Tag: opportunity

User Is Unable to Create an Estimate From an Opportunity Record Using the Create New Menu

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

Saved Search That Displays the Most Recent Task Created on an Opportunity

Scenario Create a Saved Search that will display the most recent Task created on an Opportunity. Solution A. If the fields are obtained from the Opportunity record, follow the below format. Navigate to Lists > Search > Saved Searches > New Click Opportunity Search Title: Enter Title Click Criteria Filter: Select Activity fields… Activity Filter: Select Activity type Activity Type:… Continue reading Saved Search That Displays the Most Recent Task Created on an Opportunity

HOW TO: Generate NetSuite sales orders from Salesforce opportunities for only certain product families

To filter which opportunities generate sales orders: In Salesforce, open the Real Time Sync for the opportunity.  Under the Related SObject Syncs section, search each SObject Sync for the OpportunityLineItem Open that OpportunityLineItem. In the Filter field, specify your filter. Here is an example for Product Group is not recurring