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Try Intelligent Payment Automation – Fee Free For Your First Month
Intelligent Payment Automation, powered by BILL (aka Bill.com), lets you automate payments, manage vendor details, and bank account information within NetSuite.
The SuiteApp is available to organizations based in the U.S. with a valid U.S. address, or to global customers (except Canada, China, and Japan) with U.S. business subsidiaries. It only supports payments to vendors operating in the United States.
For more information, visit this thread.
Intelligent Payment Automation, powered by BILL (aka Bill.com), lets you automate payments, manage vendor details, and bank account information within NetSuite.
The SuiteApp is available to organizations based in the U.S. with a valid U.S. address, or to global customers (except Canada, China, and Japan) with U.S. business subsidiaries. It only supports payments to vendors operating in the United States.
For more information, visit this thread.
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Search for Successful Quotes/Estimates
We generate quotes to customers, and our sales team has asked for a saved search that measures the success rate of these quotes.
If a user creates a Sales Order from the Quote, it's simple to create this search, based on the 'Created From' transaction.
What I'm struggling with is: when the user manually creates a Sales Order, for a quoted item... there's no link between the Quote and Sales Order transactions. It's still a successful quote, but not traceable.
For example, Customer X gets Quote Q-123 for Item ABC. They place an order for ABC, and our salesman manually enters Sales Order
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