is understood to be % billed when entered as a whole number in the billing UI; and Changing Units through the change order process is not allowed. Conversely, non-lump sum unit of measure items are able to be projected by the unit; billed by the unit (as opposed to %); and change orders to update unit quantities is allowed. |
| DEFAULT DOCUMENTS FOLDER ID | Internal Use Only |
| RENDER BUDGET APP | Internal Use Only |
| RENDER BILLING APP | Internal Use Only |
| RENDER CONTRACT APP | Internal Use Only |
| RENDER REVENUE WIP APP | Internal Use Only |
| RENDER CHANGE REQUEST FORM APP | Internal Use Only |
| RENDER CHANGE REQUEST LIST APP | Internal Use Only |
| RENDER SCHEDULING APP | Internal Use Only |
| RENDER MATERIALS APP | Internal Use Only |
| RENDER SUBCONTRACT LIST UI | Internal Use Only |
| RENDER SUBCONTRACT BILLING UI | Internal Use Only |
| ENABLE LABOR JOB COSTING | This box can be checked to enable standard project labor costing. Reach out to your BlueCollar representative for more information. |
| POST COST TO ALL TIME ENTRIES | When this feature is enabled, amounts are posted across all employees with rate templates associated regardless of whether they were coded to a BlueCollar Project or not. If left unchecked journals will be created for BlueCollar projects only. |
| FIRST DAY OF THE WEEK FOR OVERTIME CALCULATION | In order to calculate OT/DT a first day of the week must be defined. |
| PROJECT LOCATIONS | This is used for T&M Billing Inventory rules. Inventory Items received from a Transfer Order to a Project Location defined in this list are able to be matched against T&M Billing Material rules. |
| EXCLUDE CONTRACT RETAINAGE FROM ACTUAL COST | For certain users such as developers who are submitting draw requests to banks, etc. Because they are submitting requests for funds to cover real expenses, they don’t have a need to view retainage payable as an expense that immediately needs cash to cover. This option doesn’t count Subcontract Retainage in Actual Cost for this purpose. |
| DO NOT BILL $0 LINES WHEN INVOICING | By default NetSuite and BlueCollar will include all lines from the SO on Invoices. This option may be useful if mistakes are made frequently such as billing the wrong line or meaning to bill a line and not doing so, since if the line doesn’t exist on the Invoice it can’t be edited. To include ONLY lines that are billed, select this option. |
| ENABLE PROJECT SHIPPING ADDRESS | When this option is selected addresses designated as “Default Ship-To” in a Project Address list will be populated on all SOs related to the project. |
| SET 100% COMPLETE AT $0 PROJECTED ESTIMATE | Some users have projects that have revenue but no cost. If a project has no projected estimate, then by default it will be understood as 0% complete. When this option is enabled however, a $0 projected estimate is understood as being 100% complete. |
| GROUP AIA G702 AND G703 IN ONE PDF | When this option is enabled G702 and G703 AIA docs print as one PDF on the Invoice record. |