A user, whether using a custom role or an administrator role, is unable to create an estimate from an opportunity record. Solution Log in to NetSuite as an Administrator. Navigate to: Transactions > Sales > Create Opportunities > List Edit the Opportunity: Select the opportunity record in question and click Edit. Verify the Custom Form:… Continue reading User Is Unable to Create an Estimate From an Opportunity Record Using the Create New Menu
Tag: Estimate creation
Import items from Salesorder to Estimate
Import items from alreday existing SO to estimate during the estimate creation Proposal summary The proposal covers to Import ALL line items from an existing sales order, while creating the new quote (estimate). Requirement Import ALL line items from an existing sales order, while creating the new quote (estimate). Our Solution – 1 We will… Continue reading Import items from Salesorder to Estimate