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How to stop estimate/proposal edits updating the opportunity status and probability
Is there a way to stop current forecast type estimate/proposals from updating the linked opportunity. I have found the following behaviour. When an opportunity status is NOT 'Closed Won', then any edits to a linked current forecast type estimate/proposal or no edit and even just saving the record after entering edit mode,…
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Review Estimate Edit Permissions Before NetSuite 2026.2
This notice is intended for all customers using Estimates and Opportunities. You are receiving this notification because your account uses Estimates and Opportunities. In NetSuite 2026.2, we made a change to help prevent unauthorized changes to estimate forecast data on opportunities. What’s Changing? In NetSuite 2026.2,…
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How can we increase the 5MB upload limit currently placed on image size when our customers upload?
How can we increase the 5MB upload limit currently placed on image size when our customers upload an image file that gets attached to a estimate record? We currently allow our customers to attach, view, and even update an image file that is attached to an estimate record. This is used for creating custom artwork that use…
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In my estimate, the logo is huge. How Do I reduce its size?
In my estimate, the logo is huge. How Do I reduce its size?
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How to retain the status of the a Quote once a new one is created?
Hi There I have a scenario where I have 1 opportunity with multiple quotes. Quote number 1 is created and given to the customer. The customer might reject this (for example, the price was not what they were after). The status of this quote is changed to 'Closed-Revised Quote'. A new quote is created from the same…
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How to get pasted images in a Rich Text Field to Print with correct proportions on an advanced PDF?
Currently, pictures do not print appropriately when placed inside of a rich text format field while many other softwares and programs can handle this. The image comes out distorted when I try to scale it to be smalled in the rich text format field. See image below. It is highly disruptive to our Sales process as it leaves…
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Duplicate customer lines in list of estimates in saved Search
Hi, I have created a saved search that lists all estimates created. However one of estimate appears in two rows. This is because one of the line itme has a project associated with it. How can I remove the duplicate line and list only the main customer (the field shows it as {entity}). However even if I use formula text…
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How to Hide "Sales order" button from processed estimates?
Hi, Is there a way to hide "Sales order" button from processed estimates? A sales order already generated for processed estimates, so why the "Sales order" button still displaying in them? Thanks in advance
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How to Email multiple quotations to customers?
Hello, has anyone tried and succeeded in sending multiple quotations on one email to the same customer?
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How to email multiple quotations to customers (ii)?
This is a follow up to a posting with the same subject on 2 Feb 2023; I tried attaching to that posting, but I don’t know if that one has been ‘closed’ or not. We’ve done a bit more experimenting. I have two (sales) Quote records, which I wish to send to our customer. On each Quote, I follow the instructions in ‘Printing…