Understanding NetSuite Transaction Statuses When working with NetSuite, transaction statuses can be one of the trickiest aspects to manage. These statuses control the workflow of transactions and determine their current processing stage. Example: Searching for Pending Fulfillment Sales Orders To filter sales orders that are in Pending Fulfillment, you can use the following search filter… Continue reading Transaction Status Reference in NetSuite
Tag: Default Status
Setting the Default Prospect Status for New Prospects
Request: How can I set the default status for prospects who do not yet have a transaction associated with them? Solution: When working with prospects in your system, you can define a default status to be assigned to new prospects who do not yet have a transaction associated with them. This allows you to categorize… Continue reading Setting the Default Prospect Status for New Prospects