Summary / Purpose

This article explains how to resolve the issue where sales orders that have been closed in Service Pro still appear in a "Pending Billing" status in NetSuite.

Pre-Requisites

• Access to both Service Pro (SPro) and NetSuite
• Permission to modify sales orders in NetSuite
• Familiarity with cost adjustment procedures and workflow

Instructions

Step 1: Identify Sales Orders Still in Pending Billing

1. Log in to NetSuite and run a search for sales orders with a status of Pending Billing.
2. Cross-check these sales orders in Service Pro to confirm the related projects or orders are marked as Closed.

Step 2: Add Cost Adjustment Line (If Needed)

1. Determine whether a Cost Adjustment (Cost Adj) line is necessary to complete the billing process.
2. Note: Only authorized personnel (e.g., Beth) are permitted to add this line. Staff such as Raven and Ibby do not have access to input actual costs.
3. If needed, manually add the Cost Adj line to the sales order with the appropriate cost values.

Step 3: Close the Cost Adjustment Line

1. Once the cost adjustment has been entered, close the Cost Adj line.
2. Verify that the sales order status updates to Billed.
3. Ensure the Cost Adj reflects actual incurred cost only—not operational budget or estimated amounts.

Expected Result

Once the necessary cost adjustments are made and closed, the sales order will update to a "Billed" status in NetSuite and will no longer appear as "Pending Billing."

Troubleshooting

• Issue: Sales order still shows "Pending Billing" even though it is closed in Service Pro 
  Solution: Confirm that a cost adjustment line is required and that it has been properly entered by an authorized user.
• Issue: GP or budget values appear incorrect
  Solution: Verify that only actual costs were entered in the Cost Adj line—do not use operational budget values.

Related Articles

• None currently available

Reference Information

Applies to: Finance Team / Project Managers / NetSuite Admins

Tags: NetSuite, Billing, Sales Orders, SPro, Finance

Changelog