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
Sales Team not flowing through to Invoice
Our system is currently not selecting the default sales team listed on the sales orders for our sales and therefore our forecasting capability is for naught.
To create invoices we select the transaction menu item, "invoice billable customers", then invoice for each item for each customer.
Is this the correct method? Per all the documentation I am reviewing the sales person that was on the original opportunity and sales order should also be on that invoice.
EDIT UPDATE:
We are also not seeing any of the following SO items flowing through to the invoice:
Opportunity
Department
Class
Location
Due Date
0