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Attach Quote / Estimate User Notes to Sales Order

edited Dec 2, 2019 3:38PM in SuiteCloud / Customization 4 comments

Our sales people create user notes to comment on the status and activity surrounding a quote or a sales order.  We would like to carry over the information from the user notes that were created on the quote to the sales order so that the sales reps do not have to duplicate their work.

I haven't been successful in creating a sublist saved search on a sales order that can access user notes from the quote.  I think there might be a solution through a workflow, but you can't create a new User Note record through a workflow.

We may have to go back to just entering notes into a text area field and have that carry over to the sales order, but we found that practice to be messy in the past, as it is difficult to see who entered the info when (besides in the system notes).

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