Client Query:
Client raised a query regarding instances where the customer name in estimates and sales orders might differ. They highlighted a common scenario where an estimate is initially sent to an individual within a company, and the accurate customer name is captured only after they transition from being a prospect to a customer. This led to a concern about whether it’s possible to handle such discrepancies in NetSuite.
Findings:
In the sales order created from an estimate by clicking the button, it is possible to change the customer in the sales order before saving it. This provides flexibility, allowing adjustments to be made while the estimate is still in progress. Additionally, users can conveniently view the estimate within the sales order, facilitating a seamless transition between the two documents. The created sales order will also be visible under the Related Records of the estimate. However, it’s crucial to note that once the sales order is saved, the system restricts further alterations to the customer information.