Is it a standard feature whenever an Estimate is c...
# general
s
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
r
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.
s
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
r
Have you tested creating a new estimate to check to see if any workflows are still initiating that might have been missed?
m
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?
r
Is there a way to import sales quotas through csv in NetSuite?