how to add revenue plan to project?

AI generated answer (using internal Slack threads):

To add a revenue plan to a project in NetSuite, you need to understand the relationship between Sales Orders, Revenue Arrangements, Revenue Elements, and Revenue Plans. Here's a simplified explanation: 1. A Sales Order with multiple items will create a Revenue Arrangement. 2. Each item in the Sales Order will create a Revenue Element. 3. Each Revenue Element will then generate Revenue Plans. Typically, there are two types of Revenue Plans: Actual and Forecast. However, the number of Revenue Plans can vary depending on your settings. The connection between a Revenue Plan and a Sales Order is through the Revenue Element. The

revenueElement.source

holds the document id and

revenueElement.referenceid

holds the internal id in the format

<RecordType>_<InternalId>

. You can extract the internal id for a join in SuiteQL using

SUBSTR(revenueElement.referenceid, INSTR(revenueElement.referenceid, '_') + 1)

. As for triggering the "Update Revenue Plans" action from a script, it seems there isn't a direct way to do this. However, changes to the Revenue Element (via changing the item line or changing values on the actual Revenue Plan) could change the postings on the plan. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******