Discussions
Stay up-to-date with the latest news from NetSuite. You’ll be in the know about how to connect with peers and take your business to new heights at our virtual, in-person, on demand events, and much more.
Now is the time to ask your NetSuite-savvy friends and colleagues to join the NetSuite Support Community! Refer now! Click here to watch and learn more!
Update your Profile with your Support type to get your Support Type badge.
Uncover the power of data with the Analytics Hub —your ultimate guide to mastering NetSuite Saved Searches and Reports. Simplify the complex and unlock your organization's true potential. Dive into the Analytics Hub now and soar to new heights!
To help you get the most out of your 2025.2 Release Preview account, review the topics outlined in the 2025.2 Release Preview Guide.
Nominate Your Peers for NetSuite Support Community's Choice of the Quarter! Submit your nomination today.
Intelligent Payment Automation version 1.0.3 is now available in the SuiteApp Marketplace. The SuiteApp, powered by BILL, lets you automate payments, manage vendor details, and bank account information within NetSuite. Learn more
Trouble flipping a quote to a sales order when customer is over their credit limit
The issue is flipping a quote to a sales order when the flip of that quote will put the customer over their credit limit.
Historically, you bring the quote up, hit the "Sales Order" button. Then if the resulting SO will put the cust over the credit limit, the popup box pops up and says they are over their credit limit. Then, you could change the dollar amount on the SO (or remove line items) to make the amount less so it would save, and then go back and deal with the credit limit issue for the sales order if needed. Typically, the customer wasn't ordering everything on the quote anyway, so by the time you remove the unordered items, they are under their
0