Is anyone familiar with setting up quotas and budgets in NS?
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Watz
05/18/2021, 8:08 PM
I've used both. Mostly quotas. What are you interested in?
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Netsuite Tragic
05/18/2021, 9:30 PM
@Watz are you able to link Quotas to Employees through Saved Search? I find the actual Quota record hard to link
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Watz
05/19/2021, 4:35 AM
Nope, never succeeded with that.
This was before analytics. Maybe it's possible there.
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Netsuite Tragic
05/19/2021, 5:43 AM
I think I tried that also but did not get it to work the way I was expecting. It seems to only work well on the NS native reports.
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Watz
05/19/2021, 6:24 AM
I had a scheduled script that ran the NS native reports with webquery, parsed the data and then stored it in custom records to be able to create custom searches and KPIs
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Netsuite Tragic
05/19/2021, 10:46 AM
My version I just created a copy of the monthly budgets on the employee record. Certainly seems native quotas are a labour
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