11 results total
Browse practical NetSuite answers in Sales team, filtered by topic, audience, and difficulty.
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Yes, NetSuite allows the creation of multiple sales orders from a single quote. While the system will issue a warning, both sales orders will be correctly included in…
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NetSuite's pricing hierarchy ensures item-specific pricing schedules take precedence. When a pricing schedule is active on an item and the 'Update Existing Prices' checkbox is selected, it will…
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NetSuite's Opportunity Status reflects the probability of closure, influencing weighted totals. When a Sales Order, Invoice, or Cash Sale is created from an opportunity, its status automatically updates…
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In NetSuite, item-specific pricing, configured on the individual item record (Sales/Pricing subtab), takes precedence. This means that if both an item's price level and a customer's pricing group…
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Quote expiration in NetSuite is primarily driven by the 'Due Date' field, which is automatically calculated based on settings in Sales Preferences. Administrators define the number of days…
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NetSuite supports the identification of customer-purchased items for return authorizations. This is primarily achieved through auto-population when creating a return authorization directly from an existing sales transaction. Additionally,…
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NetSuite's Auto Fill feature automatically populates transaction fields with data from a customer's previous transactions. This functionality is controlled via user preferences. To manage it, navigate to Home…
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NetSuite's Quantity Pricing Schedules enable multiple distinct items to be linked to a single pricing schedule. This configuration ensures that the combined quantity of all associated items contributes…
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Currently, NetSuite does not support originating upsell transactions directly from an opportunity; this is logged as enhancement #340182. To ensure correct contract renewal integration, upsell transactions must originate…
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To determine Partner of Record status, navigate to the Customer record in NetSuite. Look for a custom field, often labeled 'Partner Of Record' (e.g., custentity15), which typically serves…
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Multiple sales orders can share the same number in NetSuite if the 'Allow Override' setting is enabled. This allows users to proceed with saving a transaction even after…
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