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• Agenda Builder launch
• SuiteWorld On Air registration
• New NetSuite Prompt Studio Contest
• And more!
Check out this thread to learn more!
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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