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Thank you to everyone for your passion, collaboration, and support. Here’s to building an even stronger community together in the year ahead!
Estimate Approval Workflow ... Anyone Successful On This?
Granted, I am new to trying to use NetSuite Workflows. I have read the documentation, watched the training video (sadly it was not detailed enough for me to comprehend this) and tried my hand at building a workflow.
And I have failed miserably...(sigh). :h_a_w::h_a_w: When/what to do with the transitions are escaping me. I am hoping that someone can provide some help.
Situation: We need the ability to require estimate approvals for one of our product lines. We resell refurbished equipment. Sales reps have parameters that they can change pricing with regards to profit margin (purchase price + 30% min), however we need to make sure that our sales reps do not sell it for under the average market value for the item ... which they aren't all aware of.