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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.
Spots are limited! Register through your Agenda Builder and find SuiteGuru under Agenda Enhancements.
Sales Rep Forecasts | Transactions & Filtration | Export
Greetings NetSuite Community! I would like to understand Back End of "Sales Rep Forecasts". Basically we've these 3 Tabs:
So, what Transaction Types makes up to Quotes, Unbilled Orders and Actuals?
As in, Invoice & Credit Memo fall under Actuals, similarly Sales Order and Return Authorization fall under Unbilled Orders, but I would like to get a full list of Transaction Types and Status that fall under these 3 Tabs.
Lastly, is there anyway via Saved Search or anything in which I can see all these information: "Quotes, Unbilled Orders and Actuals" along with their Quota by each and every Sales Rep? I would like to export this information.
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