-
Re-Quoting an Estimate (and Preserving ALL the Data)?
Does NetSuite have a way (whether natively, via turning on a Feature, or via a SuiteBundle/SuiteApp/Module) to re-quote an estimate and preserve ALL the data? We are a custom job shop and oftentimes we will re-quote a job months or sometimes even a year after the initial estimate was given to the customer. In these cases…
-
Make copy option in mobile app for activities
Our sales team use activities such as events and phone calls in their Netsuite Mobile App. It is quite convenient the Make Copy option to copy events and phone calls from existing ones. For example, they visit a client and they want to create a new event next week with the same customer. However, that option does not…
-
NSC | Show Make Copy Option in Invoice Transaction Form
Scenario: User would like to add Make Copy option on their Invoices to easily create Invoices for the same Customers with same orders. To resolve this, we need to customize the Invoice Transaction Forms. Here are the steps we may take: Using an Administrator role or any role which has a permission to customize your forms,…
-
Problems using make copy in transaction
I'm trying to automatically remove inactive itens and just found the follow points: Some itens already are't inserted in the copy made, there is some rule that I'm not looking at that make that happen? To find wich item is inactive, I've tried to make a sublist field to show the inactive field from the item to get the line…
-
How to identify if a Sales Order has been copied?
Hi, Im wondering if its possible to identify if an order has been copied. Is there a "copied" field im not aware of? We copy orders all the time and sometimes lose track if an order was already copied or not. It would be great if there was a search or even a field that tells us this. Thanks!
-
Enable Copy Customer Invoice
Hi All, Is there any option to add Make Copy functionality like in the PO transaction? Thank you,
-
Make Copy option on Invoices gone
Where did the "Make Copy" Action go on invoices? It was there last week.
-
Make Copy functionality in Transactions Copying all data including attached documents.
I have a user who was using the Make Copy function on a Journal Entry and they mentioned that the make copy feature copied the transactions and all attachments. 90% of the time the attachments will need to be removed from the copy. This causes risk if they Make Copy and forget to remove attachments that are not related to…