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• New NetSuite Prompt Studio Contest
• And more!
Check out this thread to learn more!
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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.
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Recording who converted estimate to sales order.
Hi All,
For reporting purposes we're interested in capturing which associates are converting estimates to sales orders. This would potentially feed into KPI's. Would we require a script or workflow to capture this data? At present I have tried to access this data on a saved search but it is unclear if this is available, even on system notes. So far the best I've found is the 'Created By' field. But this can be flawed as one associate could create the Estimate and a completely different one could have actually hit the Sales Order button.
Any ideas would be useful.
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