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SuiteWorld October 6 - 9, 2025: Agenda Builder is live!
Read on for the latest updates including:
• Agenda Builder launch
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• And more!
Check out this thread to learn more!
Read on for the latest updates including:
• Agenda Builder launch
• SuiteWorld On Air registration
• New NetSuite Prompt Studio Contest
• And more!
Check out this thread to learn more!
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Spots are limited! Register through your Agenda Builder and find SuiteGuru under Agenda Enhancements.
Don’t miss your chance to meet our SuiteGurus—NetSuite Support professionals and subject matter experts with extensive experience in select product areas, including OneWorld, Advanced & Basic Accounting, Supply Chain Management, Receivables & Payables, CRM, Account Administration, and the SuiteCloud Platform. Full Conference attendees can prebook exclusive 30-minute one-on-one sessions for your product questions.
Spots are limited! Register through your Agenda Builder and find SuiteGuru under Agenda Enhancements.
"Contract Renewal" Workflow
I have never put together a workflow and was told for renewing a Sales Order this is what I should do:
1.Sales Order (contract) is set up.
2.Contact is billed out based on billing schedule (monthly, quarterly,e tc).
3.At a predetermined time (say 60 days in advance), a Workflow will kick in based on the Sales Order.
4.An Opportunity record is created in the system based off of the Sales Order populating all fields and a current transaction date.
5.Sales Rep is notified of the opportunity (if you want that) or whomever.
6.Then convert the Opportunity to a Sales Order with a click.
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