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.
New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
Update: Narrative Insights has been restored and is now available.
Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.
Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.
NSC | Reference the Opportunity record's Entity Status field in an Item Saved Search
In Opportunity records in NetSuite, there appears to be 2 statuses.
One of them is the Document Status (boxed in red) and the other is called Entity Status (boxed in yellow).
The list of statuses in this Entity Status field (ID: entitystatus) can be found under Setup > Sales > Customer Statuses.
In an Item Saved Search, you can use Transaction: Status or Transaction: Estimate/Opportunity fields to reference this Entity Status field.
-----
If you find this information useful, let us know by reacting or commenting on this post!
Learn how to Refer A Member | Earn the Answer Accepter Badge | Be the Content Creator of the Quarter | Vote for the content you want to see!
0