Overview This article outlines how to calculate an estimated completion date for a task or order in NetSuite, excluding weekends and holidays. Holidays are loaded from a CSV file stored in the File Cabinet, and the logic accounts for both hourly and daily turnaround times. Components 1. Holiday CSV File Format: The CSV should have… Continue reading Estimating Completion Date While Ignoring Holidays and Weekends
Tag: Estimate
Download Estimate CSV File
User Event /** * @NApiVersion 2.1 * @NScriptType UserEventScript */ define([], () => { /** * Defines the function definition that is executed before record is loaded. * @param {Object} scriptContext … Continue reading Download Estimate CSV File
Source Out the Sales Order Created from Estimate Records in an Estimate Saved Search
Scenario The user wants to know how to source out sales orders in the Related Records tab created from estimates in an transaction saved search. Solution Log in as Administrator Navigate to Lists > Search > Saved Searches > New Click Transaction Search Title: Enter a title Click Criteria Click Standard: Filter: Select Type Type: Select any of Select Estimate Click Set Select Main Line Main Line: Select Yes Click Set… Continue reading Source Out the Sales Order Created from Estimate Records in an Estimate Saved Search
Difference Between the Two Status Fields in Estimates
Scenario On an Estimate record, we can see two fields with the same name but do not contain the same value. These two fields both indicate the Status of the transaction. Solution The Status field with field ID: entitystatus represents the stage of advancement in the negotiation. It conditions the value of the field Probability, and possible values such as Qualified,… Continue reading Difference Between the Two Status Fields in Estimates
Document Status on Estimates
For Stand-alone Estimates (No Opportunity Linked) Upon creation: the Document status will depend on the default customer status(Probability) set for Estimates under Setup > Sales > Sales Preferences unless the user manually changes the Status and Probability before saving. a.) If Probability is 0% = Document Status is set to Closed b.) If Probability is 100% = Document Status is… Continue reading Document Status on Estimates
Estimate Inclusion in Advanced Forecasting
If you use the Advanced Forecasting feature, NetSuite includes estimates based on the following rules: If the estimate is not associated with an opportunity, NetSuite includes it in the forecast category selected in the Forecast Type field. This field is on the estimate. If the estimate is the only estimate associated with an opportunity, NetSuite… Continue reading Estimate Inclusion in Advanced Forecasting
Extract Estimate Records on Opportunities Saved Search
1. Navigate to Lists > Search > Saved Searches > New > Select Opportunity. 2. In the Results tab > Columns subtab 3. Select Estimate Fields… 4. Select the required Estimate Fields Example: 5. Click Add 6. Click Save & Run Sample output:
Estimate Inclusion in Advanced Forecasting
If you use the Advanced Forecasting feature, NetSuite includes estimates based on the following rules: If the estimate is not associated with an opportunity, NetSuite includes it in the forecast category selected in the Forecast Type field. This field is on the estimate. If the estimate is the only estimate associated with an opportunity, NetSuite… Continue reading Estimate Inclusion in Advanced Forecasting
Lead/Prospect is converted into customer by creating an estimate and clicking any of the sales order/invoice/cash sale button.
Create a lead/prospect record. Create an estimate using the lead/prospect created. Click on the sales order/invoice/cash sale button. The lead/prospect is converted into customer. Record Transaction Performed Click on the Button Converted into Lead Estimate Sales Order Customer Lead Estimate Invoice Customer Lead Estimate Cash Sale Customer Prospect Estimate Sales Order Customer Prospect Estimate Invoice… Continue reading Lead/Prospect is converted into customer by creating an estimate and clicking any of the sales order/invoice/cash sale button.
Convert an Estimate to a Sales Order
To convert an Estimate to a Sales Order : Select the Prospect or Customer record Click the Date link to view estimate under the Sales subtab Click Sales Order button Information from the Estimate is copied to the Sales Order Review and make changes . Save the Sales Order.