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Read on for the latest updates including:
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• SuiteWorld On Air registration
• New NetSuite Prompt Studio Contest
• And more!
Check out this thread to learn more!
Transaction Reporting
Is it possible to report the Estimate/Quote and the corresponding Invoice in the same search? Since they are both transactions I see no way to display them as separate columns.
Our current workflow for our service division is Quote-to Projects (tasks get completed) then an Invoice is created off the quote. Since there is no good way to pull those records out of a Project based search, it would be nice to see if a quote has been invoiced at a 1000ft view. Instead of drilling down into so many records.
So just looking for a simple search, that shows the Quote & Amount along with a column showing the invoice number and amount.
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