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Set expected closed dates in estimates to a related opportunity's expected close date

edited Feb 19, 2026 9:35AM in Ask A Guru 6 comments

Hi
We are using NetSuite OneWorld
Advanced forecasting box is checked under this setup:Setup > Enable Features > CRM > CRM > Sales>
We want the expected closed date in related estimates to be copied from the expected closed date of the opportunity. the purpose is we don't have to enter the same expected closed date again in every related estimate for that opportunity.
If its a standalone estimate ie no related opportunity, then we want to be able to enter the expected closed date.
please advise how to set up this workflow. Thank you

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