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SuiteWorld October 6 - 9, 2025: Agenda Builder is live!
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Read on for the latest updates including:
• Agenda Builder launch
• SuiteWorld On Air registration
• 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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Populate WBS from Estimate Items
Is anyone aware of a way to get items from an Estimate to populate a WBS? We create an opportunity and then a project is created. Once the customer is ready for a quote an estimate is generated from the opportunity.
We'd like the items from the Estimate to auto-populate the WBS on the project.
I tried creating a workflow to create the Project Tasks (followed SA 67926) but this doesn't seem to be working as I keep getting an error that the customer reference is invalid.
TIA,
Sue
Sue Campau
VP of Business Process Optimization
KCI, LLC
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