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!
Stay in the Know
Be sure you're subscribed to NetSuite communication to stay in the know about monthly happenings, updates and announcements. Subscribe
Be sure you're subscribed to NetSuite communication to stay in the know about monthly happenings, updates and announcements. Subscribe
Please note that on Friday, March 20, 2026, at 8:00 PM Pacific time, our Case Management System will undergo a scheduled maintenance for approximately 4 hours. During this time, case creation via SuiteAnswers will be unavailable and inbound calls will be routed to Customer Service.
Linking Sales Orders -> Quotes/Estimates
Hi,
When I pull up a Quote/Estimate I can look under "Related Records" and see the Sales Order that was generated. But when I look at the Sales Order, the "Related Records" list is empty. Is there any way to have bi-directional linking?
As an alternate, I was trying to create a saved search that listed all the Quotes and their related Sales Orders, but for some reason I can't find that field. What should I include in the "Results" tab for a saved search to show the related sales order (note: my criteria has a filter on transaction type is Estimate).
0