Is it a standard feature whenever an Estimate is created, a Sales Order is then created?
If it is, where can I toggle or see this setting? I’ve undeployed scripts and workflows that handles transforming of the record. But right now, it still does transform after save
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Renee Bernier
03/16/2023, 3:35 PM
An SO is not automatically created when an estimate is created, however, you can convert an estimate to a quote from the record. Hope this helps.
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Schwifty
03/16/2023, 3:40 PM
That’s also what I can recall. Not sure right now what’s triggering the Estimate to Sales Order creation. Already undeplopyed workflows and scripts
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Renee Bernier
03/16/2023, 3:41 PM
Have you tested creating a new estimate to check to see if any workflows are still initiating that might have been missed?
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MGBC
03/16/2023, 3:55 PM
When you look at the System Notes for the SO the first Note should be Create Record... what is the context and user of that create record note?
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Renee Bernier
08/21/2023, 7:21 PM
Is there a way to import sales quotas through csv in NetSuite?