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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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Built-In Netsuite "Pipeline" Reports display no data (are blank)
We have been entering Opportunities for a while and summarizing everything in manual EXCEL workbooks. Very time consuming. I'd sure like to get our Business Development people to start using NetSuite's built-in Pipeline reports. But I can't even give them a demonstration. Running one of the two Pipeline reports:…
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Quota vs Opportunity Closed Won- By Sales Rep
We want to get a report that can show the performance of each sales rep. We must compare the total quota versus the total opportunity closed won for a year/quarter. I couldn't find any standard report to compare the actual closed won opportunities with Quotas. We cannot use the quota vs. forecast report as we have closed…
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Quota vs Opportunity Closed Won- By Sales Rep
We want to get a report that can show the performance of each sales rep. We must compare the total quota versus the total opportunity closed won for a year/quarter. I couldn't find any standard report to compare the actual closed won opportunities with Quotas. We cannot use the quota vs. forecast report as we have closed…
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Cannot Save a Record in Quick Add
Hello, I am not able to save a record in Quick Add and it is due to a mandatory field not being populated through Quick Add (screenshot attached). It says enter a value into Ship to field. Ship to field is populated based on Ship to select field and it normally gets populated in the actual Opportunity form. However, it is…
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How to hide Create New button in Opportunities?
Dear all, in this oportunity i need help. i work in a work flow and i need hide shortcut button by workflow i let the image: file symbol with the + I appreciate the help Best Regards!
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How to update the custom Sales Price of Opportunity via CSV Import?
Hi, We often have repeated line items on our opportunity records, due to regularly using NetSuite item groups which repeat the same lines on opportunities. We calculate the sell price of our items from the cost price, adding a percentage mark up. NetSuite seems to hate the fact that we do both of these things. It seems to…
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How to Exclude Certain Opp statuses from Transaction search to determine duration in current status?
Hello there, I have created a Saved Transaction Search using a modified Suite Answers solutions to determine the length of time an Opp has been in it's current status. I've used a transaction rather than Opp search so as to utilise Main Line, but want to exclude certain Opp statuses, and the Opp Field: Opp status is not…